Akamai Technologies (NASDAQ:AKAM) Given New $110.00 Price Target at UBS Group

Akamai Technologies (NASDAQ:AKAM) had its target price upped by UBS Group from $90.00 to $110.00 in a research note released on Friday,Benzinga reports. UBS Group currently has a neutral rating on the technology infrastructure company’s stock.

A number of other equities research analysts have also recently commented on AKAM. Morgan Stanley upped their target price on shares of Akamai Technologies from $115.00 to $120.00 and gave the company an “overweight” rating in a report on Friday. Oppenheimer boosted their price objective on shares of Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Scotiabank increased their target price on Akamai Technologies from $105.00 to $120.00 and gave the stock a “sector outperform” rating in a research note on Friday. Royal Bank Of Canada increased their price target on shares of Akamai Technologies from $90.00 to $100.00 and gave the company a “sector perform” rating in a report on Friday. Finally, DA Davidson lifted their price objective on Akamai Technologies from $115.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Ten equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $107.53.

Akamai Technologies Price Performance

Shares of NASDAQ AKAM opened at $94.17 on Friday. The company has a current ratio of 2.28, a quick ratio of 2.28 and a debt-to-equity ratio of 0.87. Akamai Technologies has a twelve month low of $67.51 and a twelve month high of $113.50. The stock has a 50 day moving average of $93.66 and a two-hundred day moving average of $84.04. The stock has a market cap of $13.55 billion, a P/E ratio of 30.57, a P/E/G ratio of 3.38 and a beta of 0.70.

Akamai Technologies (NASDAQ:AKAM) last announced its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. Akamai Technologies had a net margin of 10.74% and a return on equity of 14.15%. The business had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. During the same period last year, the firm posted $1.66 earnings per share. The company’s revenue for the quarter was up 7.4% compared to the same quarter last year. 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, research analysts forecast that Akamai Technologies will post 4.6 earnings per share for the current year.

Insider Buying and Selling

In other news, CTO Robert Blumofe sold 3,500 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $108.00, for a total value of $378,000.00. Following the completion of the transaction, the chief technology officer owned 14,574 shares of the company’s stock, valued at $1,573,992. The trade was a 19.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Edward J. Mcgowan sold 6,560 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $88.03, for a total transaction of $577,476.80. Following the sale, the chief financial officer owned 16,442 shares in the company, valued at approximately $1,447,389.26. This trade represents a 28.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 32,318 shares of company stock worth $2,967,254 in the last 90 days. 2.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in AKAM. Rexford Capital Inc. boosted its holdings in shares of Akamai Technologies by 1.9% during the fourth quarter. Rexford Capital Inc. now owns 5,106 shares of the technology infrastructure company’s stock worth $445,000 after purchasing an additional 93 shares during the last quarter. Assetmark Inc. increased its stake in Akamai Technologies by 31.8% in the fourth 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. Root Financial Partners LLC lifted its position in Akamai Technologies by 45.8% during the fourth quarter. Root Financial Partners LLC now owns 350 shares of the technology infrastructure company’s stock worth $31,000 after buying an additional 110 shares during the period. Perigon Wealth Management LLC boosted its stake in Akamai Technologies by 2.1% in the 4th quarter. Perigon Wealth Management LLC now owns 5,502 shares of the technology infrastructure company’s stock worth $480,000 after buying an additional 115 shares during the last quarter. Finally, Allworth Financial LP boosted its stake in Akamai Technologies by 6.3% in the 4th quarter. Allworth Financial LP now owns 2,196 shares of the technology infrastructure company’s stock worth $192,000 after buying an additional 131 shares during the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Key Stories Impacting Akamai Technologies

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

• Positive Sentiment: Q4 beat and revenue growth — Akamai reported Q4 EPS $1.84 vs. $1.75 expected and revenue of ~$1.095B (up ~7% YoY), driven by security and cloud sales; non‑GAAP EPS and full‑year revenue growth were highlighted in the release. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: AI/Cloud momentum in core CIS business — Management signaled strong traction in AI Inference Cloud and sees Cloud Infrastructure Services (CIS) growth accelerating (Seeking Alpha reports management projecting 45%–50% CIS growth in 2026), which underpins longer‑term upside if execution continues. Akamai projects 45%-50% CIS revenue growth in 2026 as AI Inference Cloud momentum accelerates
• Positive Sentiment: Analyst target upgrades — Multiple firms raised price targets (Morgan Stanley, KeyCorp, Scotiabank, Susquehanna, etc.), reflecting optimism on the company’s AI/cloud runway despite near‑term noise. Analyst price target adjustments
• Neutral Sentiment: FY26 revenue guide above estimates but EPS range broad — Akamai guided FY26 revenue to $4.4B–$4.6B (above some Street estimates) and EPS to $6.20–$7.20; investors are parsing the wide EPS range versus consensus. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Neutral Sentiment: Q1 guidance roughly in line — Akamai set Q1 EPS guidance of $1.50–$1.67, near consensus, leaving the immediate outlook neither clearly beat nor miss. Akamai Q4 press release / guidance
• Negative Sentiment: Guidance/near‑term concerns sparked a selloff — Despite the beat, several outlets and traders focused on the lower‑end EPS guidance, raising concerns and triggering heavy selling pressure intraday/after‑hours. Akamai Tumbles 11% Despite Q4 Beat As 2026 Outlook Disappoints
• Negative Sentiment: Operational headwinds cited — Management noted a memory shortage that could pressure near‑term margins/visibility (covered in commentary/video), adding to investor caution. Akamai outlook dragged by memory shortage, Blue Owl under pressure
• Negative Sentiment: Mixed analyst views remain — while many raised targets, at least one major firm (Goldman) remains on the sell side with a low target, keeping bearish conviction in some desks. Goldman Sachs maintains sell rating

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.