Akamai Technologies, Inc. $AKAM Shares Sold by Ingalls & Snyder LLC

Ingalls & Snyder LLC reduced its stake in shares of Akamai Technologies, Inc. (NASDAQ:AKAM) by 60.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,043 shares of the technology infrastructure company’s stock after selling 4,734 shares during the quarter. Ingalls & Snyder LLC’s holdings in Akamai Technologies were worth $231,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in AKAM. Whittier Trust Co. of Nevada Inc. boosted its holdings in shares of Akamai Technologies by 295.3% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company’s stock valued at $26,000 after acquiring an additional 251 shares during the period. Smartleaf Asset Management LLC lifted its position in Akamai Technologies by 566.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company’s stock valued at $26,000 after purchasing an additional 289 shares during the last quarter. TD Waterhouse Canada Inc. boosted its stake in Akamai Technologies by 130.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock valued at $26,000 after purchasing an additional 195 shares during the period. Atlantic Union Bankshares Corp acquired a new position in Akamai Technologies during the 3rd quarter valued at about $30,000. Finally, CYBER HORNET ETFs LLC bought a new position in Akamai Technologies in the 2nd quarter worth about $32,000. 94.28% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Akamai Technologies news, CFO Edward J. Mcgowan sold 6,560 shares of Akamai Technologies stock in a transaction that occurred on 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 in the company, valued at approximately $1,447,389.26. The trade was a 28.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Paul C. Joseph sold 5,000 shares of the company’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 in the company, valued at $1,579,147.21. This represents a 22.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 32,318 shares of company stock worth $2,967,254. 2.00% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on AKAM shares. Citigroup lifted their price target on Akamai Technologies from $88.00 to $103.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Royal Bank Of Canada lifted their target price on Akamai Technologies from $80.00 to $90.00 and gave the company a “sector perform” rating in a research note on Monday, January 5th. Morgan Stanley upgraded Akamai Technologies from an “underweight” rating to an “overweight” rating and boosted their price target for the stock from $83.00 to $115.00 in a research report on Monday, January 12th. Raymond James Financial raised their price target on Akamai Technologies from $84.00 to $90.00 and gave the company an “outperform” rating in a report on Monday, November 10th. Finally, President Capital lifted their price objective 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 equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, Akamai Technologies has an average rating of “Hold” and a consensus price target of $97.50.

Akamai Technologies Stock Up 0.3%

Shares of AKAM stock opened at $109.59 on Friday. Akamai Technologies, Inc. has a 1 year low of $67.51 and a 1 year high of $113.50. The company has a debt-to-equity ratio of 0.87, a quick ratio of 2.28 and a current ratio of 2.28. The business’s fifty day moving average is $93.50 and its 200-day moving average is $83.91. The stock has a market cap of $15.77 billion, a PE ratio of 32.14, a price-to-earnings-growth ratio of 3.37 and a beta of 0.70.

Akamai Technologies (NASDAQ:AKAM) last announced its earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share for the quarter, beating the consensus estimate of $1.75 by $0.09. Akamai Technologies had a return on equity of 14.16% and a net margin of 12.26%.The business had revenue of $1.09 billion during the quarter, compared to analysts’ expectations of $1.08 billion. During the same quarter last year, the business posted $1.66 earnings per share. The company’s quarterly 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. Equities analysts expect that Akamai Technologies, Inc. will post 4.6 earnings per share for the current fiscal year.

Key Stories Impacting Akamai Technologies

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

• Positive Sentiment: Q4 results beat expectations: Akamai reported non-GAAP EPS of $1.84 vs. consensus $1.75 and revenue of $1.095B (up 7% YoY), showing underlying top- and bottom-line strength. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: Above-consensus guidance: Akamai raised Q1 FY26 EPS guidance to $1.50–$1.67 (consensus ~$1.49) and FY26 EPS to $6.20–$7.20 with revenue guided to $4.4B–$4.6B (above Street revenue expectations). That outlook supports continued multiple expansion. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Positive Sentiment: Cloud infrastructure & security momentum: Cloud Infrastructure Services revenue jumped ~45% YoY and Security revenue grew ~11% YoY — the cloud lift is a key growth driver investors are rewarding. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Earnings call and transcript available for more color on customer wins, product mix and AI strategy — useful for gauging sustainability of cloud/security growth but not immediately market-moving by itself. Akamai Technologies, Inc. (AKAM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and metric breakdowns (Zacks, MarketBeat) confirm the beat but highlight mixed items (GAAP vs. non-GAAP differences, growth cadence). These notes help model adjustments but are not game-changing. Akamai Technologies (AKAM) Beats Q4 Earnings and Revenue Estimates
• Negative Sentiment: GAAP profitability slid: Q4 GAAP EPS fell to $0.58 (down significantly YoY), reflecting items that compressed GAAP earnings — investors focused on non-GAAP should monitor potential one-offs and margin trajectory. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Neutral Sentiment: Short-interest data in the feeds appears erroneous (zeros/NaN) and is immaterial to today’s move — ignore until reliable updates appear. (internal/aggregate feeds)

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.