Fideuram Intesa Sanpaolo Private Banking S.P.A. Takes $5.10 Million Position in Akamai Technologies, Inc. $AKAM

Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in Akamai Technologies, Inc. (NASDAQ:AKAM) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 58,406 shares of the technology infrastructure company’s stock, valued at approximately $5,096,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Akamai Technologies by 101.4% in the fourth quarter. Brighton Jones LLC now owns 4,016 shares of the technology infrastructure company’s stock worth $384,000 after acquiring an additional 2,022 shares in the last quarter. Jones Financial Companies Lllp lifted its position in shares of Akamai Technologies by 35.2% in the 1st 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 acquired a new position in Akamai Technologies in the 1st quarter worth approximately $266,000. Empowered Funds LLC grew its position in Akamai Technologies by 73.0% during the 1st quarter. Empowered Funds LLC now owns 7,134 shares of the technology infrastructure company’s stock worth $574,000 after purchasing an additional 3,010 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its position in Akamai Technologies by 152.8% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,163 shares of the technology infrastructure company’s stock worth $93,000 after purchasing an additional 703 shares in the last quarter. Institutional investors and hedge funds own 94.28% of the company’s stock.

Akamai Technologies Price Performance

Shares of NASDAQ:AKAM opened at $143.55 on Thursday. The firm has a market cap of $20.87 billion, a price-to-earnings ratio of 48.33, a P/E/G ratio of 4.50 and a beta of 0.45. Akamai Technologies, Inc. has a 1 year low of $69.78 and a 1 year high of $165.45. The company has a current ratio of 2.06, a quick ratio of 2.06 and a debt-to-equity ratio of 0.84. The business has a fifty day simple moving average of $114.42 and a 200 day simple moving average of $99.64.

Akamai Technologies (NASDAQ:AKAM) last issued its earnings results on Thursday, May 7th. The technology infrastructure company reported $1.61 earnings per share for the quarter, hitting the consensus estimate of $1.61. The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1.07 billion. Akamai Technologies had a return on equity of 12.96% and a net margin of 10.20%.The business’s revenue was up 5.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.70 EPS. Akamai Technologies has set its FY 2026 guidance at 6.400-7.150 EPS and its Q2 2026 guidance at 1.450-1.650 EPS. As a group, sell-side analysts predict that Akamai Technologies, Inc. will post 3.93 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. JPMorgan Chase & Co. increased their target price on Akamai Technologies from $72.00 to $100.00 in a report on Friday, May 8th. TD Cowen lowered their price target on Akamai Technologies from $104.00 to $100.00 and set a “hold” rating on the stock in a report on Friday, February 20th. Wall Street Zen downgraded Akamai Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. The Goldman Sachs Group lifted their target price on Akamai Technologies from $76.00 to $87.00 and gave the company a “sell” rating in a research note on Friday, May 8th. Finally, Evercore began coverage on Akamai Technologies in a report on Tuesday, April 14th. They issued an “outperform” rating and a $130.00 target price on the stock. Twelve research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Akamai Technologies has a consensus rating of “Hold” and an average price target of $145.29.

Insider Transactions at Akamai Technologies

In related news, Director Madhu Ranganathan sold 3,131 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $102.00, for a total transaction of $319,362.00. Following the transaction, the director owned 9,160 shares of the company’s stock, valued at approximately $934,320. This trade represents a 25.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jon Miller sold 11,000 shares of Akamai Technologies stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $102.67, for a total transaction of $1,129,370.00. Following the completion of the sale, the director owned 22,806 shares of the company’s stock, valued at $2,341,492.02. This trade represents a 32.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 53,954 shares of company stock valued at $5,511,371 in the last ninety days. 2.30% of the stock is currently owned by insiders.

Akamai Technologies News Summary

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

• Positive Sentiment: Akamai released research showing that DDoS and API attacks against financial services are becoming bigger, longer, and more complex, reinforcing demand for its cybersecurity products and highlighting the company’s relevance in a growing threat environment. Article: Financial Services at Risk: DDoS Attacks Are Bigger, Longer, and More Complex, Akamai Research Finds
• Positive Sentiment: The company launched “AI Brand Presence,” a new tool aimed at helping customers optimize content for AI search and agentic traffic, which could support future growth as more internet traffic shifts toward AI-driven discovery. Article: Akamai AI Brand Presence Optimizes Content and Raises Visibility in Agentic Search
• Neutral Sentiment: Scotiabank reiterated a positive view on Akamai, with a $180 price target and FY2027 EPS estimate of $4.13, suggesting analysts still see room for earnings growth. Article: FY2027 Earnings Estimate for AKAM Issued By Scotiabank
• Negative Sentiment: Akamai priced an upsized $3.0 billion convertible note offering, including $1.5 billion due 2030 and $1.5 billion due 2032, which raised investor concerns about dilution and added leverage even if the proceeds support strategic investments and AI infrastructure. Article: Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes
• Negative Sentiment: Market commentary linked Akamai’s weakness to the convertible debt deal, with reports noting the stock dropped on the financing news, making this the most direct reason for recent pressure on the shares. Article: The $2.6 Billion Power Play: How Akamai Is Weaponizing Debt to Build the AI Edge

Akamai Technologies 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.