Akamai Technologies (AKAM) Stock Overview
Engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 1/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
AKAM Community Fair Values
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Analyst Price Targets
Akamai Technologies, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$124.99 |
| 52 Week High | US$165.45 |
| 52 Week Low | US$70.82 |
| Beta | 0.64 |
| 1 Month Change | 3.99% |
| 3 Month Change | -17.10% |
| 1 Year Change | 67.95% |
| 3 Year Change | 23.88% |
| 5 Year Change | 9.17% |
| Change since IPO | -13.91% |
Recent News & Updates
Narrative Update • 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 AlphaRecent updates
Narrative Update • 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 AlphaNarrative Update • 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.Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.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...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.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 AlphaShareholder Returns
| AKAM | US IT | US Market | |
|---|---|---|---|
| 7D | 13.1% | 2.6% | 0.6% |
| 1Y | 68.0% | 13.0% | 20.1% |
Return vs Industry: AKAM exceeded the US IT industry which returned 13% over the past year.
Return vs Market: AKAM exceeded the US Market which returned 20.1% over the past year.
Price Volatility
| AKAM volatility | |
|---|---|
| AKAM Average Weekly Movement | 7.6% |
| IT Industry Average Movement | 11.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: AKAM has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: AKAM's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1998 | 11,000 | Tom Leighton | www.akamai.com |
Akamai Technologies, Inc. engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally. It offers security solutions that include web application and application programming interfaces (API) protection solutions, which protect web, API, and mobile app traffic from attacks; Bot & Abuse portfolio, which provides solutions to help customers protect against threats; full account lifecycle protections including the ability to defend against account takeover and opening abuse, adversarial bot protection, protection against credential stuffing, inventory scalping, and hoarding; and solutions designed to stop persistent scrapers from stealing content; API security, which discovers, audits, and monitors API; and microservice and application component protection that analyzes and protects application traffic that moves between application components. The company also offers cloud computing services, which include compute, storage, and cloud native and networking services; and Akamai App Platform, provides ready-to-run templates that address challenges in deploying, managing and scaling Kubernetes clusters at scale.
Akamai Technologies, Inc. Fundamentals Summary
| AKAM fundamental statistics | |
|---|---|
| Market cap | US$17.96b |
| Earnings (TTM) | US$410.97m |
| Revenue (TTM) | US$4.32b |
43.7x
P/E Ratio4.2x
P/S RatioIs AKAM overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AKAM income statement (TTM) | |
|---|---|
| Revenue | US$4.32b |
| Cost of Revenue | US$1.84b |
| Gross Profit | US$2.48b |
| Other Expenses | US$2.07b |
| Earnings | US$410.97m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.86 |
| Gross Margin | 57.45% |
| Net Profit Margin | 9.51% |
| Debt/Equity Ratio | 159.3% |
How did AKAM perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/16 08:42 |
| End of Day Share Price | 2026/08/14 00:00 |
| Earnings | 2026/06/30 |
| 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 51 analysts. 24 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 |
| Tal Liani | BofA Global Research |
| Madeline Brooks | BofA Global Research |