Akamai Technologies, Inc. (AKAM)

In the past six months, Akamai's stock experienced analyst downgrades from B of A Securities and Piper Sandler. Keybanc initiated coverage with an "Underweight" recommendation. Akamai reported Q1 2025 revenue of $1.02 billion, up 3% year-over-year, and non-GAAP EPS of $1.70, beating analyst estimates, but the full-year 2025 non-GAAP EPS guidance disappointed analysts. Akamai reported its full-year and fourth-quarter 2024 financial results. Between July 17, 2024, and July 17, 2025, Akamai's share price declined by 19.83%.

Akamai's products and services experience demand seasonality driven by the nature of its customers' businesses. Many of Akamai’s customers face seasonal or erratic demand for access to their websites, and almost all websites experience demand peaks at different points throughout the day. The proliferation of internet video also contributes to rapidly increasing and fluctuating demands. Akamai's solutions are designed to help customers cope with these peaks and valleys in demand.

Akamai Technologies, Inc. specializes in cloud services, cybersecurity, and content delivery network (CDN) solutions. The company's core business revolves around its globally distributed Akamai Intelligent Edge Platform, which helps enterprises build, secure, and accelerate their applications and digital experiences over the internet. Akamai offers security solutions to protect websites, applications, data centers, and users from cyberattacks. They provide cloud computing services, including compute, storage, networking, database, and container management. Akamai delivers media delivery solutions, encompassing video streaming, game and software delivery, and broadcast operations. The company also provides web performance solutions for web and mobile performance, enabling dynamic websites and applications.

Akamai Technologies has a significant global operational presence with a network spanning over 135 countries, featuring more than 325,000 servers across 4,000+ locations worldwide. This infrastructure covers approximately 95% of global internet networks and integrates with over 1,600 internet service providers. The company maintains a global direct sales force operating in 38 countries, and its headquarters are located in Cambridge, Massachusetts, U.S.

Akamai's brand reputation has been reinforced by its role in addressing critical cybersecurity challenges. A "State of the Internet (SOTI) report" highlighted a surge in web attacks targeting applications and APIs, underscoring the need for Akamai's security solutions. Akamai's continuous efforts to enhance its security offerings contribute positively to its reputation as a reliable cybersecurity provider.

Akamai Technologies, Inc. has a diverse ownership structure, primarily composed of institutional, retail, and individual investors. Institutional investors hold approximately 91.30% of the company's stock, with major holders including Vanguard Group Inc, BlackRock, Inc., and State Street Corp. F. Thomson Leighton, Akamai's co-founder and CEO, is the largest individual shareholder, owning 9.49 million shares, representing 6.49% of the company.