Price
$108.45-16.27%Social Signal Score
Analyst Ratings
52 analysts52-week range
- Last close
- $108.45
- Off 52w high
- -32.7%
- 200-day average
- $111.36
- vs 200-day
- -2.6%
Revenue
$1.10B+88.28%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- F. Thomson Leighton
- Sector
- Technology
- Industry
- Software - Infrastructure
- Employees
- 11,000
- Beta
- 0.64
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 1.81
Financials
Revenue
$1.10B+88.3%Net Income
$79.40M+4.5%EBITDA
$294.64M+46.7%Free Cash Flow
$100.51M-41.6%EPS (diluted)
$0.52+20.9%Shares Outstanding (diluted)
153.69M-12.5%Operating Expenses
$506.55MCash & Debt
$3.36BReturn of Capital
$409.86MRevenue by Segment (annual)
$4.21BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $4.21B | $452.03M | $3.11 |
| 2024 | $3.99B | $504.92M | $3.34 |
| 2023 | $3.81B | $547.63M | $3.59 |
| 2022 | $3.62B | $523.67M | $3.29 |
| 2021 | $3.46B | $651.64M | $4.01 |
| 2020 | $3.20B | $557.05M | $3.43 |
| 2019 | $2.89B | $478.04M | $2.94 |
| 2018 | $2.71B | $298.37M | $1.78 |
| 2017 | $2.49B | $222.77M | $1.30 |
| 2016 | $2.35B | $320.73M | $1.83 |
| 2015 | $2.20B | $321.41M | $1.80 |
| 2014 | $1.96B | $333.95M | $1.87 |
| 2013 | $1.58B | $293.49M | $1.65 |
| 2012 | $1.37B | $203.99M | $1.15 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AKAM's reported EPS growth of 8.0% a year over 13 years.
- EPS in 5 years
- $4.57
- Implied price
- $127.90
- Return from $108.92
- 3.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $63.59 — -41.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 20 | 24 | 28 | 32 | 36 |
|---|---|---|---|---|---|
| -2.0% | -12.4% | -9.1% | -6.3% | -3.8% | -1.5% |
| 3.0% | -7.9% | -4.5% | -1.5% | 1.1% | 3.6% |
| 8.0% | -3.5% | 0.1% | 3.3% | 6.1% | 8.6% |
| 13.0% | 1.0% | 4.8% | 8.0% | 11.0% | 13.6% |
| 18.0% | 5.5% | 9.4% | 12.8% | 15.9% | 18.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
45-19.00%Social Signal Score
Mentions (59)
- Newszacks.com·21h ago·Neutral
Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum? Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.
View source ↗ - Newscnbc.com·4d ago·Positive
AI is a boon for 3 internet traffic cop stocks. Cramer says only 1 is a buy right now AI agents are driving a surge in web traffic, creating new growth opportunities for internet infrastructure companies Cloudflare, Akamai and Fastly. Cramer says Akamai is the only one he'd buy right now, citing its low valuation and $11.6 billion Anthropic commitment.
View source ↗ - Newszacks.com·5d ago·Negative
Why Akamai Technologies (AKAM) Dipped More Than Broader Market Today Akamai Technologies (AKAM) reached $106.35 at the closing of the latest trading day, reflecting a -1.94% change compared to its last close.
View source ↗ - Newsglobenewswire.com·7d ago·Neutral
Akamai Welcomes SoftServe to Partner Connect Program SoftServe joins Akamai Partner Connect to help enterprises optimize multicloud environments, lower infrastructure costs, and accelerate edge AI deployments. Delivers custom-built language models (LLMs/SLMs), cloud strategy support, and AI inferencing optimized for distributed GPU networks.
View source ↗ - Newszacks.com·7d ago·Neutral
Akamai Technologies (AKAM) Soars 3.2%: Is Further Upside Left in the Stock? Akamai Technologies (AKAM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
View source ↗ - Newsmarketbeat.com·7d ago·Negative
Akamai's Anthropic Deal Puts $5.5 Billion Behind Its Edge AI Pivot Akamai Technologies TodayAKAMAkamai Technologies$110.45 -3.49 (-3.06%) As of 10:55 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$70.82▼$165.45P/E Ratio39.73Price Target$149.29Add to WatchlistAkamai Technologies NASDAQ: AKAM recently secured a $11.6 billion cloud infrastructure commitment from AI developer Anthropic.
