Akamai Technologies (NASDAQ:AKAM) EVP Sells 3,186 Shares

Akamai Technologies, Inc. (NASDAQ:AKAM) EVP Mani Sundaram sold 3,186 shares of Akamai Technologies stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $101.90, for a total value of $324,653.40. Following the completion of the transaction, the executive vice president owned 19,923 shares of the company’s stock, valued at approximately $2,030,153.70. The trade was a 13.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Mani Sundaram also recently made the following trade(s):

• On Wednesday, March 4th, Mani Sundaram sold 8,642 shares of Akamai Technologies stock. The shares were sold at an average price of $101.25, for a total value of $875,002.50.

Akamai Technologies Stock Performance

AKAM traded down $1.98 during trading hours on Thursday, hitting $101.00. 2,781,451 shares of the stock were exchanged, compared to its average volume of 4,276,994. The stock has a market cap of $14.63 billion, a price-to-earnings ratio of 32.79, a price-to-earnings-growth ratio of 3.44 and a beta of 0.72. The stock has a 50-day simple moving average of $95.51 and a 200-day simple moving average of $85.60. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.36 and a quick ratio of 2.36. Akamai Technologies, Inc. has a 12 month low of $67.51 and a 12 month high of $113.50.

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. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The company had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. During the same period last year, the firm posted $1.66 EPS. The company’s revenue for the quarter 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. Analysts anticipate that Akamai Technologies, Inc. will post 4.6 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on AKAM shares. Evercore boosted their price target on Akamai Technologies from $105.00 to $115.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. Morgan Stanley upped their price objective on shares of Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a report on Friday, February 20th. Craig Hallum increased their target price on shares of Akamai Technologies from $90.00 to $100.00 and gave the company a “hold” rating in a research report on Friday, February 20th. Citigroup raised their target price on shares of Akamai Technologies from $103.00 to $110.00 and gave the company a “neutral” rating in a research note on Friday, February 20th. Finally, UBS Group upped their price target on shares of Akamai Technologies from $90.00 to $110.00 and gave the stock a “neutral” rating in a research note on Friday, February 20th. Ten 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. According to MarketBeat, Akamai Technologies currently has a consensus rating of “Hold” and an average target price of $108.84.

Key Akamai Technologies News

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

• Positive Sentiment: Company disclosed technical details on a four‑year, $200 million service agreement to host a multi‑thousand NVIDIA Blackwell GPU cluster, high‑performance storage and AI‑optimized networking on Akamai’s distributed cloud — a significant commercial validation of its Akamai Inference Cloud and AI infrastructure buildout. Akamai Discloses Technical Details on AI Cluster Deal
• Positive Sentiment: Recent quarterly results beat consensus (Q4 revenue and EPS) and analysts have been revisiting Akamai’s AI/inference‑cloud growth thesis; that supportive commentary helped offset post‑earnings weakness and underpins a longer‑term growth narrative. Post‑earnings rebound and AI thesis
• Neutral Sentiment: Akamai presented at the Raymond James institutional investor conference — useful for incremental management color but no new material financial disclosures beyond the AI deal and prior guidance. Raymond James presentation transcript
• Neutral Sentiment: Media/analyst pieces are debating buy/hold/sell as Akamai ramps GPU capacity; these feature useful context on capex tradeoffs but are not single decisive catalysts. As Akamai Loads Up on GPUs, Should You Buy, Sell, or Hold AKAM Stock?
• Negative Sentiment: Multiple insider sales were disclosed (including EVP Mani Sundaram and directors such as Jon Miller and Madhu Ranganathan). While insider sales can be for personal reasons, the string of filings is a negative sentiment signal for some investors. Insider selling alert
• Negative Sentiment: Execution and concentration risk: the $200M contract is meaningful but tied to a single major U.S. tech customer and management has flagged higher 2026 capex to scale AI infrastructure — that raises near‑term margin pressure and customer‑concentration concerns. $200M AI compute service agreement

Institutional Investors Weigh In On Akamai Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of the business. DLD Asset Management LP raised its holdings in shares of Akamai Technologies by 60.0% in the 2nd quarter. DLD Asset Management LP now owns 20,000,000 shares of the technology infrastructure company’s stock worth $1,595,200,000 after purchasing an additional 7,500,000 shares in the last quarter. First Trust Advisors LP grew its position in Akamai Technologies by 16.5% in the fourth quarter. First Trust Advisors LP now owns 6,752,000 shares of the technology infrastructure company’s stock worth $589,112,000 after buying an additional 957,345 shares during the last quarter. Nordea Investment Management AB increased its holdings in shares of Akamai Technologies by 39.9% in the third quarter. Nordea Investment Management AB now owns 3,437,472 shares of the technology infrastructure company’s stock valued at $258,739,000 after buying an additional 980,966 shares in the last quarter. Norges Bank bought a new position in shares of Akamai Technologies in the second quarter valued at $266,817,000. Finally, Invesco Ltd. lifted its position in shares of Akamai Technologies by 5.8% during the 3rd quarter. Invesco Ltd. now owns 3,239,099 shares of the technology infrastructure company’s stock valued at $245,394,000 after acquiring an additional 177,756 shares during the last quarter. 94.28% of the stock is owned by institutional investors and hedge funds.

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.