AKAM Akamai Technologies Inc Loading... : Bullish and Bearish Analyst Opinions
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11:00
Sep 01
Sep 01
Piper Sandler, CFRA, Evercore ISI, Morgan Stanley, BTIG, BMO, UBS, BofA, DA Davidson.
Piper Sandler, CFRA, Evercore ISI, Morgan Stanley, BTIG, BMO, UBS, BofA, DA Davidson, and Jefferies issue multiple upgrades and downgrades with mixed price target adjustments across a broad range of stocks.
02:54
Aug 21
Aug 21
Buy WULF/RIOT/CRWV/AKAM on Anthropic S-1
Buy WULF/RIOT/CRWV/AKAM as the listed direct-contractor names that should benefit most from a public Anthropic S-1.
MED
02:17
Aug 18
Aug 18
Author asks if Variational can list several crypto and AI-related tickers.
Author asks if Variational can list several crypto and AI-related tickers, a speculative inquiry without directional positioning or trade calls.
LOW
00:19
Aug 17
Aug 17
Author lists a basket of non-semiconductor portfolio names plus photonics in reply.
Author lists a basket of non-semiconductor portfolio names plus photonics in reply to a parent's interest, but gives no directional stance or position disclosure.
LOW
17:17
Aug 15
Aug 15
Author compliments the portfolio but admits unfamiliarity with AKAM and GILD.
Author compliments the portfolio but admits unfamiliarity with AKAM and GILD, showing no directional view on either ticker.
LOW
10:56
Aug 13
Aug 13
Wolfe Research, JPMorgan, Citizens, Citi, Jefferies, RBC, Wells Fargo, Cantor Fitzgerald.
Wolfe Research, JPMorgan, Citizens, Citi, Jefferies, RBC, Wells Fargo, Cantor Fitzgerald, Roth/MKM, UBS, BofA, and Nomura issue multiple analyst upgrades and downgrades with various price target changes across a broad set of stocks.
23:52
Aug 12
Aug 12
Cloudflare and Akamai are preferred over Fastly.
While Fastly has recovered well and is back in the game, Cloudflare and Akamai remain the preferred plays in the content delivery and edge computing space.
MED
14:39
Aug 10
Aug 10
Akamai set for accelerating growth from AI.
Akamai is investing heavily now to build cloud infrastructure for AI inference and robotics, with a distributed edge uniquely suited for low-latency, cost-effective processing. Revenue growth will accelerate sharply in Q4 as multiyear committed contracts ($2.8B so far) start contributing, driving overall company double-digit growth next year. Profit growth will follow. Risks are contained: costs are locked in or passed through, GPUs retain value, customer base is diverse with no concentration, and AI-driven cybersecurity attacks create additional tailwind for the protection business.
HIGH
21:55
Aug 07
Aug 07
Distributed AI inference drives double-digit growth.
Akamai is building out cloud infrastructure for distributed AI inference, a differentiated niche from hyperscaler training. With $2.8 billion in committed multiyear contracts, the company expects revenue to accelerate to double-digit growth, and profit growth will follow. Additionally, rising AI-driven cyberattacks create a tailwind for its security business.
HIGH
18:50
Aug 07
Aug 07
Author notes earnings gaps in AKAM, NET, and DOCS as software group looks good but lacks.
Author notes earnings gaps in AKAM, NET, and DOCS as software group looks good but lacks follow-through, a factual observation without explicit positions.
LOW
23:45
Aug 06
Aug 06
Edge computing for AI robotics boom
Akamai Technologies is transforming from content delivery to a unique AI edge computing and cybersecurity play. A $600M 4-year cloud infrastructure win in robotics, partnership with Nvidia, and accelerating overall growth make it a brand-new AI opportunity.
HIGH
20:30
Aug 06
Aug 06
Management's tone is strongly bullish, driven by a record $2.8 billion in multi-year cloud infrastructure commitments, a fully sold-out GPU capacity, and a robust pipeline. They are guiding for a significant acceleration in revenue growth to the low teens in 2027, indicating high confidence in future demand.
HIGH
20:08
Aug 06
Aug 06
Akamai reports second quarter revenue of 1.1 billion dollars up five percent year-over-year.
Akamai reports second quarter revenue of 1.1 billion dollars up five percent year-over-year with security and cloud infrastructure growth.
18:44
Aug 04
Aug 04
Watch NET/AKAM on AI gateway read-through
Watch NET and AKAM as AI inference gateway/edge read-through beneficiaries; the thesis is positive category-level exposure, not an author-owned position.
MED
23:08
Jul 27
Jul 27
Watch AKAM for positive category read-through from application security growth.
Watch AKAM for positive category read-through from application security growth, though mixed on consolidation trends.
MED
14:28
Jul 22
Jul 22
The author presents a research-driven thesis that companies solving AI inaccuracy.
The author presents a research-driven thesis that companies solving AI inaccuracy and cybersecurity will print, but lists beneficiaries as a watchlist without stating personal positions.
18:42
Jul 08
Jul 08
The author expresses liking AKAM and Digital Ocean in reply to a parent post about Edge AI.
The author expresses liking AKAM and Digital Ocean in reply to a parent post about Edge AI names, but uses no position marker or forward call, so the tickers default to watch.
LOW
18:24
Jul 08
Jul 08
Speaker flags AKAM as an Edge AI name they favor, suggesting a bullish setup is forming.
Speaker flags AKAM as an Edge AI name they favor, suggesting a bullish setup is forming; no concrete catalyst or explicit position disclosed.
MED
17:55
Jun 21
Jun 21
Co-mentioned in thematic hyperscaler capex doubling basket as lower/indirect alignment.
Co-mentioned in thematic hyperscaler capex doubling basket as lower/indirect alignment; edge delivery with only an indirect tailwind from overall AI growth.
LOW
17:53
Jun 21
Jun 21
Edge delivery provider cited as having only indirect tailwind from overall AI growth.
Edge delivery provider cited as having only indirect tailwind from overall AI growth; lowest alignment tier in the hyperscaler capex basket.
LOW
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.
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.
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.
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.
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.
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.
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
About AKAM Analyst Coverage
Buzzberg tracks AKAM (Akamai Technologies Inc) across 20 sources. 11 bullish vs 0 bearish calls from 22 analysts. Sentiment: predominantly bullish (24%). 45 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: DeItaone, Ozark, blackpanthercap.