AKAM

Akamai Technologies Inc. (AKAM) | Rumor.io

Akamai Technologies

AKAM

Attention (50-day avg)0.02%

Attention rank (50-day avg)#290

Bullish sentiment (50-day avg)62%

Price to earnings ratio40

Market capitalization15.7B

Earnings per share2.76

Dividend yield (TTM)—

Revenue (annual)4.2B

Net income (annual)452M

Social

What share of all stock conversation is about AKAM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.49	0.14% +0.14	0.03% +0.02	0.01% +0.01

Sep 29

The company's recent deal with Anthropic, a AI startup, may pose an operational risk due to long-term infrastructure commitments made without guaranteed contracted revenue.
The stock price is expected to spike in the next couple of weeks, as the company has a bullish sentiment due to the deal.
A small position was started in the stock with a stop loss around $106, expecting the price to create a base before moving higher.

Generated by AI

Sentiment

Of the messages about AKAM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	40.91% +2.02	49.78% +2.98	61.33% -24.13	77.4% +40.57
Bearish	59.09% -2.02	50.22% -2.98	38.67% +24.13	22.6% -40.57

Bullish· Sep 25

Akamai Technologies has secured a 7-year, $11.6 billion cloud deal with Anthropic, with potential for an additional $9 billion, and was granted warrants for up to ~5% of the company.
The deal is expected to drive significant revenue growth, with one estimate suggesting a 25% quarterly lift over the 7-year period.
The stock has seen a significant price increase following the announcement, with a 22% jump and a price target raised to $225 per share from $190.

Bearish· Sep 29

The bearish sentiment against Akamai Technologies, Inc. (AKAM) is primarily driven by its recent announcement, which analysts have poked holes in, making the deal seem lopsided with AKAM taking all the risk on upfront CapX spend.
The stock's momentum is terrible, with a significant gap filled, and heavy selling pressure making it difficult to achieve a bounce, according to some market observers.
AKAM's price action is expected to continue downward, with some analysts predicting a potential average-down opportunity for those still holding the stock.

Generated by AI

Topics

Of the messages about AKAM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	83.33%	49.63%	46.78%	17.48%
Technical Analysis	16.67%	0.23%	0.76%	10.59%
Earnings	0%	16.59%	16.57%	7.76%
Macro	0%	16.85%	17.53%	46.96%
Analysts	0%	16.66%	18.33%	16.91%
Controversies	0%	0.03%	0.03%	0.31%

Earnings· May 8

Akamai Technologies, Inc. ($AKAM) announced a $1.8 billion deal with a leading frontier model provider for its Cloud Infrastructure Services, with the contract expected to start contributing $20M-$25M in revenue by Q4 2026.
The company reported strong Q1 2026 earnings, exceeding EPS expectations and driven by significant gains in cloud infrastructure and security services, with revenue growing 40% YoY to $95M.
Akamai's Q2 and full-year 2026 revenue guidance were raised, despite a weak outlook for Q2 primarily due to high infrastructure costs and a cautious corporate spending environment, with the company forecasting adjusted earnings between $1.45 and $1.65 per share on revenue of $1.08-$1.1B.

Analysts· Feb 16

Citigroup analyst Fatima Boolani maintains Akamai Technologies with a Buy and lowers the price target from $135 to $130.
DA Davidson trims Akamai Technologies target price to $130.00, while Raymond James lowers its target to $118.00.
Raymond James analyst Frank Louthan maintains Akamai Technologies with an Outperform rating and lowers the price target from $128 to $118.

Announcements· Sep 25

Akamai Technologies has signed a seven-year, $11.6 billion deal with Anthropic to provide computing capacity, with the potential to expand to $20 billion.
The deal is focused on CPUs, with Akamai utilizing AMD EPYC processors to power its modern, high-performance edge compute platforms.
Akamai's stock price has soared over 20% after the announcement, with analysts saying the deal should boost Akamai's growth and its profitability profile looks attractive.

Technical Analysis· Feb 8

$AKAM has been experiencing a downward trend, with some support found at $62.50.
The RSI on $AKAM has fallen below 50, indicating potential for further decline.
Key levels of support and resistance for $AKAM include $62, $63, and $65, with a potential break above $64 leading to higher prices.

