Akamai Technologies (NASDAQ:AKAM) Price Target Raised to $76.00 at The Goldman Sachs Group

Akamai Technologies (NASDAQ:AKAM) had its price target boosted by The Goldman Sachs Group from $69.00 to $76.00 in a research note issued to investors on Friday,MarketScreener reports. They currently have a sell rating on the technology infrastructure company’s stock.

AKAM has been the subject of several other research reports. Royal Bank Of Canada upped their target price on shares of Akamai Technologies from $80.00 to $90.00 and gave the stock a “sector perform” rating in a report on Monday, January 5th. TD Cowen upped their price objective on Akamai Technologies from $98.00 to $104.00 and gave the stock a “hold” rating in a research note on Thursday, November 13th. President Capital lifted their target price on Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Jefferies Financial Group cut Akamai Technologies to an “underperform” rating in a report on Monday, December 15th. Finally, Raymond James Financial increased their price objective on shares of Akamai Technologies from $84.00 to $90.00 and gave the company an “outperform” rating in a report on Monday, November 10th. Ten 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. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $107.53.

Akamai Technologies Stock Down 14.1%

NASDAQ AKAM opened at $94.17 on Friday. The stock’s 50-day moving average price is $93.66 and its 200-day moving average price is $84.04. The company has a quick ratio of 2.28, a current ratio of 2.28 and a debt-to-equity ratio of 0.87. Akamai Technologies has a 52 week low of $67.51 and a 52 week high of $113.50. The company has a market capitalization of $13.55 billion, a P/E ratio of 30.57, a price-to-earnings-growth ratio of 3.38 and a beta of 0.70.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.75 by $0.09. Akamai Technologies had a return on equity of 14.15% and a net margin of 10.74%.The company had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same period in the previous year, the company posted $1.66 EPS. The firm’s revenue was up 7.4% on a year-over-year basis. 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. On average, equities research analysts predict 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 Paul C. Joseph sold 5,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $90.17, for a total value of $450,850.00. Following the completion of the transaction, the executive vice president directly owned 17,513 shares of the company’s stock, valued at approximately $1,579,147.21. This trade represents a 22.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Robert Blumofe sold 3,500 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $108.00, for a total transaction of $378,000.00. Following the completion of the sale, the chief technology officer owned 14,574 shares in the company, 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. Insiders have sold a total of 32,318 shares of company stock worth $2,967,254 over the last three months. 2.00% of the stock is owned by company insiders.

Hedge Funds Weigh In On Akamai Technologies

A number of institutional investors and hedge funds have recently made changes to their positions in the business. DLD Asset Management LP grew its position in Akamai Technologies by 60.0% in the second quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock worth $1,595,200,000 after acquiring an additional 7,500,000 shares in the last quarter. Norges Bank bought a new stake in shares of Akamai Technologies in the 2nd quarter valued at approximately $266,817,000. AQR Capital Management LLC boosted its holdings in shares of Akamai Technologies by 522.8% in the 3rd quarter. AQR Capital Management LLC now owns 2,020,346 shares of the technology infrastructure company’s stock worth $153,061,000 after purchasing an additional 1,695,937 shares during the period. Alyeska Investment Group L.P. increased its position in shares of Akamai Technologies by 570.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 1,634,040 shares of the technology infrastructure company’s stock valued at $123,795,000 after purchasing an additional 1,390,167 shares during the last quarter. Finally, Rubric Capital Management LP bought a new position in shares of Akamai Technologies during the 4th quarter valued at approximately $104,700,000. 94.28% of the stock is owned by hedge funds and other institutional investors.

Akamai Technologies News Roundup

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.