2026-08-07 → 08-13 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 story2026-08-07 EPS and revenue topped estimates, shares up 10.5% after hours; GPU capacity sold out, over $2.8B in cloud commitments this year2026-08-07 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 intact2026-08-11 UBS raises PT to $143; Susquehanna cuts to $140, both citing timing not demand weakness2026-08-13 JPMorgan upgrades from Underweight to Neutral, PT raised to $158 from $132, citing CIS and nascent AI inference as growth drivers2026-08-13 Analyst
JP Morgan upgrades to Neutral D1 +2.0% · +5d -12.1%
16 earlier events › 2026-08-10 Analyst
HSBC downgrades to Hold D1 +6.4% · +5d +4.5%
2026-08-06 → 08-07 Earnings Bull
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 story2026-08-06 Revenue and EPS beat estimates on strong cloud infrastructure and security demand2026-08-07 CEO on call sees near-term growth acceleration, AI 'just getting started', Akamai positioned as major AI infra provider2026-08-06 8-K filing
8-K: Item 2.02, Item 9.01 D1 -3.0% · +5d +5.7%
2026-08-06 Earnings
Earnings report D1 -3.0% · +5d +5.7%
2026-08-05 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 story2026-08-05 Nearly half of enterprise AI use bypasses security; new Workforce Protector launched2026-08-05 Adds research details and Workforce Protector features, strengthening AI security positioning2026-07-15 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%
2026-07-15 Company Bear
Akamai Stock Falls 4.84% to $120.01 Stock drops amid strong security demand, market watches growth
D1 -4.8% · +5d +3.6%
2026-06-02 Company Bull
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%
2026-05-19 → 05-23 Capital Bull
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 story2026-05-19 0% notes due 2030/2032; also repurchases ~$350M stock from note purchasers2026-05-20 Trader sold on weak close post-offering, citing need to reclaim HVC; no new facts beyond market reaction2026-05-23 Q1 results and cloud growth add fundamental context amid post-convertible note price weakness2026-05-22 8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 8.01 D1 +0.7% · +5d +4.6%
2026-05-20 8-K filing
8-K: Item 8.01, Item 9.01 D1 +1.6% · +5d -0.3%
2026-05-18 8-K filing
8-K: Item 1.01, Item 2.03, Item 8.01, Item 9.01 D1 -0.1% · +5d -1.7%
2026-05-13 8-K filing
8-K: Item 5.02, Item 5.03, Item 5.07, Item 9.01 D1 +7.7% · +5d -10.9%
2026-05-13 Analyst Bull
B of A Securities upgrades to Buy D1 +7.7% · +5d -10.9%
2026-05-07 8-K filing
8-K: Item 2.02, Item 9.01 D1 -4.3% · +5d +33.4%
2026-05-07 Earnings
Earnings report D1 -4.3% · +5d +33.4%
be the first
🙂 Be civil · your views are your ownPost
Facts and opinions separated · All items sourced · Not investment advice