Akamai Technologies (NASDAQ:AKAM) Stock Price Expected to Rise, Robert W. Baird Analyst Says

Akamai Technologies (NASDAQ:AKAM) had its price objective raised by equities research analysts at Robert W. Baird from $90.00 to $110.00 in a research note issued on Friday,MarketScreener reports. The firm presently has an “outperform” rating on the technology infrastructure company’s stock. Robert W. Baird’s target price would suggest a potential upside of 0.37% from the company’s previous close.

Other equities analysts have also recently issued research reports about the stock. HSBC increased their price objective on shares of Akamai Technologies from $130.00 to $134.00 in a research report on Monday, November 10th. TD Cowen dropped their price target on Akamai Technologies from $104.00 to $100.00 and set a “hold” rating on the stock in a research note on Friday. Craig Hallum raised their price objective on Akamai Technologies from $90.00 to $100.00 and gave the company a “hold” rating in a research note on Friday. Oppenheimer boosted their price objective on Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Finally, Raymond James Financial increased their target price on Akamai Technologies from $84.00 to $90.00 and gave the stock an “outperform” rating in a report on Monday, November 10th. Ten analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, Akamai Technologies has an average rating of “Hold” and an average price target of $104.75.

Akamai Technologies Stock Performance

NASDAQ:AKAM opened at $109.59 on Friday. 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 has a twelve month low of $67.51 and a twelve month high of $113.50. The company has a fifty day moving average of $93.50 and a 200-day moving average of $83.91. The firm has a market capitalization of $15.77 billion, a P/E ratio of 32.14, a P/E/G ratio of 3.37 and a beta of 0.70.

Insider Buying and Selling

In related news, EVP Mani Sundaram sold 10,438 shares of Akamai Technologies stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $89.25, for a total transaction of $931,591.50. Following the transaction, the executive vice president 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Edward J. Mcgowan sold 6,560 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $88.03, for a total value of $577,476.80. Following the completion of the sale, the chief financial officer directly owned 16,442 shares of the company’s stock, valued at $1,447,389.26. The trade was a 28.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 32,318 shares of company stock valued at $2,967,254. 2.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Brighton Jones LLC grew its position in Akamai Technologies by 101.4% in the 4th quarter. Brighton Jones LLC now owns 4,016 shares of the technology infrastructure company’s stock worth $384,000 after purchasing an additional 2,022 shares in the last quarter. Jones Financial Companies Lllp grew its holdings in shares of Akamai Technologies by 35.2% in the first quarter. Jones Financial Companies Lllp now owns 1,087 shares of the technology infrastructure company’s stock valued at $88,000 after acquiring an additional 283 shares in the last quarter. United Services Automobile Association purchased a new stake in shares of Akamai Technologies during the first quarter valued at approximately $266,000. Empowered Funds LLC lifted its holdings in Akamai Technologies by 73.0% during the first quarter. Empowered Funds LLC now owns 7,134 shares of the technology infrastructure company’s stock worth $574,000 after acquiring an additional 3,010 shares during the period. Finally, D.A. Davidson & CO. boosted its position in Akamai Technologies by 5.2% in the second quarter. D.A. Davidson & CO. now owns 10,011 shares of the technology infrastructure company’s stock worth $798,000 after purchasing an additional 491 shares during the last quarter. 94.28% of the stock is owned by institutional investors.

Key Headlines Impacting Akamai Technologies

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

• Positive Sentiment: Q4 beat — Akamai reported non-GAAP EPS $1.84 vs. $1.75 consensus and revenue $1.095B vs. ~$1.08B, showing 7% YoY revenue growth and margin improvement. MarketBeat Q4 Summary
• Positive Sentiment: Raised guidance — Akamai issued Q1 EPS guidance $1.50–$1.67 (vs. $1.49 consensus) and FY26 EPS $6.20–$7.20 (vs. $6.23 consensus); revenue guide of $4.4B–$4.6B tops street estimates. This underpins the near-term outlook. Reuters: Forecast Above Estimates
• Positive Sentiment: Analyst upgrades/targets — KeyCorp raised its PT to $120 and kept an overweight rating; Susquehanna raised its PT to $120 with a positive rating — both imply ~9.5% upside from the recent quote. These upgrades add buying interest. Benzinga: Analyst Moves
• Positive Sentiment: Cloud momentum — Cloud Infrastructure Services revenue jumped ~45% YoY in Q4 (full-year +36%), and security revenue also grew ~11% YoY, indicating product mix driving higher-growth areas. GlobeNewswire: Q4 & FY Results
• Neutral Sentiment: Deeper analysis/transcript available — Full earnings call transcript and analyst write‑ups provide detail for models and management commentary. Useful for investors evaluating sustainability of growth. Seeking Alpha: Q4 Transcript
• Neutral Sentiment: Analyst & thematic coverage — Zacks and Investing.com pieces review metrics, estimates and questions about an AI pivot — good context but not new catalysts by themselves. Zacks Analysis
• Negative Sentiment: GAAP profit drop — GAAP net income per diluted share fell materially in Q4 (‑36% YoY) and full‑year GAAP EPS declined ~6% YoY, highlighting one-time items or non-cash impacts that make non‑GAAP beats less straightforward. Investors should monitor margins and GAAP reconciliation details. GlobeNewswire: Q4 & FY Results
• Neutral Sentiment: Short-interest data appears inconsistent in filings (reported as zero/NaN) and shouldn’t be relied on until corrected; current days-to-cover metrics are meaningless.

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.