Akamai Technologies, Inc. $AKAM Stock Holdings Raised by Signaturefd LLC

Signaturefd LLC raised its stake in Akamai Technologies, Inc. (NASDAQ:AKAM) by 482.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,065 shares of the technology infrastructure company’s stock after purchasing an additional 7,509 shares during the period. Signaturefd LLC’s holdings in Akamai Technologies were worth $964,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AKAM. Edmond DE Rothschild Holding S.A. acquired a new position in shares of Akamai Technologies during the second quarter valued at about $222,046,000. William Blair Investment Management LLC bought a new position in shares of Akamai Technologies during the 2nd quarter worth about $181,508,000. Legal & General Group Plc acquired a new stake in shares of Akamai Technologies in the 2nd quarter valued at about $159,564,000. Atreides Management LP acquired a new stake in shares of Akamai Technologies in the 2nd quarter valued at about $107,640,000. Finally, Southpoint Capital Advisors LP acquired a new stake in shares of Akamai Technologies in the 1st quarter valued at about $91,880,000. 94.28% of the stock is owned by institutional investors.

Akamai Technologies Price Performance

AKAM opened at $99.59 on Wednesday. Akamai Technologies, Inc. has a fifty-two week low of $70.82 and a fifty-two week high of $165.45. The firm has a market capitalization of $14.31 billion, a PE ratio of 35.82 and a beta of 0.62. The company’s 50-day moving average is $104.93 and its 200 day moving average is $112.28.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings results on Thursday, August 6th. The technology infrastructure company reported $1.59 earnings per share for the quarter, beating the consensus estimate of $1.57 by $0.02. The business had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $1.09 billion. Akamai Technologies’s revenue was up 5.4% compared to the same quarter last year. During the same period in the previous 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. As a group, analysts expect that Akamai Technologies, Inc. will post 3.58 EPS for the current year.

Analyst Ratings Changes

A number of brokerages recently commented on AKAM. Raymond James Financial raised Akamai Technologies from an “outperform” rating to a “strong-buy” rating and set a $170.00 target price for the company in a research report on Tuesday, October 20th. Weiss Ratings cut Akamai Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, October 19th. DA Davidson reduced their price objective on Akamai Technologies from $185.00 to $150.00 and set a “buy” rating for the company in a research note on Monday, September 28th. Guggenheim boosted their price objective on Akamai Technologies from $190.00 to $225.00 and gave the company a “buy” rating in a report on Friday, September 25th. Finally, UBS Group lowered their target price on Akamai Technologies from $148.00 to $100.00 and set a “neutral” rating on the stock in a research report on Thursday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $146.00.

Key Akamai Technologies News

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

• Positive Sentiment: Akamai launched Akamai Inference, a managed AI model-serving service, and Akamai Agent Sandbox, an isolated environment for executing AI agents. The products expand Akamai’s AI Cloud platform and could create new demand for its cloud, security and edge-computing services. Akamai Launches AI Inference Service and Agent Execution Environment
• Positive Sentiment: The new AI offerings received broad coverage, highlighting Akamai’s effort to compete for AI workloads through dedicated inference and agent-execution environments. Investors may view the launches as a potential long-term growth catalyst, though the announcements did not include specific revenue or earnings forecasts. Akamai expands its AI Cloud platform
• Neutral Sentiment: A Zacks analysis noted that Akamai outperformed the broader market in the latest session, but the report offered limited new fundamental information beyond the company’s recent trading performance. Akamai Technologies Surpasses Market Returns
• Negative Sentiment: Zacks Research reduced its Q2 2027 EPS estimate to $0.70 from $0.83 and cut its FY2027 forecast to $3.73 from $3.92, maintaining a “Hold” rating. The revisions suggest analysts see greater pressure on future profitability.
• Negative Sentiment: Analysts expect Akamai’s third-quarter 2026 earnings to show a double-digit year-over-year profit decline, increasing the risk of disappointment when results are released next week. What to Expect From Akamai Technologies’ Q3 2026 Earnings Report

Insider Transactions at Akamai Technologies

In related news, EVP Kim Salem-Jackson sold 2,013 shares of Akamai Technologies stock in a transaction that occurred on Friday, September 25th. The stock was sold at an average price of $128.00, for a total transaction of $257,664.00. Following the transaction, the executive vice president owned 57,197 shares of the company’s stock, valued at $7,321,216. The trade was a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Joseph sold 3,100 shares of Akamai Technologies stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $105.63, for a total value of $327,453.00. Following the transaction, the executive vice president directly owned 28,472 shares in the company, valued at approximately $3,007,497.36. The trade was a 9.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,135 shares of company stock valued at $1,467,221 over the last ninety days. 2.30% of the stock is currently owned by insiders.

About Akamai Technologies

Akamai Technologies, Inc provides cloud, cybersecurity and content-delivery services that help organizations operate and protect applications, websites and digital media over the internet. Its distributed edge platform is designed to deliver online content closer to end users while improving performance, availability and resilience.

The company’s services include content delivery and application performance solutions, cloud computing capabilities, web and application security, distributed denial-of-service protection, bot management and zero-trust security tools.