Akamai Technologies (NASDAQ:AKAM) Price Target Cut to $100.00 by Analysts at TD Cowen

Akamai Technologies (NASDAQ:AKAM) had its price target decreased by TD Cowen from $104.00 to $100.00 in a research note published on Friday morning, Marketbeat.com reports. TD Cowen currently has a hold rating on the technology infrastructure company’s stock.

A number of other equities analysts have also recently commented on the stock. Scotiabank lifted their target price on shares of Akamai Technologies from $94.00 to $105.00 and gave the company a “sector outperform” rating in a report on Friday, January 9th. Oppenheimer raised their price objective on shares of Akamai Technologies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Susquehanna upped their target price on shares of Akamai Technologies from $105.00 to $120.00 and gave the company a “positive” rating in a report on Friday. Jefferies Financial Group downgraded shares of Akamai Technologies to an “underperform” rating in a research note on Monday, December 15th. Finally, Wall Street Zen cut Akamai Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $107.53.

Akamai Technologies Stock Down 14.1%

Akamai Technologies stock opened at $94.17 on Friday. 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 quick ratio of 2.28 and a current ratio of 2.28. The company has a market capitalization of $13.55 billion, a P/E ratio of 30.57, a PEG ratio of 3.38 and a beta of 0.70. The stock has a 50-day simple moving average of $93.66 and a 200-day simple moving average of $84.04.

Akamai Technologies (NASDAQ:AKAM) last released its quarterly earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. The firm had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a return on equity of 14.15% and a net margin of 10.74%.The firm’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter last year, the business 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 research analysts expect that Akamai Technologies will post 4.6 earnings per share for the current year.

Insider Buying and Selling at Akamai Technologies

In related news, EVP Mani Sundaram sold 10,438 shares of the 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 transaction, the executive vice president directly owned 13,550 shares of the company’s stock, valued at $1,209,337.50. This represents a 43.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CFO Edward J. Mcgowan sold 6,560 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $88.03, for a total transaction of $577,476.80. Following the completion of the sale, the chief financial officer owned 16,442 shares of the company’s stock, valued at approximately $1,447,389.26. The trade was a 28.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 32,318 shares of company stock valued at $2,967,254. Insiders own 2.00% of the company’s stock.

Institutional Trading of Akamai Technologies

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

Trending Headlines about 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

About Akamai Technologies

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.