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 | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 3/6 |
| 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$103.87 |
| 52 Week High | US$121.12 |
| 52 Week Low | US$69.78 |
| Beta | 0.59 |
| 1 Month Change | -11.97% |
| 3 Month Change | 7.49% |
| 1 Year Change | 25.84% |
| 3 Year Change | 32.22% |
| 5 Year Change | -6.26% |
| Change since IPO | -28.46% |
Recent News & 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 06AKAM: 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.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 06AKAM: 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
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 27Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?
Jun 12Akamai Technologies, Inc.'s (NASDAQ:AKAM) 25% Jump Shows Its Popularity With Investors
May 09Akamai Technologies: Business Model Transition Continues
Mar 25Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential
Mar 08Akamai Technologies: Long-Term Narrative Doesn't Matter Until Delivery Improves (Rating Downgrade)
Jan 09Akamai Technologies Q3: Interesting Enough To Put On My Watchlist
Nov 14Akamai: Delivery Headwinds And Compute Uncertainty
Oct 22Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market
Sep 25
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 11Shareholder Returns
| AKAM | US IT | US Market | |
|---|---|---|---|
| 7D | 9.0% | 2.1% | 0.8% |
| 1Y | 25.8% | -1.2% | 27.8% |
Return vs Industry: AKAM exceeded the US IT industry which returned -1.2% over the past year.
Return vs Market: AKAM underperformed the US Market which returned 27.8% over the past year.
Price Volatility
| AKAM volatility | |
|---|---|
| AKAM Average Weekly Movement | 9.1% |
| IT Industry Average Movement | 9.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
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 (9%) 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$15.29b |
| Earnings (TTM) | US$452.03m |
| Revenue (TTM) | US$4.21b |
Is AKAM overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AKAM income statement (TTM) | |
|---|---|
| Revenue | US$4.21b |
| Cost of Revenue | US$1.73b |
| Gross Profit | US$2.48b |
| Other Expenses | US$2.03b |
| Earnings | US$452.03m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 07, 2026
| Earnings per share (EPS) | 3.07 |
| Gross Margin | 58.95% |
| Net Profit Margin | 10.74% |
| Debt/Equity Ratio | 82.5% |
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 | 2026/05/03 20:37 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
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 |