KeyCorp Forecasts Strong Price Appreciation for Akamai Technologies (NASDAQ:AKAM) Stock

Akamai Technologies (NASDAQ:AKAM) had its price objective raised by equities research analysts at KeyCorp from $115.00 to $120.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the technology infrastructure company’s stock. KeyCorp’s price objective suggests a potential upside of 9.50% from the stock’s previous close.

AKAM has been the subject of several other research reports. President Capital upped their price target on shares of Akamai Technologies from $104.00 to $116.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Oppenheimer boosted their price objective on shares of Akamai Technologies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. TD Cowen increased their target price on Akamai Technologies from $98.00 to $104.00 and gave the company a “hold” rating in a research report on Thursday, November 13th. Morgan Stanley upgraded Akamai Technologies from an “underweight” rating to an “overweight” rating and lifted their price target for the company from $83.00 to $115.00 in a report on Monday, January 12th. Finally, The Goldman Sachs Group upped their price objective on Akamai Technologies from $67.00 to $69.00 and gave the stock a “sell” rating in a research note on Friday, November 7th. Eight equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $101.50.

Akamai Technologies Stock Up 0.3%

NASDAQ:AKAM opened at $109.59 on Friday. The company has a debt-to-equity ratio of 0.87, a current ratio of 2.28 and a quick ratio of 2.28. Akamai Technologies has a 1-year low of $67.51 and a 1-year high of $113.50. The company has a 50-day moving average of $93.50 and a 200 day moving average of $83.91. The firm has a market cap of $15.77 billion, a PE ratio of 32.14, a price-to-earnings-growth ratio of 3.37 and a beta of 0.70.

Insider Activity

In other news, CTO Robert Blumofe sold 3,500 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $108.00, for a total value of $378,000.00. Following the completion of the sale, the chief technology officer owned 14,574 shares of the company’s stock, valued at $1,573,992. This trade represents a 19.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Adam Karon sold 3,320 shares of the company’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 in the company, valued at $679,630.50. This represents a 29.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 32,318 shares of company stock worth $2,967,254. Company insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On Akamai Technologies

Hedge funds and other institutional investors have recently modified their holdings of the stock. Rexford Capital Inc. boosted its stake in Akamai Technologies by 1.9% in the 4th quarter. Rexford Capital Inc. now owns 5,106 shares of the technology infrastructure company’s stock worth $445,000 after purchasing an additional 93 shares in the last quarter. Assetmark Inc. lifted its stake in shares of Akamai Technologies by 31.8% during the fourth quarter. Assetmark Inc. now owns 444 shares of the technology infrastructure company’s stock worth $39,000 after buying an additional 107 shares during the period. Root Financial Partners LLC lifted its stake in shares of 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 buying an additional 110 shares during the period. Perigon Wealth Management LLC grew its holdings in shares of Akamai Technologies by 2.1% during the fourth quarter. Perigon Wealth Management LLC now owns 5,502 shares of the technology infrastructure company’s stock valued at $480,000 after buying an additional 115 shares during the last quarter. Finally, Allworth Financial LP increased its position in shares of Akamai Technologies by 6.3% in the 4th quarter. Allworth Financial LP now owns 2,196 shares of the technology infrastructure company’s stock valued at $192,000 after acquiring an additional 131 shares during the period. 94.28% of the stock is owned by hedge funds and other institutional investors.

Akamai Technologies News Summary

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

• Positive Sentiment: Q4 results beat expectations: Akamai reported non-GAAP EPS of $1.84 vs. consensus $1.75 and revenue of $1.095B (up 7% YoY), showing underlying top- and bottom-line strength. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: Above-consensus guidance: Akamai raised Q1 FY26 EPS guidance to $1.50–$1.67 (consensus ~$1.49) and FY26 EPS to $6.20–$7.20 with revenue guided to $4.4B–$4.6B (above Street revenue expectations). That outlook supports continued multiple expansion. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Positive Sentiment: Cloud infrastructure & security momentum: Cloud Infrastructure Services revenue jumped ~45% YoY and Security revenue grew ~11% YoY — the cloud lift is a key growth driver investors are rewarding. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Earnings call and transcript available for more color on customer wins, product mix and AI strategy — useful for gauging sustainability of cloud/security growth but not immediately market-moving by itself. Akamai Technologies, Inc. (AKAM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and metric breakdowns (Zacks, MarketBeat) confirm the beat but highlight mixed items (GAAP vs. non-GAAP differences, growth cadence). These notes help model adjustments but are not game-changing. Akamai Technologies (AKAM) Beats Q4 Earnings and Revenue Estimates
• Negative Sentiment: GAAP profitability slid: Q4 GAAP EPS fell to $0.58 (down significantly YoY), reflecting items that compressed GAAP earnings — investors focused on non-GAAP should monitor potential one-offs and margin trajectory. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Short-interest data in the feeds appears erroneous (zeros/NaN) and is immaterial to today’s move — ignore until reliable updates appear. (internal/aggregate feeds)

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.