AKAM logo
Akamai Technologies Inc.
AKAM
87.17 (-1.69%) 1.47
Information Technology
IT Services
Akamai Technologies Inc. engages in the provision of security delivery and cloud computing solutions in the United States and internationally. The company offers security solutions that include web application and application programming interfaces (API) protection solutions which protect web API and mobile app traffic from attacks; Bot & Abuse portfolio which provides solutions to help customers protect against threats; Akamai Account Protector which offers full account lifecycle protections including the ability to defend against account takeover and opening abuse adversarial bot protection protection against credential stuffing inventory scalping and hoarding; Akamai Content Protector which provides solutions designed to stop persistent scrapers from stealing content; API security which discovers audits and monitors API; and microservice and application component protection that analyzes and protects application traffic that moves between application components. It also offers cloud computing services which include compute storage networking database and container management services; and Akamai App Platform provides ready-to-run templates that address challenges in deploying managing and scaling Kubernetes clusters at scale. In addition the company offers delivery solutions that include web and mobile performance solutions which enables dynamic websites and applications as well as global traffic management site acceleration application load balancing large-scale load testing and real-user monitoring; and media delivery solutions including video streaming and video player services game and software delivery broadcast operations authoritative domain name system resolution and data and analytics. The company has a technical alliances with TollBit and Skyfire for publishers and content owners to monetize AI bot traffic. Akamai Technologies Inc. was incorporated in 1998 and is headquartered in Cambridge Massachusetts.

Quality Checklist 5/8

5Y Shares Out Change < 0%
Current Ratio > 1
Quick Ratio > 1
Net Margin > 10%
Est. EPS Growth > 5%
ROIC > 10%
Debt/Equity < 1
Past Net Income CAGR > 0%
0.0%of Portfolio

My holdings

Day change:
Total change:
Shares:
Cost basis:
Market cap: $12.54(B)
EV: $15.96(B)
Total Equity: $4.73(B)
Earnings date: Feb-10-2026
P/E: 25.27
Forward P/E: 12.38
P/FCF: 14.41
P/S: 3.10
P/B: 2.65
EPS: $3.5
EPS (fwd): $7.0
FCF/share: $6.0
Revenue/share: $28.1
Book value/share: $32.9
ROIC: 5.4%
ROA: 4.8%
ROE: 10.6%
Debt/Equity: 1.11
Current Ratio: 2.30
Gross margin: 59.1%
Operating margin: 15.4%
Net margin: 12.3%
Dividend/share: $0.0
Div. yield: 0.00%

AKAM Valuation & Price Targets

Current Price
$87.2

Favorite Valuation Methods

More Valuation Methods

DCF (simple)
N/A
N/A
DCF (exit mult.)
N/A
N/A
DDM
N/A
N/A
EPS growth
N/A
N/A
Revenue growth
N/A
N/A
Peter Lynch FV
N/A
N/A
Graham No.
N/A
N/A

PEvaluation

9% overvalued
Low
$59.2
Mid
$79.0
High
$98.7
Current price
$87.2
Fair P/E
Margin of safety
EPS
Market Model
ROICRevenue growthFCF MarginShares outstan...Debt/EquityDebt/EBITDA
Economic moat: None/narrow

EPS Estimates

LowAvgHigh#
FY+16.97.07.222
FY+26.27.27.823
FY+36.97.98.711
FY+47.58.79.82
FY+58.29.711.22

Analyst Price Targets

3% undervalued
Low
$66.0
Mid
$90.0
High
$134.0
Current price
$87.2

Analyst Recommendations

Strong Buy3
Buy9
Hold7
Sell3
Strong Sell1

2-stage DCF

First Stage Duration: 5 Years
Starting Free Cash Flow
First Stage Growth Rate
LowMidHigh
Terminal Growth Rate
LowMidHigh
Discount Rate

Discounted Cash Flow

Forecast years: 5 Years
Terminal Growth Rate
LowMidHigh
Discount Rate
Free cash flow estimates:
Y+1 est.
Y+2 est.
0.00%
Y+3 est.
0.00%
Y+4 est.
0.00%
Y+5 est.
0.00%

Discounted Cash Flow (exit mult.)

