Akamai Technologies 대차대조표 건전성
재무 건전성 기준 점검 3/6
Akamai Technologies 의 총 주주 지분은 $4.9B 이고 총 부채는 $4.1B, 이는 부채 대 자기자본 비율을 83.7% 로 가져옵니다. 총자산과 총부채는 각각 $11.6B 및 $6.7B 입니다. Akamai Technologies 의 EBIT는 $587.1M 이며 이자보상배율은 -16.1 입니다. $930.4M 의 현금 및 단기 투자금을 보유하고 있습니다.
핵심 정보
83.68%
부채/자본 비율
US$4.11b
부채
| 이자보상배율 | -16.1x |
| 현금 | US$930.45m |
| 자본 | US$4.91b |
| 총부채 | US$6.74b |
| 총자산 | US$11.65b |
최근 재무 건전성 업데이트
업데이트 없음
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...Seeking Alpha • May 10
Akamai Technologies Cements Itself As An AI Beneficiary
Summary Akamai Technologies, Inc. reported Q1 results nearly in line with Wall Street expectations. Security and cloud infrastructure showed good momentum, but pressure in the delivery segment continued to weigh on AKAM's growth and margins. A new $1.8 billion AI cloud infrastructure deal is major news for AKAM, cementing the company as an AI beneficiary. I estimate AKAM stock to have a fair value of $148.30. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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 AlphaSeeking Alpha • Jan 09
Akamai Technologies: Long-Term Narrative Doesn't Matter Until Delivery Improves (Rating Downgrade)
Summary I am downgrading Akamai Technologies stock from buy to hold due to persistent underperformance in the Delivery segment, which saw a 16% y/y revenue decline. Despite strong growth in Compute and Security, the market remains focused on Delivery's weakness, with traffic growth in key verticals like video streaming and gaming remaining weak. Management's restructuring measures, including a 2.5% workforce reduction and reinvestment in Compute and Security, are positive but insufficient to offset Delivery's negative impact. Until Delivery shows clear signs of stabilization or growth, I recommend monitoring AKAM and investing only when this segment's growth profile improves. Read the full article on Seeking Alpha재무 상태 분석
단기부채: AKAM 의 단기 자산 ( $2.1B )이 단기 부채( $1.0B ).
장기 부채: AKAM의 단기 자산($2.1B)이 장기 부채($5.7B)를 충당하지 못합니다.
부채/자본 비율 추이 및 분석
부채 수준: AKAM 의 순부채 대 자기자본 비율( 64.7% )은 높음으로 간주됩니다.
부채 감소: AKAM의 부채 대비 자본 비율은 지난 5년 동안 44.5%에서 83.7%로 증가했습니다.
부채 범위: AKAM 의 부채는 영업 현금 흐름 ( 38.5% )에 의해 잘 충당되었습니다.
이자 보장: AKAM 지불하는 것보다 더 많은 이자를 벌기 때문에 이자 지불 보장은 문제가 되지 않습니다.
대차대조표
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/10 13:19 |
| 종가 | 2026/07/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
Akamai Technologies, Inc.는 49명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Power | Baird |
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |