AKAM

AKAMAI TECHNOLOGIES INC

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001086222
$133.50 +0.79% $19.4B
Insider Selling Cluster (9 insiders)34 New Institutional Positions16 Institutional Exits
Vol
Market Cap$19.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (61%)
Inst. Holders50 funds
Inst. Value$12.2B
Inst. Activity34 buys / 16 sells
Insider Activity0B / 11S
Insider Net $-$7.7M
Reddit Sentiment60° Warm
SEC Reports11
Press Releases9
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001086222·Prev Close $132.46

Recent Activity

Jun 12, 2026 short_volume
Short Volume: AKAM — 56.0% short (0.7M / 1.3M)
Short: 734,067 | Exempt: 81 | TRF Vol: 1,310,612 | Short Ratio: 56.0% | Off-exchange volume (dark po
Jun 10, 2026 Insider
Salem-Jackson Kim sold 2,300 shares
EVP, Chief Marketing Officer @ $135.57 ($311.8K)
Jun 4, 2026 Press
Akamai announced Workspot has joined the Akamai Qualified Compute Partner Program as an ISV partner to offer Akamai Clou
Impact 3/10
Jun 3, 2026 Press
Akamai announced a partnership with GM Sectec, a global PCI-led managed security services firm, to help enterprises achi
Impact 3/10
May 22, 2026 SEC
Akamai issued an initial $1.75B of 0.00% Convertible Senior Notes due 2030 and an additional $1.75B of 0.00% Convertible
8-K — Impact 6/10
May 20, 2026 SEC
Akamai has priced an upsized $3.0B offering of 0% convertible senior notes ($1.5B due 2030, $1.5B due 2032, with an addi
8-K — Impact 6/10
May 20, 2026 Insider
HESSE DANIEL acquired via exercise 2,336 shares
Director
May 14, 2026 Insider
Akella Janaki acquired via exercise 3,028 shares
Director

Price Targets

$159.30 +19.3% upside Buy
Current $133.50 Low $87.00 Median $165.00 High $195.00 23 analysts
$87.00 $195.00

Analyst Ratings

Buy61% buy · 33 analysts
7Strong Buy
13Buy
11Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 13, 2026 B of A Securities UPGRADE Neutral → Buy
May 11, 2026 Susquehanna MAINTAIN Positive → Positive
May 8, 2026 UBS MAINTAIN Neutral → Neutral
May 8, 2026 Scotiabank MAINTAIN Sector Outperform → Sector Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.58 ▼ -0.5% $1.54 — $1.63 -9% YoY 22
Next Q $1.70 $1.59 — $1.84 -9% YoY 22
Current FY $6.71 $6.45 — $7.06 -6% YoY 25
Next FY $7.14 ▼ -1.7% $5.81 — $7.97 6% YoY 24

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$1.2B
VANGUARD CAPITAL MANAGEMENT LLC$1.1B
VANGUARD PORTFOLIO MANAGEMENT LLC$864.4M
Capital World Investors$776.9MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Salem-Jackson KimSELL$311.8K
May 20, 2026HESSE DANIELM$0.00
May 14, 2026Akella JanakiM$0.00
May 14, 2026Burger BasM$0.00
May 14, 2026MILLER JONM$0.00

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
6 mentions 2 bullish 0 bearish
50 institutional holders with $12.2B total value (105,959,678 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.10,414,971$1.2B9.8%
3VANGUARD CAPITAL MANAGEMENT LLC9,387,781$1.1B8.9%
4VANGUARD PORTFOLIO MANAGEMENT LLC7,526,525$864.4M7.1%
5Capital World Investors6,764,438$776.9M6.4%NEW
6STATE STREET CORP5,516,194$633.5M5.2%
7FIRST TRUST ADVISORS LP4,780,460$549.0M4.5%TRIM -29.2%
8Invesco Ltd.3,478,977$399.6M3.3%
9DIMENSIONAL FUND ADVISORS LP3,464,793$397.9M3.3%
10Point72 Asset Management, L.P.3,300,815$379.1M3.1%
11BANK OF AMERICA CORP /DE/3,294,535$378.4M3.1%
12VICTORY CAPITAL MANAGEMENT INC2,501,867$287.3M2.4%
13VOYA INVESTMENT MANAGEMENT LLC2,460,561$282.6M2.3%DOUBLED +3185.2%
14NORDEA INVESTMENT MANAGEMENT AB2,438,054$272.0M2.2%
15MORGAN STANLEY2,154,747$247.5M2.0%ADD +28.2%
16EARNEST PARTNERS LLC2,080,306$238.9M2.0%
17CITADEL ADVISORS LLC2,067,731$237.5M2.0%
18BARCLAYS PLC1,965,000$225.7M1.9%
19WELLS FARGO & COMPANY/MN1,959,101$225.0M1.9%
20TWO SIGMA INVESTMENTS, LP1,811,599$208.1M1.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsNEW6,764,438$776.9M2026-Q1
FIRST TRUST ADVISORS LPTRIM6,752,0004,780,460-29.2%$549.0M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED74,8992,460,561+3185.2%$282.6M2026-Q1
MORGAN STANLEYADD1,680,8012,154,747+28.2%$247.5M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEW1,619,060$185.9M2026-Q1
FMR LLCADD838,2721,546,736+84.5%$177.6M2026-Q1
Polar Capital Holdings PlcNEW1,296,665$148.9M2026-Q1
Nuveen, LLCADD699,3291,071,544+53.2%$123.1M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCDOUBLED457,0551,036,569+126.8%$119.0M2026-Q1
Woodline Partners LPDOUBLED21,895856,926+3813.8%$98.4M2026-Q1
Retirement Systems of AlabamaTRIM1,165,309839,359-28.0%$96.4M2026-Q1
Neuberger Berman Group LLCDOUBLED15,321804,791+5152.9%$92.4M2026-Q1
Alyeska Investment Group, L.P.TRIM2,197,218633,150-71.2%$72.7M2026-Q1
DEUTSCHE BANK AG\ADD411,897544,099+32.1%$62.5M2026-Q1
MARSHALL WACE, LLPTRIM989,223510,348-48.4%$58.6M2026-Q1
AmundiTRIM679,224493,109-27.4%$56.6M2026-Q1
Allianz Asset Management GmbHDOUBLED151,990347,330+128.5%$39.9M2026-Q1
Sachem Head Capital Management LPNEW235,000$27.0M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED59,620214,973+260.6%$24.7M2026-Q1
AMERIPRISE FINANCIAL INCADD137,674197,919+43.8%$22.7M2026-Q1
Rockefeller Capital Management L.P.DOUBLED41,732185,506+344.5%$21.3M2026-Q1
Artisan Partners Limited PartnershipNEW177,406$20.4M2026-Q1
Holocene Advisors, LPNEW166,226$19.1M2026-Q1
FRANKLIN RESOURCES INCDOUBLED12,561160,354+1176.6%$18.4M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.ADD95,045122,894+29.3%$14.1M2026-Q1
18 unique insiders with 50 transactions. Net insider value: -$7.7M ($0.00 bought, $7.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Salem-Jackson KimEVP, Chief Marketing OfficerSELL2,300$135.57$311.8K
May 20, 2026HESSE DANIELDirectorEXERCISE2,336
May 14, 2026Akella JanakiDirectorEXERCISE3,028
May 14, 2026Burger BasDirectorEXERCISE3,028
May 14, 2026MILLER JONDirectorEXERCISE3,547
May 13, 2026Bowen SharonDirectorAWARD1,892
May 13, 2026Brown Marianne CatherineDirectorAWARD1,892
May 13, 2026HESSE DANIELDirectorAWARD2,172
May 13, 2026Killalea Peter ThomasDirectorAWARD1,706
May 13, 2026Ranganathan MadhuDirectorAWARD1,892
May 13, 2026Akella JanakiDirectorAWARD1,706
May 13, 2026Burger BasDirectorAWARD1,706
May 13, 2026MILLER JONDirectorAWARD1,892
Mar 16, 2026Joseph Paul CEVP - Global SalesSELL2,967$105.89$314.2K
Mar 16, 2026Ahola AaronEVP & General CounselSELL4,500$106.27$478.2K
Mar 12, 2026Howell LauraSVP, Chief Accounting OfficerEXERCISE322
Mar 12, 2026Howell LauraSVP, Chief Accounting OfficerTAX W/H95$106.47$10.1K
Mar 12, 2026Karon AdamCOO & GM Edge Technology GroupSELL17,000$107.43$1.8M
Mar 11, 2026Williams Anthony PEVP and CHROSELL12,255$104.15$1.3M
Mar 10, 2026McGowan Edward JChief Financial OfficerSELL9,734$100.97$982.8K
Mar 9, 2026Sundaram ManiEVP and GM SecuritySELL1,722$98.58$169.8K
Mar 6, 2026Howell LauraSVP, Chief Accounting OfficerEXERCISE2,002
Mar 6, 2026Sundaram ManiEVP and GM SecurityEXERCISE6,673
Mar 6, 2026Williams Anthony PEVP and CHROEXERCISE6,450
Mar 6, 2026Ahola AaronEVP & General CounselEXERCISE5,649
Mar 6, 2026Salem-Jackson KimEVP, Chief Marketing OfficerEXERCISE5,783
Mar 6, 2026Blumofe RobertChief Technology OfficerEXERCISE5,116
Mar 6, 2026Karon AdamCOO & GM Edge Technology GroupEXERCISE10,898
Mar 6, 2026LEIGHTON F THOMSONChief Executive OfficerEXERCISE23,353
Mar 6, 2026Joseph Paul CEVP - Global SalesEXERCISE6,673
Mar 6, 2026McGowan Edward JChief Financial OfficerEXERCISE9,008
Mar 5, 2026Sundaram ManiEVP and GM SecuritySELL3,186$101.90$324.7K
Mar 4, 2026Sundaram ManiEVP and GM SecurityEXERCISE6,169
Mar 4, 2026Sundaram ManiEVP and GM SecuritySELL5,562$100.96$561.5K
Mar 4, 2026Williams Anthony PEVP and CHROEXERCISE5,498
Mar 4, 2026McGowan Edward JChief Financial OfficerEXERCISE6,636
Mar 4, 2026Karon AdamCOO & GM Edge Technology GroupEXERCISE8,366
Mar 4, 2026MILLER JONDirectorSELL11,000$102.67$1.1M
Mar 4, 2026Ranganathan MadhuDirectorSELL3,131$102.00$319.4K
Mar 4, 2026Salem-Jackson KimEVP, Chief Marketing OfficerEXERCISE4,021
Mar 4, 2026Joseph Paul CEVP - Global SalesEXERCISE5,658
Mar 4, 2026Blumofe RobertChief Technology OfficerEXERCISE3,495
Mar 4, 2026LEIGHTON F THOMSONChief Executive OfficerEXERCISE20,314
Mar 4, 2026Howell LauraSVP, Chief Accounting OfficerEXERCISE1,053
Mar 4, 2026Ahola AaronEVP & General CounselEXERCISE5,033
Mar 3, 2026Salem-Jackson KimEVP, Chief Marketing OfficerEXERCISE5,929
Mar 3, 2026Joseph Paul CEVP - Global SalesEXERCISE8,353
Mar 3, 2026Williams Anthony PEVP and CHROEXERCISE8,546
Mar 3, 2026McGowan Edward JChief Financial OfficerEXERCISE10,308
Mar 3, 2026Karon AdamCOO & GM Edge Technology GroupEXERCISE13,086
11 SEC filing reports analyzed. Sentiment: 0 bullish, 4 bearish, 3 mixed, 4 neutral. Avg impact: 4.9/10.
Current analyst consensus: Buy (61% buy). Based on 33 analysts: 7 strong buy, 13 buy, 11 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$159.30 mean target +19.3% upside Buy (2.12)
$87.00 Low $195.00 High
MetricValue
Current Price$133.50
Target Low$87.00
Target Mean$159.30
Target Median$165.00
Target High$195.00
# Analysts23
RecommendationBuy (2.12)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.58 $1.54 $1.63 -8.7% -0.5% 0↑ 18↓ $1.1B 4.7% 22
Next Q
2026-09-30
$1.70 $1.59 $1.84 -8.6% +0.1% 4↑ 12↓ $1.1B 7.3% 22
Current FY
2026-12-31
$6.71 $6.45 $7.06 -5.7% -0.5% 6↑ 18↓ $4.5B 7.0% 25
Next FY
2027-12-31
$7.14 $5.81 $7.97 6.3% -1.7% 5↑ 16↓ $5.0B 10.7% 24

