AKAM Akamai Technologies Inc Loading... : Bullish and Bearish Analyst Opinions
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22:06
Jun 02
Jun 02
Akamai partners with Nvidia for security.
Akamai expanded its partnership with Nvidia to provide security solutions that integrate with GPU/CPU/storage without latency penalties. As AI agents and enterprise AI adoption grow, security becomes critical, and Akamai's high-speed security layer is uniquely positioned to capture demand.
MED
00:52
Jun 01
Jun 01
Buy AKAM as it completes a post-earnings consolidation with improving volume, setting up a technical breakout toward $175 and $185 targets.
MED
21:29
May 24
May 24
The author merely notes a lack of portfolio overlap with a quoted list of Gavin Baker's AI infrastructure holdings, offering no personal directional view or trade endorsement.
04:07
May 22
May 22
Long Akamai for recurring-revenue infrastructure software (edge delivery, security) that offsets semicap cyclicality and offers a lower-multiple TMT long.
HIGH
01:37
May 14
May 14
The author sarcastically mentions agentic software tickers AKAM and DOCN in a reply, but provides no directional view or market impact.
HIGH
22:03
May 13
May 13
Akamai AI security value rising.
Akamai's CDN business is gaining AI security value, and Bank of America raised its target to $175. The market is beginning to price in the growing importance of edge AI security.
MED
22:24
May 10
May 10
Akamai AI security contract with Anthropic
Akamai is an AI security company that reported strong earnings and announced a contract with Anthropic. Analysts at Evercore ISI raised its price target to $165. The rise of AI agents increases the need for security, making Akamai a direct beneficiary in the software sector. The stock is up significantly and has further room.
HIGH
10:43
May 09
May 09
Anthropic signed a $1.8B, 7-year contract with Akamai to run AI inference, and Akamai claims up to 86% lower inference cost vs hyperscalers. The company’s pipeline already exceeds current GPU inventory, suggesting more demand. As AI inference costs explode (DRAM +246% YoY, HBM shortages), Akamai’s edge infrastructure becomes a cheaper alternative. The Anthropic deal de-risks future enterprise sales, creating a self-reinforcing cycle. AKAM is a “stealth AI infra” play trading at a fraction of Cloudflare’s multiple, with accelerating revenue from Cloud Infrastructure (+40% YoY) and a massive new anchor customer. The stock has asymmetric upside. (a) Anthropic could cancel/change partnership (per comment skepticism); (b) CDN legacy decline accelerates; (c) AI inference demand may not materialize as expected; (d) stock already +93% YTD, lowering near-term upside.
HIGH
08:54
May 08
May 08
The author sarcastically lists CDN and cloud stocks in a reply without providing any forward-looking opinion or trade thesis.
HIGH
03:19
May 08
May 08
The author sarcastically suggests $50 is cheap for agentic software stocks like DDOG, AKAM, DOCN, FFIV, and FSLY, but the hot take lacks a clear directional call.
HIGH
02:45
May 08
May 08
The author sarcastically lists cloud and edge computing stocks like Fastly, Datadog, Akamai, and Cloudflare as having real money-making businesses, contrasting them with crypto assets, but offers no explicit forward-looking trade direction.
HIGH
23:29
May 07
May 07
Cryptobyrde sarcastically notes AKAM surging 26% while NET drops 18%, but provides no forward-looking opinion or trade thesis.
HIGH
02:58
May 07
May 07
The author lists CDN and cloud stocks in a reply without providing any directional opinion or forward-looking thesis.
HIGH
01:21
May 06
May 06
The author notes lackluster Taiwan performance compared to the US and sarcastically lists specific stocks as the only ones worth holding, but provides no explicit forward-looking directional view.
HIGH
12:36
Mar 25
Mar 25
Akamai is positioned as an infrastructure provider (CDN) that will benefit from the explosion in agentic internet traffic, with revenue and guidance already showing inflection from this demand.
HIGH
16:04
Mar 24
Mar 24
The author expresses a bullish outlook on the cybersecurity and edge computing sector, specifically highlighting a basket of AKAM, FSLY, and NET.
17:16
Mar 18
Mar 18
The trader is currently sidelined on these software stocks, waiting for deeper research and a significant price retracement before re-entering.
00:23
Feb 21
Feb 21
Akamai stock dropped ~14% despite beating earnings. The market is aggressively selling software/infrastructure names on fears of AI displacement. Investors are adopting a "shoot first, ask questions later" mentality regarding AI disruption. Even if a company (like Akamai) claims AI helps them, the market views legacy SaaS and infrastructure as vulnerable to being replaced by AI-native code generation and automated agents. AVOID Legacy Software/SaaS until the "AI displacement" discount stabilizes. The market may be overreacting to the AI threat, creating a deep value opportunity if these companies prove resilient.
13:34
Feb 20
Feb 20
The company's own forward-looking guidance is weak, signaling management's expectation of underperformance in the coming quarters
HIGH
21:46
Feb 19
Feb 19
"The top end of that range [guidance] is significantly below the average of analyst estimates... definitely a haircut if you look at that aftermarket trade." Akamai is a proxy for internet traffic and cloud infrastructure. Guiding significantly below street estimates implies slowing demand or market share loss in the delivery/security space. SHORT. The guidance miss is structural, not just a one-off earnings miss. Potential takeover target due to depressed valuation.
About AKAM Analyst Coverage
Buzzberg tracks AKAM (Akamai Technologies Inc) across 11 sources. 7 bullish vs 0 bearish calls from 12 analysts. Sentiment: predominantly bullish (33%). 21 total trade ideas tracked.