Akamai Technologies Stock: Analyst Estimates & Ratings

Akamai Technologies, a global leader in content delivery, cloud infrastructure, and security solutions, has underperformed the broader market over the past 52 weeks, with its stock dropping 26.2%. Despite posting better-than-expected Q2 2025 results, shares of AKAM fell 5.7% due to higher operating expenses. Analysts expect AKAM's EPS to dip 11.9% YoY to $4 for FY25, with a consensus rating of "Moderate Buy" and a price target of $93.65. The Street-high price target of $133 implies a potential upside of 78.9% from current price levels.

Akamai Technologies, Inc. (AKAM), a global leader in content delivery, cloud infrastructure, and security solutions, has shown mixed performance over the past 52 weeks. The company's stock has underperformed the broader market, dropping 26.2% compared to the S&P 500 Index ($SPX) gaining 16.4% [1]. Despite posting better-than-expected Q2 2025 results, shares of AKAM fell 5.7% the next day due to higher operating expenses [2].

Akamai reported adjusted EPS of $1.73 and revenues of $1.04 billion on Aug. 7, 2025. However, GAAP net income dropped 21% year-over-year to $103.6 million due to higher operating expenses of $892 million [2]. The company's earnings surprise history is mixed, with three out of the last four quarters beating consensus estimates [2].

For the fiscal year ending in December 2025, analysts expect AKAM's EPS to dip 11.9% year-over-year to $4. The consensus rating is a "Moderate Buy," based on eight "Strong Buys," one "Moderate Buy," nine "Holds," one "Moderate Sell," and three "Strong Sells" [2]. Scotiabank lowered Akamai's price target to $95 while maintaining an "Outperform" rating [2].

As of writing, the stock is trading below the mean price target of $93.65. The Street-high price target of $133 implies a potential upside of 78.9% from current price levels [2].

Key Points:

- Market Performance: AKAM stock has dropped 26.2% over the past 52 weeks, underperforming the broader market and the Technology Select Sector SPDR Fund (XLK) [1].
- Q2 2025 Results: Despite better-than-expected adjusted EPS and revenues, shares fell 5.7% due to higher operating expenses [2].
- Analyst Sentiment: The consensus rating is a "Moderate Buy" with a price target of $93.65, and a high price target of $133 implying a potential upside of 78.9% [2].
- Future Outlook: Analysts expect a dip in EPS to $4 for FY25, but the company's earnings surprise history is mixed [2].

References:

[1] https://estellinegrain.com/news/story/34223851/akamai-technologies-stock-analyst-estimates-ratings
[2] https://www.barchart.com/story/news/34223850/akamai-technologies-stock-analyst-estimates-ratings