AKAMAI TECHNOLOGIES INC
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Cloudflare (NET) reported strong Q2 growth, with shares up 8.2%. Akamai (AKAM) missed estimates, guidance met expectations, shares down 10%. F5 (FFIV) beat estimates, shares flat. Market focus shifted from AI to geopolitics and back to fundamentals.
Jim Cramer endorsed Akamai Technologies (AKAM) on CNBC's Mad Money, calling it a terrific stock. Akamai, known for speeding up websites, is shifting towards higher-margin cybersecurity and cloud services. The company reported $1.1 billion in Q2 revenue, up 5%, with security revenue up 10% and cloud infrastructure revenue up 39%. Akamai has secured $2.8 billion in multi-year cloud deals, including a $1.8 billion contract with Anthropic. Shares rose about 12% post-earnings, and the stock is up 30%
Jim Cramer endorsed Akamai (AKAM) for its cybersecurity and cloud services growth, with a 14x forward P/E and $153 analyst target. He dismissed Builders FirstSource (BLDR) due to weak earnings and cyclical risks. Applied Digital (APLD) was criticized for lack of GAAP profitability, despite $36B in long-term contracts.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning AKAM (AKAMAI TECHNOLOGIES INC). Coverage has skewed bullish: 2 bullish, 1 neutral, and 1 bearish.
Recent AKAM coverage spans earnings, technology and financial news.
In the last 30 days, AKAM insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($327K). The most active reporter was Joseph Paul C, EVP - Global Sales, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Earnings beat on revenue but miss on operating income; stock down 10% since release.
Earnings beat on revenue and strong AI/cloud deals may support short‑term upside.
Positive commentary may support short-term upside, but the earnings growth is already known.
Revenue growth and large contract wins may support short-term upside, but higher capex and declining operating income pose risk.
The integration could boost demand for Akamai's security solutions and create cross‑sell opportunities with MuleSoft customers.
AlphAI scores every news story that mentions AKAM with an AI model for sentiment and relevance, and aggregates insider trades from AKAMAI TECHNOLOGIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Cloudflare (NET) reported strong Q2 growth, with shares up 8.2%. Akamai (AKAM) missed estimates, guidance met expectations, shares down 10%. F5 (FFIV) beat estimates, shares flat. Market focus shifted from AI to geopolitics and back to fundamentals.
3 min readJim Cramer endorsed Akamai Technologies (AKAM) on CNBC's Mad Money, calling it a terrific stock. Akamai, known for speeding up websites, is shifting towards higher-margin cybersecurity and cloud services. The company reported $1.1 billion in Q2 revenue, up 5%, with security revenue up 10% and cloud infrastructure revenue up 39%. Akamai has secured $2.8 billion in multi-year cloud deals, including a $1.8 billion contract with Anthropic. Shares rose about 12% post-earnings, and the stock is up 30%
2 min readJim Cramer endorsed Akamai (AKAM) for its cybersecurity and cloud services growth, with a 14x forward P/E and $153 analyst target. He dismissed Builders FirstSource (BLDR) due to weak earnings and cyclical risks. Applied Digital (APLD) was criticized for lack of GAAP profitability, despite $36B in long-term contracts.
3 min readJim 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.
2 min readAkamai and MuleSoft expanded their collaboration on September 10, 2026, integrating Akamai API Security with MuleSoft’s Agent Fabric. The partnership aims to enhance runtime enforcement and security for AI agents, addressing API-related security incidents. The integration is already used by over 20 joint customers and will be further demonstrated at Salesforce Dreamforce in September 2026.
2 min readAkamai Technologies (AKAM) announced an expanded partnership with MuleSoft to enhance API security. The company is deemed 0.2% undervalued by GF Value™ at $110.97 vs. current price of $110.75, with a GF Score™ of 84/100. Insider activity shows net selling of $14.5 million over the past 12 months. The partnership addresses rising API security risks, with 87% of organizations reporting incidents in 2025.
2 min readJim Cramer called Akamai Technologies 'terrific' on CNBC, citing its better-than-expected Q2 earnings of $1.59 per share and $1.099 billion in sales. He also discussed Home Depot's 10% YTD decline and Applied Digital's Q4 earnings beat. Builders FirstSource received a Market Perform rating from a Citizens analyst.
2 min readITV, the UK's largest commercial broadcaster, used Akamai's TrafficPeak powered by Hydrolix to optimize its World Cup 2026 live-streaming on ITVX. The technology eliminated 5-15 minute telemetry delays, enabling real-time issue resolution and protecting ad revenues. Akamai's cloud infrastructure provided scalable, cost-effective observability. ITVX saw over 200 million streams during the tournament.
2 min readAkamai Technologies (AKAM) rose 5.3% to $111.22 despite Citigroup cutting its price target by 23.8% to $122 while maintaining a Neutral rating. The company's market cap is $16.0B. Investors traded 2.3M shares, suggesting a divergence between analyst sentiment and market action.
2 min readCitigroup maintained a Neutral rating on Akamai Technologies (AKAM) but lowered its price target from $160 to $122, citing concerns about growth and market conditions. The stock is currently trading at $105.65, with a GF Value™ of $110.95, indicating a 4.8% undervaluation. Akamai has a GF Score™ of 78/100, showing strong growth and valuation but weak momentum. Insider activity shows selling but no buying.
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