Akamai(US:AKAM) ZACKS·2026-02-12 16:05Core Viewpoint - Akamai Technologies (AKAM) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The consensus estimate for Akamai's upcoming quarterly earnings is $1.75 per share, reflecting a year-over-year increase of +5.4% [3]. - Revenues are anticipated to reach $1.08 billion, which is a +5.6% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.13% higher, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Akamai is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.02%, suggesting a bullish outlook from analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [9]. - Akamai currently holds a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Akamai exceeded the expected earnings of $1.64 per share by delivering $1.86, resulting in a surprise of +13.41% [12]. - The company has successfully beaten consensus EPS estimates in all of the last four quarters [13]. Industry Context - In comparison, DoorDash, Inc. (DASH) is expected to report earnings of $0.58 per share for the same quarter, indicating a year-over-year change of +75.8%, with revenues projected at $3.97 billion, up 38.2% from the previous year [17]. - However, DoorDash's consensus EPS estimate has been revised down by 3% over the last 30 days, resulting in an Earnings ESP of -1.72% and a Zacks Rank of 4 (Sell), making it difficult to predict an earnings beat [18].