Analyst Consensus ?
ConsensusHold50 ratings
Bullish2550.0%
Neutral2448.0%
Bearish12.0%
1 unmapped firm rating excluded from the percentages.
Akamai Technologies, Inc. · AKAM · FY2025 Q1 · Calendar Q2 2025
Akamai security and compute growth offset delivery pressure
Akamai's security and compute expansion supports the growth case, but delivery pressure, margin risk and macro exposure leave the outlook mixed.
Reported After market closeNASDAQTechnology
$15.84B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.58
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.01B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-10.8%
Event window
SPY move
-0.1%
Same window
Abnormal move
-10.6%
Stock minus SPY
Volume
3.5×
Versus trailing sessions
Subsequent drift
+2.4%
Up to 20 sessions
AKAMSPY benchmark
Ask FN2 about AKAM FY2025 Q1
Transcript, numbers and history already loaded
What drove AKAM's -10.8% move after FY2025 Q1 earnings?What changed in AKAM's guidance and outlook in FY2025 Q1?Give me the bull and bear case for AKAM after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Security and compute remained the growth engines; AI firewall and VPU offerings were added, while delivery declined and management maintained FY 2025 guidance.
Guidance delta
Maintained; FY 2025 outlook remains modest revenue growth, about 10% security growth and 15–20% compute growth.
Key takeaways
- Security and compute were the main growth engines, together representing 69% of total revenue.
- Security grew double-digit, led by Guardicore and API security; the AI firewall gained early traction.
- Delivery revenue declined, while traffic growth provided upside and pricing pressure remained mixed.
- Management maintained FY 2025 guidance and planned front-loaded first-half capex of about 22–23% of revenue.
Management priorities
- Roll out the AI firewall to enterprise customers.
- Scale API security and Guardicore offerings.
- Launch the Managed Container Service across more than 4,000 POPs.
- Expand VPU-based compute instances and cross-sell security and compute to Edgio customers.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$108.92Current
$75Low
$140.56Average
$225High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| DA Davidson | Buy | Buy | Maintain | Sep 30, 2026 |
| UBS | Neutral | Neutral | Maintain | Sep 25, 2026 |
| TD Cowen | Hold | Hold | Maintain | Sep 25, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Sep 25, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Sep 25, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Sep 25, 2026 |
| Guggenheim | Buy | Buy | Maintain | Sep 25, 2026 |
| B of A Securities | Buy | Buy | Maintain | Sep 25, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Susquehanna | Positive | Positive | Maintain | Aug 10, 2026 |
| HSBC | Hold | Buy | Downgrade | Aug 10, 2026 |
| Baird | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 27, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | May 14, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | May 8, 2026 |
| Keybanc | Overweight | Overweight | Maintain | May 8, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Aug 8, 2025 |
| Needham | Hold | Hold | Maintain | Feb 21, 2025 |
| Oppenheimer | Outperform | Perform | Upgrade | Dec 2, 2024 |
| Tigress Financial | Strong Buy | Strong Buy | Maintain | Aug 29, 2024 |
| Craig-Hallum | Buy | Hold | Upgrade | Aug 9, 2024 |
| CFRA | Hold | Hold | Maintain | May 24, 2023 |
| Loop Capital | Hold | Hold | Maintain | Mar 1, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 15, 2023 |
| Truist Securities | Buy | Buy | Maintain | Aug 10, 2022 |
| FBN Securities | Outperform | Outperform | Maintain | Aug 10, 2022 |
| Credit Suisse | Neutral | Neutral | Maintain | Feb 10, 2021 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Jul 29, 2020 |
| B. Riley Securities | Buy | Buy | Maintain | Apr 29, 2020 |
