Akamai Technologies Gestion
Gestion contrôle des critères 4/4
Le PDG Akamai Technologies est Tom Leighton, nommé en Jan1998, a un mandat de 28.25 ans. La rémunération annuelle totale est $ 15.95M, composée du salaire de 0% et des bonus 100%, y compris les actions et options de la société. détient directement 1.79% des actions de la société, d'une valeur de $ 262.27M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.1 ans et 8.1 ans.
Informations clés
Tom Leighton
Directeur général
US$16.0m
Rémunération totale
| Pourcentage du salaire du PDG | 0.00% |
| Durée du mandat du directeur général | 28.3yrs |
| Propriété du PDG | 1.8% |
| Durée moyenne d'occupation des postes de direction | 5.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.1yrs |
Mises à jour récentes de la gestion
Recent updates
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.
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.Akamai: Growth Isn't The Problem - Profitability Is
Apr 06AKAM: 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.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.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.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.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.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.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.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.Akamai Technologies, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next
Nov 11
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.Here's Why Akamai Technologies (NASDAQ:AKAM) Can Manage Its Debt Responsibly
Jun 27Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?
Jun 12Akamai Technologies, Inc.'s (NASDAQ:AKAM) 25% Jump Shows Its Popularity With Investors
May 09Akamai Technologies: Business Model Transition Continues
Mar 25Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential
Mar 08Akamai Technologies: Long-Term Narrative Doesn't Matter Until Delivery Improves (Rating Downgrade)
Jan 09Akamai Technologies Q3: Interesting Enough To Put On My Watchlist
Nov 14Akamai: Delivery Headwinds And Compute Uncertainty
Oct 22Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market
Sep 25
Cloud Computing And Security Investments Propel Future Growth And Margins
Akamai's focus on expanding cloud computing capabilities and security services aims to drive revenue growth and improve net margins through high-margin offerings.Akamai: Slowdown In Content Delivery Is Faster Than Expected (Downgrade)
Jul 11Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Dec 31 2025 | US$16m | US$1 | US$452m |
| Sep 30 2025 | n/a | n/a | US$507m |
| Jun 30 2025 | n/a | n/a | US$425m |
| Mar 31 2025 | n/a | n/a | US$453m |
| Dec 31 2024 | US$15m | US$1 | US$505m |
| Sep 30 2024 | n/a | n/a | US$526m |
| Jun 30 2024 | n/a | n/a | US$629m |
| Mar 31 2024 | n/a | n/a | US$626m |
| Dec 31 2023 | US$13m | US$1 | US$548m |
| Sep 30 2023 | n/a | n/a | US$515m |
| Jun 30 2023 | n/a | n/a | US$478m |
| Mar 31 2023 | n/a | n/a | US$487m |
| Dec 31 2022 | US$12m | US$1 | US$524m |
| Sep 30 2022 | n/a | n/a | US$555m |
| Jun 30 2022 | n/a | n/a | US$611m |
| Mar 31 2022 | n/a | n/a | US$629m |
| Dec 31 2021 | US$12m | US$1 | US$652m |
| Sep 30 2021 | n/a | n/a | US$604m |
| Jun 30 2021 | n/a | n/a | US$584m |
| Mar 31 2021 | n/a | n/a | US$590m |
| Dec 31 2020 | US$12m | US$1 | US$557m |
| Sep 30 2020 | n/a | n/a | US$563m |
| Jun 30 2020 | n/a | n/a | US$542m |
| Mar 31 2020 | n/a | n/a | US$494m |
| Dec 31 2019 | US$11m | US$1 | US$478m |
Rémunération vs marché: La rémunération totale de Tom ($USD 15.95M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.50M ).
Rémunération et revenus: La rémunération de Tom a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Tom Leighton (68 yo)
Dr. F. Thomson Leighton, also known as Tom, co-founded Akamai Technologies, Inc. in 1998 and has been its Chief Executive Officer since January 1, 2013 and serves as its President. Dr. Leighton is Akamai's...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 28.3yrs | US$15.95m | 1.79% $ 262.3m | |
| Executive VP | 7.1yrs | US$6.20m | 0.0062% $ 909.5k | |
| COO & GM of Cloud Technology Group | 5.1yrs | US$7.73m | 0.0049% $ 725.8k | |
| Executive Vice President of Global Sales & Services | 5.1yrs | US$5.33m | 0.024% $ 3.5m | |
| Executive VP & GM of Security Technology Group | 4.3yrs | US$5.44m | 0.015% $ 2.2m | |
| Senior VP & Chief Accounting Officer | 4.8yrs | pas de données | 0.011% $ 1.6m | |
| Executive VP & CTO | 5.1yrs | US$3.75m | 0.021% $ 3.1m | |
| Senior VP & Chief Information Officer | 4.3yrs | pas de données | pas de données | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| Executive VP | 8.5yrs | US$3.01m | 0.016% $ 2.4m | |
| Senior Vice President of Corporate and Business Development | 7.3yrs | pas de données | pas de données | |
| Executive VP & Chief Marketing Officer | 5.1yrs | pas de données | 0.042% $ 6.1m |
Gestion expérimentée: L'équipe dirigeante de AKAM est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 27.7yrs | US$15.95m | 1.79% $ 262.3m | |
| Independent Director | 12.4yrs | US$384.92k | 0.016% $ 2.4m | |
| Independent Director | 12.8yrs | US$384.92k | 0.018% $ 2.7m | |
| Independent Director | 10.8yrs | US$349.93k | 0.015% $ 2.3m | |
| Independent Chairman | 9.7yrs | US$449.96k | 0.012% $ 1.8m | |
| Independent Director | 6.8yrs | US$384.92k | 0.0062% $ 913.9k | |
| Independent Director | 6.1yrs | US$384.92k | 0.0042% $ 620.0k | |
| Independent Director | less than a year | US$234.40k | pas de données | |
| Independent Director | 5yrs | US$349.93k | 0.0056% $ 825.7k | |
| Independent Director | 8.1yrs | US$349.93k | 0.0061% $ 891.9k | |
| Independent Director | less than a year | US$234.40k | pas de données |
Conseil d'administration expérimenté: Les membres du conseil d'administration de AKAM sont considérés comme expérimentés (ancienneté moyenne 8.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/04/30 02:55 |
| Cours de l'action en fin de journée | 2026/04/30 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Akamai Technologies, Inc. est couverte par 50 analystes. 25 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| William Power | Baird |
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |