Zacks Research Issues Positive Forecast for AKAM Earnings

Akamai Technologies, Inc. (NASDAQ:AKAM) – Analysts at Zacks Research increased their Q4 2026 earnings per share estimates for Akamai Technologies in a report issued on Wednesday, December 10th. Zacks Research analyst Team now forecasts that the technology infrastructure company will post earnings of $1.20 per share for the quarter, up from their previous estimate of $1.19. The consensus estimate for Akamai Technologies’ current full-year earnings is $4.60 per share. Zacks Research also issued estimates for Akamai Technologies’ FY2027 earnings at $4.62 EPS.

Several other brokerages also recently issued reports on AKAM. Morgan Stanley cut their price objective on Akamai Technologies from $85.00 to $83.00 and set an “underweight” rating for the company in a research report on Friday, November 7th. Oppenheimer initiated coverage on Akamai Technologies in a research report on Monday, November 17th. They issued an “outperform” rating and a $100.00 price objective on the stock. TD Cowen boosted their target price on shares of Akamai Technologies from $98.00 to $104.00 and gave the company a “hold” rating in a research note on Thursday, November 13th. HSBC raised their price target on shares of Akamai Technologies from $130.00 to $134.00 in a research note on Monday, November 10th. Finally, Bank of America cut their price objective on shares of Akamai Technologies from $100.00 to $80.00 and set a “neutral” rating for the company in a research report on Monday, October 20th. Six research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat.com, Akamai Technologies has an average rating of “Hold” and an average target price of $93.63.

Akamai Technologies Stock Performance

Shares of AKAM opened at $86.53 on Monday. Akamai Technologies has a 12-month low of $67.51 and a 12-month high of $103.75. The stock has a market cap of $12.45 billion, a P/E ratio of 25.38, a PEG ratio of 3.16 and a beta of 0.68. The company has a current ratio of 2.28, a quick ratio of 2.28 and a debt-to-equity ratio of 0.87. The company has a 50-day moving average of $81.42 and a two-hundred day moving average of $78.83.

Akamai Technologies (NASDAQ:AKAM) last posted its earnings results on Thursday, November 6th. The technology infrastructure company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.64 by $0.22. Akamai Technologies had a return on equity of 14.16% and a net margin of 12.26%.The company had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.04 billion. During the same quarter in the prior year, the company earned $1.59 earnings per share. Akamai Technologies’s revenue was up 5.0% compared to the same quarter last year. Akamai Technologies has set its FY 2025 guidance at 6.930-7.130 EPS and its Q4 2025 guidance at 1.650-1.850 EPS.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in AKAM. DLD Asset Management LP lifted its holdings in Akamai Technologies by 60.0% in the 2nd quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock worth $1,595,200,000 after buying an additional 7,500,000 shares in the last quarter. Norges Bank acquired a new stake in shares of Akamai Technologies during the second quarter worth approximately $266,817,000. AQR Capital Management LLC raised its holdings in Akamai Technologies by 522.8% in the third quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock valued at $153,061,000 after acquiring an additional 1,695,937 shares in the last quarter. Alyeska Investment Group L.P. raised its stake in shares of Akamai Technologies by 1,001.4% in the 1st quarter. Alyeska Investment Group L.P. now owns 1,753,400 shares of the technology infrastructure company’s stock valued at $141,149,000 after purchasing an additional 1,594,206 shares in the last quarter. Finally, Nordea Investment Management AB increased its holdings in Akamai Technologies by 39.9% in the third quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock valued at $258,739,000 after buying an additional 980,966 shares during the last quarter. 94.28% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Akamai Technologies

In other Akamai Technologies news, CFO Edward J. Mcgowan sold 6,560 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $88.03, for a total transaction of $577,476.80. Following the completion of the sale, the chief financial officer directly owned 16,442 shares in the company, valued at $1,447,389.26. The trade was a 28.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Mani Sundaram sold 10,438 shares of the firm’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $89.25, for a total transaction of $931,591.50. Following the completion of the transaction, the executive vice president directly owned 13,550 shares in the company, valued at approximately $1,209,337.50. This represents a 43.51% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 20,498 shares of company stock valued at $1,810,068 over the last ninety days. Corporate insiders own 2.00% of the company’s stock.

Akamai Technologies Company Profile

Akamai Technologies, Inc provides cloud computing, security, and content delivery services in the United States and internationally. The company offers cloud solutions to keep infrastructure, websites, applications, application programming interfaces, and users safe from various cyberattacks and online threats while enhancing performance.