NASDAQ: AKAM

Akamai Technologies (AKAM) Stock Analysis & Forecast

Sep 28 close

$108.99−4.95 (−4.3%)

Gekko Brief

AI summary

Akamai signed an $11.6 billion, seven-year cloud infrastructure deal with Anthropic to support AI workload demands, with commentary suggesting the relationship could grow toward $20 billion and combined Anthropic commitments now totaling $13.3 billion. The news repositions Akamai from a content delivery network toward an AI and distributed cloud infrastructure provider, and DA Davidson adjusted its price target on the stock to $150 from $185 while maintaining a Buy rating. Despite the deal, shares fell 4.34% on the day to close at $108.99, underperforming as the broader market also declined, leaving the stock 34.13% below its 52-week high of $165.45.

Akamai closes at $108.99, sitting between its 50-day average of $113.05 and 200-day average of $111.25, with a mixed trend picture. The GekkoIndex reads 59, placing the stock in the Neutral zone. Price sits 15.4% below Gekko Fair Value of $128.89.

The next earnings report is set for 5 November 2026 after close, 37 days away and outside a typical 20-trading-day holding window; the prior quarter saw an EPS miss against estimate and a -9.6% reaction. No insider, Congress or unusual options activity appears in the recent windows. Seasonally, the next 20 trading days have averaged +0.5% over 5 years, rising in 2 of them. Analyst consensus stands at 13 buy and 8 hold ratings among 21 firms, with a consensus target of $158.79.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Akamai Technologies price vs fair value

$128.89$108.99Sep ’25Mar ’26Sep ’26
Close $108.99200-day averageGekko Fair Value $128.89

Akamai Technologies quick facts

Market cap
$15.85B
P/E ratio
41.3
Forward P/E
15
EPS, TTM
$2.76
Revenue, TTM
$4.32B
Profit margin
9.5%
Dividend yield
—
Beta
0.64
Volume
8.04M avg 5.15M
1-year return
+44.6%
Typical daily move
±6.3%
Typical 20-day move
±5.5%
50-day average
$113.05
200-day average
$111.25
Next earnings
Nov 5 after close
Shares outstanding
143.7M
52-week range
$70.82$165.45

Akamai Technologies swing-trade checklist

Akamai Technologies scores 2 supportive, 3 mixed and 0 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive3 mixed0 headwinds

  • Trendmixed

    Averages disagree

    Close $108.99 sits between the 50-day ($113.05) and 200-day ($111.25) averages, or the averages disagree.

    See the chart
  • GekkoIndexmixed

    59, Neutral

    Reading 59 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    15.4% below

    Price is 15.4% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 37 days

    Next report Nov 5, 2026, 37 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitymixed

    +0.5% on average

    From this point in the calendar, the next 20 trading days averaged +0.5% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Akamai Technologies stock chart and price history

Akamai Technologies closed at $108.99 on Sep 28, 2026, +44.6% over the past year, inside a 52-week range of $70.82 to $165.45.

Close50-day average200-day averageVolume
Akamai Technologies share price, past year, with 50-day and 200-day moving averages and volume$80$100$120$140$160NovDecJan 2026FebMarAprMayJunJulAugSep108.99

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−2.0%
3 months
−4.2%
6 months
−4.8%
1 year
+44.6%
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About Akamai Technologies

Akamai Technologies operates in the cloud services space, helping organizations deliver and defend content, applications and APIs across the internet. Its work spans guarding digital systems against cyberattacks, speeding up websites and mobile experiences, and supporting media functions such as video streaming, game and software distribution, broadcast operations, DNS resolution and analytics. The company also builds edge compute tools that let developers run code closer to end users to cut down on delay.

Beyond its core internet security and delivery products, Akamai works with telecommunications carriers, providing them with protective services, parental control features, dependable DNS systems and content delivery capabilities. It backs its offerings with support teams that help clients set up, tune and manage these tools over time. Sales run through Akamai's own direct teams as well as a network of outside channel partners, reaching businesses that depend on secure, fast online operations.

Akamai was established in 1998 and operates out of Cambridge, Massachusetts. Its shares trade on the NASDAQ under the ticker AKAM.

Listed
NASDAQ
Sector
Technology services
Industry
Data processing services
Website
akamai.com

Akamai Technologies GekkoIndex: the smart money zone

Akamai Technologies’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 59, in the Neutral zone, up 4.8 points over five sessions.

