Akamai Technologies (NASDAQ:AKAM) Announces FY 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 6.470-6.680 for the period, compared to the consensus estimate of 6.030. The company issued revenue guidance of $4.4 billion-$4.5 billion, compared to the consensus revenue estimate of $4.5 billion. Akamai Technologies also updated its Q4 2026 guidance to 1.500-1.700 EPS.

Akamai Technologies Stock Performance

Akamai Technologies stock opened at $77.84 on Friday. Akamai Technologies has a twelve month low of $71.93 and a twelve month high of $165.45. The company has a quick ratio of 1.64, a current ratio of 1.64 and a debt-to-equity ratio of 1.23. The company has a market capitalization of $11.19 billion, a P/E ratio of 28.00, a PEG ratio of 4.05 and a beta of 0.65. The stock’s 50 day moving average is $102.11 and its 200 day moving average is $112.27.

Akamai Technologies (NASDAQ:AKAM) last announced its quarterly earnings results on Thursday, November 5th. The technology infrastructure company reported $1.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.67 by $0.10. The company had revenue of $1.12 billion for the quarter, compared to analysts’ expectations of $1.12 billion. Akamai Technologies had a net margin of 9.51% and a return on equity of 11.32%. Akamai Technologies’s revenue was up 6.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.86 EPS. Akamai Technologies has set its FY 2026 guidance at 6.470-6.680 EPS and its Q4 2026 guidance at 1.500-1.700 EPS. On average, equities research analysts predict that Akamai Technologies will post 3.58 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms recently issued reports on AKAM. DA Davidson lowered their price objective on Akamai Technologies from $185.00 to $150.00 and set a “buy” rating on the stock in a research report on Monday, September 28th. Morgan Stanley reduced their target price on Akamai Technologies from $165.00 to $149.00 and set an “overweight” rating for the company in a report on Monday. President Capital boosted their price target on Akamai Technologies from $150.00 to $168.00 and gave the stock a “buy” rating in a research note on Wednesday, September 30th. TD Cowen upped their price target on Akamai Technologies from $140.00 to $149.00 and gave the company a “hold” rating in a report on Friday, September 25th. Finally, Piper Sandler dropped their price objective on Akamai Technologies from $158.00 to $120.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 21st. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Akamai Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $146.19.

Insider Activity at Akamai Technologies

In other Akamai Technologies news, EVP Paul Joseph sold 3,100 shares of the stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $105.63, for a total value of $327,453.00. Following the transaction, the executive vice president directly owned 28,472 shares in the company, valued at approximately $3,007,497.36. This trade represents a 9.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mani Sundaram sold 7,022 shares of the business’s stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $125.62, for a total value of $882,103.64. Following the sale, the executive vice president directly owned 14,625 shares of the company’s stock, valued at $1,837,192.50. This represents a 32.44% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 12,135 shares of company stock worth $1,467,221. 2.30% of the stock is owned by company insiders.

Akamai Technologies News Summary

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

• Positive Sentiment: Third-quarter EPS was $1.77, above the $1.67 analyst consensus. Full-year 2026 EPS guidance of $6.47–$6.68 also exceeds the $6.03 consensus. Akamai Q3 Earnings and Revenues
• Negative Sentiment: Fourth-quarter EPS guidance of $1.50–$1.70 has a midpoint below the $1.63 consensus. The $1.1–$1.2 billion revenue range also has a midpoint below analysts’ $1.2 billion estimate, raising concerns about near-term performance. Akamai quarterly results and guidance
• Negative Sentiment: Full-year revenue guidance of $4.4–$4.5 billion reaches, but does not exceed, the $4.5 billion consensus at its high end. Third-quarter EPS was also below the $1.86 reported a year earlier, despite beating estimates. Akamai Q3 key metrics

Akamai Technologies Company Profile

Akamai Technologies, Inc provides cloud, cybersecurity and content-delivery services that help organizations operate and protect applications, websites and digital media over the internet. Its distributed edge platform is designed to deliver online content closer to end users while improving performance, availability and resilience.

The company’s services include content delivery and application performance solutions, cloud computing capabilities, web and application security, distributed denial-of-service protection, bot management and zero-trust security tools.