Akamai Technologies Inc

Akamai Technologies Inc (AKAM) Stock Analysis

$87.800

-4.302 (-4.90%)At close

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High
91.780
Open
91.365
VWAP
88.84
Volume
7.39M
Mkt Cap
13.70B
Low
86.940
Amount
656.96M
EV/EBITDA, TTM
18.68

Akamai Technologies, Inc. develops and provides solutions for global enterprises to build, secure and accelerate their applications and digital experiences. It provides solutions in three offerings: security, delivery and other cloud applications and cloud infrastructure services. Security includes solutions that are designed to protect business online by keeping infrastructure, websites, applications, APIs, networks and users safe. Delivery and other cloud applications include delivery solutions that are designed to enable business online, including media delivery and web and mobile performance, and other cloud applications. Cloud infrastructure services include compute and storage solutions, EdgeWorkers product and the compute partner solutions running on its platform. It operates two security platforms: Application Protection and Zero Trust Network Security. LayerX offers a browser security platform that allows enterprises to add protections to their preferred, existing browsers.

AI analysis of Akamai Technologies Inc (AKAM)

Buy

Akamai Technologies Inc is a good buy right now due to its current price of $106.95, which is significantly lower than the highest analyst price target of $225. The forward P/E ratio of 15.015 suggests the stock is undervalued relative to its earnings potential, especially considering the recent surge in web traffic driven by AI, which supports growth. However, the risk of insider selling has increased by 439.61%, indicating potential concerns about management's confidence in the stock's future performance.

Analyst Ratings (26)

+18.14% upside
Hold
11 Buy
13 Hold
2 Sell
Current: 87.80
Low
89.00
Average
103.73
High
115.00

DA Davidson

2026-09-28

Price Target

$150

Buy

UBS

2026-09-25

Price Target

$148

Neutral

Guggenheim

2026-09-25

Price Target

$225

Buy

RBC Capital

2026-09-25

Price Target

$135

Sector Perform

Piper Sandler

2026-09-25

Price Target

$158

Overweight

Valuation Metrics

The current forward P/E ratio for Akamai Technologies Inc (AKAM) is 15.02, compared to its 5-year average forward P/E of 15.53.

Forward P/E

Fair
5Y Average P/E
15.53
Current P/E
15.02
Overvalued
18.62
Undervalued
12.43

Forward EV/EBITDA

Strongly Overvalued
5Y Average EV/EBITDA
11.35
Current EV/EBITDA
18.68
Overvalued
14.63
Undervalued
8.07

Forward P/S

Undervalued
5Y Average P/S
3.66
Current P/S
2.53
Overvalued
4.37
Undervalued
2.96

Alphio AI Price Scenarios for AKAM

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%AKAM

$97.89

Scenario price

B

Base

Base · 50%AKAM

$90.87

Scenario price

B

Bear

Bear · 25%AKAM

$80.81

Scenario price

Whales holding AKAM

E

Edmond de Rothschild Asset Management (France)

+ HoldingAKAM

+9.07%

3M Return

S

Southpoint Capital Advisors LP

+ HoldingAKAM

+5.76%

3M Return

C

CCM Partners, LP

+ HoldingAKAM

+5.14%

3M Return

M

Menora Mivtachim Provident Funds

+ HoldingAKAM

+4.68%

3M Return

A

Allianz Global Investors U.S. LLC

+ HoldingAKAM

+4.12%

3M Return

T

The Bank of Nova Scotia

+ HoldingAKAM

+3.00%

3M Return

AKAM FAQ — answered by Alphio AI

Akamai Technologies, Inc. develops and provides solutions for global enterprises to build, secure and accelerate their applications and digital experiences. It provides solutions in three offerings: security, delivery and other cloud applications and cloud infrastructure services. Security includes solutions that are designed to protect business online by keeping infrastructure, websites, applications, APIs, networks and users safe. Delivery and other cloud applications include delivery solutions that are designed to enable business online, including media delivery and web and mobile performance, and other cloud applications. Cloud infrastructure services include compute and storage solutions, EdgeWorkers product and the compute partner solutions running on its platform. It operates two security platforms: Application Protection and Zero Trust Network Security. LayerX offers a browser security platform that allows enterprises to add protections to their preferred, existing browsers. It operates in the Technology sector (SERVICES-BUSINESS SERVICES, NEC industry).

Akamai Technologies Inc is a good buy right now due to its current price of $106.95, which is significantly lower than the highest analyst price target of $225. The forward P/E ratio of 15.015 suggests the stock is undervalued relative to its earnings potential, especially considering the recent surge in web traffic driven by AI, which supports growth. However, the risk of insider selling has increased by 439.61%, indicating potential concerns about management's confidence in the stock's future performance.

26 analysts cover AKAM: 11 rate it Buy, 13 Hold and 2 Sell. The average price target is 103.73.

Community

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0xSkewfalcon9/27/2026

Good breakout and retest setup: $AKAM - Over an 11% intraday reversal on Friday from HOD to LOD ↕️ - Now back on the 50-day moving average, looking likely to bounce off this week - Look at that massive volume spike on Friday. Highest daily volume in its entire history👀

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0xLunarbazaar9/24/2026

$AKAM Akamai announces $11.6B multi-year agreement with Anthropic Akamai Technologies announced a significantly expanded relationship with Anthropic for $11.6B of contractual commitment over seven years. The multi-year commitment will support Anthropic's accelerating CPU workload demands by leveraging Akamai Cloud's distributed AI infrastructure and software. The deal adds to the more than $2.8B in multi-year Cloud Infrastructure Services commitments across Akamai's customer base previously announced this year. These agreements underscore a growing demand for Akamai to enable customers to build, deploy and operate AI workloads at scale. As part of the increased strategic alignment between Akamai and Anthropic, Akamai has issued a warrant to Anthropic for the purchase of non-voting convertible Series B Preferred Stock representing 7.7M shares of Akamai's common stock on an as-converted basis, or up to approximately 5% of Akamai's common stock outstanding, at an exercise price of $111.33 per share of common stock. A portion of the warrant representing approximately 2% of Akamai's common stock outstanding is expected to vest in connection with today's announced $11.6B commitment. The remaining approximately 3% would vest throughout the successful expansion of the commitment up to an additional $9B within the seven-year term of the warrant. Each additional $3B purchase of cloud services, at mutually agreed upon terms, will result in the vesting of approximately 1% of Akamai's common stock outstanding.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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