Forecast years: 5 Years
Exit FCF Multiple
LowMidHigh
Discount Rate
Free cash flow estimates:
Y+1 est.
Y+2 est.
0.00%
Y+3 est.
0.00%
Y+4 est.
0.00%
Y+5 est.
0.00%

Dividend Discount Model

Annual Dividend
First Stage Length (Years): 0 Years
First Stage Growth Rate
Final Growth Rate
Discount Rate

EPS Growth

Forecast years: 5 Years
Starting EPS
EPS Growth Rate
LowMidHigh
Final P/E
LowMidHigh
Discount Rate

Revenue Growth Valuation

Forecast Years: 10 Years
Base Revenue
Revenue Growth Rate
LowMidHigh
Final Net Margin
LowMidHigh
Final P/E Ratio
LowMidHigh
Discount Rate

Peter Lynch Fair Value

Earnings Per Share
Growth Rate

Graham Formula

Earnings Per Share
EPS Growth (7-10 years)
Government Bond Rate

TTM Financials

Income (TTM)

RevenueGrossNet
Revenue$4.13(B)
Gross profit$2.44(B)
EBITDA$1.17(B)
Net income$506.86(M)
Gross margin59.1%
Operating margin15.4%
Net margin12.3%
Shares outstanding143.87(M)

Balance sheet

Cash & ST inv.Other ST assetsLong term assetsCurrent liabilitiesLong term debtOther LT liabilitiesEquity
Total assets$10.83(B)
Current assets$2.17(B)
Total liabilities$6.10(B)
Current liabilities$950.32(M)
Cash & Short-term inv.$1.12(B)
Long-term debt$4.10(B)
Total intangibles$3.82(B)
PP&E$3.34(B)

Cash flow (TTM)

CFOCFICFF
FCF$869.09(M)
CapEx$-626.88(M)
Dividends paid$0
Stock issued$62.70(M)
Stock repurchased$-1.06(B)
Stock-based comp.$447.89(M)
Debt issued$1.95(B)
Debt repaid$-1.40(B)

Per share data (TTM)

Price: $87.2
Revenue: $28.1 (3.1x | 32.3%) Gross profit: $17.0 (5.1x | 19.5%) Earnings: $3.45 (25.3x | 4.0%)
FCF: $6.05 (14.4x | 6.9%) Stock-based Comp.: $3.11 (28.0x | 3.6%) CapEx.: $4.36 (20.0x | 5.0%) Dividend: $0.00 (N/A | 0.0%)
Total Assets: $75.3 (1.2x | 86.4%) Total Liabilities: $42.4 (2.1x | 48.7%) Book Value: $32.9 (2.6x | 37.8%) Cash & ST inv.: $7.78 (11.2x | 8.9%) Debt: $28.5 (3.1x | 32.7%)
Earnings FY+1: $7.04 (12.4x | 8.1%) Earnings FY+2: $7.19 (12.1x | 8.2%) Earnings FY+3: $7.87 (11.1x | 9.0%) Earnings FY+4: $8.70 (10.0x | 10.0%) Earnings FY+5: $9.67 (9.0x | 11.1%)
FCF FY+1: $5.75 (15.2x | 6.6%) FCF FY+2: $6.15 (14.2x | 7.1%) FCF FY+3: $7.06 (12.4x | 8.1%) FCF FY+4: $7.81 (11.2x | 9.0%) FCF FY+5: $8.68 (10.0x | 10.0%)

Summary

Growth Estimates

Revenue

CAGR: 7.2%
FY+1FY+2FY+3FY+4FY+5
FY+1$4.19(B)
FY+2(+5.2%)$4.41(B)
FY+3(+6.7%)$4.70(B)
FY+4(+8.9%)$5.12(B)
FY+5(+8.2%)$5.54(B)

Net Income

CAGR: 8.4%
FY+1FY+2FY+3FY+4FY+5
FY+1$1.04(B)
FY+2(+2.2%)$1.06(B)
FY+3(+10.0%)$1.16(B)
FY+4(+9.8%)$1.28(B)
FY+5(+11.7%)$1.43(B)

