US · Technology · Software - Infrastructure
EPS came in at 0.64 against a street estimate of 0.90 — a miss of 28.9%.
Analysts rate Akamai Technologies Inc a buy (15 buy, 8 hold, 1 sell out of 24) with an average price target of $158.87.
CONFIDENT Akamai posted 5% revenue growth to $1.1B, driven by Cloud Infrastructure Services surging 39% YoY. $2.8B in signed multiyear CIS deals and strong security momentum (10% growth) underscore AI tailwinds. Management guides FY26 revenue to $4.445–$4.53B (6–8% growth) and projects acceleration to low teens in 2027. Q2 2026 International represents half of revenue; modest FX headwinds persist. Analysts pressed on GPU capacity constraints (answered: more orders placed, pre-booking model enables growth), contract margin protection (answered: escalators and cost-pass-through clauses embedded), and timing of revenue recognition (answered: 6–9 months to start, ~1 quarter to full profitability). All answered confidently with operational detail. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital World Investors | 7.80% |
| BlackRock Inc | 7.28% |
| Vanguard Capital Management, LLC | 6.61% |
| Vanguard Portfolio Management, LLC | 5.05% |
| State Street Corp | 4.02% |
| First Trust Advisors L.P. | 3.31% |
| Geode Capital Management, LLC | 2.94% |
| Amvescap Plc. | 2.72% |
| Document | Date |
|---|---|
| Current report · Q3 2026 AKAMAI TECHNOLOGIES, INC. – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Filing Date: September 22, 2026 (reported September 25, 2026) • Filing Type: Fo | 2026-09-25 |
| Material agreement · Q3 2026 AKAMAI TECHNOLOGIES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Anthropic MSA total commitment: $11.6 billion across Project Plans 2 and 3 for dedicated | 2026-09-24 |
| Quarterly report · Q2 2026 AKAMAI TECHNOLOGIES, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $1,099.7 million (vs. $1,043.5 million Q2 2025; +5.4% YoY) • | 2026-08-07 |
| Results announced · Q3 2026 AKAMAI TECHNOLOGIES Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total revenue: $1.100 billion, up 5% year-over-year (5% adjusted for foreign exchan | 2026-08-06 |
| Material agreement · Q2 2026 AKAMAI TECHNOLOGIES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Total convertible notes issued: $3.5 billion ($1.75 billion 2030 Notes + $1.75 billion 20 | 2026-05-22 |
| Company announcement · Q2 2026 AKAMAI TECHNOLOGIES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company priced $1.5 billion of Convertible Senior Notes due 2030 • Company priced $1.5 bi | 2026-05-20 |
| Material agreement · Q2 2026 AKAMAI TECHNOLOGIES 8-K SUMMARY HEADLINE NUMBERS • Company announced plans to issue $1.3 billion of Convertible Senior Notes due 2030 and $1.3 billi | 2026-05-18 |
| Quarterly report · Q1 2026 AKAMAI TECHNOLOGIES, INC. – Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Revenue: $1,073.6 million (Q1 2026) vs. $1,015.1 million (Q1 2025) — 5.8% i | 2026-05-08 |
Readable in the app.
| Announcement | Date |
|---|---|
| Master Service Agreement with Anthropic becomes material, Project Plans established A major company announced a significant commercial partnership with Anthropic, an AI company. Here's what happened: **The Deal:** The company entered into a Master Service Agreement (MSA) w | 2026-09-24 |
| Convertible notes offering to fund accelerated capital expenditure for cloud infrastructure Akamai issued convertible notes totaling an unspecified amount in two tranches: notes due 2030 and notes due 2032. The company plans to use proceeds to fund accelerated capital spending for | 2026-05-22 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.