Craig Hallum Issues Positive Forecast for Akamai Technologies (NASDAQ:AKAM) Stock Price

Akamai Technologies (NASDAQ:AKAM) had its target price increased by Craig Hallum from $90.00 to $100.00 in a report released on Friday morning,MarketScreener reports. Craig Hallum currently has a hold rating on the technology infrastructure company’s stock.

A number of other research analysts also recently issued reports on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Akamai Technologies in a research report on Monday, December 29th. KeyCorp boosted their price objective on Akamai Technologies from $115.00 to $120.00 and gave the company an “overweight” rating in a report on Friday. The Goldman Sachs Group raised their target price on Akamai Technologies from $69.00 to $76.00 and gave the stock a “sell” rating in a report on Friday. Raymond James Financial lifted their price target on Akamai Technologies from $84.00 to $90.00 and gave the company an “outperform” rating in a research report on Monday, November 10th. Finally, Jefferies Financial Group lowered Akamai Technologies to an “underperform” rating in a research report on Monday, December 15th. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $107.53.

Akamai Technologies Price Performance

Shares of NASDAQ AKAM opened at $94.17 on Friday. Akamai Technologies has a 52 week low of $67.51 and a 52 week high of $113.50. The business’s 50 day moving average price is $93.66 and its 200 day moving average price is $84.04. 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 cap of $13.55 billion, a P/E ratio of 30.57, a P/E/G ratio of 3.38 and a beta of 0.70.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly earnings results on Thursday, February 19th. The technology infrastructure company reported $1.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. The company had revenue of $1.09 billion during the quarter, compared to analyst estimates of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 14.15%. Akamai Technologies’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period last year, the firm posted $1.66 EPS. 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. On average, sell-side analysts expect that Akamai Technologies will post 4.6 earnings per share for the current year.

Insider Activity

In other Akamai Technologies news, EVP Mani Sundaram sold 10,438 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $89.25, for a total transaction of $931,591.50. Following the transaction, the executive vice president directly owned 13,550 shares of the company’s stock, valued at $1,209,337.50. This trade represents a 43.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Adam Karon sold 3,320 shares of Akamai Technologies stock in a transaction dated 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 sale, the chief operating officer owned 7,785 shares in the company, valued at approximately $679,630.50. This trade represents a 29.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, 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 hedge funds and other institutional investors have recently bought and sold shares of the stock. Alberta Investment Management Corp acquired a new stake in Akamai Technologies during the 2nd quarter worth $822,000. Rakuten Investment Management Inc. acquired a new stake in shares of Akamai Technologies in the third quarter valued at about $5,323,000. Norges Bank purchased a new position in shares of Akamai Technologies in the second quarter worth about $266,817,000. Nordea Investment Management AB boosted its position in Akamai Technologies by 39.9% during the third quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock worth $258,739,000 after acquiring an additional 980,966 shares during the last quarter. Finally, National Pension Service boosted its position in Akamai Technologies by 48.5% during the third quarter. National Pension Service now owns 68,111 shares of the technology infrastructure company’s stock worth $5,160,000 after acquiring an additional 22,242 shares during the last quarter. 94.28% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Akamai Technologies

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

• Positive Sentiment: Q4 beat and revenue growth — Akamai reported Q4 EPS $1.84 vs. $1.75 expected and revenue of ~$1.095B (up ~7% YoY), driven by security and cloud sales; non‑GAAP EPS and full‑year revenue growth were highlighted in the release. Akamai Reports Fourth Quarter 2025 and Full-Year 2025 Financial Results
• Positive Sentiment: AI/Cloud momentum in core CIS business — Management signaled strong traction in AI Inference Cloud and sees Cloud Infrastructure Services (CIS) growth accelerating (Seeking Alpha reports management projecting 45%–50% CIS growth in 2026), which underpins longer‑term upside if execution continues. Akamai projects 45%-50% CIS revenue growth in 2026 as AI Inference Cloud momentum accelerates
• Positive Sentiment: Analyst target upgrades — Multiple firms raised price targets (Morgan Stanley, KeyCorp, Scotiabank, Susquehanna, etc.), reflecting optimism on the company’s AI/cloud runway despite near‑term noise. Analyst price target adjustments
• Neutral Sentiment: FY26 revenue guide above estimates but EPS range broad — Akamai guided FY26 revenue to $4.4B–$4.6B (above some Street estimates) and EPS to $6.20–$7.20; investors are parsing the wide EPS range versus consensus. Akamai forecasts annual revenue above estimates on cloud infrastructure momentum
• Neutral Sentiment: Q1 guidance roughly in line — Akamai set Q1 EPS guidance of $1.50–$1.67, near consensus, leaving the immediate outlook neither clearly beat nor miss. Akamai Q4 press release / guidance
• Negative Sentiment: Guidance/near‑term concerns sparked a selloff — Despite the beat, several outlets and traders focused on the lower‑end EPS guidance, raising concerns and triggering heavy selling pressure intraday/after‑hours. Akamai Tumbles 11% Despite Q4 Beat As 2026 Outlook Disappoints
• Negative Sentiment: Operational headwinds cited — Management noted a memory shortage that could pressure near‑term margins/visibility (covered in commentary/video), adding to investor caution. Akamai outlook dragged by memory shortage, Blue Owl under pressure
• Negative Sentiment: Mixed analyst views remain — while many raised targets, at least one major firm (Goldman) remains on the sell side with a low target, keeping bearish conviction in some desks. Goldman Sachs maintains sell rating

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.