Akamai Technologies, Inc. $AKAM is Lightrock Netherlands B.V.’s 7th Largest Position

Lightrock Netherlands B.V. boosted its stake in shares of Akamai Technologies, Inc. (NASDAQ:AKAM) by 161.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 262,396 shares of the technology infrastructure company’s stock after acquiring an additional 162,100 shares during the quarter. Akamai Technologies accounts for about 2.4% of Lightrock Netherlands B.V.’s investment portfolio, making the stock its 7th largest holding. Lightrock Netherlands B.V.’s holdings in Akamai Technologies were worth $22,894,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. CWM LLC raised its position in Akamai Technologies by 11.5% during the 4th quarter. CWM LLC now owns 117,981 shares of the technology infrastructure company’s stock valued at $10,294,000 after purchasing an additional 12,133 shares during the last quarter. Farther Finance Advisors LLC raised its position in Akamai Technologies by 12.3% during the 4th quarter. Farther Finance Advisors LLC now owns 3,049 shares of the technology infrastructure company’s stock valued at $266,000 after purchasing an additional 335 shares during the last quarter. Assetmark Inc. raised its position in Akamai Technologies by 31.8% during the 4th quarter. Assetmark Inc. now owns 444 shares of the technology infrastructure company’s stock valued at $39,000 after purchasing an additional 107 shares during the last quarter. Transcend Capital Advisors LLC raised its position in Akamai Technologies by 19.7% during the 4th quarter. Transcend Capital Advisors LLC now owns 3,288 shares of the technology infrastructure company’s stock valued at $287,000 after purchasing an additional 540 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. raised its position in Akamai Technologies by 88.2% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 461,461 shares of the technology infrastructure company’s stock valued at $40,262,000 after purchasing an additional 216,222 shares during the last quarter. Institutional investors own 94.28% of the company’s stock.

Akamai Technologies Stock Up 1.7%

AKAM stock opened at $90.38 on Thursday. Akamai Technologies, Inc. has a fifty-two week low of $69.78 and a fifty-two week high of $121.12. The business’s 50 day moving average price is $105.26 and its two-hundred day moving average price is $92.11. The company has a debt-to-equity ratio of 0.82, a quick ratio of 2.36 and a current ratio of 2.36. The company has a market capitalization of $13.11 billion, a price-to-earnings ratio of 29.34, a price-to-earnings-growth ratio of 3.05 and a beta of 0.59.

Akamai Technologies (NASDAQ:AKAM) last posted its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. Akamai Technologies had a return on equity of 13.86% and a net margin of 10.74%.The firm had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the prior year, the business earned $1.66 EPS. The business’s revenue for the quarter was up 7.4% on a year-over-year basis. 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. As a group, analysts forecast that Akamai Technologies, Inc. will post 4.6 earnings per share for the current fiscal year.

Insider Activity

In other Akamai Technologies news, Director Jon Miller sold 11,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $102.67, for a total transaction of $1,129,370.00. Following the transaction, the director owned 22,806 shares in the company, valued at approximately $2,341,492.02. This represents a 32.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Anthony P. Williams sold 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $104.29, for a total value of $1,564,350.00. Following the transaction, the executive vice president owned 22,064 shares in the company, valued at $2,301,054.56. This trade represents a 40.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 60,954 shares of company stock worth $6,228,871. Company insiders own 2.30% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have commented on AKAM. Morgan Stanley upped their price target on Akamai Technologies from $115.00 to $120.00 and gave the company an “overweight” rating in a research report on Friday, February 20th. DA Davidson upped their price target on Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Piper Sandler upped their price target on Akamai Technologies from $97.00 to $114.00 and gave the company a “neutral” rating in a research report on Tuesday, April 7th. Robert W. Baird reaffirmed a “neutral” rating and set a $110.00 price target on shares of Akamai Technologies in a research report on Thursday, April 2nd. Finally, Oppenheimer upped 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. Nine research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $111.58.

Akamai Technologies Company Profile

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.