Akamai Technologies, Inc.

NasdaqGS:AKAM Aktierapport

Börsvärde: US$15.2b

Akamai Technologies Förvaltning

Förvaltning kriterier kontrolleras 4/4

Akamai Technologies VD är Tom Leighton, utsedd i Jan 1998, har en mandatperiod på 28.33 år. totala årliga ersättningen är $ 15.95M, bestående av 0% lön 100% bonusar, inklusive företagsaktier och optioner. äger direkt 1.79% av företagets aktier, värda $ 270.62M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.2 år respektive 8.2 år.

Viktig information

Tom Leighton

Verkställande direktör

US$16.0m

Total ersättning

VD-lön i procent0.00%
Anställning som VD28.3yrs
Ägande av VD1.8%
Ledningens genomsnittliga anställningstid5.2yrs
Styrelsens genomsnittliga mandatperiod8.2yrs

Senaste uppdateringar av ledningen

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

Analys av ersättningar till VD

Hur har Tom Leighton:s ersättning förändrats jämfört med Akamai Technologies:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Tom s total kompensation ($USD 15.95M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.54M ).

Ersättning vs inkomst: Ersättningen från Tom har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Tom Leighton (68 yo)

28.3yrs
Anställning
US$15,954,172
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
F. Leighton
Co-Founder28.3yrsUS$15.95m1.79%
$ 270.6m
Edward McGowan
Executive VP7.2yrsUS$6.20m0.0062%
$ 938.5k
Adam Karon
COO & GM of Cloud Technology Group5.2yrsUS$7.73m0.0049%
$ 749.0k
Paul Joseph
Executive Vice President of Global Sales & Services5.2yrsUS$5.33m0.024%
$ 3.6m
Mani Sundaram
Executive VP & GM of Security Technology Group4.4yrsUS$5.44m0.015%
$ 2.2m
Laura Howell
Senior VP & Chief Accounting Officer4.9yrsinga uppgifter0.011%
$ 1.7m
Robert Blumofe
Executive VP & CTO5.2yrsUS$3.75m0.021%
$ 3.2m
Kate Prouty
Senior VP & Chief Information Officer4.4yrsinga uppgifteringa uppgifter
Mark Stoutenberg
Head of Investor Relationsno datainga uppgifteringa uppgifter
Aaron Ahola
Executive VP8.6yrsUS$3.01m0.016%
$ 2.5m
Charlie Rice
Senior Vice President of Corporate and Business Development7.3yrsinga uppgifteringa uppgifter
Kim Salem Jackson
Executive VP & Chief Marketing Officer5.2yrsinga uppgifter0.042%
$ 6.3m
5.2yrs
Genomsnittlig anställningstid
53yo
Genomsnittlig ålder

Erfaren ledning: AKAM s ledningsgrupp är erfaren och erfaren ( 5.2 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
F. Leighton
Co-Founder27.8yrsUS$15.95m1.79%
$ 270.6m
Bernardus Johannes Verwaayen
Independent Director12.5yrsUS$384.92k0.016%
$ 2.4m
Monte Ford
Independent Director12.9yrsUS$384.92k0.018%
$ 2.8m
Jonathan Miller
Independent Director10.8yrsUS$349.93k0.015%
$ 2.3m
Daniel Hesse
Independent Chairman9.8yrsUS$449.96k0.012%
$ 1.9m
Madhu Ranganathan
Independent Director6.9yrsUS$384.92k0.0062%
$ 943.0k
Marianne Brown
Independent Director6.2yrsUS$384.92k0.0042%
$ 639.8k
Bas Burger
Independent Directorless than a yearUS$234.40kinga uppgifter
Sharon Bowen
Independent Director5.1yrsUS$349.93k0.0056%
$ 852.0k
Peter Killalea
Independent Director8.2yrsUS$349.93k0.0061%
$ 920.3k
Janaki Akella
Independent Directorless than a yearUS$234.40kinga uppgifter
8.2yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder

Erfaren styrelse: AKAM s styrelse anses vara erfaren ( 8.2 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 19:05
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Akamai Technologies, Inc. bevakas av 50 analytiker. 25 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
William PowerBaird
Madeline BrooksBofA Global Research
Tal LianiBofA Global Research