Akamai Technologies (NASDAQ:AKAM) Stock Price Expected to Rise, UBS Group Analyst Says

Akamai Technologies (NASDAQ:AKAM) had its price objective raised by analysts at UBS Group from $125.00 to $143.00 in a report issued on Friday,Benzinga reports. The firm currently has a “neutral” rating on the technology infrastructure company’s stock. UBS Group’s target price indicates a potential upside of 29.36% from the stock’s previous close.

AKAM has been the topic of several other reports. Evercore began coverage on shares of Akamai Technologies in a research note on Tuesday, April 14th. They set an “outperform” rating and a $130.00 target price on the stock. HSBC raised their price target on shares of Akamai Technologies from $134.00 to $171.00 in a research report on Monday, May 11th. TD Cowen boosted their price target on shares of Akamai Technologies from $135.00 to $140.00 and gave the stock a “hold” rating in a research note on Friday. Craig Hallum raised Akamai Technologies from a “hold” rating to a “buy” rating and set a $190.00 price objective on the stock in a research report on Friday, May 8th. Finally, Susquehanna increased their price objective on Akamai Technologies from $120.00 to $175.00 and gave the company a “positive” rating in a research note on Monday, May 11th. Twelve equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $145.33.

Akamai Technologies Trading Down 6.8%

Akamai Technologies stock traded down $8.01 during midday trading on Friday, reaching $110.54. 8,141,451 shares of the stock traded hands, compared to its average volume of 4,727,098. The firm has a market cap of $16.07 billion, a PE ratio of 37.22, a price-to-earnings-growth ratio of 5.19 and a beta of 0.63. The company has a current ratio of 2.06, a quick ratio of 2.06 and a debt-to-equity ratio of 0.84. The company has a 50-day simple moving average of $125.55 and a two-hundred day simple moving average of $115.83. Akamai Technologies has a 12-month low of $69.78 and a 12-month high of $165.45.

Akamai Technologies (NASDAQ:AKAM) last issued its quarterly earnings results on Thursday, August 6th. The technology infrastructure company reported $1.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.02. The company had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.09 billion. Akamai Technologies had a net margin of 10.20% and a return on equity of 12.96%. The business’s revenue for the quarter was up 5.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $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. Research analysts expect that Akamai Technologies will post 3.91 earnings per share for the current fiscal year.

Insider Activity at Akamai Technologies

In other Akamai Technologies news, EVP Kim Salem-Jackson sold 2,300 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $135.57, for a total transaction of $311,811.00. Following the completion of the transaction, the executive vice president owned 59,210 shares in the company, valued at $8,027,099.70. The trade was a 3.74% decrease in their position. 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. Also, CTO Robert Blumofe sold 243 shares of the stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $129.41, for a total transaction of $31,446.63. Following the completion of the sale, the chief technology officer directly owned 31,006 shares in the company, valued at approximately $4,012,486.46. This represents a 0.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.30% of the stock is owned by company insiders.

Institutional Investors Weigh In On Akamai Technologies

Several institutional investors have recently modified their holdings of AKAM. Citizens Financial Group Inc. RI acquired a new position in shares of Akamai Technologies during the second quarter worth $305,000. Pallas Capital Advisors LLC acquired a new stake in Akamai Technologies in the second quarter valued at $520,000. Perigon Wealth Management LLC acquired a new stake in Akamai Technologies in the second quarter valued at $551,000. TimesSquare Capital Management LLC purchased a new stake in Akamai Technologies during the 2nd quarter worth about $27,250,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Akamai Technologies during the 2nd quarter worth about $23,416,000. 94.28% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Akamai Technologies

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

• Positive Sentiment: Akamai reported second-quarter adjusted EPS of $1.59, above the $1.57 consensus, while revenue rose 5.4% year over year to approximately $1.10 billion, exceeding estimates. Demand remained solid across cloud infrastructure and cybersecurity services. Akamai beats quarterly estimates on cloud infrastructure demand
• Positive Sentiment: The company announced a cloud infrastructure services contract valued at more than $600 million, reinforcing its position in the AI and robotics infrastructure market. Akamai Stock Is Solidly Part of the AI Trade After Earnings
• Positive Sentiment: Akamai’s third-quarter EPS outlook of $1.60–$1.80 topped the $1.56 consensus, and its full-year EPS forecast of $6.40–$7.05 is above the $6.15 analyst estimate. TD Cowen and Guggenheim raised their price targets to $140 and $190, respectively, with Guggenheim retaining a buy rating. Akamai Reports Second Quarter 2026 Financial Results
• Neutral Sentiment: Analyst opinion remains mixed. Royal Bank of Canada cut its target to $135 with a sector-perform rating, while Piper Sandler lowered its target to $140 and maintained neutral. These targets still imply substantial upside from recent trading levels, but the reductions signal more cautious expectations.
• Negative Sentiment: Although earnings exceeded estimates, second-quarter EPS declined from $1.73 a year earlier. Analysts are also focused on higher infrastructure investment needed to support Akamai’s AI expansion, which is weighing on near-term margins and cash-flow expectations.
• Negative Sentiment: Full-year revenue guidance of approximately $4.4–$4.5 billion was slightly below the $4.5 billion consensus, creating disappointment after the earnings beat. The stock’s decline suggests investors are prioritizing guidance and profitability risks over the headline results.

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.