AKAM

AKAMAI TECHNOLOGIES INC

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001086222
$143.55 +1.56% $20.5B
Insider Selling Cluster (9 insiders)4 New Institutional Positions
Vol
Market Cap$20.5B
Cap SizeLarge Cap
Analyst ConsensusBuy (58%)
Inst. Holders10 funds
Inst. Value$2.8B
Inst. Activity4 buys / 1 sells
Insider Activity0B / 7S
Insider Net $-$5.4M
Reddit Sentiment60° Warm
SEC Reports10
Press Releases6
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001086222·Prev Close $141.34

Recent Activity

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 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
May 20, 2026 Insider
HESSE DANIEL sold 2,336 shares
Director @ $0.00 ($0.00)
May 20, 2026 Insider
HESSE DANIEL sold 2,336 shares
Director @ $0.00 ($0.00)
May 14, 2026 Press
Akamai Technologies announces the acquisition of LayerX, a browser-based AI usage control provider, for approximately $2
Impact 5/10
May 14, 2026 Insider
Akella Janaki sold 3,028 shares
Director @ $0.00 ($0.00)
May 7, 2026 SEC
Akamai reported Q1 2026 revenue of $1.074B (+6% YoY) and non-GAAP EPS of $1.61, slightly above consensus of $1.60. Howev
PRESS-RELEASE — Impact 5/10
Apr 7, 2026 SEC
Akamai announced a conference call to release its Q1 2026 financial results, but did not disclose the actual earnings in
PRESS-RELEASE — Impact 3/10

Price Targets

$156.31 +8.9% upside Buy
Current $143.55 Low $87.00 Median $160.00 High $195.00 21 analysts
$87.00 $195.00

Analyst Ratings

Hold58% buy · 33 analysts
5Strong Buy
14Buy
12Hold
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 ▼ -5.7% $1.54 — $1.63 -9% YoY 21
Next Q $1.70 ▼ -2.7% $1.59 — $1.84 -9% YoY 21
Current FY $6.70 ▼ -2.3% $6.45 — $6.96 -6% YoY 23
Next FY $7.15 ▼ -5.9% $5.81 — $7.97 7% YoY 23

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.6B
BANK OF AMERICA CORP$266.8M
NORGES BANK$193.0MNEW
WELLS FARGO & COMPANY/MN$179.4M
TWO SIGMA INVESTMENTS, LP$178.7MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026HESSE DANIELM$0.00
May 20, 2026HESSE DANIELM$0.00
May 14, 2026Akella JanakiM$0.00
May 14, 2026Akella JanakiM$0.00
May 14, 2026Burger BasM$0.00

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
6 mentions 2 bullish 0 bearish
10 institutional holders with $2.8B total value (31,698,441 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, NORGES. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC18,350,100$1.6B57.9%
2BANK OF AMERICA CORP /DE/3,058,122$266.8M9.6%
3NORGES BANK2,211,563$193.0M7.0%NEW
4WELLS FARGO & COMPANY/MN2,056,204$179.4M6.5%
5TWO SIGMA INVESTMENTS, LP2,048,557$178.7M6.5%DOUBLED +212.2%
6MORGAN STANLEY1,680,801$146.7M5.3%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,342,323$117.1M4.2%ADD +43.0%
8FMR LLC838,272$73.1M2.6%DOUBLED +166.2%
9RENAISSANCE TECHNOLOGIES LLC80,500$7.0M0.3%TRIM -59.7%
10Hillman Capital Management, Inc.31,999$2.8M0.1%DOUBLED +655.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,211,563$193.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED656,0722,048,557+212.2%$178.7M2025-Q4
FMR LLCDOUBLED314,868838,272+166.2%$73.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM199,90080,500-59.7%$7.0M2025-Q4
Hillman Capital Management, Inc.DOUBLED4,23331,999+655.9%$2.8M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD932,7421,333,783+43.0%$101.0M2025-Q3
UBS Group AGADD1,018,0031,323,819+30.0%$100.3M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED265,666656,072+147.0%$49.7M2025-Q3
FMR LLCDOUBLED118,210314,868+166.4%$23.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED75,900199,900+163.4%$15.1M2025-Q3
NORGES BANKEXIT3,345,2460-100.0%$0.002025-Q3
NORGES BANKNEW3,345,246$266.8M2025-Q2
UBS Group AGADD803,1401,018,003+26.8%$81.2M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM568,777265,666-53.3%$21.2M2025-Q2
FMR LLCNEAR_EXIT2,152,988118,210-94.5%$9.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW75,900$6.1M2025-Q2
Hillman Capital Management, Inc.NEW4,149$330.9K2025-Q2
NORGES BANKEXIT4,991,6810-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT505,5000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW892,356$90.1M2024-Q3
18 unique insiders with 7 transactions. Net insider value: -$5.4M ($0.00 bought, $5.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026HESSE DANIELDirectorM2,336$0.00$0.00
May 20, 2026HESSE DANIELDirectorM2,336$0.00$0.00
May 14, 2026Akella JanakiDirectorM3,028$0.00$0.00
May 14, 2026Akella JanakiDirectorM3,028$0.00$0.00
May 14, 2026Burger BasDirectorM3,028$0.00$0.00
May 14, 2026Burger BasDirectorM3,028$0.00$0.00
May 14, 2026MILLER JONDirectorM3,547$0.00$0.00
May 14, 2026MILLER JONDirectorM3,547$0.00$0.00
May 13, 2026Bowen SharonDirectorA1,892$0.00$0.00
May 13, 2026Brown Marianne CatherineDirectorA1,892$0.00$0.00
May 13, 2026HESSE DANIELDirectorA2,172$0.00$0.00
May 13, 2026Killalea Peter ThomasDirectorA1,706$0.00$0.00
May 13, 2026Ranganathan MadhuDirectorA1,892$0.00$0.00
May 13, 2026Akella JanakiDirectorA1,706$0.00$0.00
May 13, 2026Burger BasDirectorA1,706$0.00$0.00
May 13, 2026MILLER JONDirectorA1,892$0.00$0.00
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 OfficerM322$0.00$0.00
Mar 12, 2026Howell LauraSVP, Chief Accounting OfficerM322$0.00$0.00
Mar 12, 2026Howell LauraSVP, Chief Accounting OfficerF95$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 OfficerM2,002$0.00$0.00
Mar 6, 2026Howell LauraSVP, Chief Accounting OfficerM2,002$0.00$0.00
Mar 6, 2026Salem-Jackson KimEVP, Chief Marketing OfficerM5,783$0.00$0.00
Mar 6, 2026Joseph Paul CEVP - Global SalesM6,673$0.00$0.00
Mar 6, 2026Sundaram ManiEVP and GM SecurityM6,673$0.00$0.00
Mar 6, 2026Sundaram ManiEVP and GM SecurityM6,673$0.00$0.00
Mar 6, 2026Williams Anthony PEVP and CHROM6,450$0.00$0.00
Mar 6, 2026Williams Anthony PEVP and CHROM6,450$0.00$0.00
Mar 6, 2026McGowan Edward JChief Financial OfficerM9,008$0.00$0.00
Mar 6, 2026Ahola AaronEVP & General CounselM5,649$0.00$0.00
Mar 6, 2026Ahola AaronEVP & General CounselM5,649$0.00$0.00
Mar 6, 2026Karon AdamCOO & GM Edge Technology GroupM10,898$0.00$0.00
Mar 6, 2026Salem-Jackson KimEVP, Chief Marketing OfficerM5,783$0.00$0.00
Mar 6, 2026Blumofe RobertChief Technology OfficerM5,116$0.00$0.00
Mar 6, 2026Blumofe RobertChief Technology OfficerM5,116$0.00$0.00
Mar 6, 2026Karon AdamCOO & GM Edge Technology GroupM10,898$0.00$0.00
Mar 6, 2026LEIGHTON F THOMSONChief Executive OfficerM23,353$0.00$0.00
Mar 6, 2026LEIGHTON F THOMSONChief Executive OfficerM23,353$0.00$0.00
Mar 6, 2026Joseph Paul CEVP - Global SalesM6,673$0.00$0.00
Mar 6, 2026McGowan Edward JChief Financial OfficerM9,008$0.00$0.00
Mar 5, 2026Sundaram ManiEVP and GM SecuritySELL3,186$101.90$324.7K
Mar 4, 2026Howell LauraSVP, Chief Accounting OfficerM1,053$0.00$0.00
Mar 4, 2026Salem-Jackson KimEVP, Chief Marketing OfficerM4,021$0.00$0.00
Mar 4, 2026Joseph Paul CEVP - Global SalesM5,658$0.00$0.00
Mar 4, 2026Sundaram ManiEVP and GM SecurityM6,169$0.00$0.00
Current analyst consensus: Hold (58% buy). Based on 33 analysts: 5 strong buy, 14 buy, 12 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$156.31 mean target +8.9% upside Buy (2.17)
$87.00 Low $195.00 High
MetricValue
Current Price$143.55
Target Low$87.00
Target Mean$156.31
Target Median$160.00
Target High$195.00
# Analysts21
RecommendationBuy (2.17)

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% -5.7% 0↑ 18↓ $1.1B 4.7% 21
Next Q
2026-09-30
$1.70 $1.59 $1.84 -8.7% -2.7% 4↑ 12↓ $1.1B 7.3% 21
Current FY
2026-12-31
$6.70 $6.45 $6.96 -6.0% -2.3% 5↑ 18↓ $4.5B 6.8% 23
Next FY
2027-12-31
$7.15 $5.81 $7.97 6.7% -5.9% 5↑ 15↓ $4.9B 10.1% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.580
7d ago$1.581-0.001
30d ago$1.675-0.095
60d ago$1.675-0.095
90d ago$1.806-0.226
14 analyst firms have rated this stock: 3 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
Dec 15, 2025 Keybanc UPGRADE Underweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
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

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 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).
May 19, 2026
short_volume
Short Volume: AKAM — 73.8% short (5.0M / 6.8M)
Short: 5,004,397 | Exempt: 670 | TRF Vol: 6,778,916 | Short Ratio: 73.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
other
Akamai Announces Proposed Offering of Convertible Senior Notes
Akamai proposes to offer, subject to market factors and other conditions, $1.3B in aggregate principal amount of 0% convertible senior notes due 2030.
May 14, 2026
contract
Akamai Technologies Announces Intent to Acquire LayerX, Advancing Its Workforce Security Strategy with AI Usage Control
Akamai has entered into a definitive agreement to acquire LayerX, a provider of browser-based AI usage control and secure enterprise browsers (SEB).
May 13, 2026
short_volume
Short Volume: AKAM — 63.3% short (3.0M / 4.7M)
Short: 2,972,757 | Exempt: 26,927 | TRF Vol: 4,698,270 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: AKAM — 61.7% short (1.4M / 2.3M)
Short: 1,414,191 | Exempt: 888 | TRF Vol: 2,292,599 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: AKAM — 55.2% short (5.8M / 10.4M)
Short: 5,755,370 | Exempt: 7,199 | TRF Vol: 10,429,700 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Akamai Reports First Quarter 2026 Financial Results
Akamai reports first quarter 2026 financial results.
May 7, 2026
earnings_calendar
AKAM Q1 2026 Earnings After Market Close — 2026-05-07
May 6, 2026
short_volume
Short Volume: AKAM — 58.2% short (1.3M / 2.2M)
Short: 1,305,337 | Exempt: 19,492 | TRF Vol: 2,243,649 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 5, 2026
other
Protecting APIs at Scale: Akamai Introduces Security Posture Center and Code-to-Runtime Mapping
New capabilities transform fragmented API findings into measurable security posture and connect runtime activity to code ownership to accelerate remed
May 5, 2026
short_volume
Short Volume: AKAM — 60.8% short (2.6M / 4.3M)
Short: 2,587,487 | Exempt: 880 | TRF Vol: 4,254,948 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: AKAM — 62.2% short (0.9M / 1.4M)
Short: 867,660 | Exempt: 0 | TRF Vol: 1,394,738 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)