AKAM

What a time it’s been for Akamai. In the past six months alone, the company’s stock price has increased by a massive 45.5%, reaching $128.24 per share. This performance may have investors wondering how to approach the situation. Is now the time to buy Akamai, or should you be careful about including it in your portfolio? Dive into our full research report to see our analyst team’s opinion, it’s free. Despite the momentum, we don’t have much confidence in Akamai. Here are three reasons why AKAM doesn’t excite us, plus one stock we’d rather own. Billings is a non-GAAP metric that is often called “cash revenue” because it shows how much money the company has collected from customers in a certain period. This is different from revenue, which must be recognized in pieces over the length of a contract. Akamai’s billings came in at $1.13 billion in Q1, and over the last four quarters, its year-on-year growth averaged 6.8%. This performance was underwhelming and suggests that increasing competition is causing challenges in acquiring/retaining customers. For software companies like Akamai, gross profit tells us how much money remains after paying for the base cost of products and services (typically servers, licenses, and certain personnel). These costs are usually low as a percentage of revenue, explaining why software is more lucrative than other sectors. Akamai’s gross margin is substantially worse than most software businesses, signaling it has relatively high infrastructure costs compared to asset-lite businesses like ServiceNow. As you can see below, it averaged a 58.3% gross margin over the last year. That means Akamai paid its providers a lot of money ($41.72 for every $100 in revenue) to run its business. The market not only cares about gross margin levels but also how they change over time because expansion creates firepower for profitability and free cash generation. Akamai has seen gross margins decline by 2 percentage points over the last 2 years, which is poor compared to software peers. Free cash flow isn’t a prominently featured metric in company financials and earnings releases, but we think it’s telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Over the next year, analysts predict Akamai will flip from cash-producing to cash-burning. Their consensus estimates imply its free cash flow mar...

CAMBRIDGE, Mass., July 02, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers business online, announced today that the company will hold a conference call for investors on Thursday, August 6, 2026, at 4:30 p.m. ET. The call will include the company’s second quarter 2026 financial results and may include forward-looking financial guidance from management. The call will also be broadcast live via the internet at Akamai’s Investor Relations page. The live dial-in information for the conference call is: U.S. only: (833) 634-5020 International: (412) 902-4238 Password: Akamai Technologies call In addition, a replay of the call will be available for two weeks following the conference by calling (855) 669-9658 (or (412) 317-0088 for international calls) and using Conference ID: 8525174. The archived webcast of this event may be accessed through the Akamai website. About AkamaiAkamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense-in-depth to safeguard enterprise data and applications everywhere. Akamai's full-stack cloud computing solutions deliver performance and affordability on the world's most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.

June Nasdaq 100 E-Mini futures (NQM26) are trending up +0.69% this morning as sentiment improved after Treasury yields retreated from multiyear highs, with attention now turning to an earnings report from chip giant Nvidia. The price of WTI crude fell over -1% on Wednesday after Reuters reported that two Chinese supertankers transited the Strait of Hormuz early in the day and a third, South Korean-flagged vessel, was also exiting the waterway. U.S. President Donald Trump suggested on Tuesday that the war with Iran could end “very quickly,” while also cautioning that the U.S. could restart military strikes. “I hope we don’t have to do the war, but we may have to give them another big hit,” Trump told reporters. Meanwhile, Iran warned on Wednesday that it would expand the war beyond the Middle East if the U.S. attacks again. NVDA Earnings Bull Put Spread has a High Probability of Success This High-Yield REIT Just Hiked Its Dividend By 7.1%. Its Shares Look Compelling Here. Warren Buffett’s Berkshire Hathaway Dumped 16 Stocks in Q1, But the Chevron Sale Was the Largest Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Treasury yields fell across the curve on Wednesday, with the 10-year rate sliding three basis points to 4.64%. With traders still strongly leaning toward a Fed rate hike in December, markets remain highly sensitive to signs of escalation or de-escalation in the Middle East. In yesterday’s trading session, Wall Street’s major indexes closed lower. Most members of the Magnificent Seven stocks slid, with Alphabet (GOOGL) and Amazon.com (AMZN) falling over -2%. Also, travel stocks slumped on worries about higher fuel costs, with Carnival (CCL) sliding over -4% and United Airlines Holdings (UAL) slipping more than -3%. In addition, Akamai Technologies (AKAM) sank over -6% and was the top percentage loser on the S&P 500 after the company announced a $2.6 billion convertible notes offering. On the bullish side, some chip and AI infrastructure stocks advanced, with Marvell Technology (MRVL) climbing more than +4% to lead gainers in the Nasdaq 100 and Sandisk (SNDK) rising over +3%. Economic data released on Tuesday showed that U.S. pending home sales rose +1.4% m/m in April, stronger than expectations of +1.0% m/m. Economists,...