View source ↗ - Newsseekingalpha.com·8d ago·Positive
…Technologies, Inc. is transforming from a CDN provider to a distributed cloud and AI infrastructure leader, recently securing a landmark $11.6B+ deal with Anthropic. AKAM's CIS segment is driving future growth, with 39% YoY growth in Q2'26 and all GPU capacity sold out; significant revenue acceleration is expected from FY27. Margins and FCF are under pressure due to heavy CapEx (32% of revenue in Q2'26, expected 40% for FY26), but long-term profitability is anticipated to rise.
View source ↗ - News (RSS)thestreet·8d ago·Neutral
Anthropic just handed Akamai a game-changing deal A major seven-year deal from Anthropic turns Akamai Technologies into a major AI infrastructure player.
View source ↗ - News (RSS)seekingalpha·10d ago·Neutral
Akamai: Deal With Anthropic Boosts Existing AI-Driven Tailwind, But Risks Cloud Horizon
View source ↗ - Newsfool.com·10d ago·Neutral
Why Akamai Stock Is Up Today Akamai will supply Anthropic with cloud infrastructure capacity. Anthropic also received a warrant to purchase up to 5% of Akamai's stock.
View source ↗ - News (Marketaux)seekingalpha.com·10d ago·Neutral
Akamai Technologies: Anthropic's Multibillion-Dollar Infrastructure Partner (NASDAQ:AKAM) Akamai Technologies: Anthropic's Multibillion-Dollar Infrastructure Partner (NASDAQ:AKAM)
View source ↗ - News (RSS)seekingalpha·10d ago·Neutral
Akamai: So Now Anthropic Is Here To Save The Day
View source ↗ - Newstechcrunch.com·10d ago·Neutral
Anthropic to pay Akamai $11.6 billion over seven years in cloud deal Anthropic will spend $11.6 billion over seven years on Akamai's cloud infrastructure, Akamai said Thursday. That's more than six times the size of a $1.8 billion deal between the two companies that Bloomberg reported in May.
View source ↗ - News (RSS)zerohedge·10d ago·Neutral
…ia (NVDA) +0.7%, Amazon (AMZN) +0.6%, Alphabet (GOOGL) +0.4%, Apple (AAPL) +0.1%, Microsoft (MSFT) little changed, Meta Platforms (META) -0.5%). Akamai Technologies (AKAM) rallies 20% after the cloud provider inked a seven-year $11.6 billion deal to provide computing power to Anthropic. Atlas Energy (AESI) gains 6.9% after it announced a purchase agreement with Wyoming Machinery Company for $340.5 million of Balance of Plant equipment for a power generation project. The companies also separately…
View source ↗ - Newsyoutube.com·10d ago·Neutral
AKAM & Anthropic Ink $11.6B, 7-Year AI Deal: What it Signals to Tech Trade A new seven-year deal between Anthropic and Akamai (AKAM) sent shares for the latter higher on Friday's session thanks to the deal's $11.6 billion price tag. Marley Kayden offers more details on the agreement and why it's a big deal for the greater AI trade.
View source ↗ - Newsbenzinga.com·10d ago·Neutral
Akamai, Atlas Energy Solutions, People And Other Big Stocks Moving Higher On Friday U.S. stocks were higher, with the Dow Jones index gaining over 150 points on Friday.
View source ↗ - Newsinvestopedia.com·10d ago·Neutral
Akamai Stock Soars on $11.6 Billion Deal With Anthropic Shares of Akamai are surging after the cloud computing and cybersecurity firm signed a new seven-year deal with Anthropic.
View source ↗ - Newsproactiveinvestors.com·10d ago·Neutral
Akamai signs $11.6 billion cloud deal with Anthropic Akamai Technologies Inc (NASDAQ:AKAM, XETRA:AK3), the cloud computing and cybersecurity company, has agreed to an $11.6 billion, seven-year commitment with Anthropic, the artificial intelligence company, to support CPU workloads on Akamai Cloud. The agreement is the largest in Akamai's history.
