Akamai Technologies (NASDAQ:AKAM) Updates FY 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 6.200-7.200 for the period, compared to the consensus estimate of 6.230. The company issued revenue guidance of $4.4 billion-$4.6 billion, compared to the consensus revenue estimate of $4.3 billion. Akamai Technologies also updated its Q1 2026 guidance to 1.500-1.670 EPS.

Akamai Technologies Price Performance

Shares of AKAM opened at $94.17 on Friday. The firm has a market cap of $13.55 billion, a PE ratio of 30.57, a price-to-earnings-growth ratio of 3.38 and a beta of 0.70. Akamai Technologies has a 52-week low of $67.51 and a 52-week high of $113.50. The business’s 50 day moving average price is $93.66 and its two-hundred day moving average price is $84.04. The company has a debt-to-equity ratio of 0.87, a quick ratio of 2.28 and a current ratio of 2.28.

Akamai Technologies (NASDAQ:AKAM) last issued its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. Akamai Technologies had a return on equity of 14.15% and a net margin of 10.74%.The company had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. During the same period in the prior year, the firm earned $1.66 earnings per share. Akamai Technologies’s revenue for the quarter was up 7.4% on a year-over-year basis. 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. On average, equities analysts anticipate that Akamai Technologies will post 4.6 EPS for the current year.

Analyst Ratings Changes

Several equities analysts recently commented on AKAM shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Akamai Technologies in a research note on Monday, December 29th. Scotiabank upped their price target on Akamai Technologies from $105.00 to $120.00 and gave the company a “sector outperform” rating in a research report on Friday. DA Davidson upped their price objective on shares of Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Piper Sandler lifted their price target on Akamai Technologies from $86.00 to $89.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. Finally, Morgan Stanley increased their target price on shares of Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a research note on Friday. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $107.53.

Insider Buying and Selling

In related news, EVP Mani Sundaram sold 10,438 shares of the company’s stock in a transaction 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 completion of the sale, the executive vice president owned 13,550 shares in the company, valued at approximately $1,209,337.50. This represents a 43.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Robert Blumofe sold 3,500 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 32,318 shares of company stock worth $2,967,254 in the last three months. 2.00% of the stock is currently owned by company insiders.

Key Headlines Impacting 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

Institutional Investors Weigh In On Akamai Technologies

Several large investors have recently made changes to their positions in the company. Corient Private Wealth LLC grew its holdings in shares of Akamai Technologies by 6.2% in the fourth quarter. Corient Private Wealth LLC now owns 27,630 shares of the technology infrastructure company’s stock valued at $2,406,000 after purchasing an additional 1,601 shares in the last quarter. Alberta Investment Management Corp raised its position in shares of Akamai Technologies by 76.7% during the 4th quarter. Alberta Investment Management Corp now owns 18,200 shares of the technology infrastructure company’s stock valued at $1,588,000 after buying an additional 7,900 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in shares of Akamai Technologies by 15.9% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 33,222 shares of the technology infrastructure company’s stock valued at $2,899,000 after acquiring an additional 4,565 shares during the last quarter. Beacon Pointe Advisors LLC lifted its holdings in shares of Akamai Technologies by 12.1% in the 4th quarter. Beacon Pointe Advisors LLC now owns 3,579 shares of the technology infrastructure company’s stock valued at $312,000 after acquiring an additional 387 shares during the last quarter. Finally, State of Tennessee Department of Treasury grew its position in Akamai Technologies by 64.7% in the fourth quarter. State of Tennessee Department of Treasury now owns 53,430 shares of the technology infrastructure company’s stock worth $4,662,000 after acquiring an additional 20,998 shares in the last quarter. 94.28% of the stock is owned by institutional investors.

Akamai Technologies Company Profile

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.