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FINWIRES

奧本海默公司稱，Akamai Technologies預計將實現第一季營收超預期。

-- 奧本海默週四表示，Akamai Technologies (AKAM) 預計第一季營收將超出預期，達到先前預期的高端水平，主要得益於平均合約規模年成長個位數中段。 合約規模的擴大主要得益於Guardicore和Noname安全模組以及雲端基礎設施功能的廣泛應用。奧本海默預計，到2026年，Guardicore的採用率將至少成長25%，Noname將成長65%，從而推動Akamai安全產品組合至少成長10%。 代理網絡為Akamai提供了顯著的機會。該公司的API安全性被認為是「一流」的，這使其在多內容分發網路（MCDN）環境中擁有優勢。此外，報告指出，隨著代理商的普及，分發和運算業務都將受益。 鑑於其強勁的業務基礎、近期漲價以及下半年人工智慧（AI）技術的潛在成長，投資公司表示，Akamai 完全可以實現全年營收成長預期上限 8%，並在第四季度加速成長至 9% 至 10%。 該公司將於 5 月 7 日公佈第一季業績。 奧本海默維持對 Akamai 的「跑贏大盤」評級，並將目標價從 115 美元上調至 130 美元。

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

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