Akamai Technologies (NASDAQ:AKAM) Issues Q1 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.500-1.670 for the period, compared to the consensus EPS estimate of 1.490. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. Akamai Technologies also updated its FY 2026 guidance to 6.200-7.200 EPS.

Akamai Technologies Stock Down 14.1%

Shares of AKAM stock opened at $94.17 on Friday. Akamai Technologies has a 1 year low of $67.51 and a 1 year high of $113.50. The firm has a market capitalization of $13.55 billion, a P/E ratio of 30.57, a PEG ratio of 3.38 and a beta of 0.70. 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 firm’s fifty day moving average price is $93.66 and its two-hundred day moving average price is $84.04.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings data on Thursday, February 19th. The technology infrastructure company reported $1.84 EPS for the quarter, beating analysts’ consensus estimates of $1.75 by $0.09. The company had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 14.15%. The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter 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, equities analysts predict that Akamai Technologies will post 4.6 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on AKAM. Citigroup increased their target price on Akamai Technologies from $88.00 to $103.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Piper Sandler upped their price target on shares of Akamai Technologies from $86.00 to $89.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. President Capital raised their price objective on shares of Akamai Technologies from $104.00 to $116.00 and gave the company a “buy” rating in a report on Friday, November 7th. Royal Bank Of Canada lifted their target price on Akamai Technologies from $90.00 to $100.00 and gave the stock a “sector perform” rating in a report on Friday. Finally, Robert W. Baird upped their price objective on shares of Akamai Technologies from $90.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday. Ten investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $107.53.

Insider Buying and Selling

In other news, COO Adam Karon sold 3,320 shares of the firm’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $87.30, for a total value of $289,836.00. Following the completion of the transaction, the chief operating officer directly owned 7,785 shares of the company’s stock, valued at $679,630.50. This trade represents a 29.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 directly owned 14,574 shares of the company’s stock, valued at approximately $1,573,992. This represents a 19.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 32,318 shares of company stock worth $2,967,254 in the last 90 days. 2.00% of the stock is currently owned by company insiders.

Akamai Technologies News Summary

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

Institutional Investors Weigh In On Akamai Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of AKAM. Brighton Jones LLC lifted its position in Akamai Technologies by 101.4% in the fourth quarter. Brighton Jones LLC now owns 4,016 shares of the technology infrastructure company’s stock valued at $384,000 after purchasing an additional 2,022 shares during the last quarter. Jones Financial Companies Lllp grew its position in shares of Akamai Technologies by 35.2% in the 1st quarter. Jones Financial Companies Lllp now owns 1,087 shares of the technology infrastructure company’s stock worth $88,000 after buying an additional 283 shares during the period. United Services Automobile Association bought a new position in shares of Akamai Technologies during the first quarter valued at approximately $266,000. Empowered Funds LLC increased its position 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 valued at $574,000 after buying an additional 3,010 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of Akamai Technologies by 152.8% during the second quarter. EverSource Wealth Advisors LLC now owns 1,163 shares of the technology infrastructure company’s stock valued at $93,000 after acquiring an additional 703 shares in the last quarter. Institutional investors own 94.28% of the company’s stock.

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.