Akamai Technologies, Inc. (AKAM) Stock Price & Analysis
Akamai Technologies, Inc. (AKAM) closed at USD 91.13 on Thursday, October 22, 2026, up 0.95% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 90.27; the Oct 22, 2026 session ranged USD 88.5–91.64 on volume of 5,122,896 shares. Market capitalization is $13.10B, with a 52-week range of USD 70.82–165.45 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:38 UTC.
Also available as compact Markdown for AI agents: nexqual.com/AKAM.md
Key facts (AKAM)
- Last four reported quarters (through Jun 30, 2026): revenue $4.32B, net income $411M (9.5% margin), free cash flow $956M (SEC filings).
- Valuation: P/E 31.9x (avg 30.4x at the last 3 fiscal year-ends), EV/EBITDA 13.2x, net debt $2.50B.
- 1 of 80 tracked superinvestors hold AKAM (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 6 Form 4 filings, $2.2M; 0 not under a Rule 10b5-1 plan ($0K); 3 by opportunistic insiders (0 outside 10b5-1 plans), 3 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.25 on a 1–5 scale) (24 analysts), mean target USD 154.96 (range 93–225).
- Total return with dividends: 1Y +22.1% vs S&P 500 +14.9%; 5Y -15.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 1.67, revenue estimate $1.12B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (AKAM)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.46B | $3.62B | $3.81B | $3.99B | $4.21B | $4.32B |
| Gross profit | $2.19B | $2.23B | $2.30B | $2.37B | $2.48B | — |
| Operating income | $783M | $676M | $637M | $533M | $567M | $456M |
| Net income | $652M | $524M | $548M | $505M | $452M | $411M |
| EPS (diluted) | $3.93 | $3.26 | $3.52 | $3.27 | $3.07 | — |
| Free cash flow | $1.08B | $1.03B | $891M | $1.13B | $1.01B | $956M |
| Gross margin | 63.3% | 61.7% | 60.4% | 59.4% | 58.9% | — |
| Operating margin | 22.6% | 18.7% | 16.7% | 13.4% | 13.5% | 10.5% |
| Net margin | 18.8% | 14.5% | 14.4% | 12.7% | 10.7% | 9.5% |
| Revenue growth | +8.2% | +4.5% | +5.4% | +4.7% | +5.4% | — |
| Cash + short-term investments | $1.08B | $1.11B | $864M | $1.60B | $1.19B | — |
| Total debt | $1.98B | $2.29B | $3.54B | $2.40B | $4.11B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (AKAM)
P/E 31.9x · P/S 3.0x · EV/EBITDA 13.2x · EV/Sales 3.6x · P/FCF 13.7x · P/B 2.8x · FCF yield 7.30% · Earnings yield 3.14% · Buyback yield (TTM) 4.70% · Net debt $2.50B · EV $15.6B
P/E at fiscal year-ends: Dec 2025 28.4x, Dec 2024 29.2x, Dec 2023 33.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (AKAM)
1 of 80 tracked investors hold AKAM. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Hillman Capital | Hillman Capital Management | 1.40% | $1.9M | Reduced -28.2% |
Insider sales (SEC Form 4, open-market, last ~7 months) (AKAM)
6 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | Sundaram Mani | EVP and GM Security | 7,022 | $882K | 32.1% | Yes (adopted May 22, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-09-25 | Salem-Jackson Kim | EVP, Chief Marketing Officer | 2,013 | $258K | 3.4% | Yes (adopted March 10, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-09-15 | Joseph Paul C | EVP - Global Sales | 3,100 | $327K | 9.8% | Yes (adopted March 4, 2026) | Routine (sold in Jan & Mar & Sep & Nov each year 2023–2025) |
| 2026-07-15 | Joseph Paul C | EVP - Global Sales | 3,100 | $393K | 8.9% | Yes (adopted March 4, 2026) | Routine (sold in Jan & Mar & Sep & Nov each year 2023–2025; this trade is outside those months) |
| 2026-06-18 | Blumofe Robert | Chief Technology Officer | 243 | $31K | 0.8% | Yes (adopted March 13, 2026) | Routine (sold in Jun & Aug & Nov each year 2023–2025) |
| 2026-06-10 | Salem-Jackson Kim | EVP, Chief Marketing Officer | 2,300 | $312K | 3.7% | Yes (adopted March 10, 2026) | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (AKAM)
Consensus Buy (mean 2.25 on a 1–5 scale), 24 analysts; mean target USD 154.96 (low 93, high 225).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | UBS | Target lowered | Neutral | $148 → $100 |
| 2026-10-21 | Piper Sandler | Target lowered | Overweight | $158 → $120 |
| 2026-10-20 | Raymond James | Upgrade | Outperform → Strong Buy | $170 |
| 2026-09-30 | DA Davidson | Maintained | Buy | $150 |
| 2026-09-29 | DA Davidson | Maintained | Buy | $150 |
| 2026-09-28 | DA Davidson | Target lowered | Buy | $185 → $150 |
| 2026-09-25 | UBS | Target raised | Neutral | $143 → $148 |
| 2026-09-25 | Piper Sandler | Target raised | Overweight | $125 → $158 |
| 2026-09-25 | DA Davidson | Maintained | Buy | $185 |
| 2026-09-25 | TD Cowen | Target raised | Hold | $140 → $149 |
| 2026-09-25 | JP Morgan | Target raised | Neutral | $158 → $167 |
| 2026-09-25 | RBC Capital | Reiterated | Sector Perform | $135 |
