Akamai Technologies (NASDAQ:AKAM) Releases FY 2026 Earnings Guidance

Akamai Technologies (NASDAQ:AKAM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 6.400-7.150 for the period, compared to the consensus estimate of 6.320. The company issued revenue guidance of $4.4 billion-$4.6 billion, compared to the consensus revenue estimate of $4.5 billion. Akamai Technologies also updated its Q2 2026 guidance to 1.450-1.650 EPS.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on AKAM shares. Craig Hallum upped their target price on shares of Akamai Technologies from $90.00 to $100.00 and gave the company a “hold” rating in a report on Friday, February 20th. Wall Street Zen lowered shares of Akamai Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Morgan Stanley increased their price target on shares of Akamai Technologies from $115.00 to $120.00 and gave the stock an “overweight” rating in a research note on Friday, February 20th. Oppenheimer raised their target price on shares of Akamai Technologies from $115.00 to $130.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Finally, The Goldman Sachs Group lifted their price target on shares of Akamai Technologies from $69.00 to $76.00 and gave the stock a “sell” rating in a research note on Friday, February 20th. Nine research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Akamai Technologies currently has an average rating of “Hold” and a consensus price target of $112.37.

Akamai Technologies Stock Down 4.3%

Shares of Akamai Technologies stock traded down $5.30 during midday trading on Thursday, reaching $116.69. 10,461,582 shares of the company’s stock traded hands, compared to its average volume of 5,057,385. Akamai Technologies has a 52 week low of $69.78 and a 52 week high of $122.24. The company’s 50 day simple moving average is $105.43 and its 200 day simple moving average is $94.85. The company has a debt-to-equity ratio of 0.82, a quick ratio of 2.36 and a current ratio of 2.36. The company has a market cap of $16.92 billion, a price-to-earnings ratio of 37.89, a price-to-earnings-growth ratio of 4.19 and a beta of 0.45.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly earnings results on Thursday, May 7th. The technology infrastructure company reported $1.61 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.61. The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1.07 billion. Akamai Technologies had a net margin of 10.74% and a return on equity of 13.86%. The business’s quarterly revenue was up 5.8% on a year-over-year basis. During the same period last year, the business posted $1.70 EPS. Akamai Technologies has set its FY 2026 guidance at 6.400-7.150 EPS and its Q2 2026 guidance at 1.450-1.650 EPS. Equities analysts expect that Akamai Technologies will post 4.17 earnings per share for the current fiscal year.

Insider Activity

In related news, CAO Laura Howell sold 11,273 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $100.14, for a total transaction of $1,128,878.22. Following the transaction, the chief accounting officer directly owned 12,559 shares of the company’s stock, valued at approximately $1,257,658.26. This trade represents a 47.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jon Miller sold 11,000 shares of the stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $102.67, for a total transaction of $1,129,370.00. Following the sale, the director owned 22,806 shares in the company, valued at $2,341,492.02. The trade was a 32.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 57,454 shares of company stock valued at $5,889,371. 2.30% of the stock is currently owned by company insiders.

Trending Headlines about Akamai Technologies

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

• Positive Sentiment: Company raised full?year EPS guidance slightly above consensus (FY26 EPS range 6.40–7.15 vs. Street ~6.32), and reiterated revenue range that brackets estimates; management also highlighted strong year?over?year growth in Security and Cloud Infrastructure Services and a commitment from a leading U.S. frontier model provider for $1.8B over seven years — signals of durable demand and a meaningful long?term contract. Akamai Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Q1 results broadly met analyst expectations: non?GAAP EPS $1.61 (in line with consensus) and revenue $1.07B (~in line). The quarter showed modest revenue growth (+6% YoY) but EPS down slightly year?over?year on a non?GAAP basis. Akamai Technologies (AKAM) Meets Q1 Earnings Estimates
• Negative Sentiment: Near?term guidance disappointed: Q2 EPS guidance of $1.45–1.65 and revenue guidance centered near ~$1.1B were characterized by reporters as below Wall Street expectations, with management citing a tough macro setup (higher memory costs, cautious enterprise spending). That cautious Q2 outlook is the primary driver of the stock weakness. Akamai Technologies forecasts quarterly results below expectations
• Negative Sentiment: GAAP net income fell (GAAP diluted EPS $0.71, down ~13% YoY) and non?GAAP EPS also declined modestly year?over?year, highlighting near?term margin pressure even as revenue grows. Akamai Reports First Quarter 2026 Financial Results

Institutional Trading of Akamai Technologies

Several hedge funds have recently modified their holdings of AKAM. First Trust Advisors LP boosted its holdings in shares of Akamai Technologies by 16.5% in the 4th quarter. First Trust Advisors LP now owns 6,752,000 shares of the technology infrastructure company’s stock worth $589,112,000 after buying an additional 957,345 shares during the last quarter. Invesco Ltd. grew its position in Akamai Technologies by 5.8% during the third quarter. Invesco Ltd. now owns 3,239,099 shares of the technology infrastructure company’s stock valued at $245,394,000 after acquiring an additional 177,756 shares during the last quarter. Dimensional Fund Advisors LP grew its position in Akamai Technologies by 33.6% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,115,342 shares of the technology infrastructure company’s stock valued at $271,820,000 after acquiring an additional 784,009 shares during the last quarter. Alyeska Investment Group L.P. grew its holdings in shares of Akamai Technologies by 34.5% in the fourth quarter. Alyeska Investment Group L.P. now owns 2,197,218 shares of the technology infrastructure company’s stock worth $191,707,000 after purchasing an additional 563,178 shares during the last quarter. Finally, AQR Capital Management LLC lifted its stake in Akamai Technologies by 0.6% in the fourth quarter. AQR Capital Management LLC now owns 2,033,094 shares of the technology infrastructure company’s stock worth $177,387,000 after acquiring an additional 12,748 shares during the period. Institutional investors own 94.28% of the company’s stock.

About Akamai Technologies

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.