Susquehanna Issues Positive Forecast for Akamai Technologies (NASDAQ:AKAM) Stock Price

Akamai Technologies (NASDAQ:AKAM) had its target price upped by analysts at Susquehanna from $105.00 to $120.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “positive” rating on the technology infrastructure company’s stock. Susquehanna’s price target indicates a potential upside of 9.50% from the company’s previous close.

AKAM has been the topic of several other research reports. Citigroup lifted their price target on Akamai Technologies from $88.00 to $103.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Scotiabank increased their price target on shares of Akamai Technologies from $94.00 to $105.00 and gave the company a “sector outperform” rating in a research note on Friday, January 9th. HSBC lifted their target price on Akamai Technologies from $130.00 to $134.00 in a research note on Monday, November 10th. Royal Bank Of Canada upped their price target on shares of Akamai Technologies from $80.00 to $90.00 and gave the company a “sector perform” rating in a research note on Monday, January 5th. Finally, Jefferies Financial Group lowered Akamai Technologies to an “underperform” rating in a report on Monday, December 15th. Eight equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Akamai Technologies presently has a consensus rating of “Hold” and an average target price of $101.50.

Akamai Technologies Trading Up 0.3%

NASDAQ AKAM opened at $109.59 on Friday. The company has a debt-to-equity ratio of 0.87, a current ratio of 2.28 and a quick ratio of 2.28. The firm has a market cap of $15.77 billion, a P/E ratio of 32.14, a P/E/G ratio of 3.37 and a beta of 0.70. The stock’s 50-day moving average is $93.50 and its 200-day moving average is $83.91. Akamai Technologies has a one year low of $67.51 and a one year high of $113.50.

Insider Buying and Selling

In related news, CTO Robert Blumofe sold 3,500 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $108.00, for a total transaction of $378,000.00. Following the sale, the chief technology officer owned 14,574 shares in the company, valued at $1,573,992. The trade was a 19.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, COO Adam Karon sold 3,320 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $87.30, for a total value of $289,836.00. Following the sale, the chief operating officer owned 7,785 shares in the company, valued at approximately $679,630.50. This trade represents a 29.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 32,318 shares of company stock worth $2,967,254 in the last quarter. Corporate insiders own 2.00% of the company’s stock.

Institutional Trading of Akamai Technologies

Several institutional investors have recently modified their holdings of the business. DLD Asset Management LP grew its position in shares of Akamai Technologies by 60.0% in the 2nd quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock valued at $1,595,200,000 after buying an additional 7,500,000 shares during the last quarter. Norges Bank acquired a new stake in shares of Akamai Technologies during the 2nd quarter worth approximately $266,817,000. AQR Capital Management LLC increased its stake in Akamai Technologies by 522.8% in the third quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock valued at $153,061,000 after purchasing an additional 1,695,937 shares in the last quarter. Alyeska Investment Group L.P. raised its stake in Akamai Technologies by 570.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 1,634,040 shares of the technology infrastructure company’s stock worth $123,795,000 after buying an additional 1,390,167 shares during the period. Finally, Rubric Capital Management LP acquired a new position in shares of Akamai Technologies during the fourth quarter worth approximately $104,700,000. Institutional investors own 94.28% of the company’s stock.

Akamai Technologies News Summary

Here are the key news stories impacting Akamai Technologies this week:

• Positive Sentiment: Q4 results beat expectations: Akamai reported non-GAAP EPS of $1.84 vs. consensus $1.75 and revenue of $1.095B (up 7% YoY), showing underlying top- and bottom-line strength. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: Above-consensus guidance: Akamai raised Q1 FY26 EPS guidance to $1.50–$1.67 (consensus ~$1.49) and FY26 EPS to $6.20–$7.20 with revenue guided to $4.4B–$4.6B (above Street revenue expectations). That outlook supports continued multiple expansion. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Positive Sentiment: Cloud infrastructure & security momentum: Cloud Infrastructure Services revenue jumped ~45% YoY and Security revenue grew ~11% YoY — the cloud lift is a key growth driver investors are rewarding. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Earnings call and transcript available for more color on customer wins, product mix and AI strategy — useful for gauging sustainability of cloud/security growth but not immediately market-moving by itself. Akamai Technologies, Inc. (AKAM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and metric breakdowns (Zacks, MarketBeat) confirm the beat but highlight mixed items (GAAP vs. non-GAAP differences, growth cadence). These notes help model adjustments but are not game-changing. Akamai Technologies (AKAM) Beats Q4 Earnings and Revenue Estimates
• Negative Sentiment: GAAP profitability slid: Q4 GAAP EPS fell to $0.58 (down significantly YoY), reflecting items that compressed GAAP earnings — investors focused on non-GAAP should monitor potential one-offs and margin trajectory. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Short-interest data in the feeds appears erroneous (zeros/NaN) and is immaterial to today’s move — ignore until reliable updates appear. (internal/aggregate feeds)

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.