Akamai Technologies Resultados de beneficios anteriores
Pasado controles de criterios 1/6
Los beneficios de Akamai Technologies han disminuido a una tasa media anual de -6.7%, mientras que en la industria IT los beneficios crecieron en un 12.1% anualmente. Los ingresos han ido creciendo a una tasa media de 4.9% al año. La rentabilidad financiera de Akamai Technologies es de 8.7%, y sus márgenes netos son de 9.5%.
Información clave
-6.73%
Tasa de crecimiento de los beneficios
-4.16%
Tasa de crecimiento del BPA
| Crecimiento de la industria IT | 22.43% |
| Tasa de crecimiento de los ingresos | 4.94% |
| Rentabilidad financiera | 8.65% |
| Margen neto | 9.51% |
| Última actualización de beneficios | 30 Jun 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Sep 10
AKAM: AI Cloud Infrastructure Builds Will Drive Future Upside Potential
Akamai Technologies' updated analyst price target moves from about $159 to about $153 as analysts factor in higher required returns, a mixed view on profit margins, and continued interest in the company's Compute and cloud infrastructure growth potential. Analyst Commentary Recent research on Akamai Technologies shows a split view.
Actualización de narrativa • Aug 13
AKAM: High Cloud Capex And Weaker Margins Will Constrain Future Upside
Akamai Technologies' updated price target of $105.99, up from $103.65, reflects analysts' mixed responses to recent cuts in Street targets that cite timing noise in the outlook, pressure on cloud infrastructure margins and high capex, alongside prior optimism around its role as an AI infrastructure provider. Analyst Commentary Recent Street research on Akamai Technologies points to a more cautious tone around the stock.Seeking Alpha • Aug 07
Akamai Technologies: Strong AI-Led Growth, Turbulent Profitability
Summary Akamai Technologies, Inc. reported Q2 results nearly in line with Wall Street's expectations. Growth remains good, mixed between slowing Delivery revenues but an accelerating outlook in the CIS segment. AKAM's margin pressure has continued, accelerated by upfront CIS investments. I estimate AKAM stock to have a fair value of $125.0. Read the full article on Seeking AlphaActualización de narrativa • Jul 29
AKAM: AI Infrastructure Deals Will Pressure Margins Yet Support Balanced Future Upside
Akamai Technologies sees its updated analyst price target edge lower to about $103.65 from roughly $106.95 as analysts factor in a slightly higher discount rate, along with modestly adjusted expectations for revenue growth, profit margins, and future P/E levels following a mix of recent target increases and a reduction from $160 to $125 at one major firm. Analyst Commentary Recent commentary on Akamai Technologies has shifted to a more mixed tone as some bearish analysts reassess how much investors should pay for the stock.Actualización de narrativa • Jun 24
AKAM: AI Infrastructure Deals Will Strain Margins And Capex Heavy Future Returns
Akamai Technologies' updated fair value estimate has moved from $79.11 to $106.95, reflecting analysts' higher price targets tied to AI infrastructure demand and recent large language model partnerships, while also acknowledging ongoing questions around profit margins and a future P/E of 49.19 compared with 26.00 previously. Analyst Commentary Recent Street research on Akamai Technologies centers on how the stock is being revalued around AI infrastructure demand, with several firms lifting price targets following the Anthropic agreement and broader interest in edge-based AI inference.Actualización de narrativa • Jun 04
AKAM: AI Infrastructure Demand And Margin Strains Will Shape Balanced Future Outlook
Akamai's updated analyst price target has moved from $157.16 to $159.30. Analysts point to stronger assumed revenue growth tied to AI infrastructure demand, tempered by more conservative margin expectations and a slightly higher future P/E of 44.18x versus 40.94x previously.Actualización de narrativa • May 21
AKAM: AI Infrastructure Deals And Heavy Investment Will Shape Balanced Future Outlook
Akamai Technologies' analyst fair value estimate has moved from $110.98 to $157.16 as analysts factor in higher revenue growth expectations tied to AI infrastructure demand and recent deals, while also acknowledging ongoing margin pressure from increased investment. Analyst Commentary Recent research updates show a wide range of reactions to Akamai Technologies, with many firms lifting price targets while debating how much near term margin pressure and elevated capital spending should affect valuation.Artículo de análisis • May 16
Investors Can Find Comfort In Akamai Technologies' (NASDAQ:AKAM) Earnings Quality
Akamai Technologies, Inc.'s ( NASDAQ:AKAM ) recent soft profit numbers didn't appear to worry shareholders, as the...Actualización de narrativa • Apr 29
AKAM: Heavy AI Capex And Margin Pressure Will Limit Future Share Upside
Analysts have nudged their average price target on Akamai Technologies higher by about $1, reflecting modestly stronger assumptions for revenue growth, profit margins, and the future P/E multiple after a series of updated research reports that highlight ongoing traction in compute and security, along with higher planned investment. Analyst Commentary Recent research on Akamai reflects a mixed tone, with many firms lifting price targets while also flagging higher spending needs and the trade off between growth initiatives and profitability.Actualización de narrativa • Apr 15