| B. Riley FBR | Buy | Buy | Maintain | Apr 29, 2020 |
| Nomura Instinet | Neutral | Neutral | Maintain | Apr 15, 2020 |
| Nomura | Neutral | Neutral | Maintain | Apr 15, 2020 |
| Goldman Sachs | Neutral | Sell | Upgrade | Mar 26, 2020 |
| B. Riley | Buy | Buy | Maintain | Feb 12, 2020 |
| Deutsche Bank | Sell | Hold | Downgrade | Mar 25, 2019 |
| MKM Partners | Buy | Buy | Maintain | Jun 27, 2018 |
| Wells Fargo | Market Perform | Market Perform | Maintain | Oct 25, 2017 |
| Drexel Hamilton | Buy | Buy | Maintain | Mar 21, 2017 |
| FBR Capital | Market Perform | Underperform | Upgrade | Oct 26, 2016 |
| Pacific Crest | Overweight | Downgrade | Jul 27, 2016 | |
| Stifel Nicolaus | Hold | Hold | Maintain | Mar 24, 2016 |
| Macquarie | Neutral | Neutral | Maintain | Nov 3, 2015 |
| Canaccord Genuity | Hold | Hold | Maintain | Oct 28, 2015 |
| JMP Securities | Market Outperform | Market Perform | Upgrade | Aug 28, 2015 |
| Jefferies | Hold | Hold | Maintain | May 2, 2014 |
| Maxim Group | Buy | Buy | Maintain | Mar 15, 2013 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Feb 7, 2013 |
| Janney Capital | Neutral | Buy | Downgrade | Feb 7, 2013 |
| Oxen Group | Hold | Hold | Maintain | Mar 14, 2012 |
| Stifel | Buy | Buy | Maintain | Feb 9, 2012 |
| PiperJaffray | Neutral | Neutral | Maintain | Feb 9, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $108.92. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Raymond James | Frank Louthan | $170 | $108.99 | +56.1% | Sep 29, 2026 |
| D.A. Davidson | Rudy Kessinger | $150 | $113.33 | +37.7% | Sep 28, 2026 |
| Piper Sandler | Analyst unavailable | $158 | $110.41 | +45.1% | Sep 25, 2026 |
| Guggenheim | John DiFucci | $225 | $110.41 | +106.6% | Sep 25, 2026 |
| UBS | Roger Boyd | $148 | $110.41 | +35.9% | Sep 25, 2026 |
| Piper Sandler | Analyst unavailable | $125 | $108.62 | +14.8% | Aug 31, 2026 |
| HSBC | Stephen Bersey | $123 | $110.54 | +12.9% | Aug 10, 2026 |
| Robert W. Baird | Analyst unavailable | $140 | $113.88 | +28.5% | Aug 7, 2026 |
| RBC Capital | Analyst unavailable | $135 | $114.89 | +23.9% | Aug 7, 2026 |
| UBS | Roger Boyd | $125 | $111.79 | +14.8% | Jul 29, 2026 |
| Evercore ISI | Peter Levine | $175 | $113.3 | +60.7% | Jul 27, 2026 |
| Morgan Stanley | Sanjit Singh | $165 | $161.14 | +51.5% | May 14, 2026 |
| Susquehanna | Shyam Patil | $175 | $147.71 | +60.7% | May 11, 2026 |
| Scotiabank | Patrick Colville | $180 | $141.92 | +65.3% | May 8, 2026 |
| UBS | Analyst unavailable | $160 | $141.46 | +46.9% | May 8, 2026 |
| Robert W. Baird | Analyst unavailable | $150 | $140.3 | +37.7% | May 8, 2026 |
| Oppenheimer | Analyst unavailable | $180 | $140.73 | +65.3% | May 8, 2026 |
| D.A. Davidson | Analyst unavailable | $185 | $135.3 | +69.8% | May 8, 2026 |
| Raymond James | Analyst unavailable | $140 | $135.93 | +28.5% | May 8, 2026 |
| Evercore ISI | Analyst unavailable | $165 | $133.5 | +51.5% | May 8, 2026 |
| Craig-Hallum | Analyst unavailable | $190 | $116.69 | +74.4% | May 8, 2026 |
| KeyBanc | Jackson Ader | $195 | $116.69 | +79.0% | May 8, 2026 |
| Raymond James | Frank Louthan | $120 | $105.47 | +10.2% | Mar 12, 2026 |
| Raymond James | Frank Louthan | $100 | $99.02 | -8.2% | Feb 23, 2026 |
| Goldman Sachs | Analyst unavailable | $76 | $94.17 | -30.2% | Feb 23, 2026 |
| Piper Sandler | Analyst unavailable | $97 | $94.17 | -10.9% | Feb 23, 2026 |
| Scotiabank | Patrick Colville | $120 | $99.42 | +10.2% | Feb 20, 2026 |
| Susquehanna | Analyst unavailable | $120 | $98.89 | +10.2% | Feb 20, 2026 |
| Evercore ISI | Analyst unavailable | $115 | $99.26 | +5.6% | Feb 20, 2026 |
| Robert W. Baird | Analyst unavailable | $110 | $109.59 | +1.0% | Feb 20, 2026 |
| UBS | Roger Boyd | $110 | $109.59 | +1.0% | Feb 20, 2026 |
| KeyBanc | Analyst unavailable | $120 | $109.59 | +10.2% | Feb 20, 2026 |
| Morgan Stanley | Sanjit Singh | $120 | $109.59 | +10.2% | Feb 20, 2026 |
| Oppenheimer | Analyst unavailable | $115 | $92.68 | +5.6% | Feb 5, 2026 |
