Earnings
JPMorgan Upgrades Akamai to Neutral, PT Raised to $158
JPMorgan upgrades from Underweight to Neutral, PT raised to $158 from $132, citing CIS and nascent AI inference as growth drivers
D1 -6.8% · +5d +13.1%
›5 waves of this story
- 2026-08-07 EPS and revenue topped estimates, shares up 10.5% after hours; GPU capacity sold out, over $2.8B in cloud commitments this year
- 2026-08-07 CEO sees accelerating growth, AI infra positioning; premarket +8.9%
- 2026-08-11 UBS raises PT to $143; Susquehanna cuts to $140 but says demand intact
- 2026-08-11 UBS raises PT to $143; Susquehanna cuts to $140, both citing timing not demand weakness
- 2026-08-13 JPMorgan upgrades from Underweight to Neutral, PT raised to $158 from $132, citing CIS and nascent AI inference as growth drivers
Analyst
JP Morgan upgrades to Neutral
D1 +2.0% · +5d -12.1%
16 earlier events›
Analyst
HSBC downgrades to Hold
D1 +6.4% · +5d +4.5%
EarningsBull
Akamai Q2 Beat, CEO Sees AI Infrastructure Demand Accelerating
CEO on call sees near-term growth acceleration, AI 'just getting started', Akamai positioned as major AI infra provider
D1 -3.0% · +5d +5.7%
›2 waves of this story
- 2026-08-06 Revenue and EPS beat estimates on strong cloud infrastructure and security demand
- 2026-08-07 CEO on call sees near-term growth acceleration, AI 'just getting started', Akamai positioned as major AI infra provider
8-K filing
8-K: Item 2.02, Item 9.01
D1 -3.0% · +5d +5.7%
Earnings
Earnings report
D1 -3.0% · +5d +5.7%
产品Bull
Akamai Releases Enterprise AI Security Research and New Product
Adds research details and Workforce Protector features, strengthening AI security positioning
D1 -0.9% · +5d +0.4%
›2 waves of this story
- 2026-08-05 Nearly half of enterprise AI use bypasses security; new Workforce Protector launched
- 2026-08-05 Adds research details and Workforce Protector features, strengthening AI security positioning
产品
Akamai Research: Commerce Becomes Epicenter for AI Bot Attacks and Agentic Fraud in 2026
Report highlights rising AI bot activity, escalating DDoS attacks, and new fraud tactics in commerce
D1 -4.8% · +5d +3.6%
CompanyBear
Akamai Stock Falls 4.84% to $120.01
Stock drops amid strong security demand, market watches growth
D1 -4.8% · +5d +3.6%
CompanyBull
Akamai, NVIDIA Expand Partnership for AI Data Center Zero Trust Security
Integrates Akamai Guardicore Segmentation with NVIDIA DOCA to secure AI factory architecture
D1 +4.1% · +5d -14.0%
CapitalBull
Akamai Q1 Revenue $1.07B, Cloud Infrastructure Up 40%
Q1 results and cloud growth add fundamental context amid post-convertible note price weakness
D1 -6.3% · +5d +2.2%
›3 waves of this story
- 2026-05-19 0% notes due 2030/2032; also repurchases ~$350M stock from note purchasers
- 2026-05-20 Trader sold on weak close post-offering, citing need to reclaim HVC; no new facts beyond market reaction
- 2026-05-23 Q1 results and cloud growth add fundamental context amid post-convertible note price weakness
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 8.01
D1 +0.7% · +5d +4.6%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +1.6% · +5d -0.3%
8-K filing
8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01
D1 -0.1% · +5d -1.7%
8-K filing
8-K: Item 5.02, Item 5.03, Item 5.07, Item 9.01
D1 +7.7% · +5d -10.9%
AnalystBull
B of A Securities upgrades to Buy
D1 +7.7% · +5d -10.9%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -4.3% · +5d +33.4%
Earnings
Earnings report
D1 -4.3% · +5d +33.4%
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