Joseph Paul C, Executive Vice President of Global Sales, sold 5,000 shares at approximately $90.17 each.Akamai Technologies Inc. (NASDAQ:AKAM) to discuss Q4 and full-year 2025 financial results in an upcoming investor conference call.The company's stock recently closed at $90.65, a 2.01% increase, with an anticipated EPS of $1.75 and revenue projected to reach $1.08 billion.Akamai Technologies Inc. (NASDAQ:AKAM), a leading entity in the cybersecurity and cloud computing sectors, witnessed significant inside ...

CAMBRIDGE, Mass., Jan. 15, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers business online, announced today that the company will hold a conference call for investors on Thursday, February 19, 2026, at 4:30 p.m. ET. The call will include the company’s fourth quarter and full-year 2025 financial results and may include forward-looking financial guidance from management. The call will also be broadcast live via the internet at Akamai ...

In the third quarter of 2025, revenue rose 5% year-over-year to about $1.05 billion, with security revenue up 10% YOY and cloud computing revenue up 8% YOY, even as delivery revenue fell 4% YOY. Security was still the biggest and strongest segment during Q3 at $568 million, while cloud computing came in at $180 million, helped by cloud infrastructure services revenue of $81 million, which jumped 39% YOY and shows momentum in newer offerings.Akamai’s forward price-to-earnings (P/E) is around 19.5 times, belo ...

There was a significant shift in one market professional's evaluation of the company.All things being equal, an analyst upgrade (or downgrade) usually helps to move a stock. In the case of a double upgrade -- which is quite rare -- it's hard for investors to ignore the company on the business end of the adjustment.So it was with Akamai Technologies (AKAM +3.58%); largely due to such a move from a prominent white-shoe investment bank, investors piled into the stock on Monday. It closed the day nearly 4% high ...

Shares of cloud computing name Akamai Technologies Inc (NASDAQ:AKAM) were last seen up 5.6% to trade at $93.09, after a rare double upgrade from Morgan Stanley to "overweight" from "underweight." The firm also lifted its price target to $115 from $83, citing the stock's low valuation and growth prospects. On the charts, Akamai Technologies stock has yet to fully recover from the 21.7% post-earnings drop that occurred in February, which took it from $98.03 to $76.73. Today's pop has shares breaking above the ...

Akamai Technologies Inc. (NASDAQ: AKAM) is a prominent player in the technology sector, specializing in content delivery network services and cloud security solutions. The company competes with other tech giants like Cloudflare and Amazon Web Services. Recently, Akamai's COO & GM of the Edge Technology Group, Karon Adam, made headlines with a significant stock transaction.On January 2, 2026, Karon Adam sold 3,320 shares of Akamai's common stock at $87.30 per share, totaling approximately $289,836. This sale ...

Core Viewpoint - Akamai Technologies is set to report earnings, with expectations of growth in both EPS and revenue compared to the previous year [2][3]. Company Performance - Akamai Technologies closed at $85.10, down 2.46% from the previous trading session, underperforming the S&P 500 which gained 0.19% [1]. - The stock has increased by 0.75% over the past month, outperforming the Computer and Technology sector's gain of 0.02% and the S&P 500's gain of 0.54% [1]. Earnings Estimates - The upcoming earnings report is expected to show an EPS of $1.75, reflecting a growth of 5.42% year-over-year [2]. - Revenue is projected to be $1.08 billion, indicating a 5.59% increase compared to the same quarter last year [2]. - For the entire fiscal year, earnings are estimated at $7.03 per share, representing an 8.49% increase, while revenue is projected to remain flat at $4.19 billion [3]. Analyst Estimates - Changes in analyst estimates for Akamai Technologies are crucial as they reflect short-term business trends [4]. - Upward revisions in estimates indicate analysts' positive outlook on the company's operations and profit generation capabilities [4]. Valuation Metrics - Akamai Technologies has a Forward P/E ratio of 12.01, which is lower than the industry average of 17.15, suggesting the stock is trading at a discount [7]. - The company currently has a PEG ratio of 2.02, compared to the industry average of 1.63, indicating a higher expected earnings growth rate relative to its peers [8]. Industry Context - The Internet - Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 71, placing it in the top 29% of over 250 industries [9]. - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [9].

Core Insights - Akamai Technologies, Inc. has launched ISV Catalyst, a new partner program aimed at independent software vendors (ISVs) to accelerate growth through collaboration [2][10] - The program is designed to address the current demands in the cloud computing industry, particularly the integration of artificial intelligence and the need for scalable, cost-efficient cloud-native architectures [3][8] Group 1: ISV Catalyst Program Features - ISV Catalyst adopts an ISV-first approach, eliminating referral fees for the first year, which lowers the entry barrier for both startups and established vendors [5][10] - Participating ISVs will benefit from co-marketing opportunities, featured placement in Akamai's Technical Partner Directory, and increased exposure to Akamai's global sales organization [6][10] - The program integrates with Akamai's existing partner ecosystem, including Partner Connect and the Qualified Compute Program, providing a streamlined pathway for growth [7] Group 2: Market Position and Growth Drivers - Akamai is experiencing strong momentum in the security and compute verticals, driven by demand for its Guardicore platform and API security solutions [9] - The company is well-positioned to benefit from the growth of mobile data traffic, supported by recent acquisitions aimed at enhancing its AI-powered API security solutions [9] - For 2025, Akamai projects revenues between $4.178 billion and $4.198 billion, with a non-GAAP operating margin of 29-30% and earnings per share expected to be in the range of $6.93-$7.13 [11]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **US Technology Equities** sector, particularly the **software and AI** landscape, highlighting the transition towards AI productization expected by **2026** [1][2]. Core Insights - **AI Productization Timeline**: 2026 is projected as the pivotal year for AI productization within enterprise software, moving from early-stage deployment to widespread enterprise integration [1][2]. - **Current AI Deployment Challenges**: Companies are still in the early stages of AI experimentation, facing challenges in hiring skilled talent and achieving meaningful results from initial projects [1][2]. - **Shift in Investment Focus**: There is a notable shift from hardware to software investments as companies begin embedding AI into their existing workflows, with significant advancements seen in companies like **Oracle, Microsoft, Salesforce, and ServiceNow** [1][2][5]. - **Monetization Visibility**: Vendors controlling structured enterprise processes are expected to have improved monetization visibility as AI becomes a value-added feature in their product suites [2]. Financial Performance Highlights - **Q3 Earnings Performance**: Most companies reported modest revenue beats but significant improvements in non-GAAP operating income and EPS, indicating early economic benefits from AI deployments [7][9]. - **Revenue Growth Constraints**: Despite increased interest in AI, enterprise budget expansions remain modest, limiting revenue growth [9]. - **Profitability Boost from AI**: AI-driven efficiencies are enhancing unit economics, leading to higher non-GAAP operating income and EPS, even without substantial revenue increases [9]. Company-Specific Insights - **Preferred AI Stocks**: The report identifies **Oracle (ORCL), Microsoft (MSFT), ServiceNow (NOW), and Salesforce (CRM)** as preferred stocks likely to benefit from their strategic positioning in the AI landscape by 2026 [2][5]. - **Earnings Revisions**: Companies like **Microsoft** and **Palantir** have seen significant upward revisions in revenue and EPS forecasts, reflecting strong AI-related demand [13][14]. - **CoreWeave's Performance**: CoreWeave reported revenue of **USD 1,365 million** for Q3, exceeding consensus but below estimates, with concerns about asset turnover and future guidance indicating potential revenue decline [18][19]. Market Dynamics - **AI Infrastructure Demand**: The demand for AI infrastructure and data workloads is solid, with companies like **Oracle and CoreWeave** aggressively scaling capacity [15]. - **Investor Sentiment**: There is a growing investor focus on how companies will deploy AI to solve business problems, with many still not fully recognizing the link between AI deployment and enterprise software [2]. Conclusion - The technology sector is on the brink of a significant transformation driven by AI, with 2026 expected to be a critical year for monetization and integration into enterprise workflows. Companies that are well-positioned in the software space are likely to capitalize on this trend, while challenges remain in the broader economic environment and enterprise budget constraints.

New Referral-Based Program Offers ISVs Path to Growth on Akamai's Globally Distributed Cloud PlatformCAMBRIDGE, Mass., Dec. 19, 2025 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced the launch of ISV Catalyst, a new partner program designed specifically for Independent Software Vendors (ISVs) to accelerate growth through strategic partnership. ISV Catalyst is a referral-based partner program ...