EPS

CAGR: 8.3%
FY+1FY+2FY+3FY+4FY+5
FY+1$7.04
FY+2(+2.1%)$7.19
FY+3(+9.5%)$7.87
FY+4(+10.5%)$8.70
FY+5(+11.1%)$9.67

FCF per share

CAGR: 10.8%
FY+1FY+2FY+3FY+4FY+5
FY+1$5.75
FY+2(+7.0%)$6.15
FY+3(+14.7%)$7.06
FY+4(+10.7%)$7.81
FY+5(+11.0%)$8.68

Historical Financials

Showing limited histrical data.
TTM (Y)TTM (Q)FYFQ
Income(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0.01.0(B)2.0(B)3.0(B)4.0(B)
Revenue Operating Income Net IncomeCOGSGross ProfitTotal OpEx.R&DSG&AInterest ExpenseInterest IncomeOther Non-operating IncomePre-tax incomeIncome tax
Cash flow(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0.0200.0(M)400.0(M)600.0(M)800.0(M)1.0(B)
Stock-based Comp. FCFCFONet IncomeD&AChange in Working CapitalCFFStock IssuedStock RepurchasedDebt IssuedDebt RepaidDividend PaidCFIAcquisitionsDivestituresCapital Expenditures
Balance sheet(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0.02.0(B)4.0(B)6.0(B)8.0(B)10.0(B)
Total Assets Total LiabilitiesCurrent assetsCash and EquivalentsShort-term investmentsInventoriesReceivablesNon-current assetsNet PP&EIntangible AssetsGoodwillCurrent liabilitiesShort-Term DebtAccounts payableNon-current liabilitiesLong-Term DebtTotal Equity
Per share data(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0.02.04.06.0
EPS (Basic) FCF/Share Dividend/ShareEPS (Diluted)Book value/ShareCash & ST inv./ShareDebt/Share
Ratios(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0.05.010.015.020.025.030.0
P/E P/S EV/EarningsP/FCFP/BEV/FCFDebt/EquityPayout ratio
Margins(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0%10%20%30%40%50%60%
Net Income Margin Operating Margin Gross MarginEBITDA MarginFCF Margin
Returns(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0%2%4%6%8%
ROIC ROAROCEROE
Shares outstanding(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0.050.0(M)100.0(M)150.0(M)
Shares (Basic)Shares (Diluted)
Market Cap.(show more...)
Q3'20 (TTM)Q3'21 (TTM)Q3'22 (TTM)Q3'23 (TTM)Q3'24 (TTM)Q3'25 (TTM)0.05.0(B)10.0(B)15.0(B)
Market Cap.

AKAM vs Peers

Similar Companies

Ownership

Major holders

*Excludes indirect insider ownership

Insiders: 1.96%
Institutions: 150.96%

Institutional ownership

12.77% Vanguard Group Inc9.82% Blackrock Inc.4.84% State Street Corporati...4.03% First Trust Advisors L...2.91% Geode Capital Manageme...2.39% Nordea Investment Mana...2.33% NORGES BANK2.25% Invesco Ltd.2.05% Bank of America Corpor...1.90% Legal & General Group ...105.67% Others

Trading Summary

In the past year, insiders have bought $6.83(M) worth of the company's stock, and sold $10.62(M).

Congress members have bought between $60004 - $200000 worth of the company's stock, and sold between $49007 - $210000.

