Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$15.3B
144M shares
52-week range
$70.82 – $165.45
37% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
P/S (TTM)
3.8
EV / FCF (TTM)
38.3
Akamai operates a content delivery network, in which customers store content on distributed servers to deliver it to their own customers more quickly. Akamai has over 350,000 servers distributed over 4,350 points of presence in more than 700 cities globally. This network supports upward of 20% of global internet traffic, generating massive amounts of data. Using data generated by the delivery network, the firm offers cybersecurity products and cloud computing services, ranging from API security to zero-trust enterprise access, which has surpassed the delivery network in revenue and importance. As of 2026, the primary focus has shifted to offering computing hardware as a service, with an emphasis on serving large language model providers such as Anthropic.
www.akamai.comNo one on the platform currently holds AKAM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 80,500 | $7.0M |
| Bridgewater Associatesas of 2025-09-30 | 30,689 | $2.3M |
No one on the platform has traded AKAM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 4.3% | 6.8% | 7.5% | — | — | — |
| Rev. Growth % | 5.4% | 5.6% | ||||
| Profit Margin % | 10.7% | 14.2% | 13.9% | |||
| Free Cash Flow Margin % | 16.6% | 20.2% | 19.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.9% on the P/E track.
At today's price, your expected annual return is +11.4% on the P/E track.
At today's price, your expected annual return is +16.1% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.5B | +7.2% | $6.72 | $6.57–$6.85 | 15.7× | 16 |
| 2027 | $5.1B | +13.0% | $7.15 | $6.60–$7.97 | 14.8× | 16 |
| 2028 | $5.6B | +11.2% | $8.14 | $4.72–$11.93 | 13.0× | 6 |
| 2029 | $6.3B | +12.1% | $9.98 | $9.65–$10.17 | 10.6× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $1.57 | $1.59 | +1.3% |
| 2026-05-07 | $1.60 | $1.61 | +0.6% |
| 2026-02-19 | $1.76 | $1.84 | +4.5% |
| 2025-11-06 | $1.64 | $1.86 | +13.4% |
| 2025-08-07 | $1.55 | $1.73 | +11.6% |
| 2025-05-08 | $1.57 | $1.70 | +8.3% |
| 2025-02-20 | $1.52 | $1.66 | +9.2% |
| 2024-11-07 | $1.59 |
| $1.59 |
| +0.0% |
| $8.8B |
| — |
| JKHYJack Henry & Associates, Inc. | $164.55 | +2.13% | $11.7B | — |
| MANHManhattan Associates, Inc. | $211.54 | +4.82% | $12.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
$AKAM the move feels much more organized than random.
View on StockTwits ↗
$AKAM — Short Term Strategic Snapshot Analysis— Price: $111.22 Technical Bias: Cautiously Bullish 🤔 Resistance: $113 Support: $110.51 The uptrend here is still doing its job, carrying price to $111.22 with $113 resistance sitting just a dollar above. Momentum: A sustained move above $113 would strengthen the bullish structure. A move below $110.51 would weaken the near-term setup. The cautiously bullish read makes sense — price has climbed steadily without surrendering ground, and the trend keeps leaning the same way. Setup: That razor-thin gap between $111.22 and $113 overhead gives the chart a coiled, upward-leaning quality that the trend has quietly been building toward. Risk Profile: With $110.51 support holding the floor not far below, the setup feels balanced but tight — the space between both levels keeps the picture compressed. What's everyone's call on AKAM? Just a quick note that this is not investment advice. Do your own DD!
View on StockTwits ↗
$AKAM just doesn't seem like it can stay this low 🙄💡 something just doesnt make sense
View on StockTwits ↗
Welcome Back From Labor Day! Here are the Stocks to Watch on September 8: $CASY Earnings Report — Tuesday September 8 | The Day’s Only Major Catalyst Before Open $SNOW Consolidating After +22% Surge — What’s the Next Level? $AVAV -42.4% Since Iran Conflict Started — Reports Wednesday, Positions Tuesday $HOOD $109.43 +11% Last Week — Can the Prediction Markets Narrative Sustain? $AKAM Overweight Upgrade + $125 PT — The Compute Inflection Play https://truthsandnews.com/markets/10-stocks-to-watch-tomorrow-sept-8-2026-labor-day-return
View on StockTwits ↗
$AKAM cant stay here right? seems like it will rip back to 120s looking for calls but the options slippage here is crapola.
View on StockTwits ↗
$AKAM https://anachart.com/wp-content/uploads/2026/09/1788534096_soc-img.jpg
View on StockTwits ↗Today’s Top Gaining Stocks (Sep 1, 2026): $AKAM — Upgraded on a Compute Segment Inflection Call $HUT / $HUT.TSX — A Quiet Beneficiary of Anthropic’s $35 Billion Compute Deal Anthropic reportedly agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia, with the data center being developed by Hut 8, a bitcoin miner turned data-center developer, in Texas — extending a Nvidia-Hut 8 agreement signed weeks earlier to secure that capacity, according to Wall Street Journal reporting. https://truthsandnews.com/markets/top-gaining-stocks-today-sep-1-2026-biggest-movers
View on StockTwits ↗
$AKAM Buy Piper Sandler cuts target price to $125 from $140 Piper Sandler raises to overweight from neutral
View on StockTwits ↗
Open swings that are working for us premarket in both rooms: $UCO $XOMX.X $AKAM $CVS $CF
View on StockTwits ↗
$HUT $DUOL $AKAM $DELL $BRNX AFTER-HOURS MOVERS: Currently Higher: - Hut 8 (HUT) up 4.8% after WSJ report on Nvidia-Anthropic deal - Duolingo (DUOL) up 3.8% after Evercore upgrade to Outperform, doubling of price target to $210 - Akamai Technologies (AKAM) up 2.0% after upgrade to Overweight at Piper Sandler - Dell Technologies (DELL) up 1.2% after being started at Hold at Deutsche Bank Currently Lower: - Brenmiller Energy (BRNX) down 15.9% after selling stock for holders - SciSparc (SPRC) down 2.0% after update on SCI-210 trial enrollment - Kyivstar Group Ltd. (KYIV) down 0.5% after selling stock for holders
View on StockTwits ↗
$AKAM Piper Sandler analyst James Fish upgraded Akamai to Overweight from Neutral with a price target of $125, down from $140. The Compute segment is about to show a "material inflection" and should show an acceleration as Akamai can show it is benefitting from AI builds and the pipeline is "robust," the analyst tells investors.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.