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

Akamai Technologies (NASDAQ:AKAM) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 6.200-7.200 for the period, compared to the consensus EPS 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.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. President Capital boosted their target price on shares of Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a research report on Friday, November 7th. DA Davidson increased their price objective on Akamai Technologies from $115.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Raymond James Financial increased their target price on shares of Akamai Technologies from $84.00 to $90.00 and gave the stock an “outperform” rating in a research note on Monday, November 10th. Wall Street Zen downgraded Akamai Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Finally, Scotiabank boosted 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. Seven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $97.50.

Akamai Technologies Trading Up 0.3%

Shares of AKAM traded up $0.28 during midday trading on Thursday, hitting $109.59. The stock had a trading volume of 6,526,326 shares, compared to its average volume of 3,860,719. The stock’s 50 day moving average is $93.01 and its 200 day moving average is $83.73. The company has a debt-to-equity ratio of 0.87, a current ratio of 2.28 and a quick ratio of 2.28. The firm 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 1 year low of $67.51 and a 1 year high of $113.50.

Akamai Technologies (NASDAQ:AKAM) last released 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. The firm had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a net margin of 12.26% and a return on equity of 14.16%. 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. As a group, analysts forecast that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Insider Buying and Selling at Akamai Technologies

In related news, EVP Mani Sundaram sold 10,438 shares of the business’s 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 sale, the executive vice president owned 13,550 shares in the company, valued at approximately $1,209,337.50. The trade was a 43.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Adam Karon sold 3,320 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were 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 of the company’s stock, 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 three months, insiders have sold 32,318 shares of company stock worth $2,967,254. Insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of AKAM. CYBER HORNET ETFs LLC bought a new position in shares of Akamai Technologies in the 2nd quarter worth $32,000. Sfam LLC acquired a new stake in shares of Akamai Technologies in the fourth quarter valued at approximately $38,000. MUFG Securities EMEA plc acquired a new stake in shares of Akamai Technologies in the 2nd quarter valued at $35,000. BOKF NA grew its position in Akamai Technologies by 438.0% during the 3rd quarter. BOKF NA now owns 538 shares of the technology infrastructure company’s stock worth $41,000 after acquiring an additional 438 shares during the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in shares of Akamai Technologies in the fourth quarter valued at about $56,000. 94.28% of the stock is owned by institutional investors and hedge funds.

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.