Akamai Technologies (NASDAQ:AKAM) Updates FY 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 6.200-7.200 for the period, compared to the consensus estimate of 6.230. The company issued revenue guidance of $4.4 billion-$4.6 billion, compared to the consensus revenue estimate of $4.3 billion. Akamai Technologies also updated its Q1 2026 guidance to 1.500-1.670 EPS.

Akamai Technologies Trading Up 0.3%

AKAM traded up $0.28 during trading on Thursday, hitting $109.59. The company’s stock had a trading volume of 6,526,326 shares, compared to its average volume of 3,860,719. Akamai Technologies has a twelve month low of $67.51 and a twelve month high of $113.50. The company has a quick ratio of 2.28, a current ratio of 2.28 and a debt-to-equity ratio of 0.87. The firm has a market capitalization of $15.77 billion, a P/E ratio of 32.14, a PEG ratio of 3.34 and a beta of 0.70. The stock’s fifty day moving average price is $93.01 and its 200-day moving average price is $83.73.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.75 by $0.09. The business had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a return on equity of 14.16% and a net margin of 12.26%.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. Analysts anticipate that Akamai Technologies will post 4.6 EPS for the current year.

Analyst Ratings Changes

AKAM has been the topic of several recent research reports. Royal Bank Of Canada upped their price objective on Akamai Technologies from $80.00 to $90.00 and gave the stock a “sector perform” rating in a report on Monday, January 5th. Oppenheimer boosted their price objective on shares of Akamai Technologies from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. Jefferies Financial Group lowered shares of Akamai Technologies to an “underperform” rating in a report on Monday, December 15th. Piper Sandler increased their price target on shares of Akamai Technologies from $86.00 to $89.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. Finally, President Capital upped their price target on shares of Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Seven research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $97.50.

Insider Transactions at Akamai Technologies

In related news, CTO Robert Blumofe sold 3,500 shares of Akamai Technologies stock in a transaction that occurred on Friday, February 13th. The shares were 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 in the company, valued at approximately $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 accessible through this link. Also, CFO Edward J. Mcgowan sold 6,560 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $88.03, for a total value of $577,476.80. Following the transaction, the chief financial officer owned 16,442 shares of the company’s stock, valued at $1,447,389.26. This trade represents a 28.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 32,318 shares of company stock valued at $2,967,254. 2.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Akamai Technologies

A number of institutional investors have recently added to or reduced their stakes in AKAM. Corient Private Wealth LLC raised its position in shares of Akamai Technologies by 6.2% in the 4th quarter. Corient Private Wealth LLC now owns 27,630 shares of the technology infrastructure company’s stock worth $2,406,000 after buying an additional 1,601 shares during the period. Alberta Investment Management Corp raised its position in shares of Akamai Technologies by 76.7% in the 4th quarter. Alberta Investment Management Corp now owns 18,200 shares of the technology infrastructure company’s stock valued at $1,588,000 after purchasing an additional 7,900 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its position in shares of Akamai Technologies by 15.9% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 33,222 shares of the technology infrastructure company’s stock worth $2,899,000 after purchasing an additional 4,565 shares during the last quarter. Beacon Pointe Advisors LLC lifted its holdings in Akamai Technologies by 12.1% during the 4th quarter. Beacon Pointe Advisors LLC now owns 3,579 shares of the technology infrastructure company’s stock worth $312,000 after buying an additional 387 shares during the last quarter. Finally, State of Tennessee Department of Treasury boosted its holdings in shares of Akamai Technologies by 64.7% in the 4th quarter. State of Tennessee Department of Treasury now owns 53,430 shares of the technology infrastructure company’s stock valued at $4,662,000 after buying an additional 20,998 shares during the period. Hedge funds and other institutional investors own 94.28% of the company’s stock.

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.