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$AKAM

29 stories mentioning AKAM

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Research

Research Alert: CFRA Maintains Hold Rating On Shares Of Akamai Technologies Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our Hold recommendation on shares of AKAM, but increase our target price to $159, from $121, on a forward P/E of 22x our 2027 EPS projection of $7.21. We adjust our 2026 EPS forecast to $6.92 from $6.91, but trim our 2027 EPS projection to $7.21 from $7.63. AKAM reported Q1 2026 revenue of $1.074B, up 6% Y/Y (4% constant currency), with Cloud Infrastructure Services delivering exceptional 40% Y/Y growth to $95M, accelerating from 39% in Q4 2025. Security revenue grew 11% Y/Y to $590M, while Delivery declined 7%. AKAM announced a notable $1.8B CIS deal with a leading U.S.-based frontier model provider over seven years, which we view as a significant win amid competition, and we also see the potential for more pipeline conversions ahead. However, the trade off is lower margins and a significant ramp in capex expectations for the full-year, now 40% to 42% of sales. While we like the growth opportunity, we think current valuation is less attractive and look for a better entry point.

$AKAM
Wire

RBC Capital Lifts Akamai Technologies Price Target to $150 From $100, Maintains Sector Perform Rating

Akamai Technologies (AKAM) has an average rating of overweight and mean price target of $144.04, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $139.99, Change: $+23.30, Percent Change: +19.96%

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Wire

JPMorgan Adjusts Price Target on Akamai Technologies to $100 From $72

Akamai Technologies (AKAM) has an average rating of overweight and mean price target of $144.05, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $139.82, Change: $+23.13, Percent Change: +19.82%

$AKAM
Wire

UBS Raises Price Target on Akamai Technologies to $160 From $110, Maintains Neutral Rating

Akamai Technologies (AKAM) has an average rating of overweight and mean price target of $144.05, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $141.42, Change: $+24.73, Percent Change: +21.19%

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Research

Craig Hallum Upgrades Akamai Technologies to Buy, $190 Price Target

Akamai Technologies (AKAM) has an average rating of overweight and mean price target of $141.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$AKAM
Research

Research Alert: Akam: Raised Guidance Overshadows Modest Q1 Performance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AKAM delivered mixed Q1 results with revenue of $1.074B (+6% Y/Y) in line with expectations and non-GAAP EPS of $1.61 (down 5% Y/Y) beating consensus by $0.01. Growth was led by Cloud Infrastructure Services at $95M (+40% Y/Y) and Security at $590M (+11% Y/Y), while Delivery declined 7% Y/Y to $389M. The company secured a landmark $1.8B seven-year Cloud Infrastructure Services commitment from a leading U.S. frontier model provider, validating AKAM's positioning in AI infrastructure. Management raised 2026 revenue guidance to $4.445-4.550B (7-8% growth) from prior $4.400-4.550B, while maintaining 26% non-GAAP operating margin outlook. We expect the major AI infrastructure deal to drive sustained momentum in Cloud Infrastructure Services over the contract period. Operating margin compression to 26% (down 4pp Y/Y) reflects necessary growth investments in AI and cloud infrastructure that we believe position AKAM well for the evolving market landscape.

$AKAM
Wire

Akamai Technologies Q1 Non-GAAP Earnings Fall, Revenue Rises; Q2 Guidance Set, 2026 Outlook Adjusted

Akamai Technologies (AKAM) reported Q1 non-GAAP net income late Thursday of $1.61 per diluted share, down from $1.70 a year earlier.Analysts polled by FactSet expected $1.60.Revenue for the three months ended March 31 rose to $1.07 billion from $1.02 billion a year earlier.Analysts surveyed by FactSet expected $1.07 billion.The company expects fiscal Q2 non-GAAP EPS of $1.45 to $1.65 on revenue of $1.08 billion to $1.10 billion. Analysts polled by FactSet expect $1.68 and $1.10 billion, respectively.For full year 2026, the company expects non-GAAP EPS of $6.40 to $7.15 on revenue of $4.45 billion to $4.55 billion, compared with previous EPS guidance of $6.20 to $7.20 on revenue of $4.40 billion to $4.55 billion.Analysts surveyed by FactSet expect $6.86 and $4.48 billion, respectively.

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Wire

Akamai Technologies Expected to Deliver Q1 Top-Line Beat, Oppenheimer Says

Akamai Technologies (AKAM) is expected to deliver a Q1 top-line beat, with revenue at the high end of guidance, led by average contract size rising by mid-single digits year over year, Oppenheimer said Thursday.The larger contracts are driven by increased adoption of Guardicore and Noname security modules and cloud infrastructure capabilities. Oppenheimer expects Guardicore uptake to grow at least 25% and Noname 65% in 2026, driving at least 10% growth for the security portfolio.The agentic web offers a notable opportunity for Akamai. The company's API security is considered "best in class" and gives it an edge in multi-content delivery network environments. Separately, both delivery and compute should benefit from the proliferation of agents, according to the note.Given underlying business strength, recent price hikes, and a potential second-half agentic AI boost, Akamai can easily achieve the high end of its full-year revenue guide of 8%, and accelerate to 9%-to-10% growth by Q4, the investment firm said.The company is set to report Q1 results on May 7.Oppenheimer maintained an outperform rating on Akamai and raised the price target to $130 from $115.Price: $95.48, Change: $-1.63, Percent Change: -1.68%

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Wire

Oppenheimer Adjusts Akamai Technologies Price Target to $130 From $115, Maintains Outperform Rating

Akamai Technologies (AKAM) has an average rating of overweight and mean price target of $113.52, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $93.65, Change: $-3.46, Percent Change: -3.56%

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