Akamai Technologies Inc

Akamai Technologies Inc

AKAM

Get informed when a big investor buys or sells

+ Follow
Market Cap$21.74B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Akamai Technologies IncAkamai Technologies Inc49.9-9%5.51.5

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Major surprise/good: Landmark CIS (cloud infrastructure) mega-deal - Akamai announced a 7-year, $1.8B commitment (largest customer deal in company history) for cloud infrastructure services with a leading frontier model company. - Deal mechanics (from Q&A): dedicated capacity / take-or-pay style, billed ratably over the contract once capacity is live; most of the impact shows up in RPO next quarter, and revenue ramps as capacity is deployed (some in 2026, partial 2027, then full for remaining years). - Management framing: validates Akamai as an AI “inference grid” infrastructure provider (distributed low-latency compute + orchestration), not just CDN/security.
Good: Q1 results show CIS traction + security strength; delivery modestly pressured - Total revenue: $1.074B, +6% YoY (reported) / +4% YoY (constant currency). - CIS revenue: $95M, +40% YoY (reported) / +39% YoY (constant). - Security revenue: $590M, +11% YoY (reported) / +9% YoY (constant). - Strength driven by API security + Guardicore segmentation, plus WAF momentum. - Delivery & other cloud apps revenue: $389M, -7% YoY (reported) / -8% YoY (constant), described as consistent with expectations due to the wrap-around impact of the Edgeio transaction; company expects the decline to moderate later in 2026.
Strong outlook with a key pivot: accelerating growth expectations into 2027 - 2026 revenue guidance: $4.445B–$4.55B - +6% to +8% YoY (reported) / +5% to +8% (constant currency). - Cloud infrastructure services guidance: company is raising CIS outlook to at least 50% YoY growth in constant currency. - Security outlook: high single-digit constant-currency growth in 2026. - Delivery/other outlook: still expects mid-single-digit decline (constant currency) in 2026. - Strategic expectation (opportunity): driven by today’s $1.8B win + prior CIS momentum, Akamai now expects double-digit total company top-line growth in 2027.

Exclusive for Stockcircle Pro members

Sign upSign Up
$139.48

Target Price by Analysts

13% downsideAkamai Technologies Target Price DetailsTarget Price
$354.73

Current Fair Value

121.2% upside

Undervalued by 121.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$21.74 Billion
Enterprise Value$28.58 Billion
Dividend Yield$- (-)
Earnings per Share$3.11
Beta0.45
Outstanding Shares145,270,000

Return

Return on Equity8.87%ROE
Return on Assets3.74%
Return on Invested Capital4.58%

Valuation & Multiples

P/E Ratio49.92P/E Ratio
PEG-364.86PEG
Price to Sales5.53Price to Sales
Price to Book Ratio4.86Price to Book Ratio
Enterprise Value to Revenue6.7
Enterprise Value to EBIT58.84
Enterprise Value to Net Income65
Total Debt to Enterprise0.26
Debt to Equity1.52Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 14, 2026
EPS Estimate
$1.64
Average shareholder expectation
Revenue Estimate
$1.07 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$1.58
Average shareholder expectation
Revenue Estimate
$1.09 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3706 10.80%
Total Calls8,141,828 39.16%
Total Puts3,017,608 7.75%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %106.27% 7.32%
Total Invested$17.72B 40.62%
Investors Holding817 80.00%

ESG Score

No data

About Akamai Technologies Inc

7,650 employees
CEO: F. Thomson Leighton

Akamai secures and delivers digital experiences for the world's largest companies. Akamai's intelligent edge platform surrounds everything, from the enterprise to the cloud, so customers and their businesses can be fast, smart, and secur...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates for all tax bills and assists tax-writing committees. Its expertise directly influences corporate tax structures and the overall tax burden, which has a direct and material impact on Akamai's financial performance.

Finance

This powerful committee controls taxation and trade policy, which directly influences Akamai's corporate valuations, profitability, and global operations. Members would possess non-public material information on upcoming tax reforms or trade agreements.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise funding for defense programs, scientific research, and IT infrastructure, directly impacting potential government contracts and revenue streams for Akamai's services.

Judiciary

This committee oversees antitrust laws and intellectual property, which are critical components of the legal and competitive environment for software publishers like Akamai. Members would have non-public insights into potential antitrust actions against tech companies or IP legislation.

Armed Services

Akamai's cybersecurity and content delivery solutions are critical for defense infrastructure and national security. This committee's authorization of the NDAA and oversight of the Department of Defense means members could possess non-public material information on defense contracting and emerging military technologies relevant to Akamai's services.

Select Committee on Intelligence

Akamai is a cybersecurity company. Members receive classified briefings on global cyber threats and national security needs, creating a high potential for non-public material information that directly impacts demand for Akamai's cybersecurity and defense-related services.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, the FCC, FTC, and influences 'Big Tech' through privacy and net neutrality laws, which directly impact Akamai's internet-centric content delivery, security, and edge computing services. Members would have direct knowledge of upcoming regulations.

Homeland Security and Governmental Affairs

Akamai provides critical cybersecurity and digital services that federal agencies procure. This committee's oversight of government procurement, the Department of Homeland Security, and emerging AI regulation (relevant to Akamai's services) means members likely possess non-public information regarding federal contracting opportunities and regulatory shifts for its core business.