As Akamai Loads Up on GPUs, Should You Buy, Sell, or Hold AKAM Stock?

Core Insights - Akamai Technologies has acquired thousands of Blackwell GPUs from NVIDIA to enhance its distributed cloud infrastructure, focusing on AI inference workloads [1] - The company launched the Akamai Inference Cloud in October 2025, extending AI inference capabilities from core data centers to the edge of the internet [2] Company Overview - Akamai Technologies, headquartered in Cambridge, Massachusetts, operates a global network that facilitates the smooth and secure delivery of websites, apps, software, and digital content [3] - The company has a market capitalization of $14.79 billion and provides protection for online services, enhancing user data safety [4] Market Position and Performance - There is strong demand for faster and safer online experiences, particularly in streaming, gaming, and enterprise security, which has positively influenced Akamai's outlook [5] - Over the past 52 weeks, Akamai's stock has gained 24.76%, outperforming the S&P 500 Index, which gained 19.08% in the same period [6] - Akamai's stock is currently trading at a forward-adjusted price-to-earnings ratio of 14.85x, which is lower than the industry average of 21.63x [9] Financial Performance - In the fourth quarter of fiscal 2025, Akamai reported revenue of $1.09 billion, a 7.4% year-over-year increase, surpassing analyst expectations [10] - Security revenue grew by 10.8% year-over-year to $592.36 million, while cloud computing revenue saw the fastest growth at 14.3% year-over-year, reaching $191.44 million [10]