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.579
7d ago$1.580-0.000
30d ago$1.587-0.008
60d ago$1.675-0.096
90d ago$1.675-0.096
14 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 13, 2026 B of A Securities UPGRADE Neutral Buy
May 11, 2026 Susquehanna MAINTAIN Positive Positive
May 8, 2026 UBS MAINTAIN Neutral Neutral
May 8, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
May 8, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 8, 2026 Piper Sandler REITERATE Neutral Neutral
May 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 8, 2026 Guggenheim MAINTAIN Buy Buy
May 8, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 14, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 7, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 2, 2026 Baird DOWNGRADE Outperform Neutral
Feb 23, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 20, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 20, 2026 TD Cowen MAINTAIN Hold Hold
Feb 20, 2026 Baird MAINTAIN Outperform Outperform
Feb 20, 2026 UBS MAINTAIN Neutral Neutral
Feb 20, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 20, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 20, 2026 Susquehanna MAINTAIN Positive Positive
Feb 20, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 13, 2026 DA Davidson MAINTAIN Buy Buy
Jan 16, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 12, 2026 Morgan Stanley UPGRADE Underweight Overweight
Jan 9, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Jan 5, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026713112061%
May 1, 2026514122058%
Apr 1, 2026713112061%
Mar 1, 2026713112061%
Feb 1, 2026713112061%
Jan 1, 2026712103059%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
6 mentions 2 bullish 0 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 12, 2026160° Warm101
May 12, 2026160° Warm101
May 9, 2026150° Neutral001
May 9, 2026150° Neutral001
Apr 14, 2026150° Neutral001
Apr 14, 2026150° Neutral001

