Akamai Technologies (NASDAQ:AKAM) Stock Price Up 5.3% After Analyst Upgrade

Akamai Technologies, Inc. (NASDAQ:AKAM) rose 5.3% during trading on Monday after Raymond James Financial raised their price target on the stock from $90.00 to $100.00. Raymond James Financial currently has an outperform rating on the stock. Akamai Technologies traded as high as $99.70 and last traded at $99.1450. Approximately 2,975,346 shares were traded during trading, a decline of 29% from the average daily volume of 4,195,728 shares. The stock had previously closed at $94.17.

Several other research analysts also recently commented on the stock. Evercore raised their price objective on shares of Akamai Technologies from $105.00 to $115.00 and gave the stock an “outperform” rating in a report on Friday. Scotiabank lifted their price target on Akamai Technologies from $105.00 to $120.00 and gave the company a “sector outperform” rating in a research report on Friday. Susquehanna boosted their price objective on Akamai Technologies from $105.00 to $120.00 and gave the company a “positive” rating in a research note on Friday. Piper Sandler increased their price objective on Akamai Technologies from $89.00 to $97.00 and gave the stock a “neutral” rating in a report on Monday. Finally, Oppenheimer raised their target price on Akamai Technologies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Ten equities research 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. According to MarketBeat, Akamai Technologies currently has a consensus rating of “Hold” and an average target price of $108.84.

Insider Activity

In other Akamai Technologies news, EVP Mani Sundaram sold 10,438 shares of the business’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $89.25, for a total value of $931,591.50. Following the completion of the sale, the executive vice president directly owned 13,550 shares of the company’s stock, valued at $1,209,337.50. The trade was a 43.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Adam Karon sold 3,320 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $87.30, for a total transaction of $289,836.00. Following the sale, the chief operating officer owned 7,785 shares of the company’s stock, valued at approximately $679,630.50. The trade was a 29.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 32,318 shares of company stock worth $2,967,254. Corporate insiders own 2.00% of the company’s stock.

More Akamai Technologies News

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

• Positive Sentiment: Raymond James raised its price target to $100 and kept an “Outperform” rating, signaling institutional confidence in Akamai’s growth trajectory and supporting the stock’s upside. Raymond James PT Raise
• Positive Sentiment: Zacks published a favorable piece framing Akamai as a strong value stock using its style scores — a buy-side signal that may attract value-oriented money. Zacks: Strong Value Stock
• Positive Sentiment: Company earnings and messaging: Akamai’s Q4 results beat estimates (revenue and EPS outperformance) and management used the earnings call to emphasize strategic investment in AI and cloud/identity/security (CIS), giving investors a clearer growth narrative. That thematic focus supports multiple analyst upgrades. Earnings Call: AI and CIS
• Neutral Sentiment: Piper Sandler raised its target to $97 but left a “Neutral” rating — a signal that while the firm sees upside vs. older targets, it’s not yet convinced the stock warrants an outperform stance. Piper Sandler PT Move
• Negative Sentiment: Despite the Q4 beat, the stock previously dropped on the report — indicating some investor concern (likely around guidance, margins or cadence of growth) that continues to temper the rally. Q4 Sales Beat but Stock Dropped
• Negative Sentiment: TD Cowen and at least one other note moved a target downward (TD Cowen cut its target to $100 in the recent roundup), and another listed PT movement to $76 reflects a lower-expectations view from a different firm — these downward actions add some caution to the story. TD Cowen Cut PT to $76

Institutional Investors Weigh In On Akamai Technologies

Large investors have recently made changes to their positions in the business. Whittier Trust Co. of Nevada Inc. grew its position in shares of Akamai Technologies by 295.3% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company’s stock worth $26,000 after buying an additional 251 shares during the period. TD Waterhouse Canada Inc. boosted its stake in Akamai Technologies by 130.0% during the third quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock worth $26,000 after acquiring an additional 195 shares in the last quarter. Smartleaf Asset Management LLC grew its holdings in Akamai Technologies by 566.7% in the third quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company’s stock worth $26,000 after purchasing an additional 289 shares during the period. JFS Wealth Advisors LLC increased its stake in shares of Akamai Technologies by 626.2% during the fourth quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock valued at $27,000 after purchasing an additional 263 shares in the last quarter. Finally, Wolff Wiese Magana LLC increased its stake in shares of Akamai Technologies by 497.0% during the third quarter. Wolff Wiese Magana LLC now owns 400 shares of the technology infrastructure company’s stock valued at $30,000 after purchasing an additional 333 shares in the last quarter. 94.28% of the stock is currently owned by institutional investors.

Akamai Technologies Stock Up 5.1%

The company has a debt-to-equity ratio of 0.82, a current ratio of 2.36 and a quick ratio of 2.28. The stock’s 50 day simple moving average is $93.66 and its two-hundred day simple moving average is $84.18. The firm has a market cap of $14.24 billion, a P/E ratio of 32.16, a P/E/G ratio of 2.90 and a beta of 0.70.

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

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.