Core Insights - Akamai Technologies, Inc. (AKAM) is recognized as a pioneer in the Content Delivery Network (CDN) sector, indicating its significant role and influence in the industry [1]. Company Overview - The stock has been under observation since July 2020, suggesting a long-term interest and analysis of its performance and market trends [1].

Core Viewpoint - Akamai Technologies, Inc. (AKAM) may have been judged too harshly in previous analyses, as stable performance is valuable despite the erosion of its legacy segment [1] Group 1: Company Performance - The company is experiencing a decline in its legacy segment, yet it maintains a stable overall performance [1] Group 2: Investment Perspective - The analysis suggests that long-term investors should consider a mix of growth, value, and dividend-paying stocks, with a focus on value [1]

Core Viewpoint - Akamai Technologies, Inc. (AKAM) may have been judged too harshly in previous analyses, as stable performance is valuable despite the erosion of its legacy segment [1] Group 1: Company Performance - The company is experiencing a decline in its legacy segment, but stable performance in other areas is noteworthy [1] Group 2: Investment Perspective - The analysis suggests that a long-term investment horizon of 5-10 years is beneficial, emphasizing a portfolio mix of growth, value, and dividend-paying stocks, with a focus on value [1]

Core Insights - Akamai Technologies Inc. experienced significant insider trading activity with the sale of 5,000 shares by Executive Vice President Joseph Paul C at approximately $90.17 each, leaving him with 17,513 shares [1] - An investor conference call is scheduled for February 19, 2026, to discuss the financial results for Q4 and the full year of 2025, with a focus on forward-looking financial guidance [2] - Akamai's stock closed at $90.65, reflecting a 2.01% increase, while the company anticipates an EPS of $1.75 and revenue of $1.08 billion for the upcoming financial results [3][4] Stock Performance - Akamai's stock has shown a 1.28% rise over the past month, which is lower than the sector's gain of 2.62% and the S&P 500's increase of 2.06% [3] - The current market capitalization of Akamai is approximately $13.17 billion, with the stock valued at $91.53 [4]

Core Viewpoint - Akamai Technologies, Inc. will hold a conference call on February 19, 2026, to discuss its fourth quarter and full-year 2025 financial results, which may include forward-looking financial guidance from management [1]. Group 1: Conference Call Details - The conference call is scheduled for February 19, 2026, at 4:30 p.m. ET [1]. - Live dial-in information for the conference call is provided, and a replay will be available for two weeks after the event [2]. Group 2: Company Overview - Akamai is a cybersecurity and cloud computing company that provides solutions to power and protect businesses online [3]. - The company offers market-leading security solutions, superior threat intelligence, and a global operations team to safeguard enterprise data and applications [3]. - Akamai's full-stack cloud computing solutions are designed for performance and affordability on a distributed platform, earning the trust of global enterprises for reliability and expertise [3].

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 ...

Core Viewpoint - Akamai Technologies received a rare double upgrade from Morgan Stanley, leading to a significant increase in its stock price, indicating strong investor interest and confidence in the company's future potential [1][2][3]. Group 1: Analyst Upgrade - The double upgrade from underweight (sell) to overweight (buy) by analyst Sanjit Singh is a notable shift in evaluation, bypassing the usual hold recommendation [3]. - The price target for Akamai was raised significantly from $83 to $115 per share, reflecting a positive outlook on the company's valuation [3]. Group 2: Company Performance and Potential - Akamai has experienced mid- to single-digit revenue growth since the end of the coronavirus pandemic, which has led to perceptions of being undervalued [4]. - The company is transitioning from a content delivery specialist to focusing on cybersecurity and cloud computing, which are seen as more promising segments for future growth [5]. - There is an expectation that Akamai will not be hindered by its legacy business or excessive costs associated with its pivot to new offerings [5]. Group 3: Market Data - Akamai's current market capitalization stands at $13 billion, with a recent stock price increase of approximately 3.58% [6]. - The stock's trading range for the day was between $90.82 and $93.94, with a 52-week range of $67.51 to $103.75 [6]. - The company has a gross margin of 54.89%, indicating a healthy profitability structure [6].

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 ...

Core Insights - Akamai Technologies Inc. is a key player in the technology sector, focusing on content delivery network services and cloud security solutions, competing with companies like Cloudflare and Amazon Web Services [1] 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, which reduced his holdings by 29.90% to 7,785 shares valued at around $679,630.50 [2] Financial Metrics - Akamai's stock opened at $85.10 on the day of the transaction, with a quick and current ratio of 2.28, indicating strong liquidity [3] - The company has a debt-to-equity ratio of 0.87, reflecting a moderate level of debt, while the stock's 50-day moving average is $85.22 and the 200-day moving average is $79.85, showing a stable upward trend [3] - Over the past year, Akamai's stock has fluctuated between a low of $67.51 and a high of $103.75, with a market capitalization of $12.24 billion and a P/E ratio of 24.9, suggesting a reasonable valuation [4] - The price-to-sales ratio is 2.96, and the enterprise value to sales ratio is 4.00, indicating the market's valuation of its sales and operations [4] - Akamai's earnings yield is approximately 4.09%, providing insight into the return on investment, and the debt-to-equity ratio of 1.11 suggests a balanced approach to leveraging debt [5] - The current ratio of 2.28 demonstrates Akamai's ability to meet short-term obligations, reflecting its financial stability [5]

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].