Akamai Technologies, Inc.
$120.19+1.2%YTD+36.1%1Y+54.2%
Mentions · last 7 days
427+4%
Price updated 39m ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $AKAM, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.
What this means for $AKAM
Partial — Content delivery network and cloud security platform accelerating and protecting web applications and APIs for global enterprises; exposure exists but is diluted by diverse end markets and revenue mix.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%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
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%
Q2 2025Aug 7, 2025$1.73$1.55+11.6%
Next earningsThu, Aug 6·consensus EPS $1.58
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
FYRevenueRangeEPSRangeAnalysts
FY26$4.5B$4.5B – $4.5B$6.69$6.47 – $7.0119
FY27$5.0B$4.8B – $5.1B$7.14$5.80 – $7.7719
FY28$5.5B$5.5B – $5.5B$7.92$5.60 – $9.8312
FY29$6.0B$5.9B – $6.1B$8.22$8.01 – $8.4411
FY30$6.5B$6.4B – $6.7B$9.38$9.14 – $9.646
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.0.5×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.51%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.-11.5%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.+15.5%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 today1.4% 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.β0.635-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.
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
8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary
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
8-KOfficer or director changeFeb 178-K — Item 5.02: Officer or director change
+ 15 other (4 13Gs · 2 earnings 8-Ks · 2 proxys · 1 S-8 POS) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Akamai Technologies (AKAM) Stock Falls Amid Market Uptick: What Investors Need to KnowAkamai Benefits From Robust Security Demand: More Upside Ahead?Akamai Research: Commerce Becomes the Epicenter for AI Bot Attacks and Agentic Fraud in 2026Akamai: Heavy AI Spending, But The Demand Is Already ContractedAkamai Technologies (AKAM) Outpaces Stock Market Gains: What You Should Know
In themes
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