Akamai Technologies Future Growth
Future criteria checks 2/6
Akamai Technologies is forecast to grow earnings and revenue by 17.9% and 7.8% per annum respectively. EPS is expected to grow by 18.8% per annum. Return on equity is forecast to be 18.6% in 3 years.
Key information
17.9%
Earnings growth rate
18.80%
EPS growth rate
| IT earnings growth | 18.6% |
| Revenue growth rate | 7.8% |
| Future return on equity | 18.64% |
| Analyst coverage | Good |
| Last updated | 15 May 2026 |
Recent future growth updates
Recent updates
Analysis Article • 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 Alpha
Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • Jun 27
Here's Why Akamai Technologies (NASDAQ:AKAM) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Jun 12
Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Akamai Technologies fair value estimate is US$117 Akamai...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 AlphaSeeking Alpha • Nov 14
Akamai Technologies Q3: Interesting Enough To Put On My Watchlist
Summary Akamai Technologies' Q3 earnings showed mixed results, with revenue up 3.6% y/y but a significant GAAP operating margin drop due to restructuring charges. The company's outlook is weak with lowered full-year revenue and profit forecasts, leading to a 15% drop in share price. Despite short-term challenges, Akamai's security and compute segments show promise, with strong growth potential in cloud services and online security. I will monitor Akamai closely, noting its solid balance sheet but concerned about high stock-based compensation impacting GAAP performance. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Akamai: Delivery Headwinds And Compute Uncertainty
Summary Akamai's share price has rebounded in recent months due to optimism around its Security and Compute businesses. Akamai's Delivery business continues to face headwinds though, and the company has made little financial progress in recent years as a result. The valuation remains reasonable, particularly if the company can return its margins to the historical norm. Ongoing investments in Compute and Security could represent a risk to cash flows though. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market
Summary I recommend a buy rating for Akamai Technologies stock, as I believe the market undervalues the strong performance in the Security and Compute segments. Despite the slowdown in the Delivery segment, Security and Compute are showing very strong growth. Migrating apps to Akamai Connected Cloud will significantly reduce operating costs, potentially boosting margins by 400bps. Read the full article on Seeking Alpha
New Narrative • Aug 19
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.Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 5,381 | 687 | 1,089 | 2,085 | 11 |
| 12/31/2027 | 4,958 | 517 | 655 | 1,877 | 25 |
| 12/31/2026 | 4,500 | 454 | -184 | 1,654 | 25 |
| 3/31/2026 | 4,267 | 435 | 765 | 1,580 | N/A |
| 12/31/2025 | 4,208 | 452 | 669 | 1,519 | N/A |
| 9/30/2025 | 4,133 | 507 | 560 | 1,496 | N/A |
| 6/30/2025 | 4,083 | 425 | 521 | 1,447 | N/A |
| 3/31/2025 | 4,019 | 453 | 548 | 1,418 | N/A |
| 12/31/2024 | 3,991 | 505 | 701 | 1,519 | N/A |
| 9/30/2024 | 3,966 | 526 | 819 | 1,565 | N/A |
| 6/30/2024 | 3,927 | 629 | 737 | 1,531 | N/A |
| 3/31/2024 | 3,883 | 626 | 664 | 1,467 | N/A |
| 12/31/2023 | 3,812 | 548 | 497 | 1,348 | N/A |
| 9/30/2023 | 3,745 | 515 | 557 | 1,301 | N/A |
| 6/30/2023 | 3,661 | 478 | 703 | 1,311 | N/A |
| 3/31/2023 | 3,629 | 487 | 737 | 1,286 | N/A |
| 12/31/2022 | 3,617 | 524 | 816 | 1,275 | N/A |
| 9/30/2022 | 3,594 | 555 | 863 | 1,320 | N/A |
| 6/30/2022 | 3,573 | 611 | 865 | 1,341 | N/A |
| 3/31/2022 | 3,522 | 629 | 865 | 1,377 | N/A |
| 12/31/2021 | 3,461 | 652 | 859 | 1,405 | N/A |
| 9/30/2021 | 3,402 | 604 | 706 | 1,309 | N/A |
| 6/30/2021 | 3,335 | 584 | 606 | 1,321 | N/A |
| 3/31/2021 | 3,277 | 590 | 560 | 1,242 | N/A |
| 12/31/2020 | 3,198 | 557 | 447 | 1,215 | N/A |
| 9/30/2020 | 3,124 | 563 | 472 | 1,206 | N/A |
| 6/30/2020 | 3,041 | 542 | 443 | 1,101 | N/A |
| 3/31/2020 | 2,951 | 494 | 449 | 1,121 | N/A |
| 12/31/2019 | 2,894 | 478 | N/A | 1,058 | N/A |
| 9/30/2019 | 2,835 | 453 | N/A | 1,062 | N/A |
| 6/30/2019 | 2,795 | 423 | N/A | 1,075 | N/A |
| 3/31/2019 | 2,752 | 352 | N/A | 977 | N/A |
| 12/31/2018 | 2,714 | 298 | N/A | 1,008 | N/A |
| 9/30/2018 | 2,660 | 232 | N/A | 920 | N/A |
| 6/30/2018 | 2,614 | 188 | N/A | 845 | N/A |
| 3/31/2018 | 2,557 | 202 | N/A | 850 | N/A |
| 12/31/2017 | 2,489 | 223 | N/A | 801 | N/A |
| 9/30/2017 | 2,447 | 287 | N/A | 788 | N/A |
| 6/30/2017 | 2,406 | 299 | N/A | 803 | N/A |
| 3/31/2017 | 2,373 | 316 | N/A | 823 | N/A |
| 12/31/2016 | 2,348 | 321 | N/A | 872 | N/A |
| 9/30/2016 | 2,303 | 313 | N/A | 905 | N/A |
| 6/30/2016 | 2,270 | 325 | N/A | 836 | N/A |
| 3/31/2016 | 2,239 | 319 | N/A | 856 | N/A |
| 12/31/2015 | 2,197 | 321 | N/A | 793 | N/A |
| 9/30/2015 | 2,155 | 330 | N/A | 742 | N/A |
| 6/30/2015 | 2,102 | 333 | N/A | 733 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AKAM's forecast earnings growth (17.9% per year) is above the savings rate (3.5%).
Earnings vs Market: AKAM's earnings (17.9% per year) are forecast to grow faster than the US market (16.8% per year).
High Growth Earnings: AKAM's earnings are forecast to grow, but not significantly.
Revenue vs Market: AKAM's revenue (7.8% per year) is forecast to grow slower than the US market (11.7% per year).
High Growth Revenue: AKAM's revenue (7.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: AKAM's Return on Equity is forecast to be low in 3 years time (18.6%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/17 17:46 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Akamai Technologies, Inc. is covered by 50 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| William Power | Baird |
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |