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
QuarterlyIQ Insights · AKAM
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $105 AKAM trades at 18× p/e, below its 33× p/e peer median. Our $115 fair value sits above the price. We hold it with low confidence: our number sits below the analyst range and the peer anchor overstates how cheap it looks. Analysts target $123–$195. Note: our $115 fair value sits below the entire analyst range ($123–$195). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $165.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $374.04 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $68.87 | — | — | Hist. CAGR | high |
| graham number | 12M | $64.31 | — | — | TTM | high |
| Mgmt guidance |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
$123.00 – $195.00 (median $165.00) · 17 analysts · as of 2026-08-31
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 55% over what the business is worth with no growth; closing that gap needs roughly 5.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $2.88/sh owner earnings.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $224.97 |
| 33.5 |
| 6.72 |
| Mgmt |
| high |
| Peer EV/EBITDA | 12M | $78.07 | 14.5 | 8.29 | TTM | high |
| Peer P/FCF | 12M | $98.64 | 24.1 | 4.10 | TTM | high |
| Peer P/E | 12M | $141.84 | 20.5 | 6.93 | ntm analyst | high |
| Peer P/S | 12M | $104.05 | 3.7 | 28.13 | TTM | high |
| PEG | 12M | $114.39 | 18.4 | 6.21 | TTM | high |
| residual income | 12M | $44.34 | — | — | TTM | high |
| Own P/E history | 12M | $113.04 | 18.2 | 6.21 | TTM | high |
| triangulated | 12M | $202.84 | 33.5 | 6.06 | Triangulated | high |
| Mgmt guidance | 3Y | $343.28 | 33.5 | 10.26 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $88.35 | 24.1 | 3.67 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $156.77 | 20.5 | 7.65 | Analyst | medium |
| Peer P/S | 3Y | $130.33 | 3.7 | 35.23 | guidance | medium |
| PEG | 3Y | $141.03 | 18.4 | 7.65 | Analyst | medium |
| Own P/E history | 3Y | $139.37 | 18.2 | 7.65 | Analyst | medium |
| Mgmt guidance | 5Y | $454.99 | 33.5 | 13.60 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $82.09 | 24.1 | 3.41 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $168.94 | 20.5 | 8.25 | Analyst | high |
| Peer P/S | 5Y | $140.45 | 3.7 | 37.97 | guidance | high |
| PEG | 5Y | $151.98 | 18.4 | 8.25 | Analyst | high |
| Own P/E history | 5Y | $150.19 | 18.2 | 8.25 | Analyst | high |