Akamai Technologies, Inc.

NASDAQ Global Select
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Bullish +65

Q4 EPS Estimate for Akamai Technologies Boosted by Analyst

AI-generated analysis

📈 Zacks Research raised Q4 2026 EPS estimate to $1.07 from $1.06 with a 'Hold' rating.

🚀 Craig Hallum upgraded Akamai to 'Buy' with a $190 price target in a May 8th report.

💰 JPMorgan Chase increased its price target significantly from $72 to $100 per share.

📊 Morgan Stanley raised its target price to $165 and assigned an 'overweight' rating.

📉 Oppenheimer boosted its price objective to $130 and issued an 'outperform' rating.

💵 Royal Bank of Canada increased its target price from $100 to $150 per share.

📈 Q1 2026 earnings beat expectations with $1.61 EPS on $1.07 billion in revenue.

📉 Revenue grew 5.8% year-over-year compared to the same quarter last year.

🏦 Institutional ownership stands at 94.28% with significant stake increases from hedge funds.

📉 CTO Robert Blumofe sold 243 shares via a pre-arranged Rule 10b5-1 trading plan.

📉 EVP Kim Salem-Jackson sold 2,300 shares under a pre-arranged Rule 10b5-1 trading plan.

💼 E. Ohman J or Asset Management AB increased its position by 22.2% in Q2.

🏦 Fulton Bank N.A. raised its stake by 239.7% during the second quarter.

📉 Current stock price is $120.19 with a market cap of $17.47 billion.

📉 The company maintains a healthy debt-to-equity ratio of 0.84 and current ratio of 2.06.

📈 FY 2026 guidance ranges between $6.40 and $7.15 per share.

📉 Q2 2026 EPS guidance is set between $1.45 and $1.65 per share.

🌐 Akamai provides CDN services and cloud security solutions to enterprises globally.

🛡️ Core offerings include content acceleration, media delivery, and DDoS protection.

📉 Average analyst price target is currently $145.29 based on MarketBeat data.

Bullish Signals
  • Zacks Research increased its Q4 2026 earnings estimate to $1.07 per share, indicating improved profitability expectations.
  • Craig Hallum upgraded the stock from 'hold' to 'buy' with a high price target of $190.00.
  • JPMorgan Chase raised its price target significantly from $72.00 to $100.00 per share.
  • Morgan Stanley increased its target price to $165.00 and assigned an 'overweight' rating.
  • Oppenheimer raised its price objective to $130.00 and issued an 'outperform' rating.
  • Royal Bank of Canada increased its target price from $100.00 to $150.00 per share.
  • Q1 2026 earnings met consensus estimates with EPS of $1.61 on revenue of $1.07 billion.
  • Revenue grew by 5.8% year-over-year, demonstrating solid top-line growth.
  • Institutional ownership is strong at 94.28%, with multiple hedge funds increasing their positions in Q2.
  • E. Ohman J or Asset Management AB increased its stake by 22.2%, adding over $19 million to its position.
Risk Factors
  • CTO Robert Blumofe sold 243 shares, representing a 0.78% decrease in his personal holdings.
  • EVP Kim Salem-Jackson sold 2,300 shares, resulting in a 3.74% reduction of her position.
  • The stock currently trades at $120.19, which is below the high of $165.45 seen over the past year.
Full Analysis
Zacks Research has increased its Q4 2026 earnings estimate for Akamai Technologies (NASDAQ: AKAM) to $1.07 per share, up from the previous forecast of $1.06. The analyst team maintains a 'Hold' rating on the stock, while the consensus full-year 2026 earnings expectation stands at $3.92 per share. Additionally, forward estimates for Q1 2027 and FY2028 have been set at $0.79 and $4.70 EPS respectively. Recent analyst activity highlights a generally positive sentiment among major financial institutions regarding Akamai's valuation. JPMorgan Chase raised its price target from $72 to $100, while Oppenheimer increased its objective to $130 with an 'outperform' rating. Notably, Craig Hallum upgraded the stock to a 'buy' with a $190 target, and Morgan Stanley boosted its target to $165 with an 'overweight' rating, reflecting strong institutional interest. The company recently reported Q1 2026 earnings that met consensus estimates of $1.61 EPS on revenue of $1.07 billion, representing a 5.8% year-over-year increase. Akamai's current financial metrics include a market capitalization of $17.47 billion, a P/E ratio of 40.47, and a debt-to-equity ratio of 0.84. The stock has traded between a one-year low of $69.78 and a high of $165.45. Institutional ownership remains robust at 94.28%, with several hedge funds increasing their stakes in the second quarter, including E. Ohman J or Asset Management AB which grew its position by 22.2%. Conversely, CTO Robert Blumofe and EVP Kim Salem-Jackson executed pre-arranged Rule 10b5-1 sales of shares during June, reducing their individual holdings slightly while maintaining significant ownership.