AkamaiAKAM
AKAM
About: Akamai operates a content delivery network, which entails locating servers at the edges of networks so its customers, which store content on Akamai servers, can reach their own customers faster, more securely, and with better quality. Akamai has over 325,000 servers distributed over 4,100 points of presence in more than 1,000 cities worldwide. The firm also offers security and cloud computing for its customers, and those businesses have grown to be bigger than the legacy CDN.
Employees: 10,700
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
69% more call options, than puts
Call options by funds: $822M | Put options by funds: $487M
4% less funds holding
Funds holding: 669 [Q4 2024] → 642 (-27) [Q1 2025]
6.98% less ownership
Funds ownership: 94.36% [Q4 2024] → 87.37% (-6.98%) [Q1 2025]
11% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 257
16% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 87
26% less capital invested
Capital invested by funds: $14.3B [Q4 2024] → $10.6B (-$3.74B) [Q1 2025]
40% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 3 (-2) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$63
18%
downside
Avg. target
$89
16%
upside
High target
$105
36%
upside
6 analyst ratings
2 positive
33%
3 neutral
50%
1 negative
17%
Keybanc Jackson Ader | 18%downside $63 | Underweight Initiated | 6 Jun 2025 |
UBS | 17%upside $90 | Neutral Maintained | 9 May 2025 |
Scotiabank Patrick Colville | 36%upside $105 | Sector Outperform Maintained | 9 May 2025 |
Piper Sandler James Fish | 14%upside $88 | Neutral Reiterated | 9 May 2025 |
Morgan Stanley Keith Weiss | 17%upside $90 | Equal-Weight Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 5 articles about AKAM published over the past 30 days
Neutral
Zacks Investment Research
2 days ago
Cloudflare vs. Akamai Technologies: Which CDN Stock Has an Edge?
NET flourishes in the CDN space with its innovative efforts, while AKAM struggles with declining delivery revenues and pricing shifts.
Neutral
PRNewsWire
3 days ago
Akamai and Cloudinary Announce Strategic Alliance
Under new agreement, Cloudinary will power Akamai Video Manager and join Akamai's Qualified Compute Partner Program CAMBRIDGE, Mass. , June 11, 2025 /PRNewswire/ -- Akamai Technologies (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced a strategic partnership with Cloudinary under which its next-generation Video Manager solution will be powered by Cloudinary.
Neutral
PRNewsWire
4 days ago
DDoS Attackers Increase Targeting of Global Financial Sector, According to FS-ISAC and Akamai Report
Financial sector is the top industry for volumetric DDoS attacks; sophisticated, precision-targeted threats are growing RESTON, Va. , June 10, 2025 /PRNewswire/ -- FS-ISAC, the member-driven, not-for-profit organization that advances cybersecurity and resilience in the global financial system, and Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today released their joint annual report analyzing the strategic threat posed by the escalating number and sophistication of distributed denial-of-service (DDoS) attacks and their impact on customer trust, operations, and profitability in the financial services sector.
Negative
Seeking Alpha
1 week ago
Akamai Technologies: Lowered Guidance Clouds Future Potential
Akamai Technologies, Inc. posted solid Q1 beats on revenue and EPS, but full-year EPS guidance disappointed, keeping my rating at Hold. Security and compute segments show promising growth, with strong ARR projections and new AI-driven product launches supporting future potential. The delivery segment remains a significant drag, with ongoing declines and macroeconomic uncertainty weighing on near-term outlook and guidance.
Neutral
PRNewsWire
1 week ago
Akamai Addresses DNS Security and Compliance Challenges with Industry-First DNS Posture Management
New solution provides unified, multicloud visibility and real-time monitoring to prevent DNS-based attacks CAMBRIDGE, Mass. , June 3, 2025 /PRNewswire/ -- Akamai Technologies Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today introduced Akamai DNS Posture Management, an industry-first solution that offers unified, multicloud visibility over all DNS assets.
Neutral
PRNewsWire
1 month ago
Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes
CAMBRIDGE, Mass. , May 14, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM) ("Akamai"), the cybersecurity and cloud computing company that powers and protects business online, today announced that it has priced its private offering of $1.5 billion in aggregate principal amount of convertible senior notes due 2033.
Neutral
PRNewsWire
1 month ago
Akamai Announces Proposed Offering of Convertible Senior Notes
CAMBRIDGE, Mass. , May 13, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM) ("Akamai"), the cybersecurity and cloud computing company that powers and protects business online, today announced that it proposes to offer, subject to market factors and other conditions, $1.35 billion in aggregate principal amount of convertible senior notes due 2033.
Positive
Zacks Investment Research
1 month ago
Akamai Q1 Earnings Surpass Estimates, Revenues Increase Y/Y
AKAM reports a top-line expansion year over year in the first quarter of 2025, backed by strong demand for cloud computing and security solutions.
Neutral
Seeking Alpha
1 month ago
Akamai Technologies, Inc. (AKAM) Q1 2025 Earnings Call Transcript
Akamai Technologies, Inc. (NASDAQ:AKAM ) Q1 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Mark Stoutenberg - Head of Investor Relations Tom Leighton - Chief Executive Officer & Co-Founder Ed McGowan - Executive Vice President & Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore Jonathan Ho - William Blair & Company William Power - Baird Jeffrey Van Rhee - Craig-Hallum Capital Rudy Kessinger - D.A. Davidson John DiFucci - Guggenheim Operator Hello and welcome to the Akamai Technologies First Quarter 2025 Earnings Conference Call.
Neutral
Zacks Investment Research
1 month ago
Akamai Technologies (AKAM) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Akamai Technologies (AKAM) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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