Market Cap
$15.3B
AKAM
AKAMAI TECHNOLOGIES INC
$112.33 ▲ +5.05%
Prev close $106.93Market cap$15.3B
ConsensusBuy
12-mo target$158.87 (+41.4%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)38 New Institutional Positions12 Institutional Exits Software & IT
Snapshot
The big-picture read on AKAM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (64%)
Inst. Holders
50 funds
Inst. Value
$16.8B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $8.2M sell
Insider Net $
-$8.2M
Social Sentiment
67° Warm
SEC Reports
13
Press Releases
10
Price chart 30d +6.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: AKAM — 55.1% short (1.5M / 2.7M)
Short: 1,507,978 | Exempt: 14,242 | TRF Vol: 2,738,209 | Short Ratio: 55.1% | Off-exchange volume (d
Sep 25, 2026 Insider
Salem-Jackson Kim sold 2,013 shares
EVP, Chief Marketing Officer @ $128.00 ($257.7K)
Sep 25, 2026 Insider
Sundaram Mani sold 7,022 shares
EVP and GM Security @ $125.62 ($882.1K)
Sep 15, 2026 Insider
Jul 21, 2026 SEC Joseph Paul C sold 3,100 shares
EVP - Global Sales @ $105.63 ($327.5K)
Three asset managers accumulated $11.4M in AKAM during 2026-Q2, led by Wealth Enhancement Advisory Services nearly tripl
INST-CLUSTER — Impact 3/10
Akamai was selected as a strategic partner for WWT's AI Readiness Model for Operational Resilience (ARMOR), integrating
Impact 3/10
Akamai reported Q1 2026 EPS of $1.61, a 2.0% beat vs the $1.58 consensus, on revenue of $1.09B (in line with estimates).
PRESS-RELEASE — Impact 4/10
Jun 30, 2026 Inst.
Capital World Investors — ADD
11,203,309 shares ($1.3B)
Analyst ratings buy % +8.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
64% rate it Buy or better · 33 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 29, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 28, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 25, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 25, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Sep 25, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 25, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Sep 25, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 25, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Sep 25, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 11 | 1 | 0 | 64% | |
| Aug 1, 2026 | 7 | 14 | 10 | 2 | 0 | 64% | |
| Jul 1, 2026 | 7 | 13 | 11 | 2 | 0 | 61% | |
| Jun 1, 2026 | 7 | 13 | 11 | 2 | 0 | 61% | |
| May 1, 2026 | 5 | 14 | 12 | 2 | 0 | 58% | |
| Apr 1, 2026 | 7 | 13 | 11 | 2 | 0 | 61% | |
| Mar 1, 2026 | 7 | 13 | 11 | 2 | 0 | 61% | |
| Feb 1, 2026 | 7 | 13 | 11 | 2 | 0 | 61% |
Price targets
Where 22 covering analysts think AKAM trades over the next 12 months.
$158.87 +41.4% upside Strong Buy
Current$112.33 Low$93.00 Median$161.50 High$225.00 22 analysts
$93.00$225.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
$AKAM + Anthropic??
▲ 1 · 💬 0· ⚡ 0.5
$AKAM Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand
▲ 1 · 💬 4· ⚡ 0.5
Akamai Technologies (AKAM) - Strong Buy
▲ 1 · 💬 1· ⚡ 0.5
$AKAM - The CDN Boomer That Just Became an AI Infrastructure Chad (and nobody's talking about it)
▲ 1 · 💬 1· ⚡ 0.5
This is so dumb, saw this in yahoo finance on AKAMAI page: BGL Advises Audax Private Equity in its Acquisition of AKAM
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 0 bullish, 4 bearish, 3 mixed, 6 neutral · avg impact 4.7/10.Plus 10 press releases.
NEUTRALINST-CLUSTER3/10
Three asset managers accumulated $11.4M in AKAM during 2026-Q2, led by Wealth Enhancement Advisory S
Jul 21, 2026
NEUTRALPRESS-RELEASE4/10
Akamai reported Q1 2026 EPS of $1.61, a 2.0% beat vs the $1.58 consensus, on revenue of $1.09B (in l
Jul 2, 2026
MIXED8-K6/10
Akamai issued an initial $1.75B of 0.00% Convertible Senior Notes due 2030 and an additional $1.75B
May 22, 2026
MIXED8-K6/10
Akamai has priced an upsized $3.0B offering of 0% convertible senior notes ($1.5B due 2030, $1.5B du
May 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: AKAM — 55.1% short (1.5M / 2.7M)
Short: 1,507,978 | Exempt: 14,242 | TRF Vol: 2,738,209 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: AKAM — 58.9% short (1.7M / 2.9M)
Short: 1,710,542 | Exempt: 7,430 | TRF Vol: 2,904,610 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
contract
Akamai Welcomes SoftServe to Partner Connect Program
SoftServe joins Akamai Partner Connect to help enterprises optimize multicloud environments, lower costs, and accelerate edge AI deployments.
