Akamai Technologies (NASDAQ:AKAM) Issues Q1 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.500-1.670 for the period, compared to the consensus earnings per share estimate of 1.490. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. Akamai Technologies also updated its FY 2026 guidance to 6.200-7.200 EPS.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Morgan Stanley raised shares of Akamai Technologies from an “underweight” rating to an “overweight” rating and lifted their price target for the company from $83.00 to $115.00 in a research report on Monday, January 12th. The Goldman Sachs Group increased their target price on Akamai Technologies from $67.00 to $69.00 and gave the stock a “sell” rating in a research report on Friday, November 7th. President Capital boosted their price objective on shares of Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a report on Friday, November 7th. 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 report on Thursday, February 12th. Finally, Oppenheimer raised their price target on Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. Seven analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $97.50.

Akamai Technologies Stock Performance

Shares of NASDAQ:AKAM traded up $0.28 during midday trading on Thursday, reaching $109.59. 6,526,326 shares of the company traded hands, compared to its average volume of 3,860,719. The company has a quick ratio of 2.28, a current ratio of 2.28 and a debt-to-equity ratio of 0.87. The firm’s fifty day moving average price is $93.01 and its two-hundred day moving average price is $83.73. Akamai Technologies has a 12 month low of $67.51 and a 12 month high of $113.50. The firm has a market capitalization of $15.77 billion, a price-to-earnings ratio of 32.14, a price-to-earnings-growth ratio of 3.34 and a beta of 0.70.

Akamai Technologies (NASDAQ:AKAM) last released its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS for the quarter, topping the consensus estimate of $1.75 by $0.09. Akamai Technologies had a net margin of 12.26% and a return on equity of 14.16%. The firm had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. 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, equities analysts expect that Akamai Technologies will post 4.6 earnings per share for the current year.

Insider Activity at Akamai Technologies

In related news, EVP Mani Sundaram sold 10,438 shares of Akamai Technologies stock in a transaction that occurred 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 sale, the executive vice president directly owned 13,550 shares in the company, valued at $1,209,337.50. The trade was a 43.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, 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 value of $378,000.00. Following the completion of the sale, the chief technology officer owned 14,574 shares in the company, valued at approximately $1,573,992. This represents a 19.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 32,318 shares of company stock worth $2,967,254 in the last three months. Company insiders own 2.00% of the company’s stock.

Institutional Trading of Akamai Technologies

Several institutional investors and hedge funds have recently bought and sold shares of AKAM. CYBER HORNET ETFs LLC bought a new stake in Akamai Technologies during the 2nd quarter worth approximately $32,000. Align Financial LLC bought a new position in shares of Akamai Technologies during the fourth quarter valued at approximately $34,000. MUFG Securities EMEA plc bought a new stake in shares of Akamai Technologies during the second quarter valued at approximately $35,000. Sfam LLC purchased a new stake in Akamai Technologies in the fourth quarter worth approximately $38,000. Finally, BOKF NA raised its position in Akamai Technologies by 438.0% in the third quarter. BOKF NA now owns 538 shares of the technology infrastructure company’s stock worth $41,000 after acquiring an additional 438 shares during the period. Institutional investors own 94.28% of the company’s stock.

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.