Key Points
- EVP Mani Sundaram sold 8,642 shares on March 4 at an average of $101.25 for ~$875,002.50, reducing his holding by 30.25% to 19,923 shares (disclosed on an SEC Form 4).
- Q4 beat and guidance: Akamai reported $1.84 EPS vs. $1.75 expected and $1.09B revenue, and set FY2026 guidance of $6.20–$7.20 EPS (Q1 guide 1.50–1.67), supporting a post‑earnings rebound in the stock.
- Major AI infrastructure win: Akamai disclosed a four‑year, $200M agreement to host a multi‑thousand NVIDIA Blackwell GPU cluster—validating its AI/inference cloud strategy but introducing customer‑concentration and higher capex risk.
Akamai Technologies, Inc. (NASDAQ:AKAM - Get Free Report) Director Madhu Ranganathan sold 3,131 shares of the business's stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $102.00, for a total transaction of $319,362.00. Following the completion of the sale, the director owned 9,160 shares in the company, valued at $934,320. This represents a 25.47% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.
Akamai Technologies Price Performance
Shares of Akamai Technologies stock traded up $1.52 during mid-day trading on Thursday, reaching $104.50. 266,190 shares of the stock were exchanged, compared to its average volume of 4,215,858. Akamai Technologies, Inc. has a fifty-two week low of $67.51 and a fifty-two week high of $113.50. The company has a market cap of $15.14 billion, a price-to-earnings ratio of 33.93, a price-to-earnings-growth ratio of 3.44 and a beta of 0.72. The firm has a 50-day simple moving average of $95.51 and a 200 day simple moving average of $85.60. The company has a current ratio of 2.36, a quick ratio of 2.36 and a debt-to-equity ratio of 0.82.
Akamai Technologies (NASDAQ:AKAM - Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, topping the consensus estimate of $1.75 by $0.09. The firm had revenue of $1.09 billion for the quarter, compared to analysts' expectations of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The company's quarterly revenue was up 7.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.66 earnings per share. 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. On average, sell-side analysts predict that Akamai Technologies, Inc. will post 4.6 EPS for the current fiscal year.
More Akamai Technologies News
Here are the key news stories impacting Akamai Technologies this week:
Institutional Inflows and Outflows
Hedge funds have recently modified their holdings of the business. Whittier Trust Co. of Nevada Inc. lifted its holdings in Akamai Technologies by 295.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company's stock valued at $26,000 after buying an additional 251 shares during the period. TD Waterhouse Canada Inc. raised its position in shares of Akamai Technologies by 130.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company's stock valued at $26,000 after acquiring an additional 195 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in shares of Akamai Technologies by 566.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company's stock valued at $26,000 after purchasing an additional 289 shares during the period. JFS Wealth Advisors LLC boosted its position in shares of Akamai Technologies by 626.2% in the 4th quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company's stock worth $27,000 after purchasing an additional 263 shares during the last quarter. Finally, Wolff Wiese Magana LLC boosted its position in shares of Akamai Technologies by 497.0% in the 3rd quarter. Wolff Wiese Magana LLC now owns 400 shares of the technology infrastructure company's stock worth $30,000 after purchasing an additional 333 shares during the last quarter. Institutional investors own 94.28% of the company's stock.
Wall Street Analyst Weigh In
AKAM has been the topic of a number of recent analyst reports. Evercore boosted their price objective on Akamai Technologies from $105.00 to $115.00 and gave the stock an "outperform" rating in a research note on Friday, February 20th. KeyCorp upped their price target on shares of Akamai Technologies from $115.00 to $120.00 and gave the stock an "overweight" rating in a research report on Friday, February 20th. Susquehanna increased their price objective on shares of Akamai Technologies from $105.00 to $120.00 and gave the stock a "positive" rating in a report on Friday, February 20th. DA Davidson boosted their target price on shares of Akamai Technologies from $115.00 to $125.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Finally, Citigroup upped their target price on shares of Akamai Technologies from $103.00 to $110.00 and gave the stock a "neutral" rating in a research report on Friday, February 20th. Ten investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, Akamai Technologies has an average rating of "Hold" and an average price target of $108.84.
Get Our Latest Analysis on Akamai Technologies
About Akamai Technologies
(
Get Free Report)
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.
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