Q4 EPS Estimate for Akamai Technologies Boosted by Analyst

Akamai Technologies, Inc. (NASDAQ:AKAM) – Research analysts at Zacks Research lifted their Q4 2027 earnings estimates for Akamai Technologies in a report issued on Thursday, January 8th. Zacks Research analyst Team now expects that the technology infrastructure company will post earnings per share of $1.06 for the quarter, up from their prior forecast of $1.05. The consensus estimate for Akamai Technologies’ current full-year earnings is $4.60 per share.

Akamai Technologies (NASDAQ:AKAM) last issued its earnings results on Thursday, November 6th. The technology infrastructure company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.22. The business had revenue of $1.05 billion during the quarter, compared to analysts’ expectations of $1.04 billion. Akamai Technologies had a return on equity of 14.16% and a net margin of 12.26%.Akamai Technologies’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.59 EPS. Akamai Technologies has set its FY 2025 guidance at 6.930-7.130 EPS and its Q4 2025 guidance at 1.650-1.850 EPS.

Several other brokerages also recently commented on AKAM. Morgan Stanley upgraded shares of Akamai Technologies from an “underweight” rating to an “overweight” rating and boosted their target price for the company from $83.00 to $115.00 in a research note on Monday. Citigroup boosted their price target on shares of Akamai Technologies from $85.00 to $88.00 and gave the company a “neutral” rating in a research report on Tuesday, November 11th. HSBC raised their price objective on shares of Akamai Technologies from $130.00 to $134.00 in a report on Monday, November 10th. Weiss Ratings reissued a “hold (c)” rating on shares of Akamai Technologies in a report on Monday, December 29th. Finally, Oppenheimer initiated coverage on Akamai Technologies in a report on Monday, November 17th. They set an “outperform” rating and a $100.00 price target for the company. Seven investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Akamai Technologies has a consensus rating of “Hold” and a consensus target price of $95.28.

Akamai Technologies Stock Performance

Shares of NASDAQ:AKAM opened at $88.86 on Monday. 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 business’s fifty day moving average price is $87.16 and its two-hundred day moving average price is $80.30. Akamai Technologies has a fifty-two week low of $67.51 and a fifty-two week high of $103.75. The stock has a market capitalization of $12.78 billion, a price-to-earnings ratio of 26.06, a price-to-earnings-growth ratio of 3.29 and a beta of 0.68.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in AKAM. Global X Japan Co. Ltd. raised its stake in shares of Akamai Technologies by 3,826.4% during the fourth quarter. Global X Japan Co. Ltd. now owns 3,573 shares of the technology infrastructure company’s stock worth $312,000 after buying an additional 3,482 shares during the last quarter. Fort Washington Investment Advisors Inc. OH acquired a new stake in Akamai Technologies during the 4th quarter worth $326,000. Czech National Bank raised its position in shares of Akamai Technologies by 4.2% during the 4th quarter. Czech National Bank now owns 37,935 shares of the technology infrastructure company’s stock valued at $3,310,000 after acquiring an additional 1,517 shares during the last quarter. DAVENPORT & Co LLC lifted its stake in shares of Akamai Technologies by 2.2% in the 4th quarter. DAVENPORT & Co LLC now owns 45,587 shares of the technology infrastructure company’s stock valued at $3,977,000 after purchasing an additional 968 shares during the period. Finally, Diversified Trust Co. boosted its position in shares of Akamai Technologies by 81.5% in the 4th quarter. Diversified Trust Co. now owns 20,995 shares of the technology infrastructure company’s stock worth $1,832,000 after purchasing an additional 9,427 shares during the last quarter. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Akamai Technologies

In other news, CFO Edward J. Mcgowan sold 6,560 shares of the business’s stock in a transaction 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 completion of the sale, the chief financial officer owned 16,442 shares in the company, valued at $1,447,389.26. The trade was a 28.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Adam Karon sold 3,320 shares of the firm’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $87.30, for a total value of $289,836.00. Following the completion of the transaction, the chief operating officer owned 7,785 shares in the company, valued at approximately $679,630.50. This represents a 29.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 23,818 shares of company stock worth $2,099,904. Company insiders own 2.00% of the company’s stock.

Key Headlines Impacting Akamai Technologies

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

• Positive Sentiment: Morgan Stanley issued a rare double upgrade to “overweight” and raised its price target to $115 (from $83), citing an improving growth outlook — this triggered buying and re‑rated the stock’s investment story. How Morgan Stanley’s Double Upgrade At Akamai Technologies (AKAM) Has Changed Its Investment Story
• Positive Sentiment: Market headlines show Akamai shares rallied sharply after the upgrade (several outlets described a rare upgrade-driven pop), drawing short‑term momentum traders into the name. Cybersecurity Stock Pops on Rare Double Upgrade
• Positive Sentiment: At least one analyst has boosted Q4 EPS estimates for Akamai, supporting the narrative of improving fundamentals and EPS momentum. Q4 EPS Estimate for Akamai Technologies Boosted by Analyst
• Neutral Sentiment: Several writeups note Akamai’s relative price performance has improved but remains shy of a key benchmark — useful context for investors watching whether the stock can sustain its move. Akamai Technologies shows rising relative price performance; still shy of key benchmark
• Neutral Sentiment: Valuation/DCF discussion is mixed — some analyses suggest the stock already reflects much of the DCF upside, which tempers how much upside remains from here. This contributes to volatility as investors reassess whether fundamentals justify the higher multiple. Is Akamai Technologies (AKAM) Pricing In Its DCF Upside And Mixed Share Performance?
• Neutral Sentiment: Reported short‑interest data in recent feeds appears anomalous (zeros/NaNs) and isn’t signaling elevated short pressure; ignore noisy short‑interest summaries until exchanges publish clean figures.
• Negative Sentiment: After the upgrade‑fueled surge, profit‑taking and rotation out of recent winners likely drove today’s decline — investors are weighing whether the upgrade’s optimism is fully priced in and whether near‑term catalysts remain. Akamai stock is rising. Something rare just happened.

About Akamai Technologies

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.