AKAM
Akamai Technologies, Inc.

Akamai Technologies, Inc.AKAM

Technology · Software - Infrastructure
98.10USD
-1.50%
Oct 29, 2026
AKAM overview ready
Akamai is an edge-security infrastructure provider with direct exposure to web-application and API protection, DDoS mitigation, bot and abuse defense, DNS security, and related runtime security services.
Strong narrative exposure
Exposed to the Enterprise Cybersecurity Modernization narrative through Application, API, and Edge Security — infrastructure supplier.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably….
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Intense competition in cybersecurity and content delivery markets.
Market Oct 28Filing Jun 30Price action Oct 28Research Oct 4

Conviction Level

CompanyFit8.0PriceAction5.4Valuation4.5CompanyPosition9.3BusinessQuality7.9

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
Edge Cloud / CDN is tracked (too few stocks) — no leadership reading
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$14.1B
Avg Volume (60D)
5.1M
60 sessions
Revenue Growth YoY
+5.4%
FY2025 vs FY2024
Gross Margin
+53.4%
Trailing twelve months
Operating Margin
+10.5%
Trailing twelve months
Free Cash Flow Yield
+6.8%
Distance from 200DMA
-12.8%
Next Earnings
2026-11-05
P/E
34.3x
EV / EBITDA
10.5x
EV / Sales
2.9x
Market metrics as of Oct 28, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is fair.
Akamai Technologies, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Akamai is an edge-security infrastructure provider with direct exposure to web-application and API protection, DDoS mitigation, bot and abuse defense, DNS security, and related runtime security services. AKAM has a direct, material business connection to application, API, and edge security rather than a generic cybersecurity adjacency.
Opportunity
Moderate opportunity
Enterprise spending to discover, protect, and maintain the availability of internet-facing web applications, APIs, and edge-delivered services as cloud, AI, and agentic application architectures expand the external attack surface.
Key risk
Intense competition in cybersecurity and content delivery markets.

Economic classification

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Business & Markets

Technology · Software - Infrastructure
What they do

Akamai Technologies operates a globally distributed edge platform that delivers security, content delivery, and cloud computing solutions to protect and accelerate internet-facing applications and APIs.

How it earns

Primarily subscription-based revenue from security and delivery services.

Products & services
Web application and API protection
Bot and abuse mitigation
DDoS defense
DNS security
Edge security infrastructure
Customers & end markets
Enterprises with internet-facing applications
Cloud service providers
Organizations requiring cybersecurity and content delivery
Market position

Leader in edge-security infrastructure with a globally distributed platform enabling enforcement close to application traffic.

Demand drivers
Low cyclicality

Demand for cybersecurity and content delivery services is relatively stable and driven by ongoing digital transformation.

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