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

Akamai Technologies (NASDAQ:AKAM) had its price target raised by stock analysts at Morgan Stanley from $115.00 to $120.00 in a research report issued on Friday,MarketScreener reports. The brokerage currently has an “overweight” rating on the technology infrastructure company’s stock. Morgan Stanley’s price target would indicate a potential upside of 9.50% from the company’s current price.

Several other analysts also recently issued reports on AKAM. Susquehanna increased their price objective on shares of Akamai Technologies from $105.00 to $120.00 and gave the company a “positive” rating in a research report on Friday. Citigroup raised their price target on shares of Akamai Technologies from $88.00 to $103.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Craig Hallum lifted their price target on shares of Akamai Technologies from $90.00 to $100.00 and gave the stock a “hold” rating in a research note on Friday. HSBC upped their price objective on shares of Akamai Technologies from $130.00 to $134.00 in a research report on Monday, November 10th. Finally, Jefferies Financial Group lowered Akamai Technologies to an “underperform” rating in a research report on Monday, December 15th. Ten equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $104.75.

Akamai Technologies Price Performance

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

Insider Activity at Akamai Technologies

In other news, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $89.25, for a total value of $931,591.50. Following the completion of the transaction, the executive vice president owned 13,550 shares of the company’s stock, valued at approximately $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 can be accessed through this link. Also, CTO Robert Blumofe sold 3,500 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $108.00, for a total transaction of $378,000.00. Following the completion of the transaction, the chief technology officer owned 14,574 shares of the company’s stock, valued at $1,573,992. This represents a 19.36% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 32,318 shares of company stock valued at $2,967,254. Company insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On Akamai Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Alberta Investment Management Corp acquired a new stake in shares of Akamai Technologies in the second quarter valued at $822,000. Rakuten Investment Management Inc. acquired a new position in Akamai Technologies during the third quarter worth about $5,323,000. Norges Bank bought a new stake in Akamai Technologies in the second quarter worth about $266,817,000. Nordea Investment Management AB raised its position in Akamai Technologies by 39.9% in the third quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock worth $258,739,000 after acquiring an additional 980,966 shares in the last quarter. Finally, National Pension Service lifted its holdings in Akamai Technologies by 48.5% in the 3rd quarter. National Pension Service now owns 68,111 shares of the technology infrastructure company’s stock valued at $5,160,000 after acquiring an additional 22,242 shares during the last quarter. 94.28% of the stock is owned by institutional investors.

More Akamai Technologies News

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.

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.