Generated by AI

Community

Of the messages about AKAM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	4.31%	7.82%	12.01%
Newcomers	100%	95.69%	92.18%	87.99%

Regulars· Sep 25

Akamai Technologies, Inc. has announced a seven-year power contract and $11.6 billion deal with Anthropic, which includes a warrant that gives Anthropic the right to buy up to roughly 5% of the company's shares at $111.33.
The deal is expected to drive significant revenue growth, with Akamai's revenue ramping up from $1.7 billion per year in FY28, and the company has also outlined a potential $9 billion expansion opportunity on top of the main deal.
Analysts have raised their price targets for Akamai, with BofA increasing its target to $185 from $175 and JPMorgan raising its target to $167 from $158, following the announcement of the deal with Anthropic.

Newcomers· Sep 29

The newcomers are focused on the potential of Akamai Technologies, Inc. to increase in value, with some hoping for a massive breakout and others looking for a significant increase in price.
There are concerns about the company's deal with Anthropic, with one user noting a mismatch between the company's long-term commitments and contracted revenue.
The newcomers are also focused on the stock's performance, with some experiencing heavy losses and others expressing frustration with the stock's recent decline.

Generated by AI

News

Akamai Technologies Inc. stock underperforms Monday when compared to competitors

1d agoMarketWatch

Akamai’s Anthropic Deal Puts $5.5 Billion Behind Its Edge AI Pivot

Akamai's $11.6 billion Anthropic cloud deal drives $5.5 billion in capex and equity dilution via warrants, pressuring margins as it pivots from CDN to AI compute.

1d agoYahoo Finance

DA Davidson cuts Akamai stock price target on capital concerns

1d agoInvesting.com

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6	JNPR - Juniper Networks, Inc.	——
7	Expedia Group Inc.EXPE	0%0
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Akamai Technologies Inc.

Technology
Software - Infrastructure

Akamai Technologies Inc. is a cybersecurity and cloud computing company that provides security, delivery, and cloud infrastructure solutions for businesses worldwide. Its services help organizations protect websites, applications, APIs, and digital traffic from attacks while improving performance, reliability, and scalability. Akamai’s platform supports web and mobile application security, bot and abuse protection, API security, content delivery, media streaming, and cloud compute services. The company also offers tools for traffic management, application load balancing, and edge computing, serving enterprises across industries such as media, e-commerce, financial services, software, and the public sector. Headquartered in Cambridge, Massachusetts, Akamai plays a significant role in helping companies build, secure, and accelerate digital experiences over the internet.

Website

Location

145 Broadway

Cambridge, MA, 02142

United States

Social

What share of all stock conversation is about AKAM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.49	0.14% +0.14	0.03% +0.02	0.01% +0.01

Sep 29

The company's recent deal with Anthropic, a AI startup, may pose an operational risk due to long-term infrastructure commitments made without guaranteed contracted revenue.
The stock price is expected to spike in the next couple of weeks, as the company has a bullish sentiment due to the deal.
A small position was started in the stock with a stop loss around $106, expecting the price to create a base before moving higher.

Generated by AI

Sentiment

Of the messages about AKAM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	40.91% +2.02	49.78% +2.98	61.33% -24.13	77.4% +40.57
Bearish	59.09% -2.02	50.22% -2.98	38.67% +24.13	22.6% -40.57

Bullish· Sep 25

Akamai Technologies has secured a 7-year, $11.6 billion cloud deal with Anthropic, with potential for an additional $9 billion, and was granted warrants for up to ~5% of the company.
The deal is expected to drive significant revenue growth, with one estimate suggesting a 25% quarterly lift over the 7-year period.
The stock has seen a significant price increase following the announcement, with a 22% jump and a price target raised to $225 per share from $190.

Bearish· Sep 29

The bearish sentiment against Akamai Technologies, Inc. (AKAM) is primarily driven by its recent announcement, which analysts have poked holes in, making the deal seem lopsided with AKAM taking all the risk on upfront CapX spend.
The stock's momentum is terrible, with a significant gap filled, and heavy selling pressure making it difficult to achieve a bounce, according to some market observers.
AKAM's price action is expected to continue downward, with some analysts predicting a potential average-down opportunity for those still holding the stock.

Generated by AI

Topics

Of the messages about AKAM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	83.33%	49.63%	46.78%	17.48%
Technical Analysis	16.67%	0.23%	0.76%	10.59%
Earnings	0%	16.59%	16.57%	7.76%
Macro	0%	16.85%	17.53%	46.96%
Analysts	0%	16.66%	18.33%	16.91%
Controversies	0%	0.03%	0.03%	0.31%

Earnings· May 8

Akamai Technologies, Inc. ($AKAM) announced a $1.8 billion deal with a leading frontier model provider for its Cloud Infrastructure Services, with the contract expected to start contributing $20M-$25M in revenue by Q4 2026.
The company reported strong Q1 2026 earnings, exceeding EPS expectations and driven by significant gains in cloud infrastructure and security services, with revenue growing 40% YoY to $95M.
Akamai's Q2 and full-year 2026 revenue guidance were raised, despite a weak outlook for Q2 primarily due to high infrastructure costs and a cautious corporate spending environment, with the company forecasting adjusted earnings between $1.45 and $1.65 per share on revenue of $1.08-$1.1B.

Analysts· Feb 16

Citigroup analyst Fatima Boolani maintains Akamai Technologies with a Buy and lowers the price target from $135 to $130.
DA Davidson trims Akamai Technologies target price to $130.00, while Raymond James lowers its target to $118.00.
Raymond James analyst Frank Louthan maintains Akamai Technologies with an Outperform rating and lowers the price target from $128 to $118.

Announcements· Sep 25

Akamai Technologies has signed a seven-year, $11.6 billion deal with Anthropic to provide computing capacity, with the potential to expand to $20 billion.
The deal is focused on CPUs, with Akamai utilizing AMD EPYC processors to power its modern, high-performance edge compute platforms.
Akamai's stock price has soared over 20% after the announcement, with analysts saying the deal should boost Akamai's growth and its profitability profile looks attractive.

Technical Analysis· Feb 8

$AKAM has been experiencing a downward trend, with some support found at $62.50.
The RSI on $AKAM has fallen below 50, indicating potential for further decline.
Key levels of support and resistance for $AKAM include $62, $63, and $65, with a potential break above $64 leading to higher prices.

Generated by AI

Community

Of the messages about AKAM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	4.31%	7.82%	12.01%
Newcomers	100%	95.69%	92.18%	87.99%

Regulars· Sep 25

Akamai Technologies, Inc. has announced a seven-year power contract and $11.6 billion deal with Anthropic, which includes a warrant that gives Anthropic the right to buy up to roughly 5% of the company's shares at $111.33.
The deal is expected to drive significant revenue growth, with Akamai's revenue ramping up from $1.7 billion per year in FY28, and the company has also outlined a potential $9 billion expansion opportunity on top of the main deal.
Analysts have raised their price targets for Akamai, with BofA increasing its target to $185 from $175 and JPMorgan raising its target to $167 from $158, following the announcement of the deal with Anthropic.

Newcomers· Sep 29

The newcomers are focused on the potential of Akamai Technologies, Inc. to increase in value, with some hoping for a massive breakout and others looking for a significant increase in price.
There are concerns about the company's deal with Anthropic, with one user noting a mismatch between the company's long-term commitments and contracted revenue.
The newcomers are also focused on the stock's performance, with some experiencing heavy losses and others expressing frustration with the stock's recent decline.

Generated by AI

Akamai Technologies

Social

Sep 29

Bullish· Sep 25

Bearish· Sep 29

Earnings· May 8

Analysts· Feb 16

Announcements· Sep 25

Technical Analysis· Feb 8

Regulars· Sep 25

Newcomers· Sep 29

Akamai stock: DA Davidson reiterates Buy rating after Anthropic deal

Raymond James maintains Outperform on Akamai stock after Anthropic deal

Akamai EVP Mani Sundaram sells $882k in company stock

Akamai Technologies Inc. stock underperforms Monday when compared to competitors

Akamai’s Anthropic Deal Puts $5.5 Billion Behind Its Edge AI Pivot

DA Davidson cuts Akamai stock price target on capital concerns

Also Discussed

Akamai Technologies Inc.

Company Information

Location

Akamai stock: DA Davidson reiterates Buy rating after Anthropic deal

Raymond James maintains Outperform on Akamai stock after Anthropic deal

Akamai EVP Mani Sundaram sells $882k in company stock

Akamai Technologies Inc. stock underperforms Monday when compared to competitors

Akamai’s Anthropic Deal Puts $5.5 Billion Behind Its Edge AI Pivot

DA Davidson cuts Akamai stock price target on capital concerns

Also Discussed

Social

Sep 29

Bullish· Sep 25

Bearish· Sep 29

Earnings· May 8

Analysts· Feb 16

Announcements· Sep 25

Technical Analysis· Feb 8

Regulars· Sep 25

Newcomers· Sep 29