Akamai Technologies (NASDAQ:AKAM) Updates Q1 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.500-1.670 for the period, compared to the consensus estimate of 1.490. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. Akamai Technologies also updated its FY 2026 guidance to 6.200-7.200 EPS.

Akamai Technologies Stock Performance

Shares of AKAM stock traded up $0.28 during mid-day trading on Thursday, hitting $109.59. The stock had a trading volume of 6,526,326 shares, compared to its average volume of 3,860,719. Akamai Technologies has a fifty-two week low of $67.51 and a fifty-two week high of $113.50. 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 company’s 50-day simple moving average is $93.01 and its 200-day simple moving average is $83.73. The firm has a market cap of $15.77 billion, a PE ratio of 32.14, a PEG ratio of 3.34 and a beta of 0.70.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.75 by $0.09. Akamai Technologies had a net margin of 12.26% and a return on equity of 14.16%. The business had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. 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. Sell-side analysts anticipate that Akamai Technologies will post 4.6 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms recently commented on AKAM. President Capital boosted their target price on shares of Akamai Technologies from $104.00 to $116.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Piper Sandler upped their price objective on shares of Akamai Technologies from $86.00 to $89.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. TD Cowen upped their price objective on shares of Akamai Technologies from $98.00 to $104.00 and gave the stock a “hold” rating in a research note on Thursday, November 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Akamai Technologies in a research report on Monday, December 29th. Finally, DA Davidson lifted their target price on Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Seven research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $97.50.

Insiders Place Their Bets

In other news, COO Adam Karon sold 3,320 shares of Akamai Technologies stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $87.30, for a total transaction of $289,836.00. Following the sale, the chief operating officer owned 7,785 shares in the company, valued at $679,630.50. This trade represents a 29.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Mani Sundaram sold 10,438 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were 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 trade represents a 43.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 32,318 shares of company stock worth $2,967,254. 2.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of AKAM. AQR Capital Management LLC raised its stake in Akamai Technologies by 522.8% during the 3rd quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock worth $153,061,000 after buying an additional 1,695,937 shares during the period. Alyeska Investment Group L.P. raised its holdings in Akamai Technologies by 570.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 1,634,040 shares of the technology infrastructure company’s stock worth $123,795,000 after buying an additional 1,390,167 shares during the period. Rubric Capital Management LP bought a new position in Akamai Technologies in the fourth quarter valued at approximately $104,700,000. First Trust Advisors LP boosted its holdings in shares of Akamai Technologies by 16.5% in the fourth quarter. First Trust Advisors LP now owns 6,752,000 shares of the technology infrastructure company’s stock valued at $589,112,000 after buying an additional 957,345 shares during the period. Finally, Dimensional Fund Advisors LP boosted its holdings in shares of Akamai Technologies by 33.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,115,342 shares of the technology infrastructure company’s stock valued at $271,820,000 after buying an additional 784,009 shares during the period. Institutional investors own 94.28% of the company’s stock.

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.