Akamai Technologies (NASDAQ:AKAM) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Akamai Technologies (NASDAQ:AKAM) had its price target increased by equities researchers at JPMorgan Chase & Co. from $158.00 to $167.00 in a report released on Friday, Benzinga reports. The firm currently has a “neutral” rating on the technology infrastructure company’s stock. JPMorgan Chase & Co.‘s price target suggests a potential upside of 41.51% from the company’s current price.

A number of other research analysts also recently commented on the company. UBS Group reiterated a “neutral” rating and set a $148.00 target price on shares of Akamai Technologies in a research report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of Akamai Technologies in a research report on Monday. TD Cowen reissued a “hold” rating on shares of Akamai Technologies in a research note on Friday. Guggenheim boosted their target price on shares of Akamai Technologies from $190.00 to $225.00 and gave the stock a “buy” rating in a report on Friday. Finally, Citigroup decreased their target price on shares of Akamai Technologies from $160.00 to $122.00 and set a “neutral” rating on the stock in a research report on Friday, September 4th. Thirteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $144.43.

Akamai Technologies Price Performance

NASDAQ AKAM traded up $7.60 on Friday, reaching $118.01. The company had a trading volume of 11,344,367 shares, compared to its average volume of 4,511,366. 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 stock has a market capitalization of $16.96 billion, a PE ratio of 41.82, a price-to-earnings-growth ratio of 5.49 and a beta of 0.63. The firm’s 50 day moving average price is $113.10 and its 200 day moving average price is $118.76. Akamai Technologies has a 12 month low of $70.82 and a 12 month high of $165.45.

Akamai Technologies (NASDAQ:AKAM) last issued its earnings results on Thursday, August 6th. The technology infrastructure company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.02. The firm had revenue of $1.10 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Akamai Technologies had a return on equity of 11.32% and a net margin of 9.51%.The business’s revenue was up 5.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.73 earnings per share. Akamai Technologies has set its Q3 2026 guidance at 1.600-1.800 EPS and its FY 2026 guidance at 6.400-7.050 EPS. As a group, equities analysts predict that Akamai Technologies will post 3.63 earnings per share for the current year.

Insider Buying and Selling

In other Akamai Technologies news, EVP Paul Joseph sold 3,100 shares of the business’s stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $105.63, for a total transaction of $327,453.00. Following the transaction, the executive vice president owned 28,472 shares in the company, valued at $3,007,497.36. The trade was a 9.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.30% of the stock is owned by insiders.

Institutional Trading of Akamai Technologies

Institutional investors have recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP grew its stake in shares of Akamai Technologies by 11.2% during the first quarter. Dimensional Fund Advisors LP now owns 3,464,793 shares of the technology infrastructure company’s stock valued at $397,881,000 after buying an additional 349,451 shares during the last quarter. Edmond DE Rothschild Holding S.A. purchased a new position in Akamai Technologies during the 2nd quarter valued at $222,046,000. Norges Bank bought a new position in Akamai Technologies in the 4th quarter valued at $192,959,000. William Blair Investment Management LLC bought a new position in Akamai Technologies in the 2nd quarter valued at $181,508,000. Finally, Legal & General Group Plc purchased a new stake in Akamai Technologies in the second quarter worth $159,564,000. Institutional investors own 94.28% of the company’s stock.

Akamai Technologies News Summary

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

• Positive Sentiment: Anthropic committed to pay Akamai $11.6 billion over seven years for access to Akamai Cloud’s distributed infrastructure and software, primarily to support growing CPU workloads. The agreement also allows for up to an additional $9 billion, creating a potential total commitment of approximately $20 billion. Reuters article
• Positive Sentiment: The contract provides substantial long-term revenue visibility and could accelerate Akamai’s transition toward higher-growth AI and cloud infrastructure markets, where demand for computing capacity is expanding rapidly. Invezz article
• Positive Sentiment: The announcement prompted a sharp rally in Akamai shares as analysts and investors reassessed the company’s growth prospects and strategic position in AI infrastructure. 247WallSt article
• Neutral Sentiment: Akamai issued Anthropic a warrant for up to approximately 5% of its common stock; about 2% is expected to vest in connection with the initial commitment, with additional vesting tied to expansion of the relationship. Akamai press release
• Negative Sentiment: The warrant could dilute existing shareholders, while fulfilling the agreement may require significant investment and carries execution and customer-concentration risks. Akamai’s valuation—near 40 times earnings—also leaves less room for disappointment if AI-related growth takes longer than expected.

Akamai Technologies Company Profile

Akamai Technologies, Inc is a global technology company that provides cloud computing, content delivery and cybersecurity services. Its distributed platform helps businesses deliver websites, applications, software downloads, video and other digital content with improved speed, availability and scalability.

The company’s offerings include content delivery and edge computing services, cloud infrastructure, web and application performance solutions, and security products designed to protect applications, application programming interfaces, networks and users from cyber threats.