Analyst Consensus ?
ConsensusHold50 ratings
Bullish2550.0%
Neutral2448.0%
Bearish12.0%
1 unmapped firm rating excluded from the percentages.
Akamai Technologies, Inc. · AKAM · FY2025 Q3 · Calendar Q4 2025
Akamai: CIS and security growth offset softer delivery trends
The supplied analysis supports a constructive but qualified view: CIS growth, security adoption, and edge AI expansion were meaningful positives, while delivery softness, compute build-out costs, and execution risks temper the outlook.
Reported After market closeNASDAQTechnology
$15.77B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.86
Consensus $1.64
EPS surprise
+13.4%
Reported versus consensus
Reported revenue
$1.05B
Consensus $1.04B
Revenue surprise
+1.1%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+14.7%
Event window
SPY move
+0.1%
Same window
Abnormal move
+14.6%
Stock minus SPY
Volume
5.2×
Versus trailing sessions
Subsequent drift
+1.9%
Up to 20 sessions
AKAMSPY benchmark
Ask FN2 about AKAM FY2025 Q3
Transcript, numbers and history already loaded
Why did AKAM rise 14.7% after beating EPS estimates in FY2025 Q3?What changed in AKAM's guidance and outlook in FY2025 Q3?Give me the bull and bear case for AKAM after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The quarter's analysis highlighted CIS acceleration, the launch of Akamai Inference Cloud with NVIDIA Blackwell GPUs, and continued security-product adoption. Management also emphasized delivery softness, compute investment, and plans to expand capacity and sales execution.
Guidance delta
Management maintained full-year 2025 guidance.
Key takeaways
- Management described strong Q3 execution, led by Cloud Infrastructure Services and high-growth security products.
- Akamai launched Inference Cloud with NVIDIA Blackwell GPUs across 17 locations and plans further expansion.
- Delivery revenue was softer, while management highlighted seasonal media volatility and potential compute margin pressure.
Management priorities
- Expand Akamai Inference Cloud PoPs beyond the initial 17 locations
- Continue hiring and training sales hunters for security and compute
- Deepen the NVIDIA collaboration and expand GPU offerings
- Pursue larger multi-year contracts with hyperscalers and enterprise customers
- Potentially separate CIS reporting to highlight its growth
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Miss
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Analyst 52W Price Targets
$111.59Current
$75Low
$140.56Average
$225High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 30, 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 29, 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 $111.59. 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 | +52.3% | Sep 29, 2026 |
| D.A. Davidson | Rudy Kessinger | $150 | $113.33 | +34.4% | Sep 28, 2026 |
| Piper Sandler | Analyst unavailable | $158 | $110.41 | +41.6% | Sep 25, 2026 |
| Guggenheim | John DiFucci | $225 | $110.41 | +101.6% | Sep 25, 2026 |
| UBS | Roger Boyd | $148 | $110.41 | +32.6% | Sep 25, 2026 |
| Piper Sandler | Analyst unavailable | $125 | $108.62 | +12.0% | Aug 31, 2026 |
| HSBC | Stephen Bersey | $123 | $110.54 | +10.2% | Aug 10, 2026 |
| Robert W. Baird | Analyst unavailable | $140 | $113.88 | +25.5% | Aug 7, 2026 |
| RBC Capital | Analyst unavailable | $135 | $114.89 | +21.0% | Aug 7, 2026 |
| UBS | Roger Boyd | $125 | $111.79 | +12.0% | Jul 29, 2026 |
| Evercore ISI | Peter Levine | $175 | $113.3 | +56.8% | Jul 27, 2026 |
| Morgan Stanley | Sanjit Singh | $165 | $161.14 | +47.9% | May 14, 2026 |
| Susquehanna | Shyam Patil | $175 | $147.71 | +56.8% | May 11, 2026 |
| Scotiabank | Patrick Colville | $180 | $141.92 | +61.3% | May 8, 2026 |
| UBS | Analyst unavailable | $160 | $141.46 | +43.4% | May 8, 2026 |
| Robert W. Baird | Analyst unavailable | $150 | $140.3 | +34.4% | May 8, 2026 |
| Oppenheimer | Analyst unavailable | $180 | $140.73 | +61.3% | May 8, 2026 |
| D.A. Davidson | Analyst unavailable | $185 | $135.3 | +65.8% | May 8, 2026 |
| Raymond James | Analyst unavailable | $140 | $135.93 | +25.5% | May 8, 2026 |
| Evercore ISI | Analyst unavailable | $165 | $133.5 | +47.9% | May 8, 2026 |
| Craig-Hallum | Analyst unavailable | $190 | $116.69 | +70.3% | May 8, 2026 |