AKAM: AI Compute And Security Investments Are Expected To Drive Upside
Analysts have lifted the base case price target for Akamai Technologies to $110.98 from $102.72, reflecting updated views on higher future P/E assumptions along with more conservative revenue growth and profit margin inputs. This is supported by recent research that highlights growing compute and security demand, increased AI related capex, and a mix of both positive target revisions and a downgrade in rating.Actualización de narrativa • Apr 01
AKAM: Elevated AI Capex Will Constrain Margins Despite Strong Compute And Security
Analysts have lifted Akamai Technologies' blended price target into a higher $90 to $120 range, citing steadier delivery trends, growing contributions from compute and security, and a willingness to accept near term margin pressure to fund AI related infrastructure and CIS growth. Analyst Commentary Recent research coverage on Akamai points to a generally constructive view on the company’s role in compute, security, and AI infrastructure, but opinions are not uniform.Actualización de narrativa • Mar 18
AKAM: Heavy AI And Compute Spending Will Pressure Margins And Share Returns
Akamai’s updated analyst price target framework edges higher as modestly adjusted assumptions on fair value, growth, margins and future P/E reflect analysts’ focus on stabilizing delivery trends, rising contributions from security and compute, and sector-wide AI optimism, despite mixed views on near term investment and profitability. Analyst Commentary Recent Street research on Akamai highlights a split view.Actualización de narrativa • Mar 04
AKAM: Elevated Capex For AI And Compute Will Pressure Future Returns
Akamai Technologies' updated fair value estimate has moved from $69.00 to about $77.07 as analysts factor in higher long term P/E assumptions, a higher discount rate, and renewed confidence in the company’s compute, security, and AI related growth drivers, reflected in a series of recent price target increases across the Street. Analyst Commentary Street research on Akamai has turned more active, with a wide range of price targets and ratings clustered around the company’s push into compute, security, and AI infrastructure.Actualización de narrativa • Feb 17
AKAM: Fair Outlook As AI Infrastructure And Compute Transition Tests Execution
The Akamai Technologies analyst price target has been raised by about $1.57 to align with Street research that points to improving revenue growth assumptions, a slightly lower discount rate and a higher future P/E. This is supported by analysts highlighting moderating delivery declines, steadier Security trends, accelerating compute growth and potential benefits from AI infrastructure demand.Actualización de narrativa • Feb 03
AKAM: Heavy Security And Compute Investments Will Constrain Returns Despite AI Tailwinds
Analysts have kept their fair value estimate for Akamai Technologies steady at $69.00 while updating their assumptions to reflect lower discount rates, slightly higher revenue growth and profit margin expectations, and a modestly reduced future P/E multiple. These changes are supported by recent target hikes tied to AI infrastructure demand, growing security and compute exposure, and a perceived inflection in the shift from content delivery to a broader cloud and security platform.Actualización de narrativa • Jan 20
AKAM: Fair Outlook As Security And Compute Transition Reaches Key Inflection Point
Analysts have lifted their price target for Akamai Technologies by about US$6 to roughly US$101, citing a stronger profit outlook, a slightly lower required return, and growing conviction in the company’s transition toward security, compute, and AI infrastructure offerings. Analyst Commentary Recent Street research on Akamai highlights a mix of enthusiasm around its shift toward security, compute, and AI infrastructure, alongside some caution about the investment needed to support that shift.Actualización de narrativa • Jan 06
AKAM: Heavy Security And Compute Spending Will Pressure Margins And Share Performance
Akamai Technologies' analyst fair value estimate has been adjusted from US$66.00 to US$69.00 as analysts factor in updated expectations around revenue growth, profitability, and a lower future P/E, supported by recent Street research highlighting opportunities in security, compute infrastructure, and ongoing investment needs. Analyst Commentary Recent research on Akamai Technologies presents a mixed picture, with some firms highlighting growth opportunities in security and compute infrastructure while others focus on the investment and execution risks that come with this shift.Actualización de narrativa • Dec 15
AKAM: Heavy AI And Security Spending Will Cap Near-Term Upside
