Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) – Investment analysts at Zacks Research lowered their FY2026 EPS estimates for shares of Akamai Technologies in a research note issued on Monday, October 26th. Zacks Research analyst Team now expects that the technology infrastructure company will post earnings of $3.76 per share for the year, down from their prior forecast of $3.80. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Akamai Technologies’ current full-year earnings is $3.58 per share. Zacks Research also issued estimates for Akamai Technologies’ Q4 2026 earnings at $1.07 EPS, Q1 2027 earnings at $0.83 EPS, Q4 2027 earnings at $1.07 EPS, Q1 2028 earnings at $1.01 EPS, Q2 2028 earnings at $1.09 EPS and FY2028 earnings at $4.60 EPS.
Akamai Technologies (NASDAQ:AKAM – Get Free Report) last announced its earnings results on Thursday, August 6th. The technology infrastructure company reported $1.59 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.02. The company had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $1.09 billion. Akamai Technologies’s revenue for the quarter was up 5.4% compared to the same quarter last year. During the same period in the prior year, the business posted $1.73 earnings per share. Akamai Technologies has set its Q3 2026 guidance at 1.600-1.800 EPS and its FY 2026 guidance at 6.400-7.050 EPS.
Several other research analysts also recently commented on AKAM. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $135.00 price objective on shares of Akamai Technologies in a research note on Friday, September 25th. Bank of America boosted their price objective on Akamai Technologies from $175.00 to $185.00 and gave the company a “buy” rating in a research note on Friday, September 25th. JPMorgan Chase & Co. increased their target price on shares of Akamai Technologies from $158.00 to $167.00 and gave the stock a “neutral” rating in a report on Friday, September 25th. Wall Street Zen raised shares of Akamai Technologies from a “sell” rating to a “hold” rating in a report on Saturday, October 17th. Finally, UBS Group decreased their target price on shares of Akamai Technologies from $148.00 to $100.00 and set a “neutral” rating on the stock in a research note on Thursday, October 22nd. 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Akamai Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $146.00.
Check Out Our Latest Report on Akamai Technologies
Akamai Technologies Stock Performance
NASDAQ:AKAM opened at $99.59 on Wednesday. The stock has a 50-day simple moving average of $104.93 and a two-hundred day simple moving average of $112.28. The firm has a market capitalization of $14.31 billion, a PE ratio of 35.82 and a beta of 0.62. Akamai Technologies has a 52-week low of $70.82 and a 52-week high of $165.45.
Insiders Place Their Bets
In other Akamai Technologies news, EVP Paul Joseph sold 3,100 shares of the stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $105.63, for a total transaction of $327,453.00. Following the completion of the sale, the executive vice president directly owned 28,472 shares of the company’s stock, valued at approximately $3,007,497.36. This represents a 9.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed 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 firm’s stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $128.00, for a total transaction of $257,664.00. Following the completion of the sale, the executive vice president owned 57,197 shares in the company, valued at $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. Over the last ninety days, insiders sold 12,135 shares of company stock worth $1,467,221. 2.30% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On Akamai Technologies
A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Latitude Advisors LLC acquired a new stake in Akamai Technologies in the third quarter valued at approximately $26,000. Silvant Capital Management LLC acquired a new position in shares of Akamai Technologies during the second quarter worth $32,000. Farmers & Merchants Investments Inc. lifted its holdings in shares of Akamai Technologies by 153.7% during the 3rd quarter. Farmers & Merchants Investments Inc. now owns 274 shares of the technology infrastructure company’s stock valued at $29,000 after purchasing an additional 166 shares during the last quarter. Cedar Mountain Advisors LLC purchased a new stake in shares of Akamai Technologies during the 1st quarter valued at $47,000. Finally, Persistent Asset Partners Ltd acquired a new stake in shares of Akamai Technologies in the 2nd quarter worth $54,000. Hedge funds and other institutional investors own 94.28% of the company’s stock.
Key Akamai Technologies News
Here are the key news stories impacting Akamai Technologies this week:
- Positive Sentiment: New AI cloud products strengthen Akamai’s growth narrative. Akamai launched Akamai Inference, a managed service for deploying AI models, and Akamai Agent Sandbox, an isolated environment for running AI agents on Akamai Cloud. The products broaden the company’s cloud and cybersecurity offering and could help it capture demand for secure, lower-latency AI inference and agent workloads. Akamai Launches AI Inference Service and Agent Execution Environment
- Positive Sentiment: The AI expansion is attracting favorable market attention. Coverage emphasized Akamai’s dedicated inference and agent-execution environments as the company seeks to differentiate its distributed cloud platform from larger centralized cloud providers. The announcements may improve long-term revenue-growth expectations if adoption develops. Akamai expands its AI Cloud platform with dedicated inference and agent execution environments
- Neutral Sentiment: Investors are looking ahead to third-quarter results. Akamai is expected to report next week. Analysts anticipate a double-digit decline in profit, making management’s outlook, AI-product commentary and evidence of demand across cloud security and delivery services important near-term catalysts. What to Expect From Akamai Technologies’ Q3 2026 Earnings Report
- Negative Sentiment: Analysts lowered forward earnings estimates. Zacks Research cut its Q2 2027 EPS forecast to $0.70 from $0.83 and reduced its FY2027 estimate to $3.73 from $3.92, while maintaining a “Hold” rating. The revisions suggest concerns about profitability and could limit the impact of the new AI initiatives until they generate measurable revenue. Akamai Technologies earnings estimate revisions
About Akamai Technologies
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.
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