010059Neutral

Up 4.8 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying42+2.4%+4.4%+5.6%+1.6%
Accumulation261+0.7%+1.6%+3.3%+0.4%
Neutral (current zone)323−0.2%−0.7%−1.3%+2.4%
Distribution42−2.6%−4.8%−8.7%−6.1%
Selling4Too few readings yet

Average AKAM share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the AKAM price, zone by zone.Track AKAM in Gekko

Is Akamai Technologies stock overvalued? Gekko Fair Value

Akamai Technologies trades 15.4% below Gekko Fair Value of $128.89, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Akamai Technologies shares are worth, recalculated every trading day.

$128.89

Gekko Fair Value, Sep 29, 2026

15.4% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open AKAM in Gekko

Akamai Technologies insider and Congress trading

No open-market insider purchases were filed for Akamai Technologies, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for AKAM in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every AKAM insider filing, plotted on the chart in Gekko.Open AKAM in Gekko

Congress trades last 90 days

No trades in AKAM were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for AKAM, plotted on the chart in Gekko.Open AKAM in Gekko

Buybacks

Akamai Technologies has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$409.9M
As a share of market cap
2.59%

From company filings.

Hedge funds and billionaires quarter ended Jun 30

4of the funds Gekko tracks hold AKAM.

1added3opened0trimmed2sold out
Which funds are on each side, name by name.Unlock in Gekko

Akamai Technologies earnings: next date and track record

Akamai Technologies reports on Nov 5, 2026, after the close (37 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±13.8%average move across the report
2 of 8reports followed by a gain

Share-price move across each report

−14.6%Nov ’24−23.5%Feb ’25−8.0%May ’25−5.3%Aug ’25+14.7%Nov ’25−13.9%Feb ’26+21.1%May ’26−9.6%Aug ’26

Last earnings call, Aug 6, 2026 AI summary

What they said
Akamai reported Q2 results with $1.1B revenue (up 5% YoY) and strong momentum in its Cloud Infrastructure Services (CIS) and security businesses. Management announced a new US-based customer committing >$600M over four years for GPU/cloud infrastructure, bringing multiyear commitments this year to >$2.8B. Management said this new win will have no material revenue impact in 2026 but will ramp through 2027. They signaled confidence that CIS revenue will meaningfully accelerate in Q4 and further in 2027, and now expect overall revenue growth to accelerate into the low teens in 2027. CIS revenue was $99M (up 39% YoY); security revenue grew ~10% YoY driven by API security and segmentation; delivery revenue declined ~6% YoY. Management emphasized a very strong pipeline, multi-year reserved-instance-like bookings, and plans to order additional GPUs (including new orders with NVIDIA). They have $4.6B cash, temporarily suspended buybacks to prioritize growth investments, and said financing capacity remains. Management is confident about data center and power access given its global footprint (700 cities / 130 countries) and backbone. During Q&A, management addressed timing of revenue recognition (typically 6–9 months from signing for large deals, with a quarter being a typical ramp-to-profit timing), procurement and contract structures to mitigate inflation, profitability dynamics (short-term cost timing but solid long-term margins), spot vs committed capacity, and security tailwinds from AI-driven attacker activity. Overall tone was confident and upbeat with acknowledged operational/timing risks (GPU availability and some delivery timing pushed from Q2 to Q3) and macro/industry uncertainties.
Guidance
Management expects overall revenue growth to accelerate into the low teens in 2027. They expect CIS revenue to meaningfully accelerate in Q4 2026 and further in 2027. For the recently announced >$600M 4-year GPU/cloud infrastructure deal, management does not expect material revenue in 2026 and expects revenue to fully ramp through 2027. Management indicated the typical timeframe from signing to revenue recognition for large CIS deals is ~6–9 months. They also signaled a large Q4 2026 revenue acceleration ('hockey stick') for CIS and continued ramp into Q1 2027.
Risks flagged
GPU and component supply timing and inventory constraints (some GPUs pushed from Q2 to Q3), component price inflation risk, data center/power availability (though management says they have flexibility), short-term margin noise due to upfront data center and equipment costs, macroeconomic and geopolitical risks, and integration/execution risks associated with growth and acquisitions. Management also highlighted typical SEC-filed risk factors.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 6, 2026$0.64
est $0.90
−28.9%$1.10B
est $1.09B
+0.8%−9.6%
May 7, 2026$0.00
est $1.75
−100.0%$1.07B
est $1.07B
+0.1%+21.1%
Feb 19, 2026$1.84
est $1.75
+5.1%$1.09B
est $1.08B
+1.7%−13.9%
Nov 6, 2025$1.86
est $1.64
+13.4%$1.05B
est $1.04B
+1.1%+14.7%
Aug 7, 2025$1.73
est $1.55
+11.6%$1.04B
est $1.02B
+2.2%−5.3%
May 8, 2025$1.70
est $1.57
+8.3%$1.02B
est $1.01B
+0.5%−8.0%
Feb 20, 2025$1.66
est $1.52
+9.2%$1.02B
est $1.02B
+0.5%−23.5%
Nov 7, 2024$1.59
est $1.59
0.0%$1.00B
est $999.3M
+0.5%−14.6%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Akamai Technologies stock forecast and analyst price targets

