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insidermonkey.comSEP 122 min read$AKAM

Jim Cramer Calls Akamai (AKAM) “Terrific” and Cloudflare (NET) One of His Favorites

Jim Cramer praised Akamai (AKAM) and Cloudflare (NET) on Mad Money. Akamai reported Q2 revenue of $1.1B, with cloud services up 39%, but operating income fell 12%. Cloudflare saw Q2 revenue rise 36% to $696.1M, expecting full-year revenue of $2.86B. Both face challenges: Akamai with execution and costs, Cloudflare with valuation and profitability.

Original reporting
insidermonkey.com
Published Sep 12, 2026, 10:45 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 12, 2026, 11:27 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Jim Cramer Calls Akamai (AKAM) “Terrific” and Cloudflare (NET) One of His Favorites — source image
Source · insidermonkey.com
Decision brief

The 30-second read

$AKAMNeutralLow
01

Why it matters

The commentary underscores differing risk/reward profiles, which may influence short‑term trader positioning.

02

Market read

The piece offers a side‑by‑side view of two leading cybersecurity stocks, useful for traders weighing growth versus valuation trade‑offs.

03

What to watch

Potential for Cloudflare to achieve GAAP profitability faster than expected, mitigating valuation concerns.

Relevance 4/10Novelty 2/10Timing: post‑earnings commentary

Background

Jim Cramer praised both Akamai and Cloudflare, contrasting their growth profiles and valuation metrics.

Company-level read

Ticker impact

$AKAMNeutralMedium confidence
Context

Q2 revenue and cloud contract numbers were disclosed, showing 5% YoY growth and $2.8B in contracts.

Expected impact

Potential modest price increase if investors focus on contract backlog; downside risk from rising capex.

Evidence & confidence

Positive top-line and contract wins offset by lower operating income and higher capex, leading to mixed outlook.

$NETNeutralMedium confidence
Context

Q2 results showed 36% revenue growth to $696.1M and GAAP operating loss of $205.7M, highlighting valuation concerns.

Expected impact

Limited upside unless profitability improves; high valuation could pressure price.

Evidence & confidence

Revenue momentum is strong, but profitability and valuation concerns dominate investor sentiment.

Market effects

Sector

Highlights divergent growth and profitability dynamics in the cybersecurity/cloud infrastructure sector.

Regional

U.S. tech sector focus; limited broader regional effect.

Global

Reinforces investor scrutiny of cloud‑related cybersecurity firms worldwide.

Counterpoint

What could challenge this read

Despite higher capex, Akamai's AI infrastructure positioning could yield long‑term upside if execution improves.

Key entities

  • Analyst
    Jim Cramer

    Host of Mad Money, providing market commentary.

  • Company
    Akamai Technologies, Inc.

    Cybersecurity firm expanding cloud infrastructure services.

  • Company
    Cloudflare, Inc.

    Cloud services provider with rapid revenue growth but high valuation.

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