Sep 25, 2026
short_volume
Short Volume: AKAM — 67.7% short (11.1M / 16.4M)
Short: 11,073,766 | Exempt: 59,222 | TRF Vol: 16,368,446 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
contract
Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand
Akamai announced a relationship with Anthropic for $11.6 billion of contractual commitment over seven years for CPU workloads.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.67 | $1.60–$1.76 | -10.1% | -0.7% | 9↑ 11↓ | $1.1B | 21 |
| Next Q | $1.77 | $1.45–$1.91 | -3.8% | -2.0% | 10↑ 9↓ | $1.2B | 21 |
| Current FY | $6.64 | $6.32–$6.81 | -6.8% | -0.8% | 12↑ 11↓ | $4.5B | 24 |
| Next FY | $6.85 | $5.47–$8.36 | 3.2% | -4.4% | 10↑ 13↓ | $5.2B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.671 | — |
| 7d ago | $1.680 | -0.009 |
| 30d ago | $1.684 | -0.013 |
| 60d ago | $1.702 | -0.030 |
| 90d ago | $1.700 | -0.029 |
Institutional ownership
Which big funds own AKAM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $16.8B total value (140,113,232 shares) as of 2026-Q2. Top holders: Capital, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 11,203,309 | $1.3B | 7.9% | ADD +65.6% |
| BlackRock, Inc. | 10,461,720 | $1.2B | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,496,453 | $1.1B | 6.7% | — |
| JANE STREET GROUP, LLC | 8,534,700 | $1.0B | 6.0% | DOUBLED +15228.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,257,551 | $857.9M | 5.1% | — |
| WELLS FARGO & COMPANY/MN | 5,800,000 | $685.6M | 4.1% | TRIM -56.1% |
| STATE STREET CORP | 5,774,426 | $682.6M | 4.1% | — |
| FIRST TRUST ADVISORS LP | 4,752,119 | $561.7M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,226,353 | $501.5M | 3.0% | — |
| Invesco Ltd. | 3,913,562 | $462.6M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | ADD | 6,764,438 | 11,203,309 | +65.6% | $1.3B |
| ROYAL BANK OF CANADA | DOUBLED | 1,204,559 | 3,226,337 | +167.8% | $381.4M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 3,464,793 | 2,597,753 | -25.0% | $307.1M |
| FMR LLC | ADD | 1,546,736 | 2,359,623 | +52.6% | $278.9M |
| Bank of New York Mellon Corp | TRIM | 3,189,522 | 2,291,411 | -28.2% | $270.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,022,845 | 2,163,067 | +111.5% | $255.7M |
| NORGES BANK | NEW | — | 2,110,687 | — | $249.5M |
| JANE STREET GROUP, LLC | DOUBLED | 11,022 | 1,689,455 | +15228.0% | $199.7M |
| Pictet Asset Management Holding SA | DOUBLED | 32,869 | 1,671,839 | +4986.4% | $197.4M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 2,460,561 | 1,649,073 | -33.0% | $194.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$8.2M — $0.00 bought, $8.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Salem-Jackson Kim | EVP, Chief Marketing Officer | SELL | 2,013 | $128.00 | $257.7K |
| Sep 25, 2026 | Sundaram Mani | EVP and GM Security | SELL | 7,022 | $125.62 | $882.1K |
| Sep 15, 2026 | Joseph Paul C | EVP - Global Sales | SELL | 3,100 | $105.63 | $327.5K |
| Sep 12, 2026 | Howell Laura | SVP, Chief Accounting Officer | TAX W/H | 108 | $106.79 | $11.5K |
| Sep 12, 2026 | Howell Laura | SVP, Chief Accounting Officer | EXERCISE | 323 | — | — |
| Jul 15, 2026 | Joseph Paul C | EVP - Global Sales | SELL | 3,100 | $126.77 | $393.0K |
| Jun 18, 2026 | Blumofe Robert | Chief Technology Officer | SELL | 243 | $129.41 | $31.4K |
| Jun 12, 2026 | Howell Laura | SVP, Chief Accounting Officer | TAX W/H | 95 | $132.46 | $12.6K |
| Jun 12, 2026 | Howell Laura | SVP, Chief Accounting Officer | EXERCISE | 322 | — | — |
| Jun 10, 2026 | Salem-Jackson Kim | EVP, Chief Marketing Officer | SELL | 2,300 | $135.57 | $311.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AKAM.
Shares short
18,794,670
Settlement Sep 15, 2026
Change vs prior
-1.2%
Semi-monthly cycle
Days to cover
5.9
At avg daily volume
Of shares outstanding
≈13.1%
Estimate — not % of float
All AKAM filing & press-release reports (23)
- INST-CLUSTER reportJul 21, 2026
- PRESS-RELEASE reportJul 8, 2026
- PRESS-RELEASE reportJul 2, 2026
- PRESS-RELEASE reportJun 4, 2026
- PRESS-RELEASE reportJun 3, 2026
- PRESS-RELEASE reportJun 2, 2026
- 8-K reportMay 22, 2026
- 8-K reportMay 20, 2026
- PRESS-RELEASE reportMay 14, 2026
- PRESS-RELEASE reportMay 7, 2026
- PRESS-RELEASE reportApr 17, 2026
- PRESS-RELEASE reportApr 7, 2026
- PRESS-RELEASE reportApr 7, 2026
- PRESS-RELEASE reportApr 1, 2026
- CLUSTER reportMar 16, 2026
- PRESS-RELEASE reportMar 13, 2026
- CLUSTER reportMar 10, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportMar 6, 2026
- CLUSTER reportMar 5, 2026
- CLUSTER reportMar 4, 2026
- PRESS-RELEASE reportMar 3, 2026
- CLUSTER reportMar 2, 2026