Total return (dividends reinvested) (AKAM)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +22.1% | -15.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +22.2% | -3.3% |
| Volatility (annualized) | 61.0% | 40.9% |
| Max drawdown | -45.9% (May 2026→Oct 2026) | -45.0% (Feb 2024→Aug 2025) |
AKAM revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. | $550.4M | 50.1% | +4.3% |
| International | $549.3M | 49.9% | +6.5% |
| Total revenue | $1.10B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
AKAM suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Lumen Technologies, Inc. (LUMN) | “We acquired certain customer contracts from Lumen Technologies, Inc. ("Lumen") in October 2023 and from StackPath, LLC ("StackPath") in August 2023.” |
| Customer | Adobe (ADBE) | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| Customer | Airbnb (ABNB) | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| Customer | Carnival Corp Ltd. (CCL) | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| Customer | Comcast (CMCSA) | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| Customer | Honda (HMC) | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| Customer | Panasonic | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| Customer | Sony (SONY) | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| Customer | Spotify (SPOT) | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| Partner | Microsoft (MSFT) | “We market and sell our solutions globally through our field sales and services organization and through many channel partners, including adidas, AHEAD, Avant, BV Tech, Carahsoft, CPD, Deloitte, Deutsche Telecom, Doyen, Guidepoint, Kyndryl, LevelBlue, Macnica, Microsoft Azure, Netpoleon, Oplium, Optiv, Presidio, SHI, Telefonica Group, Trace3 and WWT.” |
Quoted from the company's 10-K filed Feb 20, 2026.
AKAM company outlook (results filed Aug 6, 2026)
- “Material changes to any one of the exclusions could have a significant effect on our guidance and future GAAP results. * See Use of Non-GAAP Financial Measures below for definitions 2 Quarterly Conference Call Akamai will host a conference call today at 4:30 p.m.”
- “Akamai excludes these items from its non-GAAP financial measures when evaluating its continuing business performance as such items vary significantly based on the magnitude of the restructuring action and do not reflect expected future operating expenses.”
Quoted word-for-word from the SEC 8-K results press release.
AKAM analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.67 | $1.70 | -1.7% | $1.12B | 21 |
| Next quarter (ends Dec 2026) | $1.78 | $1.81 | -1.7% | $1.20B | 21 |
| Current fiscal year (ends Dec 2026) | $6.64 | $6.72 | -1.1% | $4.49B | 24 |
| Next fiscal year (ends Dec 2027) | $6.84 | $7.23 | -5.5% | $5.22B | 24 |
Key Statistics (as of October 23, 2026 at 10:38 UTC)
| Price | USD 91.13 |
|---|---|
| Change | ▲ 0.95% (up) |
| Previous Close | USD 90.27 |
| Open | USD 89.13 |
| Day Range | USD 88.5 – 91.64 |
| 52-Week Range | USD 70.82 – 165.45 |
| Volume | 5,122,896 shares |
| Market Cap | $13.10B |
| Exchange | NMS |
Technical Analysis (AKAM)
Nexqual's technical model rates AKAM "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:38 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 38.43 (neutral) |
| vs SMA50 | Below (USD 106.56) |
| MACD | -5.47 (negative) |
Analyst Ratings (AKAM)
Wall Street analysts rate AKAM "Buy" based on 24 analysts, with a mean price target of USD 154.96 (range USD 93–225), per Nexqual as of October 23, 2026 at 10:38 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 24 |
| Mean Target | USD 154.96 |
| High Target | USD 225 |
| Low Target | USD 93 |
| Buy / Hold / Sell | 15 / 8 / 1 |
Earnings (AKAM)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 1.67 |
| Revenue Estimate | $1.12B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.59 vs est 1.58 ▲ beat |
| 2026-03-31 | USD 1.61 vs est 1.6 ▲ beat |
| 2025-12-31 | USD 1.84 vs est 1.75 ▲ beat |
| 2025-09-30 | USD 1.86 vs est 1.64 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Financials & Fundamentals (AKAM)
| Total Revenue | $4.32B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +5.40% |
| Gross Margin | +57.45% |
| Operating Margin | +7.63% |
| Profit Margin | +9.51% |
| ROE | +8.92% |
| Debt / Equity | 1.97 |
| Current Ratio | 1.64 |
| Total Cash | $3.36B |
| Total Debt | $9.34B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $956.10M (22.1% of revenue) |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Financial Health Score (AKAM)
Nexqual rates Akamai Technologies, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:38 UTC.
