Akamai Technologies (NASDAQ:AKAM) Price Target Raised to $110.00 at Robert W. Baird

Akamai Technologies (NASDAQ:AKAM) had its target price raised by stock analysts at Robert W. Baird from $90.00 to $110.00 in a research note issued to investors on Friday,MarketScreener reports. The firm currently has an “outperform” rating on the technology infrastructure company’s stock. Robert W. Baird’s target price points to a potential upside of 0.37% from the company’s previous close.

Several other analysts also recently weighed in on the company. TD Cowen dropped their price objective on Akamai Technologies from $104.00 to $100.00 and set a “hold” rating for the company in a research report on Friday. 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 report on Monday, November 10th. Piper Sandler lifted their price target on shares of Akamai Technologies from $86.00 to $89.00 and gave the company a “neutral” rating in a report on Monday, January 5th. Susquehanna upped their price objective on shares of Akamai Technologies from $105.00 to $120.00 and gave the stock a “positive” rating in a research report on Friday. Finally, Jefferies Financial Group lowered shares of 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, ten have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $104.75.

Akamai Technologies Stock Up 0.3%

NASDAQ AKAM opened at $109.59 on Friday. The business has a fifty day moving average price of $93.50 and a two-hundred day moving average price of $83.91. The stock has a market capitalization of $15.77 billion, a PE ratio of 32.14, a PEG ratio of 3.37 and a beta of 0.70. Akamai Technologies has a fifty-two week low of $67.51 and a fifty-two week high of $113.50. The company has a debt-to-equity ratio of 0.87, a current ratio of 2.28 and a quick ratio of 2.28.

Insider Transactions at Akamai Technologies

In related news, CTO Robert Blumofe sold 3,500 shares of Akamai Technologies stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $108.00, for a total value of $378,000.00. Following the transaction, the chief technology officer directly owned 14,574 shares of the company’s stock, valued at $1,573,992. The trade was a 19.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Adam Karon sold 3,320 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $87.30, for a total value of $289,836.00. Following the completion of the sale, the chief operating officer owned 7,785 shares in the company, valued at $679,630.50. The trade was a 29.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 32,318 shares of company stock worth $2,967,254. 2.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Brighton Jones LLC increased its position in shares of Akamai Technologies by 101.4% during the fourth quarter. Brighton Jones LLC now owns 4,016 shares of the technology infrastructure company’s stock worth $384,000 after buying an additional 2,022 shares during the period. Jones Financial Companies Lllp lifted its holdings in Akamai Technologies by 35.2% in the first quarter. Jones Financial Companies Lllp now owns 1,087 shares of the technology infrastructure company’s stock valued at $88,000 after buying an additional 283 shares during the period. United Services Automobile Association bought a new stake in Akamai Technologies during the first quarter valued at $266,000. Empowered Funds LLC grew its holdings in Akamai Technologies by 73.0% during the 1st quarter. Empowered Funds LLC now owns 7,134 shares of the technology infrastructure company’s stock worth $574,000 after acquiring an additional 3,010 shares during the period. Finally, D.A. Davidson & CO. raised its position in shares of Akamai Technologies by 5.2% in the 2nd quarter. D.A. Davidson & CO. now owns 10,011 shares of the technology infrastructure company’s stock worth $798,000 after acquiring an additional 491 shares in the last quarter. Institutional investors and hedge funds own 94.28% of the company’s stock.

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.