Akamai Technologies (AKAM)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$105.22-1.20%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
Research Workspace
Put AKAM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Non-GAAP operating margin near 29%: GAAP operating margin 7.3% vs 25% trip; Non-GAAP margin not reported.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 35% in its worst 12-month stretch.
View RiskAkamai's growth in cloud infrastructure services must continue to justify its current valuation. Revenue grew 5% year over year, and the latest quarter beat expectations significantly. It trades at 18× P/E versus a peer median of 34×, suggesting the price reflects less growth than forecasted. The primary risk is the non-GAAP operating margin, which is near 29%, while the GAAP margin is only 7.3% against a 25% target. Peer multiples imply a price about 8% above where it trades. The thesis has broken due to the margin issue.
Trailing returns as of 2026-09-04. AKAM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering AKAM (as of Sep 2026).
Based on 14 Wall Street analysts offering 12-month price targets for AKAM in the last 4 months.
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Compare AKAM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AKAM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Information Technology (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put AKAM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand Cloud Infrastructure Services
AI security launch supports cloud infrastructure expansion.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $105.22
The last 12 months of price, then the range of analyst 12-month targets from today’s $105.22.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Financial results indicate strong revenue growth.
Downgrade indicates potential growth concerns.
Threatens: Maintain non-GAAP operating margin around 25-26%
Downgrade raises concerns about operating margin sustainability.
Advances: Expand Cloud Infrastructure Services
Cloud commitments support revenue growth despite margin pressures.
Threatens: Achieve revenue growth
Stock drop despite contract wins raises growth concerns.
AI-led growth supports revenue growth objective.
Advances: Achieve revenue growth
Revenue growth forecast aligns with management's objectives.
