Akamai (AKAM)

• Market cap: $11B
• 1 day: 1.28%
• 5 days: -2.82%
• 1 month: 2.03%
• 3 months: -2.4%
• 6 months: -6.4%
• Year to date: -19.5%
• 1 year: -21.15%
• 5 years: -29.57%
• 10 years: 6.75%
• Sector: Technology
• Industry: Software - Infrastructure

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

144% more call options, than puts

Call options by funds: $653M | Put options by funds: $268M

20% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 74

6.03% more ownership

Funds ownership: 87.75% [Q1] → 93.78% (+6.03%) [Q2]

3% more capital invested

Capital invested by funds: $10.6B [Q1] → $10.9B (+$316M) [Q2]

1% more funds holding

Funds holding: 646 [Q1] → 652 (+6) [Q2]

7% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 248

33% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $67
• Avg. target: $82
• High target: $95

4 analyst ratings

• positive: 2 50%
• neutral: 1 25%
• negative: 1 25%

Goldman Sachs Gabriela Borges	$67	Sell Initiated	13 Aug 2025
Scotiabank Patrick Colville	$95	Sector Outperform Maintained	8 Aug 2025
Raymond James Frank Louthan	$84	Outperform Maintained	8 Aug 2025
Piper Sandler James Fish	$83	Neutral Maintained	8 Aug 2025