Akamai’s first quarter performance was shaped by surging demand for its cloud infrastructure and security solutions, with management pointing to a landmark $1.8 billion customer win as a pivotal moment for the business. CEO F. Thomson Leighton emphasized that the company’s distributed architecture and ability to deliver low-latency compute and security at scale were core differentiators in attracting large enterprise customers. Revenue growth in the security segment, especially in web application firewall and API protection, reflected a heightened urgency among organizations facing more sophisticated AI-powered cyber threats. Is now the time to buy AKAM? Find out in our full research report (it’s free). Revenue: $1.07 billion vs analyst estimates of $1.07 billion (5.8% year-on-year growth, in line) Adjusted EPS: $1.61 vs analyst estimates of $1.60 (in line) Adjusted Operating Income: $282.8 million vs analyst estimates of $286.1 million (26.3% margin, 1.2% miss) The company slightly lifted its revenue guidance for the full year to $4.50 billion at the midpoint from $4.48 billion Management raised its full-year Adjusted EPS guidance to $6.78 at the midpoint, a 1.1% increase Operating Margin: 10.7%, down from 15.2% in the same quarter last year Billings: $1.13 billion at quarter end, up 9.7% year on year Market Capitalization: $23.43 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Roger Boyd (UBS): Asked if Akamai is competing with hyperscalers for AI megadeals. CEO F. Thomson Leighton explained the company competes directly and wins by offering global reach, low latency, and proven ability to scale complex distributed systems. Patrick Edwin Colville (Scotiabank): Inquired about the distributed nature of the new megadeal and CapEx increases. Leighton confirmed value comes from Akamai’s broad platform, while CFO Edward McGowan explained additional GPU procurement is being considered due to pipeline strength. Fatima Boolani (Citi): Questioned the preference for long-term committed capacity deals over on-demand GPU services. Leighton emphasized both models are attractive, with customer demand currently favoring d...

Akamai Technologies, Inc.'s (NASDAQ:AKAM) stock was strong despite it releasing a soft earnings report last week. We think that investors might be looking at some positive factors beyond the earnings numbers. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. To properly understand Akamai Technologies' profit results, we need to consider the US$60m expense attributed to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect Akamai Technologies to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Akamai Technologies' earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think Akamai Technologies' earnings potential is at least as good as it seems, and maybe even better! Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. For example - Akamai Technologies has 3 warning signs we think you should be aware of. This note has only looked at a single factor that sheds light on the nature of Akamai Technologies' profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the conte...

Fastly, Inc. FSLY investors have had a difficult run. Since the company released its first-quarter 2026 results in early May, the stock has fallen nearly 42%, even though the results were better than expected. With this, the company’s shares have declined 21.7% over the past month. The decline is even more disappointing when compared with the broader market. Over the same time frame, FSLY has underperformed the industry’s decline of 3.9% and lagged the broader Zacks Computer and Technology sector and the S&P 500’s respective increases of 10.8% and 6%. Other technology players, including Zscaler, Inc. ZS, Akamai Technologies, Inc. AKAM and Cloudflare, Inc. NET, have gained 16.2%, 78.3% and 1.3%, respectively. Image Source: Zacks Investment Research The sharp underperformance shows that investors are looking beyond Fastly’s headline numbers. The company reported record revenues, strong growth in security and improved adjusted profitability. However, the market remains worried about slower growth in its core business, rising infrastructure costs and tough competition. The biggest concern is the slowdown in Fastly’s core Network Services business. This segment still contributes the majority of the company’s revenues, making its performance critical to overall growth. In the first quarter, Network Services revenues increased 11% year over year. While the growth was solid, it was lower than what investors typically expect from a high-growth technology company. Management attributed some of the moderation to tough comparisons with a particularly strong fourth quarter, which benefited from holiday e-commerce traffic and gaming downloads. However, investors remain cautious about the long-term growth trajectory of the company’s legacy CDN business. Pricing pressure is another challenge. Fastly noted that pricing erosion in Network Services remained in the mid-single-digit range. This is common across the CDN industry, where customers receive higher discounts as traffic volumes grow. While Fastly continues to add traffic and customers, pricing dynamics could continue limiting revenue acceleration. At the same time, Fastly is investing heavily in infrastructure to support future growth opportunities tied to AI workloads, edge computing and security offerings. The company expects infrastructure capital expenditures to rise meaningfully in 2026. Although these investments...

