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Can Akamai (AKAM) Regain Growth and Investor Confidence with New Offerings?
Yahoo Finance· 2025-09-30 18:04
Akamai Technologies Inc. (NASDAQ:AKAM) is one of the worst-performing data center stocks in 2025. Its stock’s performance has been quite weak (-20.5%) this year. The Goldman Sachs analyst, Gabriela Borges, captured the essence of this underperformance in her note in mid-August. She wrote that the stock may continue to remain rangebound until it shows an apparent uptick in growth. The company is lagging as a network security platform, and she remained unsure whether its newer initiatives will be enough to ...
Kuehn Law Encourages Investors of Fastly, Inc. to Contact Law Firm
Prnewswire· 2025-09-26 15:02
Core Viewpoint - Kuehn Law, PLLC is investigating potential breaches of fiduciary duties by certain officers and directors of Fastly, Inc. due to allegations of misrepresentation regarding the company's growth and market position [1][2]. Summary by Relevant Sections Allegations of Misrepresentation - Insiders at Fastly allegedly caused the company to misrepresent its growth, indicating a significant deceleration among its largest customers and a loss of market share gained from the 2023 CDN consolidation trend [2]. - The issues mentioned are likely to have a material negative impact on Fastly's revenue growth [2]. - Fastly is unlikely to meet its previously issued revenue guidance for FY 2024 due to these challenges [2]. - Consequently, the company's financial position and prospects were overstated, leading to materially false and misleading public statements [2]. Legal Action - Shareholders who purchased Fastly stock prior to February 15, 2024, are encouraged to contact Kuehn Law for potential legal action, as there may be limited time to enforce their rights [3].
Cloudflare vs. Fastly: Which Stock Has the Edge on CDN Space?
ZACKS· 2025-07-10 17:35
Industry Overview - The content delivery network (CDN) space is expected to grow at a CAGR of 18.04% from 2025 to 2034, indicating strong industry growth potential [1][2]. Company Analysis: Cloudflare - Cloudflare focuses on global expansion and offers a high-performance CDN platform that enhances content delivery while ensuring secure web connectivity [3][4]. - The company employs advanced technologies such as tiered caching and Argo smart routing to optimize delivery efficiency [3]. - Cloudflare's revenue is significantly influenced by international sales, making it vulnerable to U.S. tariffs and competitive pressures from major players like Amazon and Akamai [5]. - Despite revenue growth, Cloudflare's margins are under pressure due to competitive pricing strategies and heavy investments in sales and marketing [6]. - The Zacks Consensus Estimate for Cloudflare's 2025 revenues is $2.09 billion, reflecting a year-over-year growth of 25.4%, while earnings are estimated at 79 cents, indicating a growth of 5.33% [6][7]. Company Analysis: Fastly - Fastly specializes in high-performance, programmable CDN solutions, providing customers with control through dedicated servers within private networks [9][10]. - The company emphasizes faster first-byte delivery and offers features like DDoS protection and advanced rate limiting [10][11]. - Fastly's CDN platform is designed for efficiency, with capabilities that reduce costs and enhance configurability [11]. - The Zacks Consensus Estimate for Fastly's 2025 loss is projected at 9 cents, indicating a year-over-year improvement of 25% [12][13]. Stock Performance and Valuation - Year-to-date, Cloudflare's stock has increased by 69.5%, while Fastly's stock has decreased by 26% [14]. - Cloudflare trades at a forward sales multiple of 28.19X, significantly higher than Fastly's multiple of 1.67X [15]. - Fastly is noted for its robust bottom-line growth expectations and comparatively lower valuation, giving it a potential edge over Cloudflare [17].