Akamai Technologies (NASDAQ:AKAM) Stock Price Expected to Rise, The Goldman Sachs Group Analyst Says

Akamai Technologies (NASDAQ:AKAM) had its price objective hoisted by equities research analysts at The Goldman Sachs Group from $69.00 to $76.00 in a report issued on Friday,MarketScreener reports. The brokerage presently has a “sell” rating on the technology infrastructure company’s stock. The Goldman Sachs Group’s target price points to a potential downside of 30.65% from the company’s current price.

AKAM has been the topic of a number of other research reports. Morgan Stanley upgraded shares of Akamai Technologies from an “underweight” rating to an “overweight” rating and upped their price target for the stock from $83.00 to $115.00 in a research note on Monday, January 12th. Jefferies Financial Group downgraded shares of Akamai Technologies to an “underperform” rating in a research note on Monday, December 15th. KeyCorp increased their price target on shares of Akamai Technologies from $115.00 to $120.00 and gave the company an “overweight” rating in a report on Friday. DA Davidson raised their price target on shares of Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Finally, TD Cowen boosted their price objective on shares of Akamai Technologies from $98.00 to $104.00 and gave the stock a “hold” rating in a report on Thursday, November 13th. Ten investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $104.75.

Akamai Technologies Stock Up 0.3%

Shares of NASDAQ:AKAM opened at $109.59 on Friday. The company has a current ratio of 2.28, a quick ratio of 2.28 and a debt-to-equity ratio of 0.87. The stock has a fifty day simple moving average of $93.50 and a two-hundred day simple moving average of $83.91. Akamai Technologies has a 12-month low of $67.51 and a 12-month high of $113.50. The stock has a market capitalization of $15.77 billion, a price-to-earnings ratio of 32.14, a PEG ratio of 3.37 and a beta of 0.70.

Insider Activity

In related news, CFO Edward J. Mcgowan sold 6,560 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $88.03, for a total transaction of $577,476.80. Following the transaction, the chief financial officer owned 16,442 shares in the company, valued at $1,447,389.26. This represents a 28.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction of $450,850.00. Following the completion of the sale, the executive vice president owned 17,513 shares in the company, valued at $1,579,147.21. This represents a 22.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 32,318 shares of company stock valued at $2,967,254 over the last three months. Corporate insiders own 2.00% of the company’s stock.

Institutional Trading of Akamai Technologies

Several large investors have recently modified their holdings of the company. JFS Wealth Advisors LLC boosted its position in Akamai Technologies by 626.2% in the fourth quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock worth $27,000 after purchasing an additional 263 shares during the last quarter. Whittier Trust Co. of Nevada Inc. lifted its stake 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 purchasing an additional 251 shares during the period. Smartleaf Asset Management LLC lifted its stake in shares of Akamai Technologies by 566.7% in 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 during the period. TD Waterhouse Canada Inc. grew its position 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 valued at $26,000 after buying an additional 195 shares during the period. Finally, Sarver Vrooman Wealth Advisors purchased a new stake in Akamai Technologies during the fourth quarter valued at approximately $31,000. Institutional investors own 94.28% of the company’s stock.

Akamai Technologies News Roundup

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.