| KeyBanc | Jackson Ader | $195 | $116.69 | +74.7% | May 8, 2026 |
| Raymond James | Frank Louthan | $120 | $105.47 | +7.5% | Mar 12, 2026 |
| Raymond James | Frank Louthan | $100 | $99.02 | -10.4% | Feb 23, 2026 |
| Goldman Sachs | Analyst unavailable | $76 | $94.17 | -31.9% | Feb 23, 2026 |
| Piper Sandler | Analyst unavailable | $97 | $94.17 | -13.1% | Feb 23, 2026 |
| Scotiabank | Patrick Colville | $120 | $99.42 | +7.5% | Feb 20, 2026 |
| Susquehanna | Analyst unavailable | $120 | $98.89 | +7.5% | Feb 20, 2026 |
| Evercore ISI | Analyst unavailable | $115 | $99.26 | +3.1% | Feb 20, 2026 |
| Robert W. Baird | Analyst unavailable | $110 | $109.59 | -1.4% | Feb 20, 2026 |
| UBS | Roger Boyd | $110 | $109.59 | -1.4% | Feb 20, 2026 |
| KeyBanc | Analyst unavailable | $120 | $109.59 | +7.5% | Feb 20, 2026 |
| Morgan Stanley | Sanjit Singh | $120 | $109.59 | +7.5% | Feb 20, 2026 |
| Oppenheimer | Analyst unavailable | $115 | $92.68 | +3.1% | Feb 5, 2026 |
| Morgan Stanley | Analyst unavailable | $115 | $88.12 | +3.1% | Jan 12, 2026 |
| Scotiabank | Analyst unavailable | $105 | $87.36 | -5.9% | Jan 9, 2026 |
| Piper Sandler | James Fish | $89 | $85.1 | -20.2% | Jan 5, 2026 |
| KeyBanc | Jackson Ader | $115 | $85.89 | +3.1% | Dec 15, 2025 |
| Oppenheimer | Analyst unavailable | $100 | $87.17 | -10.4% | Nov 17, 2025 |
| Piper Sandler | James Fish | $83 | $70.53 | -25.6% | Aug 8, 2025 |
| Morgan Stanley | Analyst unavailable | $85 | $73.65 | -23.8% | Aug 5, 2025 |
| Morgan Stanley | Keith Weiss | $90 | $73.81 | -19.3% | Apr 16, 2025 |
| Robert W. Baird | William Power | $115 | $101.02 | +3.1% | Nov 11, 2024 |
| HSBC | Stephen Bersey | $121 | $101.02 | +8.4% | Nov 11, 2024 |
| Scotiabank | Patrick Colville | $115 | $91.57 | +3.1% | Aug 9, 2024 |
| Craig-Hallum | Jeff Van Rhee | $125 | $91.57 | +12.0% | Aug 9, 2024 |
| RBC Capital | Mark Mahaney | $100 | $91.57 | -10.4% | Aug 9, 2024 |
| Guggenheim | Raymond McDonough | $128 | $96.97 | +14.7% | Jul 29, 2024 |
| HSBC | Stephen Bersey | $96 | $96.37 | -14.0% | Jul 24, 2024 |
| Piper Sandler | James Fish | $112 | $95.14 | +0.4% | Jul 15, 2024 |
| Scotiabank | Patrick Colville | $110 | $92.22 | -1.4% | Jul 8, 2024 |
| Susquehanna | Shyam Patil | $135 | $92.86 | +21.0% | May 10, 2024 |
| Piper Sandler | James Fish | $114 | $94.39 | +2.2% | May 10, 2024 |
| KeyBanc | Thomas Blakey | $119 | $94.48 | +6.6% | May 10, 2024 |
| D.A. Davidson | Rudy Kessinger | $125 | $101.44 | +12.0% | May 7, 2024 |
| Piper Sandler | James Fish | $136 | $105.82 | +21.9% | Apr 9, 2024 |
| Robert W. Baird | William Power | $135 | $110.16 | +21.0% | Mar 7, 2024 |
| Guggenheim | Ramond McDonnough | $75 | $78.66 | -32.8% | Feb 16, 2023 |
| Loop Capital Markets | Analyst unavailable | $91 | $87.49 | -18.5% | Feb 7, 2023 |
| Morgan Stanley | Keith Weiss | $102 | $95.81 | -8.6% | Aug 10, 2022 |
| Truist Financial | Analyst unavailable | $125 | $95.98 | +12.0% | Aug 10, 2022 |
| Morgan Stanley | Analyst unavailable | $102 | $92.26 | -8.6% | Aug 10, 2022 |
| RBC Capital | Analyst unavailable | $110 | $95.08 | -1.4% | Aug 10, 2022 |
| Morgan Stanley | Analyst unavailable | $110 | $90.65 | -1.4% | Jul 11, 2022 |
| Piper Sandler | Analyst unavailable | $102 | $93.13 | -8.6% | Jul 6, 2022 |
| Morgan Stanley | Analyst unavailable | $118 | $100.74 | +5.7% | May 4, 2022 |
| Piper Sandler | James Fish | $126 | $116.7 | +12.9% | Apr 25, 2022 |
| Tigress Financial | Ivan Feinseth | $168 | $109.94 | +50.6% | Jan 26, 2022 |
| KeyBanc | Thomas Blakey | $140 | $112.08 | +25.5% | Jan 18, 2022 |
| Morgan Stanley | Keith Weiss | $130 | $110.87 | +16.5% | Nov 3, 2021 |
| Truist Financial | Gregory P Miller | $140 | $105.13 | +25.5% | 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
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| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
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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 · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-30T12:36:11.586530+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-30T12:36:11.583664+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 2026-09-30. For educational purposes only; not investment advice.