
Akamai Technologies (AKAM) Stock Forecast & Price Target
Akamai Technologies (AKAM) Analyst Ratings
Bulls say
Akamai Technologies has demonstrated a robust growth trajectory in its security segment, which now accounts for approximately 53% of total revenue, an increase from 47% in the previous quarter, emphasizing the firm’s adaptability in a changing cybersecurity landscape. The company reported year-over-year security revenue growth of 14%, totaling $535 million, which aligns closely with consensus expectations, while its Guardicore and API offerings collectively contributed $247 million in annual recurring revenue. Additionally, despite a decline in traditional content delivery, overall revenue saw a 3% increase in constant currency, showcasing Akamai's effective investment in research and development and positioning the company for future growth.
Bears say
Akamai Technologies has experienced a decline in earnings per share (EPS), dropping 2% year-over-year to $1.66, which, despite exceeding initial guidance, signals a troubling trend as EPS is anticipated to decline further by 7% to 1% in calendar year 2025. Additionally, the company's delivery segment is forecasted to decline approximately 10% in 2025, with ongoing challenges including legal uncertainties related to TikTok and headwinds from the DIY migration, which may hinder overall growth. Furthermore, while the cloud segment is expected to grow 15%, this is a significant reduction from the 25% growth previously experienced, indicating a broader slowdown in revenue growth that falls short of consensus expectations.
This aggregate rating is based on analysts' research of Akamai Technologies and is not a guaranteed prediction by Public.com or investment advice.
Akamai Technologies (AKAM) Analyst Forecast & Price Prediction
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