Akamai Technologies (NASDAQ:AKAM) Announces Q4 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.500-1.700 for the period, compared to the consensus estimate of 1.630. The company issued revenue guidance of $1.1 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Akamai Technologies also updated its FY 2026 guidance to 6.470-6.680 EPS.

Wall Street Analysts Forecast Growth

AKAM has been the topic of a number of research analyst reports. Susquehanna decreased their price objective on shares of Akamai Technologies from $140.00 to $90.00 and set a “positive” rating on the stock in a report on Friday. Morgan Stanley decreased their price objective on Akamai Technologies from $165.00 to $149.00 and set an “overweight” rating on the stock in a research note on Monday. FBN Securities reissued an “outperform” rating and set a $120.00 price target on shares of Akamai Technologies in a research report on Friday. Bank of America raised their price target on Akamai Technologies from $175.00 to $185.00 and gave the stock a “buy” rating in a research note on Friday, September 25th. Finally, Citigroup decreased their price target on Akamai Technologies from $160.00 to $122.00 and set a “neutral” rating on the stock in a research note on Friday, September 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Akamai Technologies currently has an average rating of “Moderate Buy” and an average target price of $138.64.

Akamai Technologies Trading Up 6.7%

Shares of AKAM stock opened at $83.09 on Friday. The company has a current ratio of 1.64, a quick ratio of 1.64 and a debt-to-equity ratio of 1.23. The stock has a 50-day moving average of $101.55 and a 200-day moving average of $112.24. The stock has a market cap of $11.94 billion, a price-to-earnings ratio of 32.21, a PEG ratio of 4.08 and a beta of 0.65. Akamai Technologies has a 1-year low of $76.75 and a 1-year high of $165.45.

Akamai Technologies (NASDAQ:AKAM) last released its earnings results on Thursday, November 5th. The technology infrastructure company reported $1.77 earnings per share for the quarter, beating the consensus estimate of $1.67 by $0.10. Akamai Technologies had a return on equity of 11.32% and a net margin of 9.51%. The company had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.12 billion. During the same period in the previous year, the business earned $1.86 earnings per share. Akamai Technologies’s quarterly revenue was up 6.4% compared to the same quarter last year. Akamai Technologies has set its FY 2026 guidance at 6.470-6.680 EPS and its Q4 2026 guidance at 1.500-1.700 EPS. On average, equities research analysts forecast that Akamai Technologies will post 3.58 earnings per share for the current year.

Insider Activity at Akamai Technologies

In other Akamai Technologies news, EVP Paul Joseph sold 3,100 shares of Akamai Technologies stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $105.63, for a total value of $327,453.00. Following the sale, the executive vice president directly owned 28,472 shares in the company, valued at approximately $3,007,497.36. The trade was a 9.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mani Sundaram sold 7,022 shares of the stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $125.62, for a total value of $882,103.64. Following the completion of the sale, the executive vice president directly owned 14,625 shares of the company’s stock, valued at approximately $1,837,192.50. The trade was a 32.44% decrease in their position. 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 quarter, insiders sold 12,135 shares of company stock worth $1,467,221. 2.30% of the stock is owned by insiders.

Key Headlines Impacting Akamai Technologies

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

• Positive Sentiment: Third-quarter adjusted earnings of $1.77 per share topped the $1.67 consensus, while revenue rose 6.4% year over year to $1.12 billion, in line with expectations. Growth in cybersecurity and cloud services supported results. Article
• Positive Sentiment: Investors also have a longer-term growth narrative: Akamai highlighted AI-cloud business, including an Anthropic deal, and expects 2027 cloud infrastructure services revenue of $1.1 billion–$1.3 billion. Article
• Neutral Sentiment: Analyst views remain positive but targets were reduced: DA Davidson cut its target to $125 and KeyCorp to $175, both retaining favorable ratings; Susquehanna lowered its target to $90 while keeping a positive rating.
• Negative Sentiment: Near-term guidance may temper optimism. Fourth-quarter revenue guidance of $1.1 billion–$1.2 billion tops out below the $1.2 billion consensus, and the EPS range includes outcomes below the $1.63 estimate. Akamai also cited higher infrastructure costs and a shift in the timing of some Anthropic-related revenue; quarterly EPS declined from $1.86 a year ago. Article

Akamai Technologies Company Profile

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.