DailyIQ
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Sector:TechnologyAll sectors
Last updated 5 minutes ago

AKAM·Akamai Technologies, Inc.

$.
-. (-.%)
After Hours
High
$131.07
Open
$130.18
Market Cap
18.35B
52W High
$165.45
Low
$125.28
P. Close
$126.22
P/E
42.16
52W Low
$69.78
Fwd P/E
17.67
DailyIQ Est.
$165.24
Technical Score (1D)
77
BUY
News Sentiment
85
BULLISH
Akamai’s most recent headline is its designation as a Gartner Customers’ Choice for Edge Distribution Platforms, a recognition that underscores high customer ratings and a willingness to recommend the company’s edge solutions. This award signals growing enterprise adoption of edge technology and may strengthen Akamai’s competitive positioning against alternative platforms. Earlier this week, Akamai announced a partnership with World Wide Technology for the ARMOR AI Readiness Model, an AI‑focused security framework that expands its operational resilience offerings. The collaboration positions Akamai as a key player in AI‑driven security, potentially opening new revenue streams as demand for AI‑centric protection rises. Analysts suggest the ARMOR partnership could justify a higher valuation, especially if the alliance delivers tangible incremental revenue. For the next 1–10 trading days, the Gartner accolade may boost investor confidence in Akamai’s edge capabilities, while the ARMOR partnership could signal upcoming product releases and revenue growth. Traders should watch for any guidance on incremental revenue from the ARMOR rollout and for updates on enterprise adoption metrics tied to the Gartner award. Monitoring the timing of ARMOR milestones and any subsequent earnings commentary will help gauge the impact of these developments on Akamai’s valuation trajectory.
Earnings Summary
Akamai Technologies, Inc. is a global provider of cloud services that focus on securing and accelerating online experiences, offering web application firewalls, bot protection, and a suite of cloud computing solutions that include compute, storage, networking, and content delivery for video streaming and game delivery. Operating in the technology sector’s software‑infrastructure niche, Akamai’s business model centers on protecting digital assets while enhancing performance for content creators and distributors worldwide. In the most recent quarters, Akamai’s earnings showed a mixed trajectory: Q1 2025 EPS rose to $1.70 from $1.66 in Q4 2024, while revenue slipped slightly to $1.015 billion from $1.020 billion; Q2 2025 EPS climbed to $1.73 and revenue increased to $1.043 billion; Q3 2025 EPS jumped to $1.86 with revenue at $1.055 billion; Q4 2025 EPS reached $1.84, a modest $0.02 decline from Q3 2025, and revenue hit $1.095 billion, up 7.5% YoY; Q1 2026 EPS fell to $1.61, a 12% drop from Q4 2025, and revenue dipped to $1.074 billion, a 2% YoY decline. Across the five quarters, Akamai consistently beat EPS estimates in four of the last five reports, while revenue growth has been largely positive with a brief slowdown in Q1 2026. Historically, the company has maintained a steady upward revenue trend, with EPS growth outpacing revenue in most periods, indicating improving profitability margins; however, the recent Q1 2026 EPS decline signals a potential headwind that investors should monitor. Recent news highlights Oppenheimer’s reaffirmed Outperform rating and a $180 price target, citing underestimation of Akamai’s cloud and AI inference data‑center opportunities and projected capacity growth to 100 MW by 2028; LayerX’s acquisition adds edge‑computing capabilities, and a seven‑year contract with Anthropic expands AI‑cloud services; the Claroty alliance introduces micro‑segmentation expertise for critical infrastructure. Forward‑looking watch points include monitoring new data‑center contracts and capital‑expenditure announcements that could confirm the projected capacity build‑out, tracking the integration timeline of LayerX for early revenue acceleration, and observing Claroty partnership adoption metrics that may broaden Akamai’s recurring revenue mix.}}

EPS

EstBeatMiss
$1.48$1.59$1.69$1.80$1.91Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.58 - -
Q1'26$1.63$1.61-1.1%
Q4'25$1.79$1.84+2.8%
Q3'25$1.64$1.86+13.7%
Q2'25$1.53$1.73+13.2%
Q1'25$1.57$1.70+8.6%

Revenue

EstBeatMiss
$1.0B$1.0B$1.1B$1.1B$1.1BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.1B - -
Q1'26$1.1B$1.1B-1.9%
Q4'25$1.1B$1.1B-0.2%
Q3'25 - $1.1B -
Q2'25 - $1.0B -
Q1'25 - $1.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

AKAM Stock Snapshot

AKAM is currently trading at $125.70, giving Akamai Technologies, Inc. a market cap of 18.35B and a P/E ratio of 42.2. Today's range spans $125.28–$131.07, with shares opening at $130.18 and moving down $0.52 (0.4%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY) with a news sentiment reading of 85/100.

Over the past year AKAM has traded between $69.78 and $165.45 - the current price is +80.1% off the 52-week low and -24.0% from the high. 34 analysts cover the stock with a Buy consensus and a mean 12-month target of $159.30 (range $87.00–$195.00), implying upside of +26.7%.

Akamai Technologies, Inc. (AKAM) sits at $125.70 (in the middle of its 52-week range within $69.78–$165.45), scoring 77/100 (BUY) with bullish sentiment at 85/100. At 18.35B in Technology market cap (P/E: 42.2), this large-cap is right in the zone where buy-side analysts get excited and allocation committees approve new position additions. A bullish technical phase with sentiment confirmation is the green light most of them are looking for.

The combination of a BUY signal (77/100) and bullish news sentiment (85/100) puts AKAM on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 18.35B in Technology market cap without immediately moving the stock. At $125.70 (in the middle of its 52-week range in the $69.78–$165.45 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.