| Morgan Stanley | Analyst unavailable | $115 | $88.12 | +5.6% | Jan 12, 2026 |
| Scotiabank | Analyst unavailable | $105 | $87.36 | -3.6% | Jan 9, 2026 |
| Piper Sandler | James Fish | $89 | $85.1 | -18.3% | Jan 5, 2026 |
| KeyBanc | Jackson Ader | $115 | $85.89 | +5.6% | Dec 15, 2025 |
| Oppenheimer | Analyst unavailable | $100 | $87.17 | -8.2% | Nov 17, 2025 |
| Piper Sandler | James Fish | $83 | $70.53 | -23.8% | Aug 8, 2025 |
| Morgan Stanley | Analyst unavailable | $85 | $73.65 | -22.0% | Aug 5, 2025 |
| Morgan Stanley | Keith Weiss | $90 | $73.81 | -17.4% | Apr 16, 2025 |
| Robert W. Baird | William Power | $115 | $101.02 | +5.6% | Nov 11, 2024 |
| HSBC | Stephen Bersey | $121 | $101.02 | +11.1% | Nov 11, 2024 |
| Scotiabank | Patrick Colville | $115 | $91.57 | +5.6% | Aug 9, 2024 |
| Craig-Hallum | Jeff Van Rhee | $125 | $91.57 | +14.8% | Aug 9, 2024 |
| RBC Capital | Mark Mahaney | $100 | $91.57 | -8.2% | Aug 9, 2024 |
| Guggenheim | Raymond McDonough | $128 | $96.97 | +17.5% | Jul 29, 2024 |
| HSBC | Stephen Bersey | $96 | $96.37 | -11.9% | Jul 24, 2024 |
| Piper Sandler | James Fish | $112 | $95.14 | +2.8% | Jul 15, 2024 |
| Scotiabank | Patrick Colville | $110 | $92.22 | +1.0% | Jul 8, 2024 |
| Susquehanna | Shyam Patil | $135 | $92.86 | +23.9% | May 10, 2024 |
| Piper Sandler | James Fish | $114 | $94.39 | +4.7% | May 10, 2024 |
| KeyBanc | Thomas Blakey | $119 | $94.48 | +9.3% | May 10, 2024 |
| D.A. Davidson | Rudy Kessinger | $125 | $101.44 | +14.8% | May 7, 2024 |
| Piper Sandler | James Fish | $136 | $105.82 | +24.9% | Apr 9, 2024 |
| Robert W. Baird | William Power | $135 | $110.16 | +23.9% | Mar 7, 2024 |
| Guggenheim | Ramond McDonnough | $75 | $78.66 | -31.1% | Feb 16, 2023 |
| Loop Capital Markets | Analyst unavailable | $91 | $87.49 | -16.5% | Feb 7, 2023 |
| Morgan Stanley | Keith Weiss | $102 | $95.81 | -6.4% | Aug 10, 2022 |
| Truist Financial | Analyst unavailable | $125 | $95.98 | +14.8% | Aug 10, 2022 |
| Morgan Stanley | Analyst unavailable | $102 | $92.26 | -6.4% | Aug 10, 2022 |
| RBC Capital | Analyst unavailable | $110 | $95.08 | +1.0% | Aug 10, 2022 |
| Morgan Stanley | Analyst unavailable | $110 | $90.65 | +1.0% | Jul 11, 2022 |
| Piper Sandler | Analyst unavailable | $102 | $93.13 | -6.4% | Jul 6, 2022 |
| Morgan Stanley | Analyst unavailable | $118 | $100.74 | +8.3% | May 4, 2022 |
| Piper Sandler | James Fish | $126 | $116.7 | +15.7% | Apr 25, 2022 |
| Tigress Financial | Ivan Feinseth | $168 | $109.94 | +54.2% | Jan 26, 2022 |
| KeyBanc | Thomas Blakey | $140 | $112.08 | +28.5% | Jan 18, 2022 |
| Morgan Stanley | Keith Weiss | $130 | $110.87 | +19.4% | Nov 3, 2021 |
| Truist Financial | Gregory P Miller | $140 | $105.13 | +28.5% | Nov 2, 2021 |
Track every rating change on AKAM the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationAkamai Technologies, Inc. (AKAM) is a leading global provider of cloud services, specializing in the secure delivery, optimization, and protection of online content and business applications across the internet. The company's primary focus involves offering sophisticated cloud-based solutions designed to shield digital infrastructure, websites, applications (including APIs), and end-users from a wide array of cyberattacks and online threats, all while simultaneously enhancing performance. Akamai further excels in accelerating web and mobile experiences, facilitating dynamic and highly responsive websites and applications.…
Historical context
All AKAM earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the AKAM recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-24T00:01:17.206701+00:00
- Polygon adjusted daily market bars · 2026-10-04T16:40:41.258507+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-04T16:40:41.255704+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-04. For educational purposes only; not investment advice.