View source ↗ - Newsschaeffersresearch.com·11d ago·Neutral
Akamai Technologies Stock Pops After Anthropic Deal Akamai Technologies (NASDAQ:AKAM) stock is powering up the Nasdaq today , last seen up 14.2% to trade at $126.10.
View source ↗ - News247wallst.com·11d ago·Neutral
Akamai Surges 15% on $11.6B Anthropic Cloud Deal; CoreWeave and Cloudflare Tick Up Anthropic just handed Akamai Technologies (NASDAQ:AKAM | AKAM Price Prediction) a multibillion-dollar cloud commitment, and Wall Street is repricing the longtime content delivery company as a serious artificial intelligence (AI) infrastructure provider. Akamai stock is up 15% to $127.
View source ↗ - News (RSS)marketwatch·11d ago·Positive
Akamai stock is rallying on a $12 billion cloud deal with Anthropic
View source ↗ - News (RSS)marketwatch·11d ago·Neutral
Akamai stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers. Akamai has agreed to supply cloud computing services to Anthropic.
View source ↗ - News (RSS)investing·11d ago·Neutral
Why is Akamai Technologies stock surging today?
View source ↗ - Newsinvezz.com·11d ago·Negative
Akamai stock surges 23% on $12B Anthropic AI cloud deal: why it could double Akamai Technologies shares soared more than 23% in premarket trading Friday after the company announced a multibillion-dollar cloud computing agreement with artificial intelligence firm Anthropic, highlighting the growing demand for computing capacity as AI developers expand their workloads. The agreement requires Anthropic to pay Akamai $11.6 billion over seven years for access to CPU capabilities from Akamai Cloud's d…
View source ↗ - News (RSS)economictimes·11d ago·Neutral
Why did Akamai stock surge after Anthropic’s $11.6 billion deal? Akamai shares surged after announcing an $11.6 billion, seven-year cloud computing deal with Anthropic, potentially expanding to $20 billion. The agreement strengthens Akamai’s AI infrastructure business, with significant planned capital expenditure and a potential 5% Anthropic stake.
View source ↗ - Newsmarketwatch.com·11d ago·Neutral
Akamai stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers. Akamai has agreed to supply cloud computing services to Anthropic.
View source ↗ - News (RSS)seekingalpha·11d ago·Positive
Akamai Technologies, Inc. (AKAM) Discusses Landmark Multi-Billion Dollar Cloud Infrastructure Contract and Impact on Business Growth Transcript
View source ↗ - News (RSS)straitstimes·11d ago·Positive
Akamai signs $14.8 billion cloud deal with Anthropic, grants warrant for up to 5% stake The agreement secures a long-term commitment from one of the fastest-growing AI companies.
View source ↗ - Newsseekingalpha.com·11d ago·Positive
Akamai Technologies, Inc. (AKAM) Discusses Landmark Multi-Billion Dollar Cloud Infrastructure Contract and Impact on Business Growth Transcript Akamai Technologies, Inc. (AKAM) Discusses Landmark Multi-Billion Dollar Cloud Infrastructure Contract and Impact on Business Growth Transcript
View source ↗ - News (RSS)investing·11d ago·Neutral
After-Hours Movers: AKAM, ZS, WTTR
View source ↗ - Newsinvestors.com·11d ago·Neutral
Akamai Stock Surges On Anthropic AI Computing Agreement Akamai and AI model maker Anthropic announced an $11 billion agreement for computing infrastructure. Akamai stock surged on the deal.
View source ↗ - Newszacks.com·11d ago·Neutral
Here's Why Akamai Technologies (AKAM) Fell More Than Broader Market In the latest trading session, Akamai Technologies (AKAM) closed at $110.41, marking a -6.78% move from the previous day.
View source ↗ - Newsmarketbeat.com·11d ago·Neutral
Akamai Lands Record $11.6B Anthropic AI Cloud Deal, Eyes $20B Potential Akamai Technologies NASDAQ: AKAM said it has signed an $11.6 billion, seven-year commitment with artificial intelligence company Anthropic to provide cloud infrastructure services supporting Anthropic's accelerating CPU workload demands.