Analysts’ average 12-month price target for Akamai Technologies is $158.79, +45.7% from the last close, from 21 firms rating the stock in the last 90 days.

$158.79consensus 12-month target, +45.7% from the last close
Low $122High $225
Buy13
Hold8
Sell0

Each firm’s latest rating in the last 90 days: 21 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 28D.A. DavidsonBuy, maintained$150+37.6%
Sep 25KeyBancBuy, maintained——
Sep 25Morgan StanleyBuy, reiterated$165+51.4%
Sep 25Bank of America SecuritiesBuy, reiterated$185+69.7%
Sep 25Piper SandlerBuy, reiterated$158+45.0%
−1.3%average 20-day move after past Neutral readings
+0.5%average move over the next 20 trading days in the last 5 years
±6.3%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Akamai Technologies seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Akamai Technologies averaged +0.5% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

−1.3%2021+8.8%2022−4.3%2023+1.9%2024−1.0%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+1.0%2 of 5
Next 10 trading days−0.8%2 of 5
Next 15 trading days+1.4%3 of 5
Next 20 trading days+0.5%2 of 5
Next 30 trading days+5.1%4 of 5

For scale, AKAM’s typical 20-trading-day move in either direction is about 5.5%.

Akamai Technologies market cap and key statistics

Akamai Technologies’s market cap is $15.85B, with a P/E ratio of 41.3 and revenue of $4.32B over the last twelve months.

Valuation

Market cap
$15.85B
P/E ratio
41.3
Forward P/E
15
EPS, TTM
$2.76
Gekko Fair Value
$128.89

Trading

Volume
8.04M
Avg volume, 20 days
5.15M
52-week high
$165.45
52-week low
$70.82
Shares outstanding
143.7M

Financials

Revenue, TTM
$4.32B
Profit margin
9.5%
Return on equity
8.9%
Quarterly earnings growth, YoY
−26.8%

Risk and income

Beta
0.64
Typical daily move
±6.3%
Typical 20-day move
±5.5%

Akamai Technologies peers

Akamai Technologies’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
PAYXPaychex−0.8%Buying24.5% below
VRSKVerisk Analytics−0.6%Accumulation27.1% below
JJacobs Solutions+0.7%Accumulation6.2% above
IRENIREN−3.8%Neutral24.3% below
TYLTyler Technologies+1.0%Accumulation15.0% below
GDDYGoDaddy−2.4%Accumulation20.9% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Akamai Technologies stock FAQ

What is Akamai Technologies’s market cap?

Akamai Technologies’s market cap is $15.85B at the Sep 28, 2026 close of $108.99, with 143.7M shares outstanding. The shares trade on a P/E ratio of 41.3.

What is the Akamai Technologies stock forecast?

The consensus analyst 12-month price target for Akamai Technologies is $158.79, +45.7% from the last close. Of the 21 firms that rated the stock in the last 90 days, 13 rate it a buy, 8 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Akamai Technologies stock overvalued or undervalued?

On Gekko’s estimate Akamai Technologies is undervalued: the Sep 28, 2026 close of $108.99 is 15.4% below Gekko Fair Value of $128.89. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Akamai Technologies report earnings next?

Akamai Technologies is expected to report on Nov 5, 2026, after the market closes (37 days away). Analysts expect earnings of $1.69 per share on revenue of $1.12B. Akamai Technologies beat the earnings estimate in 5 of its last 8 reports, moving 13.8% on average across the report.

What is Akamai Technologies’s 52-week high and low?

Akamai Technologies’s 52-week high is $165.45 and its 52-week low is $70.82; it closed at $108.99 on Sep 28, 2026, +44.6% over the past year.

Is Akamai Technologies stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (fair value and earnings risk), 3 as mixed (trend, gekkoindex and seasonality). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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