UBS Group Issues Positive Forecast for Akamai Technologies (NASDAQ:AKAM) Stock Price

Akamai Technologies (NASDAQ:AKAM) had its price objective boosted by investment analysts at UBS Group from $90.00 to $110.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the technology infrastructure company’s stock. UBS Group’s price target suggests a potential upside of 10.96% from the company’s previous close.

A number of other research firms have also recently weighed in on AKAM. HSBC upped their target price on shares of Akamai Technologies from $130.00 to $134.00 in a research note on Monday, November 10th. The Goldman Sachs Group upped their price objective on Akamai Technologies from $69.00 to $76.00 and gave the company a “sell” rating in a research note on Friday. Susquehanna boosted their price target on Akamai Technologies from $105.00 to $120.00 and gave the company a “positive” rating in a research note on Friday. Raymond James Financial increased their price objective on Akamai Technologies from $84.00 to $90.00 and gave the stock an “outperform” rating in a research note on Monday, November 10th. Finally, Jefferies Financial Group cut Akamai Technologies to an “underperform” rating in a report on Monday, December 15th. Ten investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $105.75.

Akamai Technologies Stock Performance

AKAM stock traded down $10.45 during trading on Friday, reaching $99.14. 6,692,111 shares of the stock were exchanged, compared to its average volume of 3,967,530. Akamai Technologies has a twelve month low of $67.51 and a twelve month high of $113.50. The company has a current ratio of 2.28, a quick ratio of 2.28 and a debt-to-equity ratio of 0.87. The company has a market capitalization of $14.26 billion, a P/E ratio of 29.09, a price-to-earnings-growth ratio of 3.37 and a beta of 0.70. The stock has a 50 day simple moving average of $93.50 and a 200-day simple moving average of $83.91.

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 business had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.08 billion. Akamai Technologies had a return on equity of 14.16% and a net margin of 12.26%.Akamai Technologies’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the business posted $1.66 earnings per share. 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, sell-side analysts anticipate that Akamai Technologies will post 4.6 earnings per share for the current year.

Insider Transactions at Akamai Technologies

In related news, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $89.25, for a total value of $931,591.50. Following the sale, the executive vice president directly owned 13,550 shares in the company, valued at $1,209,337.50. This trade represents a 43.51% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Robert Blumofe sold 3,500 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $108.00, for a total transaction of $378,000.00. Following the transaction, the chief technology officer owned 14,574 shares of the company’s stock, valued at approximately $1,573,992. This represents a 19.36% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 32,318 shares of company stock valued at $2,967,254. Corporate insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On Akamai Technologies

Several institutional investors and hedge funds have recently modified their holdings of the business. JFS Wealth Advisors LLC lifted its position in shares of Akamai Technologies by 626.2% in the fourth quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock worth $27,000 after purchasing an additional 263 shares in the last quarter. Whittier Trust Co. of Nevada Inc. lifted its position in Akamai Technologies by 295.3% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 336 shares of the technology infrastructure company’s stock worth $26,000 after buying an additional 251 shares in the last quarter. Smartleaf Asset Management LLC boosted its stake in shares of Akamai Technologies by 566.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 340 shares of the technology infrastructure company’s stock worth $26,000 after buying an additional 289 shares during the last quarter. TD Waterhouse Canada Inc. grew its holdings in shares of Akamai Technologies by 130.0% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 345 shares of the technology infrastructure company’s stock valued at $26,000 after acquiring an additional 195 shares in the last quarter. Finally, Sarver Vrooman Wealth Advisors acquired a new stake in shares of Akamai Technologies in the fourth quarter valued at about $31,000. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Key Akamai Technologies News

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

• Positive Sentiment: Q4 beat — Akamai reported non-GAAP EPS $1.84 vs. $1.75 consensus and revenue $1.095B vs. ~$1.08B, showing 7% YoY revenue growth and margin improvement. MarketBeat Q4 Summary
• Positive Sentiment: Raised guidance — Akamai issued Q1 EPS guidance $1.50–$1.67 (vs. $1.49 consensus) and FY26 EPS $6.20–$7.20 (vs. $6.23 consensus); revenue guide of $4.4B–$4.6B tops street estimates. This underpins the near-term outlook. Reuters: Forecast Above Estimates
• Positive Sentiment: Analyst upgrades/targets — KeyCorp raised its PT to $120 and kept an overweight rating; Susquehanna raised its PT to $120 with a positive rating — both imply ~9.5% upside from the recent quote. These upgrades add buying interest. Benzinga: Analyst Moves
• Positive Sentiment: Cloud momentum — Cloud Infrastructure Services revenue jumped ~45% YoY in Q4 (full-year +36%), and security revenue also grew ~11% YoY, indicating product mix driving higher-growth areas. GlobeNewswire: Q4 & FY Results
• Neutral Sentiment: Deeper analysis/transcript available — Full earnings call transcript and analyst write‑ups provide detail for models and management commentary. Useful for investors evaluating sustainability of growth. Seeking Alpha: Q4 Transcript
• Neutral Sentiment: Analyst & thematic coverage — Zacks and Investing.com pieces review metrics, estimates and questions about an AI pivot — good context but not new catalysts by themselves. Zacks Analysis
• Negative Sentiment: GAAP profit drop — GAAP net income per diluted share fell materially in Q4 (‑36% YoY) and full‑year GAAP EPS declined ~6% YoY, highlighting one-time items or non-cash impacts that make non‑GAAP beats less straightforward. Investors should monitor margins and GAAP reconciliation details. GlobeNewswire: Q4 & FY Results
• Neutral Sentiment: Short-interest data appears inconsistent in filings (reported as zero/NaN) and shouldn’t be relied on until corrected; current days-to-cover metrics are meaningless.

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.