View source ↗ - Newswsj.com·11d ago·Neutral
Anthropic to Pay Akamai Technologies $11.6 Billion Over Seven Years for Cloud Services The deal provides for a potential $9 billion expansion, representing a total potential commitment of around $20 billion, Akamai said.
View source ↗ - Newsbenzinga.com·11d ago·Neutral
Akamai Stock Soars on $11.6 Billion Anthropic Deal Akamai Technologies Inc. (NASDAQ:AKAM) on Thursday announced an expanded agreement with Anthropic worth $11.6 billion in contractual commitments over seven years.
View source ↗ - Newsyoutube.com·11d ago·Negative
Akamai Surges on $12 Billion Anthropic AI Computing Deal | Closing Bell Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Sally Bakewell, Carol Massar and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?
View source ↗ - Newsreuters.com·11d ago·Neutral
Akamai, Anthropic sign $11.6 billion cloud services deal Akamai Technologies said on Thursday Anthropic has agreed to an $11.6 billion, seven-year commitment for cloud services.
View source ↗ - Newsglobenewswire.com·11d ago·Neutral
Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand Anthropic to leverage Akamai Cloud's distributed infrastructure and software to support CPU workload growth at scale The transaction provides for the potential expansion of the relationship by up to an additional $9 billion, which represents a total potential commitment of approximately $20 billion Akamai has issued a warrant to Anthropic, the continued vesting of which is tied to the successful expansio
View source ↗ - Newsglobenewswire.com·14d ago·Negative
Akamai Report: Securing Agentic AI Requires Shift to Behavioral Governance Key takeaways Nonhuman identities: Enterprise risk is shifting from human identity management to governing autonomous nonhuman entities. Browser as the unprotected workspace: More than 40% of enterprise users have installed AI-powered browser extensions, with 25% of these extensions altering permissions within 12 months.
View source ↗ - Newszacks.com·21d ago·Neutral
Akamai Technologies (AKAM) Suffers a Larger Drop Than the General Market: Key Insights The latest trading day saw Akamai Technologies (AKAM) settling at $105.57, representing a -1.14% change from its previous close.
View source ↗ - News (RSS)yahoo·24d ago·Positive
Jim Cramer Calls Akamai (AKAM) “Terrific” and Cloudflare (NET) One of His Favorites
View source ↗ - Newsglobenewswire.com·26d ago·Negative
…BE NEWSWIRE) -- With unmonitored APIs and shadow AI deployments continuing to create critical security blind spots that leave corporate data exposed, Akamai (NASDAQ: AKAM) today announced an expanded technology collaboration with MuleSoft to help eliminate these risks.
View source ↗ - News (RSS)seekingalpha·26d ago·Positive
Akamai Technologies, Inc. (AKAM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Akamai Technologies, Inc. (AKAM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Akamai Technologies, Inc. (AKAM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Akamai Technologies, Inc. (AKAM) Presents at Citi's 2026 Global TMT Conference Transcript Akamai Technologies, Inc. (AKAM) Presents at Citi's 2026 Global TMT Conference Transcript
View source ↗ - News (RSS)seekingalpha·30d ago·Positive
Notable analyst calls this week: Akamai, Robinhood and Nio among top picks
View source ↗ - 4chan /biz/biz·33d ago·Positive
Hellos sirs, I am thinking of buying AKAM. That is all.
View source ↗ - Newszacks.com·38d ago·Neutral
Implied Volatility Surging for Akamai Stock Options Investors need to pay close attention to AKAM stock based on the movements in the options market lately.
View source ↗ - News (Marketaux)manilatimes.net·41d ago·Positive
Akamai Announces Strategic Alliance with Deloitte Canada to Help Organizations Achieve Platform-Based Resilience Against AI-Accelerated Cyberthreats ., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Tod[+164 characters]
View source ↗ - Newsglobenewswire.com·42d ago·Neutral
…o Help Organizations Achieve Platform-Based Resilience Against AI-Accelerated Cyberthreats CAMBRIDGE, Mass., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Today, Akamai (NASDAQ: AKAM) announced an alliance with Deloitte Canada, highlighting their shared commitment to building proactive cyber resilience. This alliance helps solve complex business challenges by combining Deloitte's world-class cybersecurity advisory and managed services with Akamai's advanced security capabilities.
