Akamai Technologies (NASDAQ:AKAM) Posts Quarterly Earnings Results, Beats Estimates By $0.09 EPS

Akamai Technologies (NASDAQ:AKAM) released its quarterly earnings data on Thursday. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.75 by $0.09, FiscalAI reports. Akamai Technologies had a return on equity of 14.16% and a net margin of 12.26%.The company had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. Akamai Technologies updated its FY 2026 guidance to 6.200-7.200 EPS and its Q1 2026 guidance to 1.500-1.670 EPS.

Akamai Technologies Trading Up 0.3%

Shares of NASDAQ AKAM traded up $0.28 during midday trading on Thursday, reaching $109.59. The company had a trading volume of 6,784,017 shares, compared to its average volume of 3,860,719. The stock has a market cap of $15.77 billion, a PE ratio of 32.14, a price-to-earnings-growth ratio of 3.34 and a beta of 0.70. Akamai Technologies has a one year low of $67.51 and a one year high of $113.50. The firm’s fifty day moving average price is $93.01 and its 200-day moving average price is $83.73. The company has a quick ratio of 2.28, a current ratio of 2.28 and a debt-to-equity ratio of 0.87.

Insiders Place Their Bets

In other Akamai Technologies news, CFO Edward J. Mcgowan sold 6,560 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $88.03, for a total value of $577,476.80. Following the completion of the sale, the chief financial officer owned 16,442 shares in the company, valued at approximately $1,447,389.26. The trade was a 28.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Adam Karon sold 3,320 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $87.30, for a total transaction of $289,836.00. Following the completion of the transaction, the chief operating officer owned 7,785 shares in the company, valued at $679,630.50. This represents a 29.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 32,318 shares of company stock worth $2,967,254. 2.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Akamai Technologies

Several large investors have recently modified their holdings of the business. CYBER HORNET ETFs LLC purchased a new position in Akamai Technologies during the 2nd quarter valued at about $32,000. Align Financial LLC purchased a new position in shares of Akamai Technologies during the fourth quarter valued at approximately $34,000. MUFG Securities EMEA plc bought a new position in shares of Akamai Technologies during the second quarter valued at approximately $35,000. Sfam LLC purchased a new stake in Akamai Technologies in the fourth quarter worth $38,000. Finally, BOKF NA boosted its holdings in Akamai Technologies by 438.0% in the third quarter. BOKF NA now owns 538 shares of the technology infrastructure company’s stock valued at $41,000 after acquiring an additional 438 shares in the last quarter. 94.28% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms have recently commented on AKAM. Scotiabank raised their price objective on shares of Akamai Technologies from $94.00 to $105.00 and gave the company a “sector outperform” rating in a research report on Friday, January 9th. Citigroup increased their price objective on Akamai Technologies from $88.00 to $103.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. HSBC boosted their target price on Akamai Technologies from $130.00 to $134.00 in a research report on Monday, November 10th. Morgan Stanley upgraded Akamai Technologies from an “underweight” rating to an “overweight” rating and upped their target price for the stock from $83.00 to $115.00 in a research note on Monday, January 12th. Finally, Royal Bank Of Canada lifted their price target on Akamai Technologies from $80.00 to $90.00 and gave the company a “sector perform” rating in a research report on Monday, January 5th. Seven equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, Akamai Technologies has a consensus rating of “Hold” and an average target price of $97.50.

Trending Headlines about Akamai Technologies

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

• Positive Sentiment: Quarterly beat — Akamai reported non‑GAAP EPS of $1.84 vs. consensus $1.75 and revenue of $1.095B vs. $1.08B, showing underlying operating strength that likely supported the stock’s upward move. Press Release
• Positive Sentiment: Upbeat FY26 guide — Management set FY26 EPS guidance of $6.20–$7.20 and revenue of $4.4B–$4.6B, above consensus revenue expectations (~$4.3B) and implying a stronger revenue/sales outlook for the year. This drove optimism around recurring cloud/security revenue growth. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Positive Sentiment: Q1 guide slightly above consensus — Q1 EPS guidance of $1.50–$1.67 compares to consensus ~$1.49; revenue guidance roughly in line at ~$1.1B. Near‑term cash‑flow/earnings visibility improved. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: Cloud infrastructure acceleration — Cloud Infrastructure Services grew ~45% YoY in Q4 and ~36% for the year, highlighting a faster‑growing segment that could drive margin expansion and higher future revenue mix. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Market/analyst context — Coverage and commentary are asking whether AI strategy and product mix can sustain acceleration; useful for longer‑term upside but not an immediate catalyst. Akamai earnings on deck: Can AI pivot lift sluggish growth?
• Neutral Sentiment: Options/technical interest — Pre‑earnings options and chart analysis drew attention to the stock’s recent move; informative for short‑term traders but not fundamental. Options Corner: AKAM Ahead of Earnings
• Negative Sentiment: GAAP earnings weakness — GAAP net income per diluted share fell (Q4 GAAP EPS $0.58, down ~36% YoY; FY GAAP EPS $3.07, down ~6% YoY), which could concern value‑focused investors despite strong non‑GAAP results. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Short‑interest data appears noisy/erroneous (entries showing zero), so it does not provide a reliable signal for near‑term price moves. (Data item)

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.