Akamai Technologies, Inc. $AKAM Holdings Boosted by Susquehanna Fundamental Investments LLC

Susquehanna Fundamental Investments LLC boosted its stake in shares of Akamai Technologies, Inc. (NASDAQ:AKAM) by 1,540.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 193,578 shares of the technology infrastructure company’s stock after purchasing an additional 181,779 shares during the quarter. Susquehanna Fundamental Investments LLC owned approximately 0.13% of Akamai Technologies worth $22,883,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Sarver Vrooman Wealth Advisors bought a new position in shares of Akamai Technologies in the 4th quarter valued at about $31,000. Root Financial Partners LLC increased its position in Akamai Technologies by 45.8% during the fourth quarter. Root Financial Partners LLC now owns 350 shares of the technology infrastructure company’s stock worth $31,000 after acquiring an additional 110 shares during the period. Silvant Capital Management LLC acquired a new stake in shares of Akamai Technologies in the second quarter valued at approximately $32,000. CYBER HORNET ETFs LLC bought a new stake in shares of Akamai Technologies during the 2nd quarter valued at $32,000. Finally, Align Financial LLC acquired a new stake in Akamai Technologies during the fourth quarter worth about $34,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Akamai Technologies Stock Performance

Shares of Akamai Technologies stock opened at $107.47 on Monday. The stock has a market cap of $15.45 billion, a price-to-earnings ratio of 38.66, a P/E/G ratio of 4.95 and a beta of 0.63. Akamai Technologies, Inc. has a twelve month low of $70.82 and a twelve month high of $165.45. The company’s fifty day moving average is $117.06 and its 200 day moving average is $117.92. The company has a quick ratio of 1.64, a current ratio of 1.64 and a debt-to-equity ratio of 1.23.

Akamai Technologies (NASDAQ:AKAM) last issued its quarterly earnings results on Thursday, August 6th. The technology infrastructure company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.02. The company had revenue of $1.10 billion during the quarter, compared to analyst estimates of $1.09 billion. Akamai Technologies had a net margin of 9.51% and a return on equity of 11.32%. Akamai Technologies’s quarterly revenue was up 5.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.73 EPS. Akamai Technologies has set its Q3 2026 guidance at 1.600-1.800 EPS and its FY 2026 guidance at 6.400-7.050 EPS. Sell-side analysts forecast that Akamai Technologies, Inc. will post 3.66 EPS for the current year.

Analyst Ratings Changes

AKAM has been the topic of a number of research analyst reports. Zacks Research raised Akamai Technologies from a “strong sell” rating to a “hold” rating in a report on Monday, July 13th. Raymond James Financial boosted their target price on Akamai Technologies from $140.00 to $170.00 in a research note on Monday, May 11th. Royal Bank Of Canada reduced their price target on shares of Akamai Technologies from $150.00 to $135.00 and set a “sector perform” rating on the stock in a research note on Friday, August 7th. Piper Sandler decreased their price target on shares of Akamai Technologies from $156.00 to $140.00 and set a “neutral” rating on the stock in a report on Friday, August 7th. Finally, HSBC downgraded shares of Akamai Technologies from a “buy” rating to a “hold” rating and dropped their price objective for the company from $171.00 to $123.00 in a research note on Monday, August 10th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $144.14.

Insider Activity

In other news, EVP Kim Salem-Jackson sold 2,300 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $135.57, for a total transaction of $311,811.00. Following the sale, the executive vice president directly owned 59,210 shares in the company, valued at approximately $8,027,099.70. This represents a 3.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Robert Blumofe sold 243 shares of Akamai Technologies stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $129.41, for a total transaction of $31,446.63. Following the sale, the chief technology officer directly owned 31,006 shares of the company’s stock, valued at $4,012,486.46. This represents a 0.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.30% of the stock is owned by insiders.

More Akamai Technologies News

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

• Positive Sentiment: Zacks raised its EPS forecasts for Q3 2026 to $1.00 from $0.99, Q4 2026 to $1.12 from $1.07, Q1 2027 to $0.87 from $0.79, Q4 2027 to $1.09 from $1.08, and Q1 2028 to $1.03 from $1.02. These revisions provide some support for the near-term earnings outlook. Akamai Technologies analyst estimates
• Neutral Sentiment: Implied volatility for Akamai stock options has surged, indicating that traders expect larger-than-usual movement in AKAM shares. However, options-market volatility does not establish whether the next move will be higher or lower. Implied Volatility Surging for Akamai Stock Options
• Negative Sentiment: Zacks lowered its EPS outlook for FY2026 to $3.79 from $3.90 and FY2027 to $3.92 from $3.98. It also cut Q2 2027 EPS to $0.83 from $0.96, Q3 2027 to $1.13 from $1.15, and FY2028 to $4.69 from $4.70. The reductions suggest slower expected profit growth and likely contribute to the weaker investor sentiment.

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.