View source ↗ - Newszacks.com·42d ago·Neutral
AKAM Rides on Strength in Cloud Infrastructure Segment: Will It Last? Akamai Technologies, Inc. AKAM is benefiting from solid demand in the Cloud Infrastructure Services (CIS) segment. The segment generated $99 million of revenues in the second quarter of 2026, up 39% year over year.
View source ↗ - News (Marketaux)manilatimes.net·48d ago·Positive
Akamai Named a Microsegmentation Leader ., Aug. 18, 2026 (GLOBE NEWSWIRE) -- As [+252 characters]
View source ↗ - Newsglobenewswire.com·48d ago·Neutral
Akamai Named a Microsegmentation Leader “Microsegmentation is providing value in more security contexts,” report states “Microsegmentation is providing value in more security contexts,” report states
View source ↗ - News (RSS)investing·53d ago·Neutral
Why is Akamai Technologies stock climbing today?
View source ↗ - Newszacks.com·54d ago·Negative
Akamai Stock Falls 22% in 3 Months as AI Growth Meets Execution Risks Akamai's AI infrastructure push is gaining cloud momentum, but Delivery weakness and rising investment costs test the growth story.
View source ↗ - Newszacks.com·54d ago·Positive
Akamai Q2 Earnings Highlight AI Growth, Cloud Gains and Margin Risk Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.
View source ↗ - Newszacks.com·54d ago·Neutral
Is Akamai Stock a Buy as AI Growth Outpaces Delivery and Margin Risks Akamai's AI infrastructure and Security growth is accelerating, but Delivery weakness and rising spending test its growth outlook.
View source ↗ - News (RSS)seekingalpha·56d ago·Neutral
Akamai Technologies stabilizes with 7% gain, despite analyst price-target cuts
View source ↗ - News (RSS)yahoo·56d ago·Neutral
Jim Cramer Examines Akamai Technologies’ (AKAM) Cloud Pivot and Robotics Win
View source ↗
Earnings
Thu, Nov 5(in 4 weeks)
Consensus estimate $1.67 per share
Typical surprise +8.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$1.59 vs $1.57beat
- Thu, May 7$1.61 vs $1.60beat
- Thu, Feb 19$1.84 vs $1.76beat
- Thu, Nov 6$1.86 vs $1.64beat
- Thu, Aug 7$1.73 vs $1.55beat
- Thu, May 8$1.70 vs $1.57beat
Estimates and results for AKAM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by AKAM officers and directors.
- Bought
- —
- Sold
- $8.5m
0 trades
17 trades
- Sundaram Manisold
- Salem-jackson Kimsold
- Joseph Paul Csold
- Joseph Paul Csold
- Blumofe Robertsold
- Salem-jackson Kimsold
- Joseph Paul Csold
- Joseph Paul Csold
83 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (33d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jul 17, 2025 (44d later)Sell$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (42d later)Sell$15,001 - $50,000
- Jefferson Shrevehouse · IN06 · disclosed May 9, 2025 (32d later)Buy$15,001 - $50,000
- Jefferson Shrevehouse · IN06 · disclosed Apr 14, 2025 (14d later)Buy$15,001 - $50,000
- Jefferson Shrevehouse · IN06 · disclosed Mar 9, 2025 (13d later)Sell$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 7, 2025 (9d later)Sell$1,001 - $15,000
- Susan Margaret Collinssenate · ME · disclosed Jan 10, 2023 (21d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Jul 7, 2022 (10d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 10, 2022 (31d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 10, 2022 (36d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 8, 2022 (19d later)Buy$1,001 - $15,000
- David McKinleyhouse · WV01 · disclosed Jun 2, 2021 (21d later)Sell$15,001 - $50,000
- David McKinleyhouse · WV01 · disclosed Apr 6, 2021 (13d later)Sell$1,001 - $15,000
- Dean Phillipshouse · MN03 · disclosed Oct 9, 2020 (16d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.