Akamai Technologies (NASDAQ:AKAM) Stock Price Expected to Rise, Citigroup Analyst Says

Akamai Technologies (NASDAQ:AKAM) had its price target upped by stock analysts at Citigroup from $103.00 to $110.00 in a research report issued on Friday,MarketScreener reports. The brokerage presently has a “neutral” rating on the technology infrastructure company’s stock. Citigroup’s price objective indicates a potential upside of 16.81% from the stock’s current price.

A number of other equities analysts have also weighed in on the company. Scotiabank increased their target price on Akamai Technologies from $105.00 to $120.00 and gave the stock a “sector outperform” rating in a research note on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Akamai Technologies in a report on Monday, December 29th. President Capital increased their price objective on Akamai Technologies from $104.00 to $116.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Craig Hallum boosted their target price on shares of Akamai Technologies from $90.00 to $100.00 and gave the company a “hold” rating in a research report on Friday. Finally, UBS Group upped their price target on shares of Akamai Technologies from $90.00 to $110.00 and gave the company a “neutral” rating in a research note on Friday. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $107.89.

Akamai Technologies Price Performance

Shares of AKAM opened at $94.17 on Friday. The company’s 50-day moving average is $93.66 and its 200-day moving average is $84.04. 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 firm has a market capitalization of $13.55 billion, a PE ratio of 30.57, a PEG ratio of 3.38 and a beta of 0.70. Akamai Technologies has a fifty-two week low of $67.51 and a fifty-two week high of $113.50.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS 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 analyst estimates of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 14.15%. Akamai Technologies’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the business 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. Equities analysts forecast that Akamai Technologies will post 4.6 EPS for the current year.

Insider Activity at Akamai Technologies

In other news, CTO Robert Blumofe sold 3,500 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $108.00, for a total transaction of $378,000.00. Following the sale, the chief technology officer directly owned 14,574 shares of the company’s stock, valued at approximately $1,573,992. This represents a 19.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Mani Sundaram sold 10,438 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $89.25, for a total value of $931,591.50. Following the completion of the transaction, the executive vice president directly 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 position. The SEC filing for this sale provides additional information. Insiders sold a total of 32,318 shares of company stock worth $2,967,254 in the last quarter. 2.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Akamai Technologies

Institutional investors and hedge funds have recently made changes to their positions in the company. Alberta Investment Management Corp bought a new position in Akamai Technologies in the second quarter valued at about $822,000. Rakuten Investment Management Inc. acquired a new stake in shares of Akamai Technologies in the 3rd quarter valued at approximately $5,323,000. Norges Bank bought a new stake in shares of Akamai Technologies during the 2nd quarter valued at approximately $266,817,000. Nordea Investment Management AB grew its holdings in shares of Akamai Technologies by 39.9% during the 3rd quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock valued at $258,739,000 after purchasing an additional 980,966 shares during the last quarter. Finally, National Pension Service increased its position in Akamai Technologies by 48.5% during the 3rd quarter. National Pension Service now owns 68,111 shares of the technology infrastructure company’s stock worth $5,160,000 after purchasing an additional 22,242 shares in the last quarter. Institutional investors own 94.28% of the company’s stock.

Trending Headlines about Akamai Technologies

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

• Positive Sentiment: Q4 beat and revenue growth — Akamai reported Q4 EPS $1.84 vs. $1.75 expected and revenue of ~$1.095B (up ~7% YoY), driven by security and cloud sales; non‑GAAP EPS and full‑year revenue growth were highlighted in the release. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: AI/Cloud momentum in core CIS business — Management signaled strong traction in AI Inference Cloud and sees Cloud Infrastructure Services (CIS) growth accelerating (Seeking Alpha reports management projecting 45%–50% CIS growth in 2026), which underpins longer‑term upside if execution continues. Akamai projects 45%-50% CIS revenue growth in 2026 as AI Inference Cloud momentum accelerates
• Positive Sentiment: Analyst target upgrades — Multiple firms raised price targets (Morgan Stanley, KeyCorp, Scotiabank, Susquehanna, etc.), reflecting optimism on the company’s AI/cloud runway despite near‑term noise. Analyst price target adjustments
• Neutral Sentiment: FY26 revenue guide above estimates but EPS range broad — Akamai guided FY26 revenue to $4.4B–$4.6B (above some Street estimates) and EPS to $6.20–$7.20; investors are parsing the wide EPS range versus consensus. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Neutral Sentiment: Q1 guidance roughly in line — Akamai set Q1 EPS guidance of $1.50–$1.67, near consensus, leaving the immediate outlook neither clearly beat nor miss. Akamai Q4 press release / guidance
• Negative Sentiment: Guidance/near‑term concerns sparked a selloff — Despite the beat, several outlets and traders focused on the lower‑end EPS guidance, raising concerns and triggering heavy selling pressure intraday/after‑hours. Akamai Tumbles 11% Despite Q4 Beat As 2026 Outlook Disappoints
• Negative Sentiment: Operational headwinds cited — Management noted a memory shortage that could pressure near‑term margins/visibility (covered in commentary/video), adding to investor caution. Akamai outlook dragged by memory shortage, Blue Owl under pressure
• Negative Sentiment: Mixed analyst views remain — while many raised targets, at least one major firm (Goldman) remains on the sell side with a low target, keeping bearish conviction in some desks. Goldman Sachs maintains sell rating

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.