Akamai Technologies Inc

Akamai Technologies Inc(AKAM)股票分析

$92.320

+0.619 (+0.67%)收盤時

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最高
92.460
開盤
89.065
成交量加權均價
90.31
成交量
8.41M
市值
13.70B
最低
86.160
成交金額
759.29M
企業價值/稅息折舊攤銷前利潤(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 分析 of Akamai Technologies Inc (AKAM)

買進

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.

分析師評級(26)

上檔空間 +12.36%
持有
11 買進
13 持有
2 賣出
目前: 92.32
最低
89.00
平均
103.73
最高
115.00

DA Davidson

2026-09-28

目標價

$150

買進

UBS

2026-09-25

目標價

$148

中性

Guggenheim

2026-09-25

目標價

$225

買進

RBC Capital

2026-09-25

目標價

$135

Sector Perform

Piper Sandler

2026-09-25

目標價

$158

增持

估值指標

Akamai Technologies Inc(AKAM)目前預期本益比為 15.02,5 年平均預期本益比為 15.53。

預期本益比

合理
5 年均值 P/E
15.53
目前P/E
15.02
高估
18.62
低估
12.43

預期 EV/EBITDA

嚴重高估
5 年均值 EV/EBITDA
11.35
目前EV/EBITDA
18.68
高估
14.63
低估
8.07

預期股價營收比

低估
5 年均值 P/S
3.66
目前P/S
2.53
高估
4.37
低估
2.96

Alphio AI 對 AKAM 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%AKAM

$97.89

情境價格

基

基準

基準 · 50%AKAM

$90.87

情境價格

悲

悲觀

悲觀 · 25%AKAM

$80.81

情境價格

持有 AKAM 的大戶

E

Edmond de Rothschild Asset Management (France)

+ 持有AKAM

+9.07%

3個月報酬率

S

Southpoint Capital Advisors LP

+ 持有AKAM

+5.76%

3個月報酬率

C

CCM Partners, LP

+ 持有AKAM

+5.14%

3個月報酬率

M

Menora Mivtachim Provident Funds

+ 持有AKAM

+4.68%

3個月報酬率

A

Allianz Global Investors U.S. LLC

+ 持有AKAM

+4.12%

3個月報酬率

T

The Bank of Nova Scotia

+ 持有AKAM

+3.00%

3個月報酬率

AKAM 常見問題 —— 由 Alphio AI 解答

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.

0xSkewfalcon2026/9/27

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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0xLunarbazaar2026/9/24

$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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