What is Zacks Research’s Estimate for AKAM FY2026 Earnings?

Akamai Technologies, Inc. (NASDAQ:AKAM) – Stock analysts at Zacks Research lowered their FY2026 earnings per share estimates for shares of Akamai Technologies in a report issued on Monday, May 25th. Zacks Research analyst Team now expects that the technology infrastructure company will earn $3.90 per share for the year, down from their previous forecast of $4.21. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Akamai Technologies’ current full-year earnings is $3.93 per share. Zacks Research also issued estimates for Akamai Technologies’ Q4 2026 earnings at $1.06 EPS, Q1 2027 earnings at $0.80 EPS, Q4 2027 earnings at $1.08 EPS, FY2027 earnings at $3.98 EPS, Q1 2028 earnings at $1.02 EPS and FY2028 earnings at $4.69 EPS.

Akamai Technologies (NASDAQ:AKAM) last released its earnings results on Thursday, May 7th. The technology infrastructure company reported $1.61 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.61. Akamai Technologies had a return on equity of 12.96% and a net margin of 10.20%.The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same period in the prior year, the firm earned $1.70 EPS. The firm’s revenue was up 5.8% on a year-over-year basis. 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.

AKAM has been the topic of several other reports. Craig Hallum raised Akamai Technologies from a “hold” rating to a “buy” rating and set a $190.00 target price on the stock in a research report on Friday, May 8th. The Goldman Sachs Group increased their price target on Akamai Technologies from $76.00 to $87.00 and gave the stock a “sell” rating in a research report on Friday, May 8th. Bank of America raised Akamai Technologies from a “neutral” rating to a “buy” rating and increased their price target for the stock from $130.00 to $175.00 in a research report on Wednesday, May 13th. JPMorgan Chase & Co. increased their price target on Akamai Technologies from $72.00 to $100.00 in a research report on Friday, May 8th. Finally, Citigroup increased their price target on Akamai Technologies from $110.00 to $160.00 and gave the stock a “neutral” rating in a research report on Friday, May 15th. Twelve analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $145.29.

Akamai Technologies Price Performance

NASDAQ AKAM opened at $160.32 on Wednesday. The company has a debt-to-equity ratio of 0.84, a current ratio of 2.06 and a quick ratio of 2.06. The stock’s fifty day moving average price is $120.94 and its 200 day moving average price is $103.52. Akamai Technologies has a 1 year low of $69.78 and a 1 year high of $165.45. The company has a market cap of $23.31 billion, a price-to-earnings ratio of 53.98, a PEG ratio of 4.82 and a beta of 0.60.

Institutional Investors Weigh In On Akamai Technologies

Several hedge funds have recently modified their holdings of AKAM. TD Waterhouse Canada Inc. boosted its stake in shares of Akamai Technologies by 130.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock worth $26,000 after acquiring an additional 195 shares in the last quarter. Smartleaf Asset Management LLC boosted its stake in shares of Akamai Technologies by 566.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company’s stock worth $26,000 after acquiring an additional 289 shares in the last quarter. JFS Wealth Advisors LLC boosted its stake in shares of Akamai Technologies by 626.2% during the 4th quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock worth $27,000 after acquiring an additional 263 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new stake in shares of Akamai Technologies during the 3rd quarter worth about $30,000. Finally, Sarver Vrooman Wealth Advisors purchased a new stake in shares of Akamai Technologies during the 4th quarter worth about $31,000. 94.28% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Anthony P. Williams sold 15,000 shares of the stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $104.29, for a total transaction of $1,564,350.00. Following the sale, the executive vice president directly owned 22,064 shares of the company’s stock, valued at $2,301,054.56. This represents a 40.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Mani Sundaram sold 1,722 shares of the stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $98.58, for a total transaction of $169,754.76. Following the sale, the executive vice president directly owned 21,647 shares in the company, valued at approximately $2,133,961.26. The trade was a 7.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 19,908 shares of company stock worth $2,058,758. Corporate insiders own 2.30% of the company’s stock.

Akamai Technologies News Roundup

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

• Positive Sentiment: Akamai announced a new partnership with GM Sectec through its Partner Connect program to help secure an autonomous digital workforce, reinforcing its cybersecurity and zero-trust offerings. Akamai and GM Sectec Partner to Secure Autonomous Digital Workforce
• Positive Sentiment: Akamai and NVIDIA expanded their collaboration to embed security deeper into AI infrastructure, which could support growth in AI-related security and edge computing demand. Akamai Brings Security Inside AI Factories with NVIDIA
• Neutral Sentiment: Zacks Research reiterated a Strong Sell view and cut multiple near- and longer-term EPS estimates for Akamai, signaling a more cautious earnings outlook despite a few small upward revisions in out-year forecasts.

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.