Akamai Technologies, Inc.

NasdaqGS:AKAM 株式レポート

時価総額:US$14.7b

Akamai Technologies マネジメント

マネジメント 基準チェック /44

Akamai Technologiesの CEO はTom Leightonで、 Jan1998年に任命され、 の在任期間は 28.25年です。 の年間総報酬は$ 15.95Mで、 0%給与と100%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.79%を直接所有しており、その価値は$ 261.90M 。経営陣と取締役会の平均在任期間はそれぞれ5.1年と8.1年です。

主要情報

Tom Leighton

最高経営責任者

US$16.0m

報酬総額

CEO給与比率0.00%
CEO在任期間28.3yrs
CEOの所有権1.8%
経営陣の平均在職期間5.1yrs
取締役会の平均在任期間8.1yrs

経営陣の近況

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 06

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.

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
Akamai Technologies, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

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 27
Here's Why Akamai Technologies (NASDAQ:AKAM) Can Manage Its Debt Responsibly

Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?

Jun 12
Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?

Akamai Technologies, Inc.'s (NASDAQ:AKAM) 25% Jump Shows Its Popularity With Investors

May 09
Akamai Technologies, Inc.'s (NASDAQ:AKAM) 25% Jump Shows Its Popularity With Investors

Akamai Technologies: Business Model Transition Continues

Mar 25

Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential

Mar 08

Akamai Technologies: Long-Term Narrative Doesn't Matter Until Delivery Improves (Rating Downgrade)

Jan 09

Akamai Technologies Q3: Interesting Enough To Put On My Watchlist

Nov 14

Akamai: Delivery Headwinds And Compute Uncertainty

Oct 22

Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market

Sep 25
User avatar

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 11

CEO報酬分析

Akamai Technologies の収益と比較して、Tom Leighton の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025US$16mUS$1

US$452m

Sep 30 2025n/an/a

US$507m

Jun 30 2025n/an/a

US$425m

Mar 31 2025n/an/a

US$453m

Dec 31 2024US$15mUS$1

US$505m

Sep 30 2024n/an/a

US$526m

Jun 30 2024n/an/a

US$629m

Mar 31 2024n/an/a

US$626m

Dec 31 2023US$13mUS$1

US$548m

Sep 30 2023n/an/a

US$515m

Jun 30 2023n/an/a

US$478m

Mar 31 2023n/an/a

US$487m

Dec 31 2022US$12mUS$1

US$524m

Sep 30 2022n/an/a

US$555m

Jun 30 2022n/an/a

US$611m

Mar 31 2022n/an/a

US$629m

Dec 31 2021US$12mUS$1

US$652m

Sep 30 2021n/an/a

US$604m

Jun 30 2021n/an/a

US$584m

Mar 31 2021n/an/a

US$590m

Dec 31 2020US$12mUS$1

US$557m

Sep 30 2020n/an/a

US$563m

Jun 30 2020n/an/a

US$542m

Mar 31 2020n/an/a

US$494m

Dec 31 2019US$11mUS$1

US$478m

報酬と市場: Tomの 総報酬 ($USD 15.95M ) は、 US市場 ($USD 14.50M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Tomの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Tom Leighton (68 yo)

28.3yrs
在職期間
US$15,954,172
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
F. Leighton
Co-Founder28.3yrsUS$15.95m1.79%
$ 261.9m
Edward McGowan
Executive VP7.1yrsUS$6.20m0.0062%
$ 908.2k
Adam Karon
COO & GM of Cloud Technology Group5.1yrsUS$7.73m0.0049%
$ 724.8k
Paul Joseph
Executive Vice President of Global Sales & Services5.1yrsUS$5.33m0.024%
$ 3.5m
Mani Sundaram
Executive VP & GM of Security Technology Group4.3yrsUS$5.44m0.015%
$ 2.2m
Laura Howell
Senior VP & Chief Accounting Officer4.8yrsデータなし0.011%
$ 1.6m
Robert Blumofe
Executive VP & CTO5.1yrsUS$3.75m0.021%
$ 3.1m
Kate Prouty
Senior VP & Chief Information Officer4.3yrsデータなしデータなし
Mark Stoutenberg
Head of Investor Relationsno dataデータなしデータなし
Aaron Ahola
Executive VP8.5yrsUS$3.01m0.016%
$ 2.4m
Charlie Rice
Senior Vice President of Corporate and Business Development7.3yrsデータなしデータなし
Kim Salem Jackson
Executive VP & Chief Marketing Officer5.1yrsデータなし0.042%
$ 6.1m
5.1yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: AKAMの経営陣は経験豊富で経験豊富です(平均在職期間は5.1年)。


取締役

名称ポジション在職期間報酬所有権
F. Leighton
Co-Founder27.7yrsUS$15.95m1.79%
$ 261.9m
Bernardus Johannes Verwaayen
Independent Director12.4yrsUS$384.92k0.016%
$ 2.4m
Monte Ford
Independent Director12.8yrsUS$384.92k0.018%
$ 2.7m
Jonathan Miller
Independent Director10.8yrsUS$349.93k0.015%
$ 2.3m
Daniel Hesse
Independent Chairman9.7yrsUS$449.96k0.012%
$ 1.8m
Madhu Ranganathan
Independent Director6.8yrsUS$384.92k0.0062%
$ 912.6k
Marianne Brown
Independent Director6.1yrsUS$384.92k0.0042%
$ 619.2k
Bas Burger
Independent Directorless than a yearUS$234.40kデータなし
Sharon Bowen
Independent Director5yrsUS$349.93k0.0056%
$ 824.6k
Peter Killalea
Independent Director8.1yrsUS$349.93k0.0061%
$ 890.6k
Janaki Akella
Independent Directorless than a yearUS$234.40kデータなし
8.1yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: AKAMの 取締役会経験豊富 であると考えられます ( 8.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/04/30 20:02
終値2026/04/29 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Akamai Technologies, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50

アナリスト機関
William PowerBaird
Madeline BrooksBofA Global Research
Tal LianiBofA Global Research