Akamai Technologies, Inc. $AKAM Stake Trimmed by Ingalls & Snyder LLC

Ingalls & Snyder LLC lessened its stake in shares of Akamai Technologies, Inc. (NASDAQ:AKAM) by 60.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,043 shares of the technology infrastructure company’s stock after selling 4,734 shares during the period. Ingalls & Snyder LLC’s holdings in Akamai Technologies were worth $231,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of AKAM. Whittier Trust Co. of Nevada Inc. increased its position in shares of Akamai Technologies by 295.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company’s stock worth $26,000 after acquiring an additional 251 shares in the last quarter. TD Waterhouse Canada Inc. boosted its stake in Akamai Technologies by 130.0% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock worth $26,000 after purchasing an additional 195 shares during the period. Smartleaf Asset Management LLC grew its position in Akamai Technologies by 566.7% during the 3rd 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 in the last quarter. Wolff Wiese Magana LLC grew its position in Akamai Technologies by 497.0% during the 3rd quarter. Wolff Wiese Magana LLC now owns 400 shares of the technology infrastructure company’s stock worth $30,000 after purchasing an additional 333 shares in the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new stake in Akamai Technologies during the 3rd quarter valued at $30,000. 94.28% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Akamai Technologies

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 Stock Performance

AKAM stock opened at $109.59 on Friday. The firm has a 50 day moving average of $93.50 and a two-hundred day moving average of $83.91. Akamai Technologies, Inc. has a 12 month low of $67.51 and a 12 month high of $113.50. The company has a market capitalization of $15.77 billion, a price-to-earnings ratio of 32.14, a P/E/G ratio of 3.37 and a beta of 0.70. The company has a quick ratio of 2.28, a current ratio of 2.28 and a debt-to-equity ratio of 0.87.

Akamai Technologies (NASDAQ:AKAM) last released its quarterly earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, beating analysts’ consensus estimates of $1.75 by $0.09. The business had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a net margin of 12.26% and a return on equity of 14.16%. Akamai Technologies’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same quarter last 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, equities analysts anticipate that Akamai Technologies, Inc. will post 4.6 EPS for the current fiscal year.

Insider Activity at Akamai Technologies

In related news, EVP Paul C. Joseph sold 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $90.17, for a total value of $450,850.00. Following the transaction, the executive vice president directly owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. This trade represents a 22.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Mani Sundaram sold 10,438 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was 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 owned 13,550 shares of the company’s stock, valued at approximately $1,209,337.50. This trade represents a 43.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 32,318 shares of company stock valued at $2,967,254. Insiders own 2.00% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on AKAM shares. DA Davidson raised their target price on Akamai Technologies from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Oppenheimer lifted their target price on Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Piper Sandler upped their target price on Akamai Technologies from $86.00 to $89.00 and gave the company a “neutral” rating in a report on Monday, January 5th. Wall Street Zen cut shares of Akamai Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Finally, President Capital upped their price objective on shares of Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Seven research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Akamai Technologies has a consensus rating of “Hold” and a consensus target price of $97.50.

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.