Akamai Technologies (NASDAQ:AKAM) Given New $110.00 Price Target at UBS Group

Akamai Technologies (NASDAQ:AKAM) had its price objective increased by investment analysts at UBS Group from $90.00 to $110.00 in a report released on Friday,Benzinga reports. The firm presently has a “neutral” rating on the technology infrastructure company’s stock. UBS Group’s target price indicates a potential upside of 10.96% from the company’s current price.

Other analysts have also recently issued reports about the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Akamai Technologies in a research report on Monday, December 29th. Scotiabank increased their price target on Akamai Technologies from $105.00 to $120.00 and gave the company a “sector outperform” rating in a research note on Friday. KeyCorp lifted their price objective on shares of Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a research report on Friday. Raymond James Financial upped their price objective on shares of Akamai Technologies from $84.00 to $90.00 and gave the company an “outperform” rating in a report on Monday, November 10th. Finally, Citigroup raised their target price on shares of Akamai Technologies from $88.00 to $103.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Ten analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $105.75.

Akamai Technologies Stock Down 9.5%

AKAM traded down $10.45 during trading on Friday, reaching $99.14. 6,692,111 shares of the stock were exchanged, compared to its average volume of 3,967,530. The company has a debt-to-equity ratio of 0.87, a quick ratio of 2.28 and a current ratio of 2.28. The stock’s 50 day moving average price is $93.50 and its two-hundred day moving average price is $83.91. Akamai Technologies has a twelve month low of $67.51 and a twelve month high of $113.50. The stock has a market cap of $14.26 billion, a P/E ratio of 29.09, a price-to-earnings-growth ratio of 3.37 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 EPS for the quarter, beating analysts’ consensus estimates of $1.75 by $0.09. The company had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a net margin of 12.26% and a return on equity of 14.16%. The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the firm posted $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 expect that Akamai Technologies will post 4.6 EPS for the current year.

Insiders Place Their Bets

In other Akamai Technologies news, COO Adam Karon sold 3,320 shares of the firm’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $87.30, for a total value of $289,836.00. Following the transaction, the chief operating officer directly owned 7,785 shares of the company’s stock, valued at $679,630.50. This trade represents a 29.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Paul C. Joseph sold 5,000 shares of Akamai Technologies stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $90.17, for a total transaction of $450,850.00. Following the completion of the transaction, the executive vice president directly owned 17,513 shares in the company, valued at $1,579,147.21. This trade represents a 22.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 32,318 shares of company stock valued at $2,967,254 over the last 90 days. 2.00% of the stock is owned by company insiders.

Hedge Funds Weigh In On Akamai Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. JFS Wealth Advisors LLC increased its stake in shares of Akamai Technologies by 626.2% in the fourth quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock valued at $27,000 after buying an additional 263 shares during the period. Whittier Trust Co. of Nevada Inc. raised its stake in shares of Akamai Technologies by 295.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company’s stock worth $26,000 after purchasing an additional 251 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in Akamai Technologies by 566.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company’s stock valued at $26,000 after acquiring an additional 289 shares in the last quarter. TD Waterhouse Canada Inc. boosted its holdings in 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 during the last quarter. Finally, Sarver Vrooman Wealth Advisors purchased a new position in Akamai Technologies during the 4th quarter worth $31,000. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Akamai Technologies

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

• Positive Sentiment: Q4 beat — Akamai reported non-GAAP EPS $1.84 vs. $1.75 consensus and revenue $1.095B vs. ~$1.08B, showing 7% YoY revenue growth and margin improvement. MarketBeat Q4 Summary
• Positive Sentiment: Raised guidance — Akamai issued Q1 EPS guidance $1.50–$1.67 (vs. $1.49 consensus) and FY26 EPS $6.20–$7.20 (vs. $6.23 consensus); revenue guide of $4.4B–$4.6B tops street estimates. This underpins the near-term outlook. Reuters: Forecast Above Estimates
• Positive Sentiment: Analyst upgrades/targets — KeyCorp raised its PT to $120 and kept an overweight rating; Susquehanna raised its PT to $120 with a positive rating — both imply ~9.5% upside from the recent quote. These upgrades add buying interest. Benzinga: Analyst Moves
• Positive Sentiment: Cloud momentum — Cloud Infrastructure Services revenue jumped ~45% YoY in Q4 (full-year +36%), and security revenue also grew ~11% YoY, indicating product mix driving higher-growth areas. GlobeNewswire: Q4 & FY Results
• Neutral Sentiment: Deeper analysis/transcript available — Full earnings call transcript and analyst write‑ups provide detail for models and management commentary. Useful for investors evaluating sustainability of growth. Seeking Alpha: Q4 Transcript
• Neutral Sentiment: Analyst & thematic coverage — Zacks and Investing.com pieces review metrics, estimates and questions about an AI pivot — good context but not new catalysts by themselves. Zacks Analysis
• Negative Sentiment: GAAP profit drop — GAAP net income per diluted share fell materially in Q4 (‑36% YoY) and full‑year GAAP EPS declined ~6% YoY, highlighting one-time items or non-cash impacts that make non‑GAAP beats less straightforward. Investors should monitor margins and GAAP reconciliation details. GlobeNewswire: Q4 & FY Results
• Neutral Sentiment: Short-interest data appears inconsistent in filings (reported as zero/NaN) and shouldn’t be relied on until corrected; current days-to-cover metrics are meaningless.

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.