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奥本海默公司称，Akamai Technologies有望实现第一季度营收超预期。

-- 奥本海默公司周四表示，Akamai Technologies (AKAM) 预计第一季度营收将超出预期，达到此前预期的高端水平，主要得益于平均合同规模同比增长个位数中段。 合同规模的扩大主要得益于Guardicore和Noname安全模块以及云基础设施功能的广泛应用。奥本海默预计，到2026年，Guardicore的采用率将至少增长25%，Noname将增长65%，从而推动Akamai安全产品组合至少增长10%。 代理网络为Akamai提供了显著的机遇。该公司的API安全性被认为是“一流”的，这使其在多内容分发网络（MCDN）环境中拥有优势。此外，报告指出，随着代理的普及，分发和计算业务都将受益。 鉴于其强劲的业务基础、近期提价以及下半年人工智能（AI）技术的潜在增长，投资公司表示，Akamai 完全可以实现全年营收增长预期上限 8%，并在第四季度加速增长至 9% 至 10%。 该公司将于 5 月 7 日公布第一季度业绩。 奥本海默维持对 Akamai 的“跑赢大盘”评级，并将目标价从 115 美元上调至 130 美元。

Price: $95.48, Change: $-1.63, Percent Change: -1.68%

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