Recent Reddit Threads

Jun 12, 2026
short_volume
Short Volume: AKAM — 56.0% short (0.7M / 1.3M)
Short: 734,067 | Exempt: 81 | TRF Vol: 1,310,612 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: AKAM — 55.7% short (1.0M / 1.8M)
Short: 983,962 | Exempt: 158 | TRF Vol: 1,764,959 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
other
Akamai Earns the Solutions Partner with Certified Software Designation for Security
Akamai earns Microsoft's Certified Software designation for API Security, enhancing native visibility and protection within Azure.
Jun 10, 2026
short_volume
Short Volume: AKAM — 62.3% short (1.5M / 2.4M)
Short: 1,486,784 | Exempt: 4,463 | TRF Vol: 2,387,419 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: AKAM — 60.0% short (1.5M / 2.6M)
Short: 1,545,352 | Exempt: 152,852 | TRF Vol: 2,575,557 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
contract
Workspot Joins Akamai Qualified Compute Partner Program to Power the Next Generation of Global Cloud PCs
Akamai announced that Workspot joined the Akamai Qualified Compute Partner Program as an independent software vendor.
Jun 3, 2026
contract
Akamai and GM Sectec Partner to Secure Autonomous Digital Workforce
Akamai and GM Sectec partner to help global enterprises secure autonomous AI agents, simplify PCI DSS v4.0.1 compliance, and stop ransomware.
Jun 3, 2026
short_volume
Short Volume: AKAM — 60.0% short (1.0M / 1.7M)
Short: 1,040,248 | Exempt: 1,335 | TRF Vol: 1,733,898 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
contract
Akamai Brings Security Inside AI Factories with NVIDIA
Akamai and NVIDIA expand collaboration to bring Guardicore Segmentation to NVIDIA Vera BlueField-4 STX, securing AI factories with real-time Zero Trus
May 28, 2026
short_volume
Short Volume: AKAM — 57.5% short (1.1M / 2.0M)
Short: 1,131,488 | Exempt: 26,907 | TRF Vol: 1,967,708 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: AKAM — 3.7M shares, 71,424 trades
Week starting 2026-05-25. Total ATS volume: 3,703,285 shares across 71,424 trades.
May 20, 2026
other
Financial Services at Risk: DDoS Attacks Are Bigger, Longer, and More Complex, Akamai Research Finds
Pro-Iran hacktivism and AI bots are amplifying cyberattacks targeting online banking, payments, and applications <pre>Pro-Iran hacktivism and AI bots
May 20, 2026
other
Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes
Akamai announced that it has priced an upsized offering of convertible senior notes.
May 20, 2026
short_volume
Short Volume: AKAM — 80.3% short (8.9M / 11.0M)
Short: 8,865,717 | Exempt: 157,554 | TRF Vol: 11,043,627 | Short Ratio: 80.3% | Off-exchange volume (dark pool + OTC)
May 19, 2026
other
Akamai AI Brand Presence Optimizes Content and Raises Visibility in Agentic Search
Akamai introduces AI Brand Presence to optimize website content for LLM search and AI agents using generative engine optimization (GEO).