Insider transactions

$0.002025-12$0.00
$3010002025-11$0.00
$0.002025-10$0.00
$3832502025-09$0.00
$5340402025-08$3.83(M)
$3887002025-07$0.00
$2537142025-06$0.00
$1.34(M)2025-05$0.00
$0.002025-04$0.00
$5.55(M)2025-03$0.00
$0.002025-02$3.00(M)
$3662802025-01$0.00
$1.41(M)2024-12$0.00
DateSharesTotal ($)Price ($)NameTitle
Sell2025-11-073,500301,00086.0BLUMOFE ROBERTChief Technology Officer
Sell2025-09-155,000383,25076.7JOSEPH PAUL COfficer
Sell2025-08-223,000231,00077.0BLUMOFE ROBERTChief Technology Officer
Sell2025-08-204,000303,04075.8AHOLA AARONGeneral Counsel
Buy2025-08-1150,0003,613,04772.3LEIGHTON F THOMSONChief Executive Officer
Buy2025-08-113,000216,89772.3HESSE DANIEL RDirector
Sell2025-07-155,000388,70077.7JOSEPH PAUL COfficer
Sell2025-06-123,254253,71478.0BLUMOFE ROBERTChief Technology Officer
Sell2025-05-2713,1571,004,24776.3SALEM-JACKSON KIMOfficer
Sell2025-05-083,927333,86385.0KARON ADAM MOfficer
Sell2025-03-184,000333,48083.4JOSEPH PAUL COfficer
Sell2025-03-179,500780,80582.2WILLIAMS ANTHONY POfficer
Sell2025-03-144,000323,68080.9AHOLA AARONGeneral Counsel
Sell2025-03-1111,804971,91182.3MCGOWAN EDWARD JChief Financial Officer
Sell2025-03-119,861811,94382.3KARON ADAM MOfficer
Sell2025-03-104,652402,30586.5MCGOWAN EDWARD JChief Financial Officer
Sell2025-03-105,628485,14086.2KARON ADAM MChief Operating Officer
Sell2025-03-0710,683924,25986.5SUNDARAM MANIOfficer
Sell2025-03-046,431517,63280.5KARON ADAM MChief Operating Officer
Grant2025-03-0337,67000.0LEIGHTON F THOMSONChief Executive Officer
Buy2025-02-2737,6702,997,93379.6LEIGHTON F THOMSONChief Executive Officer
Grant2025-02-2114,18600.0LEIGHTON F THOMSONChief Executive Officer
Grant2025-02-213,83700.0BLUMOFE ROBERTChief Technology Officer
Grant2025-02-215,24400.0KARON ADAM MChief Operating Officer
Grant2025-02-2151700.0AHOLA AARONGeneral Counsel
Grant2025-02-2162600.0MCGOWAN EDWARD JChief Financial Officer
Grant2025-02-213,43900.0WILLIAMS ANTHONY POfficer
Grant2025-02-213,66600.0SUNDARAM MANIOfficer
Grant2025-02-214,77100.0JOSEPH PAUL COfficer
Grant2025-02-213,42100.0SALEM-JACKSON KIMOfficer
Grant2025-02-212,04200.0HOWELL LAURAOfficer
Sell2025-01-154,000366,28091.6JOSEPH PAUL COfficer
Sell2024-12-1610,7821,064,28398.7MCGOWAN EDWARD JChief Financial Officer
Sell2024-12-133,500347,41999.3AHOLA AARONGeneral Counsel
Sell2024-11-271,00093,38093.4WAGNER WILLIAM RAYMONDDirector

Congressional trading

$0.002025-12$0.00
$0.002025-11$0.00
$0.002025-10$0.00
$0.002025-09$0.00
$0.002025-08$0.00
$0.002025-07$0.00
$80012025-06$0.00
$650012025-05$0.00
$0.002025-04$65001
$0.002025-03$65001
$405012025-02$0.00
$160012025-01$0.00
$0.002024-12$0.00
DatePoliticianPartyChamberAmount ($)
Sell2025-06-03Josh GottheimerDHouse$1,001 - $15,000
Sell2025-05-12Jefferson ShreveRHouse$15,001 - $50,000
Sell2025-05-12Jefferson ShreveRHouse$15,001 - $50,000
Buy2025-04-07Jefferson ShreveRHouse$15,001 - $50,000
Buy2025-04-07Jefferson ShreveRHouse$15,001 - $50,000
Buy2025-03-31Jefferson ShreveRHouse$15,001 - $50,000
Buy2025-03-31Jefferson ShreveRHouse$15,001 - $50,000
Sell2025-02-26Gilbert Ray Cisneros, Jr.DHouse$1,001 - $15,000
Sell2025-02-24Jefferson ShreveRHouse$15,001 - $50,000
Sell2025-01-17Ro KhannaDHouse$1,001 - $15,000
Sell2025-01-17Ro KhannaDHouse$1,001 - $15,000

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