Royal Bank Of Canada Issues Positive Forecast for Akamai Technologies (NASDAQ:AKAM) Stock Price

Akamai Technologies (NASDAQ:AKAM) had its price objective increased by Royal Bank Of Canada from $90.00 to $100.00 in a research report report published on Friday morning, Marketbeat reports. The firm currently has a sector perform rating on the technology infrastructure company’s stock.

A number of other research analysts also recently commented on AKAM. President Capital increased their price target on Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a report on Friday, November 7th. Oppenheimer upped their target price on Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. DA Davidson raised their price target on shares of Akamai Technologies from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Craig Hallum lifted their price target on shares of Akamai Technologies from $90.00 to $100.00 and gave the stock a “hold” rating in a research note on Friday. Finally, KeyCorp upped their price target on shares of Akamai Technologies from $115.00 to $120.00 and gave the company an “overweight” rating in a report on Friday. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $107.53.

Akamai Technologies Stock Performance

Akamai Technologies stock opened at $94.17 on Friday. Akamai Technologies has a 12-month low of $67.51 and a 12-month high of $113.50. The company has a market capitalization of $13.55 billion, a price-to-earnings ratio of 30.57, a price-to-earnings-growth ratio of 3.38 and a beta of 0.70. The company has a debt-to-equity ratio of 0.87, a current ratio of 2.28 and a quick ratio of 2.28. The firm’s fifty day moving average price is $93.66 and its 200 day moving average price is $84.04.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, beating analysts’ consensus estimates of $1.75 by $0.09. The company had revenue of $1.09 billion during the quarter, compared to analysts’ expectations of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 14.15%. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.66 EPS. Akamai Technologies has set its FY 2026 guidance at 6.200-7.200 EPS and its Q1 2026 guidance at 1.500-1.670 EPS. On average, research analysts forecast that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CTO Robert Blumofe sold 3,500 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $108.00, for a total transaction of $378,000.00. Following the sale, the chief technology officer directly owned 14,574 shares of the company’s stock, valued at approximately $1,573,992. This represents a 19.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Mani Sundaram sold 10,438 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $89.25, for a total value of $931,591.50. Following the transaction, the executive vice president owned 13,550 shares in the company, valued at $1,209,337.50. This trade represents a 43.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 32,318 shares of company stock worth $2,967,254. Corporate insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. DLD Asset Management LP grew its position in shares of Akamai Technologies by 60.0% during the 2nd quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock valued at $1,595,200,000 after buying an additional 7,500,000 shares during the last quarter. Norges Bank bought a new position in Akamai Technologies in the second quarter worth about $266,817,000. AQR Capital Management LLC boosted its stake 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 during the period. Alyeska Investment Group L.P. grew its holdings in shares of Akamai Technologies by 570.0% during the third quarter. Alyeska Investment Group L.P. now owns 1,634,040 shares of the technology infrastructure company’s stock valued at $123,795,000 after purchasing an additional 1,390,167 shares during the last quarter. Finally, Rubric Capital Management LP bought a new position in shares of Akamai Technologies during the fourth quarter valued at approximately $104,700,000. 94.28% of the stock is currently owned by institutional investors.

Trending Headlines about Akamai Technologies

Here are the key news stories impacting Akamai Technologies this week:

• Positive Sentiment: Q4 beat and revenue growth — Akamai reported Q4 EPS $1.84 vs. $1.75 expected and revenue of ~$1.095B (up ~7% YoY), driven by security and cloud sales; non‑GAAP EPS and full‑year revenue growth were highlighted in the release. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: AI/Cloud momentum in core CIS business — Management signaled strong traction in AI Inference Cloud and sees Cloud Infrastructure Services (CIS) growth accelerating (Seeking Alpha reports management projecting 45%–50% CIS growth in 2026), which underpins longer‑term upside if execution continues. Akamai projects 45%-50% CIS revenue growth in 2026 as AI Inference Cloud momentum accelerates
• Positive Sentiment: Analyst target upgrades — Multiple firms raised price targets (Morgan Stanley, KeyCorp, Scotiabank, Susquehanna, etc.), reflecting optimism on the company’s AI/cloud runway despite near‑term noise. Analyst price target adjustments
• Neutral Sentiment: FY26 revenue guide above estimates but EPS range broad — Akamai guided FY26 revenue to $4.4B–$4.6B (above some Street estimates) and EPS to $6.20–$7.20; investors are parsing the wide EPS range versus consensus. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Neutral Sentiment: Q1 guidance roughly in line — Akamai set Q1 EPS guidance of $1.50–$1.67, near consensus, leaving the immediate outlook neither clearly beat nor miss. Akamai Q4 press release / guidance
• Negative Sentiment: Guidance/near‑term concerns sparked a selloff — Despite the beat, several outlets and traders focused on the lower‑end EPS guidance, raising concerns and triggering heavy selling pressure intraday/after‑hours. Akamai Tumbles 11% Despite Q4 Beat As 2026 Outlook Disappoints
• Negative Sentiment: Operational headwinds cited — Management noted a memory shortage that could pressure near‑term margins/visibility (covered in commentary/video), adding to investor caution. Akamai outlook dragged by memory shortage, Blue Owl under pressure
• Negative Sentiment: Mixed analyst views remain — while many raised targets, at least one major firm (Goldman) remains on the sell side with a low target, keeping bearish conviction in some desks. Goldman Sachs maintains sell rating

About Akamai Technologies

Akamai Technologies, Inc is a leading provider of content delivery network (CDN) services and cloud security solutions designed to optimize and safeguard digital experiences. Leveraging a globally distributed platform, the company accelerates web and mobile content delivery for enterprises, media companies, e-commerce platforms and government agencies. Its edge computing architecture brings processing power closer to end users, reducing latency and improving application performance across geographies.

The company’s core offerings include content acceleration, web and mobile performance optimization, media delivery, and a suite of cybersecurity solutions that protect against DDoS attacks, application-layer threats and bot-driven fraud.