| Growth | Solid — Revenue +5% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 57%, operating 8% (last 12 months) |
| Balance Sheet | Weak — $3.36B cash and investments vs $5.86B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $956M (last 4 quarters to Jun 2026, SEC), 22% margin |
| Efficiency | Mixed — ROE 9%, ROA 2.5% |
Ownership (AKAM)
| Insider Ownership | +2.13% |
|---|---|
| Institutional Ownership | +113.38% |
| Shares Outstanding | 143.72M |
| Float | 140.45M |
| Short % of Float | +15.77% |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Leadership (AKAM)
Akamai Technologies, Inc. is led by F. Thomson Leighton, Co-Founder, CEO, President & Director, per Nexqual as of October 23, 2026 at 10:38 UTC.
| Co-Founder, CEO, President & Director | F. Thomson Leighton |
|---|---|
| Executive VP, CFO & Treasurer | Edward J. McGowan |
| COO & GM of Cloud Technology Group | Adam Karon |
| Executive Vice President of Global Sales & Services | Paul Joseph |
| Executive VP & CTO | Robert Blumofe |
Major Backers & Investors (AKAM)
Notable institutional backers of Akamai Technologies, Inc. include Capital Group, Growth Fund of America, First Trust Advisors LP, according to Nexqual as of October 23, 2026 at 10:38 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Capital Group | 7.8% |
| Growth Fund of America | 4.1% |
| First Trust Advisors LP | 3.31% |
| Invesco | 2.72% |
| Bank of America Corporation | 2.48% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | 2.29% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.66% |
| BlackRock | 7.28% |
| State Street | 4.02% |
| Geode Capital | 2.94% |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
From Akamai Technologies, Inc.'s Latest SEC 10-K Filing (filed 2026-02-20)
Key Strengths & Strategy (as disclosed to the SEC)
- Our portfolio encompasses mature, market-leading security products including web application firewall ("WAF"), bot management, distributed denial-of-service ("DDoS") protection and domain name system ("DNS") security, complemented by fast-growing solutions in application programming interface ("API") security and network segmentation.
- The Akamai App Platform is built on top of the cloud native Kubernetes technology Otomi, which Akamai acquired from Red Kubes Holding B.V. and its subsidiary.
- We market and sell our solutions globally through our field sales and services organization and through many channel partners, including adidas, AHEAD, Avant, BV Tech, Carahsoft, CPD, Deloitte, Deutsche Telecom, Doyen, Guidepoint, Kyndryl, LevelBlue, Macnica, Microsoft Azure, Netpoleon, Oplium, Optiv, Presidio, SHI, Telefonica Group, Trace3 and WWT.
- Our success and ability to compete are dependent on developing and maintaining the proprietary aspects of our technology and operating without infringing on the proprietary rights of others.
Partnerships
- Cloud Infrastructure Services, which represent the majority of Akamai's strategic investment and differentiation, consist of compute, storage, cloud-native and networking solutions, along with the Akamai EdgeWorkers serverless products and partner solutions running on our cloud platform.
Legal & Regulatory Risks (Item 1A, quoted)
- Evolving privacy regulations could negatively impact our profitability and business operations.
- The nature and breadth of laws and regulations, or expanded interpretation of these laws and regulations, that relate to privacy on the internet and international data transfer restrictions may increase in the future.
- Our security controls over personal data, our training of employees and third parties on privacy, data security and other ethical data use practices we follow may not prevent the improper disclosure or misuse of customer or end-user data we process.
- We may need to defend against patent or copyright infringement claims, which would cause us to incur substantial costs or limit our ability to use certain technologies in the future.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| GDDY | GoDaddy Inc. | USD 114.73 | ▲ 6.02% |
| GEN | Gen Digital Inc. | USD 24.89 | ▲ 3.19% |
| SAIL | SailPoint, Inc. | USD 20.06 | ▲ 1.93% |
| CHKP | Check Point Software Technologi | USD 151.98 | ▲ 5.96% |
| DOCN | DigitalOcean Holdings, Inc. | USD 92 | ▼ 9.34% |
| PAYP | PayPay Corporation - American D | USD 15.21 | ▼ 0.91% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:38 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt