Akamai Technologies (AKAM) is down 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely explanation is that investors are refocusing on the cost of Akamai’s aggressive cloud and AI infrastructure expansion rather than a fresh company-specific headline. This could be because the company’s fast-growing infrastructure business is being funded alongside higher capital needs, while its legacy delivery segment is still shrinking.
Details:
In first-quarter 2026 results, total revenue rose 6% year over year, but the delivery and other cloud applications segment fell 7%, showing continued pressure in an older part of the business.Cloud Infrastructure Services revenue climbed 40%, which supports the long-term AI narrative but also implies heavier spending to build capacity and serve large new workloads.The company’s filing said traffic growth remains moderated and is expected to stay that way through the rest of 2026, with pricing pressure also weighing on renewals in some customer categories.Akamai recently raised billions through convertible senior notes and adjusted lending terms to support accelerated capital expenditures, which may be adding investor concern about leverage, dilution risk, and near-term margins.Sources:
Akamai Investor Relations, SEC, GlobeNewswire
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$AKAM Insider Trading Activity
$AKAM insiders have traded $AKAM stock on the open market 23 times in the past 6 months. Of those trades, 0 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $AKAM stock by insiders over the last 6 months:
- ADAM KARON (COO & GM Edge Technology Group) has made 0 purchases and 3 sales selling 25,048 shares for an estimated $2,574,275.
- EDWARD J MCGOWAN (Chief Financial Officer) has made 0 purchases and 2 sales selling 13,745 shares for an estimated $1,390,924.
- MANI SUNDARAM (EVP and GM Security) has made 0 purchases and 5 sales selling 13,550 shares for an estimated $1,369,403.
- AARON AHOLA (EVP & General Counsel) has made 0 purchases and 2 sales selling 12,000 shares for an estimated $1,218,166.
- JON MILLER sold 11,000 shares for an estimated $1,129,370
- LAURA HOWELL (SVP, Chief Accounting Officer) sold 11,273 shares for an estimated $1,128,822
- PAUL C JOSEPH (EVP - Global Sales) has made 0 purchases and 4 sales selling 10,000 shares for an estimated $982,130.
- ROBERT BLUMOFE (Chief Technology Officer) has made 0 purchases and 3 sales selling 7,243 shares for an estimated $748,946.
- MADHU RANGANATHAN sold 3,131 shares for an estimated $319,362
- KIM SALEM-JACKSON (EVP, Chief Marketing Officer) sold 2,300 shares for an estimated $311,811
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$AKAM Hedge Fund Activity
We have seen 422 institutional investors add shares of $AKAM stock to their portfolio, and 386 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 6,764,438 shares (+inf%) to their portfolio in Q1 2026, for an estimated $776,895,704
- VOYA INVESTMENT MANAGEMENT LLC added 2,385,662 shares (+3185.2%) to their portfolio in Q1 2026, for an estimated $273,993,280
- FIRST TRUST ADVISORS LP removed 1,971,540 shares (-29.2%) from their portfolio in Q1 2026, for an estimated $226,431,369
- ALYESKA INVESTMENT GROUP, L.P. removed 1,564,068 shares (-71.2%) from their portfolio in Q1 2026, for an estimated $179,633,209
- TWO SIGMA ADVISERS, LP added 1,539,700 shares (+511.0%) to their portfolio in Q4 2025, for an estimated $134,338,825
- FIL LTD removed 1,405,961 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $161,474,620
- POLAR CAPITAL HOLDINGS PLC added 1,296,665 shares (+inf%) to their portfolio in Q1 2026, for an estimated $148,921,975
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AKAM Analyst Ratings
Wall Street analysts have issued reports on $AKAM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 01/09/2026
To track analyst ratings and price targets for $AKAM, check out Quiver Quantitative's $AKAM forecast page.
$AKAM Price Targets
Multiple analysts have issued price targets for $AKAM recently. We have seen 14 analysts offer price targets for $AKAM in the last 6 months, with a median target of $162.5.
Here are some recent targets:
- Keith Weiss from Morgan Stanley set a target price of $165.0 on 05/14/2026
- Madeline Brooks from B of A Securities set a target price of $175.0 on 05/13/2026
- Aaron Samuels from Susquehanna set a target price of $175.0 on 05/11/2026
- Roger Boyd from UBS set a target price of $160.0 on 05/08/2026
- Patrick Colville from Scotiabank set a target price of $180.0 on 05/08/2026
- Rishi Jaluria from RBC Capital set a target price of $150.0 on 05/08/2026
- James Fish from Piper Sandler set a target price of $156.0 on 05/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Why Akamai Stock Fell Today
Akamai Technologies (AKAM) is down 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely explanation is that investors are refocusing on the cost of Akamai’s aggressive cloud and AI infrastructure expansion rather than a fresh company-specific headline. This could be because the company’s fast-growing infrastructure business is being funded alongside higher capital needs, while its legacy delivery segment is still shrinking.
Details:
Sources:
Akamai Investor Relations, SEC, GlobeNewswire
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$AKAM Insider Trading Activity
$AKAM insiders have traded $AKAM stock on the open market 23 times in the past 6 months. Of those trades, 0 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $AKAM stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AKAM Hedge Fund Activity
We have seen 422 institutional investors add shares of $AKAM stock to their portfolio, and 386 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AKAM Analyst Ratings
Wall Street analysts have issued reports on $AKAM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $AKAM, check out Quiver Quantitative's $AKAM forecast page.
$AKAM Price Targets
Multiple analysts have issued price targets for $AKAM recently. We have seen 14 analysts offer price targets for $AKAM in the last 6 months, with a median target of $162.5.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »