We came across a bullish thesis on Akamai Technologies, Inc. on FatAlpha’s Substack. In this article, we will summarize the bulls’ thesis on AKAM. Akamai Technologies, Inc.'s share was trading at $102.10 as of January 28th. AKAM’s trailing and forward P/E were 29.94 and 13.89 respectively according to Yahoo Finance. Akamai Technologies, Inc. (AKAM) is a global infrastructure software company that has undergone a multi-year transformation from a pure content delivery network (CDN) provider into a broader ...

Core Insights - The fourth-quarter 2025 earnings for Internet stocks were significantly influenced by the acceleration of artificial intelligence (AI) adoption and substantial infrastructure investments, with major tech companies increasing capital expenditures, notably Meta's spending nearly doubling to $115-$135 billion for 2026 to support AI initiatives [1][4] - AI-driven demand led to strong revenue growth, particularly benefiting software analytics companies and cloud computing providers, while social media platforms saw revenue boosts from strong advertising demand and improved AI-powered recommendation algorithms [1][4] Company Performance - Meta Platforms (META) experienced a strong fourth-quarter performance, benefiting from increased AI integration across its services, which reach over 3.58 billion users daily, and an improved recommendation system that enhances user engagement [2] - Spotify Technology is expected to report fourth-quarter revenues of €4.5 billion, reflecting a 13% year-over-year growth, with significant user engagement driven by AI-driven personalization and a 54% surge in video podcast consumption [12] - Fastly anticipates fourth-quarter revenues between $159-$163 million, with a non-GAAP EPS of 4-8 cents, supported by accelerating security revenue and successful cross-sell initiatives [14] - Akamai Technologies is projected to benefit from robust growth in Cloud Infrastructure Services, with annual recurring revenue growth of 40-45%, driven by major contract wins and AI-driven demand [16] - Five9 expects sequential revenue growth towards a guided $297.7 million midpoint, fueled by strong backlog conversion and a 41% year-over-year surge in enterprise AI revenue [18] Market Dynamics - The digital advertising market showed resilience, benefiting from improved targeting technologies that enhanced return on investment for advertisers, while cloud infrastructure demand continued to expand as enterprises accelerated digital transformation initiatives [5] - The Federal Reserve's monetary easing cycle has supported growth-oriented Internet stocks, creating a more favorable financial environment, alongside seasonal market patterns that historically boost fourth-quarter performance [6] - Despite these positive dynamics, tariff-related uncertainties and economic deceleration concerns pose challenges, particularly for advertising-dependent business models and traditional software application companies [7][8]

Core Insights - The Invesco NASDAQ Next Gen 100 ETF (QQQJ) is highlighted as a notable option for investors seeking exposure to promising tech stocks, despite the common focus on larger ETFs like QQQ and QQQM [1] - QQQJ, with a market capitalization of $883.64 million, primarily includes mid-cap and smaller large-cap stocks, featuring an average market cap of $23.88 billion across its 107 holdings [1] Group 1: ETF Overview - QQQJ has been operational for five years and serves as a proving ground for stocks aspiring to enter the Nasdaq-100 Index [1] - The ETF's holdings include companies that Morningstar identifies as top tech names, such as Fiserv and Akamai Technologies [1] Group 2: Notable Holdings - Fiserv (FISV), a key holding in QQQJ, is recognized for its core processing and complementary services for US banks, with shares considered 47% undervalued relative to a fair value estimate of $126 [1] - Akamai Technologies (AKAM) is another significant holding, noted for its investments in cloud computing and edge computing, with a strong network presence that positions it well against major competitors [1]

Core Insights - The Harbor Mid Cap Value ETF achieved a return of 2.00% in Q4 2025, surpassing its benchmark, the Russell Midcap® Value Index [2] Performance Summary - The performance of the Harbor Mid Cap Value ETF in Q4 2025 indicates a positive trend in mid-cap value investments, reflecting a strong market position [2] - The outperformance against the Russell Midcap® Value Index suggests effective management and strategic positioning within the mid-cap sector [2]

Akamai Technologies (AKAM) shares rallied 4.7% in the last trading session to close at $103.26. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 11.8% gain over the past four weeks.The uptrend was largely due to the acknowledgement by Gartner as the preferred customer’s choice for network security micro-segmentation. Akamai reportedly earned a 99% recommendation rate and was one of two vendors to receive this ...

CAMBRIDGE, Mass., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), has been named a Customers’ Choice in the January 2026 Gartner Peer Insights “Voice of the Customer” for Network Security Microsegmentation. Akamai earned a 99% recommendation rate and was one of two vendors to receive this in the report. Network security microsegmentation tools allow organizations to create dynamic access policies between individual assets and applications across cloud environments. Gartner define ...

Group 1 - Akamai Technologies, Inc. announced that Deutsche Telekom Security is utilizing its Security Certified Service Provider program to provide advanced cybersecurity services to sectors such as finance, insurance, critical infrastructure, and the public sector [1][4] - The program is designed to enhance organizations' cybersecurity through expert-led managed security services, allowing partners to deliver Akamai's advanced security solutions with deep technical expertise [2][4] - Akamai is extending its Guardicore Segmentation support through Deutsche Telekom Security, offering managed segmentation administration, incident response, and audit and compliance services on a sovereign cloud [3][8] Group 2 - Akamai has enhanced its Security Certified Service Provider programs to address the increasing demand for stronger API security and microsegmentation in targeted industries, aiming to strengthen customer relationships and expand into regulated markets [4][8] - The company is well-positioned to meet the rising demand for API security and managed services globally by combining its global edge platform with certified partners [4][8]

Allstate Corp acquired a new position in Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 5,970 shares of the technology infrastructure company’s stock, valued at approximately $452,000. Get Akamai Technologies alerts: Several other institutional investors also recently modified their holdings of the company. UMB Bank n.a. raised its stake in shares of Akamai Technologies by 50.8% in the second qua ...

Company Performance - Akamai Technologies (AKAM) closed at $95.08, reflecting a -2.01% change from the previous day, underperforming the S&P 500's daily gain of 0.03% [1] - Prior to the latest trading session, shares had increased by 9.24%, surpassing the Computer and Technology sector's gain of 0.43% and the S&P 500's gain of 0.6% [1] Upcoming Financial Results - Akamai Technologies is set to announce its earnings on February 19, 2026, with projected EPS of $1.75, indicating a 5.42% increase year-over-year [2] - The consensus estimate for revenue is $1.08 billion, representing a 5.62% increase from the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $7.03 per share, reflecting an 8.49% increase, while revenue is estimated at $4.19 billion, showing no change from the previous year [3] - Recent analyst estimate revisions suggest optimism regarding the company's business and profitability [3] Valuation Metrics - Akamai Technologies has a Forward P/E ratio of 13.39, which is lower than the industry average Forward P/E of 17.56, indicating a valuation discount [6] - The company has a PEG ratio of 2.25, compared to the Internet - Services industry's average PEG ratio of 1.8 [7] Industry Context - The Internet - Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 84, placing it in the top 35% of over 250 industries [7] - The Zacks Rank system, which evaluates stocks based on estimate changes, has a strong track record, with stocks rated 1 producing an average annual return of +25% since 1988 [5][4]

Core Insights - Akamai's partnership with Deutsche Telekom Security enhances cybersecurity services across various industries, including finance and public sector [1][5] - Deutsche Telekom Security utilizes Akamai's Security Certified Service capabilities to provide comprehensive API security management and incident response [2][4] Group 1: Service Offerings - Deutsche Telekom Security delivers proactive Day-2 operations services, including API audits, compliance, and security incident management [2] - The company extends support for Akamai Guardicore Segmentation environments, offering specialized services such as segmentation administration and compliance [3] Group 2: Market Demand and Impact - The demand for robust API security and microsegmentation solutions is increasing due to a rise in cyber threats, with recorded API attacks reaching 150 billion from January 2023 to December 2024 [4] - Deutsche Telekom Security's expertise in regulatory compliance and cybersecurity solutions positions it as a key partner for financial institutions needing high security standards [5][6] Group 3: Company Background - Deutsche Telekom Security has over 25 years of experience and is a market leader in the DACH region, providing a comprehensive portfolio of cybersecurity solutions [8][9] - The company operates a Cyber Defense & Security Operations Center (SOC) with over 240 security specialists available 24/7 to address evolving threats [9]