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AKAKAM

Akamai Technologies, Inc.

$AKAM·$16B·Software - Infrastructure·Technology
$107.47-3.4%YTD+41.3%1Y+37.1%
Mentions · last 7 days
2026-08-21: 6 posts2026-08-22: 7 posts2026-08-23: 5 posts2026-08-24: 8 posts56+18%
Price updated 2d ago·X counts updated 6d ago
AKAKAM
$AKAMAkamai Technologies, Inc.
$107.47-3.39%56 posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AKAM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-26

Catching its breath after a run — could pick back up or fade from here.

Akamai up 38% t12m on cloud-infrastructure and AI-security — JPMorgan upgrade to Neutral with $158 PT while the tape cools.

Akamai Technologies is the CDN and security software provider whose Cloud Infrastructure Services (CIS) and AI-security narrative have quietly become the operational catalysts. The tape has cooled after a big run but has just gotten a fresh sell-side upgrade.

  • The sell-side pivot is specific: JPMorgan upgraded AKAM from Underweight to Neutral and raised PT to $158 from $132 (~26% upside from ~$125), citing CIS and nascent AI inference as growth levers — that's the kind of aggressive-Underweight-to-Neutral reset that historically produces multiple expansion.
  • The fundamentals justify the multiple: PE 50x trailing on 57% gross margin, 14% operating margin, and 3.5% FCF yield — the last two prints delivered EPS beats of 1% each; a $16B security-plus-cloud name at these margins is reasonable if the CIS growth trajectory holds.
  • The tape has cooled hard: at 37% of the 52-week range, 11% below the 50-day and 3% below the 200-day on 0.86x normal volume with beta 0.65 — a stock consolidating below both moving averages after a big run needs the next print to reignite; the two-month base built above key support plus $140 target framing supports the setup.

The path if this works is the Nov 5 Q3 print delivering another clean beat plus concrete CIS revenue-growth commentary above 30%, taking the tape past $140. What breaks it is a CDN pricing-pressure signal or a soft CIS growth number — Akamai's legacy business is under structural pressure, and the growth-vector needs to continue outpacing it.

Agrees with X sentimentThe X bulls have the setup right — JPMorgan upgrade Underweight-to-Neutral with $158 PT (26% upside), CIS and AI inference as growth levers, two-month base above key level holding support, bullish divergences going into earnings, $140 near-term target — and mechanics support the cooling-into-support tape.

What to watch: Nov 5 Q3 print (sell-side EPS $1.70) — a clean beat plus concrete CIS revenue-growth commentary above 30% extends the tape past $140; a CDN pricing-pressure signal or a soft CIS growth number breaks the cooling back toward $85.

On the calendar: 2026-11-05 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-08-20

Akamai posters welcome a clean sell-side pivot. JPMorgan upgraded AKAM from Underweight to Neutral and raised the PT to $158 from $132 (~26% upside from ~$125.70), citing CIS and nascent AI inference as growth levers. Technically the stock has built a two-month base, pushed above a key level, and is holding support with a near-term $140 target. Bullish divergences going into earnings are noted. Constructive but not euphoric.

Read the AI verdict + X sentiment for $AKAM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Content delivery network and cloud security platform accelerating and protecting web applications and APIs for global enterprises.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $AKAM.

Software - Infrastructure · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $AKAM

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Akamai Technologies, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
49.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$1.59$1.57+1.3%
Q1 2026May 7, 2026$1.61$1.60+0.6%
Q4 2025Feb 19, 2026$1.84$1.76+4.5%
Q3 2025Nov 6, 2025$1.86$1.64+13.4%
Next earningsThu, Nov 5·consensus EPS $1.70

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.1B+5.8%56.1%10.7%$0.73$120.7M
Q4 FY25$1.1B+7.4%54.6%13.8%$0.59$161.9M
Q3 FY25$1.1B+5.0%59.3%15.7%$0.97$246.8M
Q2 FY25$1.0B+6.5%59.1%14.5%$0.72$235.4M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.5B$4.5B – $4.5B$6.69$6.46 – $7.0119
FY27$5.0B$4.8B – $5.1B$7.15$5.81 – $7.7819
FY28$5.5B$5.2B – $5.8B$7.92$5.59 – $9.8212
FY29$6.0B$5.8B – $6.2B$8.22$7.96 – $8.5111
FY30$6.5B$6.4B – $6.7B$9.38$9.09 – $9.726

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 142.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.655-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 15Paul C JosephEVP - Global Sales3.1K sh$393KSellJun 18Robert BlumofeCTO243 sh$31KSellJun 10Kim Salem-jacksonEVP, Chief Marketing Officer2.3K sh$312KSellMar 16Paul C JosephEVP - Global Sales5.0K sh$531KSellMar 16Aaron AholaEVP & General Counsel4.5K sh$478KSellMar 12Adam KaronCOO17.0K sh$1.8MSellMar 11Anthony P WilliamsEVP and CHRO15.0K sh$1.6MSellMar 10Edward J McgowanCFO13.7K sh$1.4MSellMar 9Mani SundaramEVP and GM Security1.7K sh$170K
+ 32 other (14 exempts · 10 inkinds · 8 awards) in window

See when $AKAM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementMay 228-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Akamai Technologies, Inc. (AKAM) filed an 8-K on May 22, 2026 disclosing a material definitive agreement (Item 1.01), creation of a direct financial obligation (Item 2.03), unregistered equity sales (Item 3.02), and an other-event disclosure (Item 8.01). Akamai is a Cambridge, Massachusetts-based CDN and cloud security company. The combination of Items 1.01, 2.03, and 3.02 strongly suggests a significant financing transaction — likely a new credit facility alongside a concurrent private placement or convertible notes deal — making this a material capital structure event.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Akamai Technologies, Inc. (AKAM) amended its existing Credit Agreement via Amendment No. 3 on May 18, 2026 (JPMorgan Chase as administrative agent), increasing the maximum consolidated leverage ratio covenant to 4.75:1.00 for the four fiscal quarter periods ending June 30, 2026 and September 30, 2026. This temporary covenant relief suggests Akamai expects near-term leverage to temporarily exceed the prior limit — likely due to acquisition financing or accelerated capital spending for its cloud and AI transformation. The waiver is a credit-negative signal for two quarters but preserves operational and financial flexibility.

8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

AKAM disclosed a personnel change (8-K Item 5.02, dated 2026-05-13). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 15 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Implied Volatility Surging for Akamai Stock Optionszacks.com·3d agoAlgert Global LLC Has $7.58 Million Stake in Akamai Technologies, Inc. $AKAMdefenseworld.net·4d agoAkamai Announces Strategic Alliance with Deloitte Canada to Help Organizations Achieve Platform-Based Resilience Against AI-Accelerated Cyberthreatsglobenewswire.com·6d agoAKAM Rides on Strength in Cloud Infrastructure Segment: Will It Last?zacks.com·6d agoAkamai Named a Microsegmentation Leaderglobenewswire.com·13d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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