Analysts have nudged their fair value estimate for Akamai Technologies to $66.00 per share, citing a slightly lower discount rate, stronger expected revenue growth in security and compute, improved profit margin assumptions, and a lower future P E multiple that reflects both ongoing investment needs and a more balanced view of valuation risk. Analyst Commentary Recent Street research paints a mixed picture for Akamai, with bullish views on the long term potential of its security and compute businesses offset by valuation concerns and execution risk around its transformation strategy.Artículo de análisis • Nov 11
Akamai Technologies, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Akamai Technologies, Inc. ( NASDAQ:AKAM ) shareholders, with its shares surging 17...Actualización de narrativa • Sep 04
Cloud, AI And Cybersecurity Will Unlock Future Opportunities
Analysts remain divided on Akamai Technologies due to concerns over consistent growth, particularly in Security and Delivery segments, and while recent strong results and guidance upgrades have fueled some optimism, the consensus Analyst Price Target is unchanged at $95.20. Analyst Commentary Concerns about Akamai's ability to deliver consistent growth across all business segments, with particular emphasis on the need for stabilization in Security and Delivery segment revenues.Seeking Alpha • Mar 25
Akamai Technologies: Business Model Transition Continues
Summary Akamai Technologies, a leading content delivery, cloud computing, and security solutions provider, is down 25% from its 52-week highs amid business model tweaks and takeover rumors. The company is transitioning from its legacy Delivery business to focus on Security and Compute, aiming for 10% revenue growth and mid-40s EBITDA margins. Despite mixed analyst opinions and recent insider trading, Akamai's solid balance sheet and potential private equity interest offer some upside potential. An analysis around Akamai Technologies follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential
Summary I reiterate a hold rating for Akamai Technologies due to a poor earnings growth outlook and lack of near-term catalysts for re-rating. Revenue growth is slowing, with FY25 guidance showing minimal growth and continuous declines in the delivery segment, impacting overall performance. Margin pressures persist due to necessary investments in AI and compute infrastructure, further dampening earnings growth potential. Despite appearing cheap, Akamai’s valuation is unlikely to improve without clear revenue and margin stabilization, making it a hold for now. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Akamai Technologies. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 30 Jun 26 | 4,323 | 411 | 1,308 | 555 |
| 31 Mar 26 | 4,267 | 435 | 1,259 | 532 |
| 31 Dec 25 | 4,208 | 452 | 1,228 | 514 |
| 30 Sep 25 | 4,133 | 507 | 1,204 | 494 |
| 30 Jun 25 | 4,083 | 425 | 1,191 | 490 |
| 31 Mar 25 | 4,019 | 453 | 1,174 | 477 |
| 31 Dec 24 | 3,991 | 505 | 1,171 | 471 |
| 30 Sep 24 | 3,966 | 526 | 1,161 | 460 |
| 30 Jun 24 | 3,927 | 629 | 1,145 | 445 |
| 31 Mar 24 | 3,883 | 626 | 1,142 | 430 |
| 31 Dec 23 | 3,812 | 548 | 1,125 | 405 |
| 30 Sep 23 | 3,745 | 515 | 1,110 | 400 |
| 30 Jun 23 | 3,661 | 478 | 1,092 | 388 |
| 31 Mar 23 | 3,629 | 487 | 1,070 | 381 |
| 31 Dec 22 | 3,617 | 524 | 1,065 | 389 |
| 30 Sep 22 | 3,594 | 555 | 1,051 | 378 |
| 30 Jun 22 | 3,573 | 611 | 1,032 | 367 |
| 31 Mar 22 | 3,522 | 629 | 1,014 | 353 |
| 31 Dec 21 | 3,461 | 652 | 1,002 | 335 |
| 30 Sep 21 | 3,402 | 604 | 1,019 | 309 |
| 30 Jun 21 | 3,335 | 584 | 1,028 | 293 |
| 31 Mar 21 | 3,277 | 590 | 1,034 | 280 |
| 31 Dec 20 | 3,198 | 557 | 1,032 | 269 |
| 30 Sep 20 | 3,124 | 563 | 1,043 | 271 |
| 30 Jun 20 | 3,041 | 542 | 1,039 | 269 |
| 31 Mar 20 | 2,951 | 494 | 1,039 | 266 |
| 31 Dec 19 | 2,894 | 478 | 1,023 | 261 |
| 30 Sep 19 | 2,835 | 453 | 1,004 | 253 |
| 30 Jun 19 | 2,795 | 423 | 1,001 | 249 |
| 31 Mar 19 | 2,752 | 352 | 999 | 247 |
| 31 Dec 18 | 2,714 | 298 | 1,066 | 246 |
| 30 Sep 18 | 2,660 | 232 | 1,013 | 245 |
| 30 Jun 18 | 2,614 | 188 | 1,011 | 242 |
| 31 Mar 18 | 2,557 | 202 | 998 | 235 |
| 31 Dec 17 | 2,489 | 223 | 967 | 222 |
| 30 Sep 17 | 2,447 | 287 | 952 | 210 |
| 30 Jun 17 | 2,406 | 299 | 927 | 195 |
| 31 Mar 17 | 2,373 | 316 | 900 | 179 |
| 31 Dec 16 | 2,348 | 321 | 867 | 168 |
| 30 Sep 16 | 2,303 | 313 | 849 | 159 |
| 30 Jun 16 | 2,270 | 325 | 840 | 155 |
| 31 Mar 16 | 2,239 | 319 | 840 | 154 |
| 31 Dec 15 | 2,197 | 321 | 827 | 149 |
| 30 Sep 15 | 2,155 | 330 | 805 | 143 |
Ingresos de calidad: AKAM tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(9.5%) de AKAM son inferiores a los del año pasado (10.4%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de AKAM han disminuido en un 6.7% al año en los últimos 5 años.
Acelerando crecimiento: AKAM ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: AKAM tuvo un crecimiento negativo de los beneficios (-3.2%) durante el año pasado, lo que dificulta la comparación con la media de la industria IT (0.1%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de AKAM (8.7%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 23:33 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Akamai Technologies, Inc. está cubierta por 51 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| William Power | Baird |
| Tal Liani | BofA Global Research |
| Madeline Brooks | BofA Global Research |