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AKAKAM

Akamai Technologies, Inc.

$AKAM·$16B·Software - Infrastructure·Technology
$87.81-4.9%YTD+5.8%1Y+25.3%
Price updated 1h ago·X counts updated 5d ago
AKAKAM
$AKAMAkamai Technologies, Inc.
$87.81-4.89%188 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AKAM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

188X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AKAM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data18 posts analyzed · as of 2026-10-02

Sentiment is strongly bullish after an $11.6B seven-year cloud deal with Anthropic (expandable by another $9B, plus warrants for up to 5%), with Akamai gapping up 8.1% Friday — the "a $20B deal on a $16B company" line is the loudest. Bulls frame AKAM as the cleanest Anthropic-IPO proxy. The pointed restraint is a trader reminding the room the stock never came close to its opening five-minute range after the gap.

Read what X is saying about $AKAM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AKAM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

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

A sleepy CDN just signed a transformational Anthropic deal — now the question is whether the market trusts the follow-through.

Akamai is the long-running CDN and edge-security company that built most of the plumbing behind the modern web. The business had been in a slow re-platforming into cloud compute, which is exactly the pivot the newly announced $11.6B Anthropic deal validates.

  • The deal is bigger than the P&L: a 7-year contract worth $11.6B (expandable by $9B) plus warrants for up to 5% effectively turns Akamai into the dedicated inference-compute partner for one of the two leading AI labs — a $20B commitment against a company doing $4.3B of annual revenue.
  • The core business is still growing modestly on its own merits: last quarter revenue grew 5.8% YoY at a 10.7% operating margin, so the Anthropic deal is incremental, not a hail-mary — the trader note about the stock 'not touching its five-minute opening range' is honest profit-taking after an 8% gap.

Nov 5 earnings is where Akamai gets to put a dollar number against the Anthropic ramp — any disclosed deployment schedule or FY27 revenue guide pulling forward is what reaccelerates the move. Silence on the ramp is where this stays cooling in the mid-$100s.

Agrees with X sentimentThe 'cleanest Anthropic-IPO proxy' framing is accurate and the deal is as transformational as the thread claims. The 'didn't reclaim the opening five-minute range' trader note is the honest technical caveat — bulls had the fundamentals right, bears had the near-term tape right.

What to watch: Nov 5 Q3 earnings — Anthropic revenue recognition schedule, cloud-compute revenue line as a disclosed segment, and FY27 revenue guide direction. A pulled-forward guide is the trigger; silence on the ramp caps the move.

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

event ahead 30dtransformational deal

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  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $AKAM

Partial — Content delivery network and cloud security platform accelerating and protecting web applications and APIs for global enterprises.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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 $1.67

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$6.68$6.40 – $6.8119
FY27$5.2B$4.9B – $5.4B$6.76$5.44 – $8.3219
FY28$6.4B$5.3B – $7.1B$8.61$5.96 – $12.0813
FY29$8.0B$7.6B – $8.3B$11.41$10.57 – $11.9911
FY30$8.8B$8.3B – $9.1B$13.40$12.41 – $14.076

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.1.5×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.23%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.-15.6%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.-17.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 140.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.9% 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.β0.625-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

SellSep 25Mani SundaramEVP and GM Security7.0K sh$882KSellSep 25Kim Salem-jacksonEVP, Chief Marketing Officer2.0K sh$258KSellSep 15Paul C JosephEVP - Global Sales3.1K sh$327KSellJul 15Paul C JosephEVP - Global Sales3.1K sh$393KSellJun 18Robert BlumofeCTO243 sh$31KSellJun 10Kim Salem-jacksonEVP, Chief Marketing Officer2.3K sh$312K
+ 16 other (8 awards · 6 exempts · 2 inkinds) 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
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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 eventSep 258-K — Item 5.05
AI summary

Akamai Technologies (AKAM) adopted amendments to its Code of Ethics effective September 22, 2026, applicable to all employees, directors, officers, and contractors. The revisions enhance clarity, organization, and scope, adding defined terms, roles, responsibilities, and expanded coverage of emerging focus areas, with no waivers of any prior code provisions. This is a routine administrative governance update with no financial or operational implications.

8-KMaterial agreementSep 248-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

Akamai Technologies (AKAM) disclosed a material master services agreement with Anthropic under which Anthropic has committed to pay Akamai approximately $11.6 billion in aggregate under multi-year Project Plans, each with an initial seven-year term commencing on their respective service start dates; Akamai determined the agreement now material in amount and significance, and may terminate upon uncured breach. The filing also covers charter amendments (Items 3.02, 5.03). This is a transformative commercial agreement representing a massive AI cloud infrastructure commitment that significantly anchors Akamai's long-term revenue outlook.

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.

+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8 POS) in window

Recent news

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

AI, Enterprise SaaS Workloads Drive Akamai Cloud Momentumglobenewswire.com·2d agoAkamai Technologies (AKAM) Falls More Steeply Than Broader Market: What Investors Need to Knowzacks.com·3d agoAkamai Recognized as a Leader in the IDC MarketScape: Worldwide Web Application and API Protection (WAAP) Platforms 2026 Vendor Assessmentglobenewswire.com·4d agoAkamai Technologies To Hold Third Quarter 2026 Investor Conference Call On Thursday, November 5, at 4:30 PM ETglobenewswire.com·9d agoAkamai Technologies (AKAM) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·9d ago

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