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.84%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.35%. June E-mini S&P futures (ESM26) rose +0.79%, and June E-mini Nasdaq futures (NQM26) rose +2.37%. Stock indexes settled higher on Friday, with the S&P 500 and Nasdaq 100 posting new record highs. Chipmaker and AI-infrastructure stocks led the overall market higher on Friday, offsetting concerns about the Iran war. Stronger-than-expected corporate earnings are pushing stocks higher. Weakness in software stocks on Friday weighed on the Dow Jones Industrial Average. As CPUs Steal the Show, AMD Stock Just Got a New Street-High Price Target How Intel Stock Could Be the Biggest Winner from AMD’s Explosive Earnings Win Cathie Wood Dumps More AMD Shares Despite Its Massive 108% Rally. Here's Why. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Stock indexes also found support today on signs of resiliency in the US labor market after April nonfarm payrolls rose more than expected and March nonfarm payrolls were revised upward. Stocks rallied on Friday despite a larger-than-expected decline in US consumer sentiment to a record low. US Apr nonfarm payrolls rose by +115,000, stronger than expectations of +65,000, and Mar nonfarm payrolls were revised upward to +185,000 from the previously reported +178,000. The Apr unemployment rate was unchanged at 4.3%, right on expectations. US Apr average hourly earnings rose +0.2% m/m and +3.6% y/y, weaker than expectations of +0.3% m/m and +3.8% y/y. The University of Michigan’s US May consumer sentiment index fell -1.6 to a record low of 48.2 (data from 1978), weaker than expectations of 49.5. The University of Michigan US May 1-year inflation expectations rate unexpectedly eased to +4.5% from +4.7% in Apr, weaker than expectations of an increase to 4.8%. The May 5-10 year inflation expectations rate unexpectedly eased to +3.4%, weaker than expectations of no change at +3.5%. In the latest developments in the Middle East, Iran's semi-official Tasnim news agency said Iran seized an oil tanker on Friday in the Strait of Hormuz for "attempting to disrupt oil exports and the interests of the Iranian nation." Also, US forces targeted missile and drone launch sites and other milita...

Akamai Technologies (AKAM) reported $1.07 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 5.8%. EPS of $1.61 for the same period compares to $1.70 a year ago. The reported revenue represents a surprise of +0.04% over the Zacks Consensus Estimate of $1.07 billion. With the consensus EPS estimate being $1.61, the EPS surprise was +0.08%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Akamai Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- International: $530.46 million versus the two-analyst average estimate of $524.33 million. The reported number represents a year-over-year change of +9.1%. Revenue- United States: $543.15 million versus $550.19 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.7% change. Revenue- Security: $589.79 million versus $578.21 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +11.1% change. View all Key Company Metrics for Akamai Technologies here>>> Shares of Akamai Technologies have returned +6.5% over the past month versus the Zacks S&P 500 composite's +11% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Akamai Technologies, Inc. (AKAM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Akamai Technologies shares jump, leading the S&P 500, after first-quarter earnings and a big AI announcement.

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from Bloomberg Billionaire Duke of Westminster to Sell £700 Million of US Real Estate Assets US Has Opened a Passage Through Hormuz, Central Command Says DOJ Plans Intervention in Trump Supreme Court Carroll Appeal China Asks Banks to Pause New Loans to US-Sanctioned Refiner Sony to Pay Almost $4 Billion for Bieber, Neil Young Catalog The chance arrives when CoreWeave reports earnings after the bell on Thursday. Recent results from the biggest AI spenders like Alphabet Inc. and Meta Platforms Inc. made it clear that the need for computing power is insatiable as capital expenditures continue to rise. Considering the company rents access to AI infrastructure featuring the latest chips from Nvidia Corp., that plays right into its hands. “There is an insane amount of demand for AI compute,” said Tejas Dessai, director of thematic research at Global X ETFs. “The backdrop is extremely positive for CoreWeave.” Investors will be closely monitoring CoreWeave’s revenue acceleration, its outlook for the rest of the year and its backlog heading into 2027, he said. The stock is up 78% this year and a stunning 218% since the Livingston, New Jersey-based company went public in March 2025. The latest rally got going roughly a month ago as investors regained faith in the AI trade and CoreWeave announced deals with Meta, Anthropic PBC and Jane Street Group in quick succession. CoreWeave shares were down as much as 9.1% in intraday trading Thursday after rallying 7.9% on Wednesday. Of the 36 analysts tracked by Bloomberg who follow CoreWeave, 23 have buy ratings on the stock and only two have sells. But their average 12-month price target of $131 is below where the shares closed Wednesday, even though it’s been rising over the past six months. Wall Street expects the company to report revenue of nearly $2 billion in the first quarter, twice what it posted a year ago, and a loss of $1.20 per share, which would be an improvement from a loss of $1.49 a share in the first quarter of 2025. CoreWeave’s revenue backlog was nearly $67 billion as of Dec. 31, and the recent deals should raise its remaining performance obligati...