Akamai Technologies (NASDAQ:AKAM) Issues Q4 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) issued an update on its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.500-1.700 for the period, compared to the consensus EPS estimate of 1.630. The company issued revenue guidance of $1.1 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Akamai Technologies also updated its FY 2026 guidance to 6.470-6.680 EPS.

Analyst Ratings Changes

A number of equities analysts have commented on the company. Evercore restated an “outperform” rating and issued a $150.00 target price on shares of Akamai Technologies in a research note on Friday. Bank of America increased their price objective on shares of Akamai Technologies from $175.00 to $185.00 and gave the stock a “buy” rating in a report on Friday, September 25th. TD Cowen lifted their price objective on shares of Akamai Technologies from $140.00 to $149.00 and gave the company a “hold” rating in a research report on Friday, September 25th. Piper Sandler decreased their target price on shares of Akamai Technologies from $158.00 to $120.00 and set an “overweight” rating for the company in a research report on Wednesday, October 21st. Finally, Morgan Stanley cut their price target on Akamai Technologies from $165.00 to $149.00 and set an “overweight” rating on the stock in a report on Monday. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $146.19.

Akamai Technologies Stock Down 9.4%

Shares of AKAM stock opened at $77.84 on Friday. Akamai Technologies has a 1 year low of $71.93 and a 1 year high of $165.45. The stock has a market cap of $11.19 billion, a PE ratio of 28.00, a price-to-earnings-growth ratio of 4.05 and a beta of 0.65. The business’s fifty day moving average is $102.11 and its 200-day moving average is $112.27. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.64 and a current ratio of 1.64.

Akamai Technologies (NASDAQ:AKAM) last announced its earnings results on Thursday, November 5th. The technology infrastructure company reported $1.77 earnings per share for the quarter, beating the consensus estimate of $1.67 by $0.10. The business had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.12 billion. Akamai Technologies had a return on equity of 11.32% and a net margin of 9.51%. The company’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter last year, the business posted $1.86 earnings per share. Akamai Technologies has set its FY 2026 guidance at 6.470-6.680 EPS and its Q4 2026 guidance at 1.500-1.700 EPS. Equities analysts expect that Akamai Technologies will post 3.58 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Akamai Technologies news, EVP Paul Joseph sold 3,100 shares of the business’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $105.63, for a total transaction of $327,453.00. Following the sale, the executive vice president owned 28,472 shares in the company, valued at approximately $3,007,497.36. The trade was a 9.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kim Salem-Jackson sold 2,013 shares of the stock in a transaction dated Friday, September 25th. The stock was sold at an average price of $128.00, for a total value of $257,664.00. Following the completion of the sale, the executive vice president directly owned 57,197 shares of the company’s stock, valued at approximately $7,321,216. This represents a 3.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 12,135 shares of company stock worth $1,467,221 in the last three months. 2.30% of the stock is currently owned by insiders.

Akamai Technologies News Summary

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

• Positive Sentiment: Third-quarter EPS was $1.77, above the $1.67 analyst consensus. Full-year 2026 EPS guidance of $6.47–$6.68 also exceeds the $6.03 consensus. Akamai Q3 Earnings and Revenues
• Negative Sentiment: Fourth-quarter EPS guidance of $1.50–$1.70 has a midpoint below the $1.63 consensus. The $1.1–$1.2 billion revenue range also has a midpoint below analysts’ $1.2 billion estimate, raising concerns about near-term performance. Akamai quarterly results and guidance
• Negative Sentiment: Full-year revenue guidance of $4.4–$4.5 billion reaches, but does not exceed, the $4.5 billion consensus at its high end. Third-quarter EPS was also below the $1.86 reported a year earlier, despite beating estimates. Akamai Q3 key metrics

Akamai Technologies Company Profile

Akamai Technologies, Inc provides cloud, cybersecurity and content-delivery services that help organizations operate and protect applications, websites and digital media over the internet. Its distributed edge platform is designed to deliver online content closer to end users while improving performance, availability and resilience.

The company’s services include content delivery and application performance solutions, cloud computing capabilities, web and application security, distributed denial-of-service protection, bot management and zero-trust security tools.