Akamai (AKAM)

• Market cap: $10.5B
• 1 day: 0.74%
• 5 days: 9.65%
• 1 month: -2.52%
• 3 months: -19.95%
• 6 months: -21.75%
• Year to date: -16.38%
• 1 year: -21.61%
• 5 years: -22.59%
• 10 years: 3.57%
• Sector: Technology
• Industry: Software - Infrastructure

About: Akamai operates a content delivery network, which entails locating servers at the edges of networks so its customers, which store content on Akamai servers, can reach their own customers faster, more securely, and with better quality. Akamai has over 325,000 servers distributed over 4,100 points of presence in more than 1,000 cities worldwide. The firm also offers security and cloud computing for its customers, and those businesses have grown to be bigger than the legacy CDN.

Employees: 10,700

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

23% more call options, than puts

Call options by funds: $1.03B | Put options by funds: $843M

3.78% more ownership

Funds ownership: 90.56% [Q3] → 94.34% (+3.78%) [Q4]

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

3% more capital invested

Capital invested by funds: $13.9B [Q3] → $14.3B (+$438M) [Q4]

1% less funds holding

Funds holding: 673 [Q3] → 666 (-7) [Q4]

17% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 269

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $72 10% downside
• Avg. target: $95 19% upside
• High target: $110 38% upside

10 analyst ratings

• positive: 4 40%
• neutral: 5 50%
• negative: 1 10%

Morgan Stanley Keith Weiss 32% 1-year accuracy 11 / 34 met price target	13% upside $90	Equal-Weight Maintained	16 Apr 2025
Piper Sandler James Fish 38% 1-year accuracy 11 / 29 met price target	0% upside $80	Neutral Maintained	8 Apr 2025
Oppenheimer Param Singh 0% 1-year accuracy 0 / 6 met price target	25% upside $100	Outperform Assumed	20 Mar 2025
Citigroup Fatima Boolani 42% 1-year accuracy 14 / 33 met price target	19% upside $95	Neutral Maintained	24 Feb 2025
RBC Capital Rishi Jaluria 34% 1-year accuracy 25 / 73 met price target	13% upside $90	Sector Perform Maintained	21 Feb 2025