Core Insights - Akamai Technologies has achieved FedRAMP High Ready status, confirming its commitment to providing secure cloud services for federal agencies [1][2][6] - This status indicates that Akamai Cloud meets the high-security baseline requirements established by the FedRAMP Program Management Office [2][8] - The achievement positions Akamai to serve federal agencies that handle highly sensitive data and require the highest levels of security [2][6] Company Commitment - Akamai's FedRAMP High Ready status represents a significant milestone in its commitment to serving the federal government with world-class security and performance [3] - The company aims to help federal agencies modernize their IT infrastructure while maintaining the highest security standards [6] Service Offerings - Akamai Cloud categorizes its services into three main areas: Build, Secure, and Deliver, which cover cloud infrastructure, workforce protection, and global performance enhancement [4] - The FedRAMP High initiative focuses on accrediting a comprehensive suite of security and performance services for federal agencies [5] Security Solutions - Key services offered by Akamai include Zero Trust network segmentation, advanced application and API security, secure application access, DDoS protection, and web performance optimization [7]

Streamlined workflows and enhanced developer experience drive revenue growth for the most trusted source of weather forecasts and warnings with proven Superior Accuracy™CAMBRIDGE, Mass., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced a partnership with Zuplo that is transforming how AccuWeather®, the most trusted source of weather forecasts and warnings with proven Superior Ac ...

Akamai Technologies (NASDAQ:AKAM) strengthens its edge computing capabilities with the acquisition of Fermyon.Executive VP and General Manager of Security, Sundaram Mani, sells 10,438 shares, impacting investor sentiment.The company's stock experiences a slight decrease, with current pricing at $87.71, amidst fluctuations in the market.Akamai Technologies (NASDAQ:AKAM) is a prominent player in the cybersecurity and cloud computing sectors. The company is known for its extensive global platform that supports ...

CAMBRIDGE, Mass., Dec. 01, 2025 (GLOBE NEWSWIRE) --  Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced that it has acquired Fermyon the serverless WebAssembly company. As artificial intelligence (AI) inference shifts to the edge, combining Fermyon’s cloud-native WebAssembly (Wasm) function-as-a-service (FaaS) with Akamai’s globally distributed platform enables enterprises to build edge-native applications that of ...

​Akamai Technologies, Inc. (NASDAQ:AKAM) is one of the Best Cloud Stocks to Buy Now. On November 17, Param Singh from Oppenheimer initiated Akamai Technologies, Inc. (NASDAQ:AKAM) with a Buy rating and a $100 price target. Earlier on November 13, Michael Elias from TD Cowen had reiterated a Hold rating on the stock, but raised the price target from $98 to $104. ​The positive outlook on the stock follows the fiscal Q3 2025 earnings beat. The company released results for Q3 2025 on November 6, with revenue ...

Core Insights - The article discusses the potential of AI and the cloud computing sector, highlighting the transformative nature of AI while cautioning about the possibility of an AI bubble, drawing parallels to the dotcom era [2][3] - A list of the 13 best cloud stocks to buy is provided, based on a methodology that includes analysis of hedge fund sentiment and market capitalization [5][7] AI Market Insights - Kim Posnett from Goldman Sachs emphasizes that it is too early to determine if there is an AI bubble, noting that 75% of major technology innovations over the last 175 years led to equity price bubbles [2] - Despite similarities to previous bubbles, current research indicates that there is not yet an AI bubble [2] Cloud Stocks Methodology - The list of cloud stocks was curated from the top holdings of three ETFs, sorted by market capitalization, and focused on pureplay cloud computing stocks with positive analyst upside potential [5] - Hedge fund sentiment was also considered, as research shows that imitating top hedge fund stock picks can lead to market outperformance [7] Akamai Technologies, Inc. (NASDAQ:AKAM) - Akamai has a market capitalization of $12.57 billion and an analyst upside potential of 3.00% with 42 hedge fund holders [8][9] - The company reported Q3 2025 earnings with a revenue increase of 4.97% year-over-year to $1.05 billion, exceeding estimates by $10.74 million [10] - Cloud Infrastructure revenue grew 39% year-over-year to $81 million, and management anticipates Q4 2025 revenue between $1.065 billion and $1.085 billion [10][11] Nutanix, Inc. (NASDAQ:NTNX) - Nutanix has a market capitalization of $15.87 billion and an analyst upside potential of 51.90% with 58 hedge fund holders [12] - The company is positioned to attract dissatisfied VMware customers and has received bullish ratings from analysts ahead of its fiscal Q1 2026 results [12][13] - Management expects revenue for Q1 2026 to be in the range of $670 million to $690 million, with a non-GAAP operating margin of 19.5% to 20.5% [14][15]

Core Insights - GoDaddy (GDDY) has a lower valuation (P/OpInc) compared to Akamai Technologies (AKAM) but demonstrates stronger revenue and operating income growth [2][3] - The discrepancy in valuation and performance suggests that investing in GDDY may be more advisable than in AKAM [3] Comparative Key Metrics - Akamai Technologies offers cloud services that secure, deliver, and optimize content and applications, protecting against cyberattacks and online threats globally [5] - A review of metrics from one year ago may indicate whether AKAM is currently overpriced relative to its peers [7] - Consistent underperformance in revenue and operating income growth for Akamai could reinforce the notion that its stock is overpriced compared to competitors [7] Additional Considerations - Valuation-based purchasing requires careful consideration from multiple perspectives [8] - Trefis portfolio strategies aim to minimize stock-specific risk while providing exposure to upside potential [6][8]

Core Viewpoint - Oppenheimer has initiated coverage on several technology companies, highlighting their potential in the evolving landscape of data storage, cloud computing, and cybersecurity, with varying ratings based on their growth prospects and market positions [1] Group 1: Pure Storage (PSTG) - Oppenheimer initiated coverage with an Outperform rating and a price target of $120, citing Pure Storage as a beneficiary of the increasing creation and storage of unstructured data for AI applications [1] - The company is expected to gain market share in the all-flash array market due to its technological advantages and is expanding its customer base to include tier-1 and tier-2 hyperscalers [1] Group 2: Akamai (AKAM) - Oppenheimer initiated coverage with an Outperform rating and a price target of $100, believing Akamai will benefit from trends in AI inferencing within cloud computing and API security in cybersecurity [1] - The transformation of Akamai is seen as a key factor in enhancing its growth profile [1] Group 3: Fastly (FSLY) - Oppenheimer initiated coverage with a Perform rating, acknowledging recent operational improvements but remaining cautious until a strong continuation in performance is observed [1] Group 4: NetApp (NTAP) - Oppenheimer initiated coverage with a Perform rating, recognizing NetApp as a leading provider of data storage solutions [1] - The company is currently facing near-term growth challenges, particularly in the US Public Sector and EMEA regions [1] Group 5: Rubrik (RBRK) - Oppenheimer initiated coverage with a Perform rating, agreeing with consensus on Rubrik's product differentiation and market opportunity [1] - The neutral view is attributed to increasing competition in cyber-resilience and the belief that the stock is fairly valued at its current growth trajectory [1]

Core Viewpoint - Oppenheimer initiated coverage of Akamai Technologies with an Outperform rating and a price target of $100, highlighting strong growth potential in the company's security and compute infrastructure businesses [1] Group 1: Growth Potential - Significant upside is anticipated for Akamai as it diversifies beyond its traditional content delivery network (CDN) operations [2] - The expansion into security and cloud computing is expected to present meaningful opportunities for higher revenue growth [2] Group 2: Technology Trends - Analysts project that Akamai's focus on newer technology trends, such as AI inferencing within cloud computing and API security within cybersecurity, could lift top-line growth to the high single digits [3] - These initiatives position Akamai to benefit from accelerating enterprise digital transformation spending [3]

Core Insights - Akamai has experienced stock fluctuations, peaking at $101 in early 2025 before declining to approximately $84, driven by consistent business performance and changing investor sentiment [2][3] Business Performance - Akamai reported quarterly revenue of around $1.05 billion, a 5% increase year-over-year, with GAAP net income rising 142% to $140 million and non-GAAP net income increasing about 10% to $269 million [4] - The non-GAAP operating margin improved to approximately 31%, up two percentage points from the previous year, indicating strong profitability despite modest overall growth [4][5] Growth Trends - Revenue growth has been mild, with a 4.8% annual increase over the past three years and a 4.2% increase in the last twelve months, suggesting a deceleration in top-line growth [6][7] - The price-to-sales ratio stands at 2.9 and the P/E ratio at 23.8, indicating that the stock is moderately valued [6][7] Competitive Landscape - Akamai faces significant competition from major players like Amazon AWS, Microsoft Azure, Cloudflare, and Fastly, which could pressure its market share and pricing [9][12] - The company is transitioning from traditional content delivery services to cloud, security, and edge computing, which presents execution risks [9][12] Historical Context - Akamai's stock previously fell 42% from $122 in April 2022 to $70.75 by March 2023, highlighting vulnerability to market corrections despite strong fundamentals [11][13] - Current downside risk for AKAM stock could see it drop to the $60–$65 range, indicating a potential 25–30% decline based on historical performance [13]