AKAM · NASDAQ · Software - Infrastructure

Akamai Technologies (AKAM)

Runs a global edge platform for cloud security, content delivery, and distributed computing.

$117.96
vs last close+0.55 (+0.46%)
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Akamai Technologies, Inc.AKAM
Information Technology

Generates service revenue from cloud security, content delivery, and distributed compute sold to enterprises and public agencies. A shared global edge network supplies the traffic visibility and nearby infrastructure behind all three offerings, with security generating most revenue and U.S. and international sales roughly balanced.

Provides cloud security, content delivery, and cloud computing services over one globally distributed platform. App & API Protector, Prolexic, and Akamai Guardicore cover web and API threats, DDoS attacks, and Zero Trust segmentation and access. Delivery services accelerate websites, software, and streaming media; Akamai Cloud supplies compute, storage, networking, Kubernetes, serverless edge functions, and AI inference capacity.

Uses traffic and threat visibility across more than 4,300 edge points of presence to route content, detect attacks, and run workloads closer to users. Security generates most revenue, and U.S. and international business are roughly balanced. Operations depend on colocated data centers, bandwidth, and relationships with network and internet service providers; privacy, data-localization, cybersecurity, AI, sanctions, export-control, and content rules shape where and how services can run.

Company facts

CEOF. Thomson Leighton
ListedOct 29, 1999
ExchangeNASDAQ
HeadquartersCambridge, MA
CountryUnited States
Employees11,000
CIK0001086222
ISINUS00971T1016

Market cap$17.07B
EPS (ttm)$2.78
P/E (ttm)42.23
ROE8.5%
P/B3.59
P/S3.95
Dividend yieldDiv yield
Beta1.30vs XLK 0.95

Price target$170.00+44.8%Average of 52 analysts
ConsensusBuy26 of 52 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 1, 2026Piper SandlerUpgrade
Rating: Neutral
Rating: Overweight
Aug 31, 2026Piper SandlerUpgrade
Rating: NeutralTarget: $97
Rating: OverweightTarget: $125
Aug 13, 2026JP MorganUpgrade
Rating: Underweight
Rating: Neutral
Aug 10, 2026HSBCReiterate
Rating: Target: $121
Rating: HoldTarget: $123
Aug 7, 2026Robert W. BairdTarget
Target: $150
Target: $140

Next report
Nov 5, 26
in 44 days
EPS estimate
$1.69
Revenue estimate
$1.12B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.66$1.70$1.73$1.86$1.84$1.61$1.59Pending
Estimate$1.52$1.57$1.55$1.64$1.76$1.60$1.57$1.69
Surprise+9.2%+8.3%+11.6%+13.4%+4.5%+0.6%+1.3%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.02B$1.02B$1.04B$1.05B$1.09B$1.07B$1.10BPending
Estimate$1.02B$1.01B$1.02B$1.04B$1.08B$1.07B$1.09B$1.12B
Surprise+0.5%+0.5%+2.2%+1.1%+1.7%+0.1%+0.8%
Estimate$1.69
ReportedDue Nov 5, 2026
Estimate$1.12B
ReportedDue Nov 5, 2026
View details

Debt to equity196.70%
Current ratio163.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.00B$1.02B$1.02B$1.04B$1.05B$1.09B$1.07B$1.10B
Net income$57.9M$139.9M$123.2M$103.6M$140.2M$85.1M$106.3M$79.4M
Net margin5.8%13.7%12.1%9.9%13.3%7.8%9.9%7.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$70.6M$148.1M$154.6M$151.5M$166.0M$151.3M$114.5M$80.3M
YoY growth−59.9%−19.9%−7.3%+2.3%+135.0%+2.2%−25.9%−47.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $3.36B · Total debt $9.34B · Total assets $15.07B · Shareholders' equity $4.75B

Revenue
$1.10B
Operating income
$80.3M
Net income
$79.4M
View details

No dividends on record.

Institutions≈ 107.22%155.88M shares
879 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders2.04%2.96M shares
19 holders · as of Sep 15, 2026
Adds to109.26%

145.39M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 109.26%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Capital World InvestorsInstitution
7.71%11.20Mas of Jun 30, 2026
BlackRock, Inc.Institution
7.20%10.46Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.53%9.50Mas of Jun 30, 2026
Clearbridge Investments, LLCInstitution
5.60%8.15Mfiled Feb 14, 2020
Vanguard Portfolio Management LLCInstitution
4.99%7.26Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 15, 2026Paul C. Josephofficer: EVP - Global Sales−3,100$105.63
Jul 15, 2026Paul C. Josephofficer: EVP - Global Sales−3,100$126.77
Jun 18, 2026Robert Blumofeofficer: Chief Technology Officer−243$129.41
Jun 10, 2026Kim Salem-Jacksonofficer: EVP, Chief Marketing Officer−2,300$135.57
Mar 16, 2026Aaron Aholaofficer: EVP & General Counsel−4,500$106.27
View details

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Compare

CompanyPriceChange
Akamai Technologies$117.96+0.46%$17.07B42.217.13.9+5.4%
Cloudflare$352.49+0.23%$124.85B237.649.7+35.9%
F5$449.77−0.07%$25.39B35.925.97.7+10.9%
Radware$29.07−1.45%$1.27B77.723.04.0+10.9%
Fastly$27.14−1.04%$4.29B53.16.2+23.3%
Amazon$256.93−0.59%$2.78T20.827.53.6+19.6%
Zscaler$206.35−0.38%$33.49B42.310.0+24.9%
DigitalOcean$148.40+1.53%$17.09B66.4108.616.9+28.6%
Median51.242.37.7+23.3%