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AKAM

AkamaiA
Nasdaq / Software & Services
Last Price
At close
2026-06-02
View Chart
Current thesis
The bull read is that the May 7 earnings release introduced a genuinely new AI-infrastructure demand signal rather than a routine quarter: CIS grew 40% y/y, the $1.8 billion seven-year commitment validates Akamai as a non-hyperscale AI capacity provider, and broad May 8 target hikes show the Street is revisiting prior low-growth assumptions.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta -1.2.
What can break
Akamai ended Q1 with $4.108 billion of convertible senior notes and substantial operating lease obligations, limiting room for execution errors if growth or cash conversion softens. [#10-Q-2026-05-08]
Momentum
95
Value
55
Sentiment
37
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $138.00 · Bull $175.00 · Bear $118.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $108.19
Why
Momentum95 · Δ7d -1.2
Value55 · Δ7d +0.3
Sentiment37 · Δ7d -1.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
95
34% active weight
Current posture
7d trendFlat
Δ7d
-1.2
Δ21d
+13.2
Value
55
32% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+1.0
Sentiment
37
33% active weight
Current posture
7d trendSoftening
Δ7d
-1.4
Δ21d
+6.7
Why this grade

Composite grade A. Momentum 95.0 / Value 55.4 / Sentiment 36.7

Fundamentals (TTM)
As of 2026-06-01
Market Cap
$22.39B
Beta
0.70
Shares Out
143.87M
P/E (TTM)
25.2
P/S (TTM)
2.99
P/FCF (TTM)
22.05
Rev YoY
+5.0%
EPS YoY
+156.2%
Gross Margin
+59.1%
Op Margin
+15.0%
Net Debt
$1.95B
Current Ratio
2.28
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology