Akamai Technologies, Inc. (AKAM)

Over the past six months, Akamai Technologies' stock has trended downwards by 17.91%. Key events impacting the stock price include Keybanc initiating coverage with an "Underweight" recommendation and Akamai revising its fiscal year 2025 adjusted EPS guidance upwards in June 2025. In February 2025, B of A Securities and Piper Sandler downgraded Akamai Technologies. In November 2024, Akamai reported its first billion-dollar quarter and announced a workforce reduction of approximately 2.5%.

Akamai's services are critical for businesses that rely on online presence and digital interactions. Demand for these services is driven by increased internet traffic, the growing digital transformation, the evolving cyber threat landscape, and software and game releases. Akamai likely experiences relatively stable demand throughout the year, with potential peaks corresponding to major online events and continuous growth driven by digital transformation and the ongoing need for robust cybersecurity.

Akamai Technologies, Inc. is a global company specializing in cloud security, media delivery, and carrier solutions. The company operates within the Technology and Communications sector, specifically in the Data Processing Services industry. Akamai powers and protects online businesses by providing solutions for building, securing, and accelerating applications and digital experiences. Akamai's major products and services fall into four main categories: Security, Cloud Computing, Content Delivery, and Carrier Solutions. Akamai serves a diverse range of industries, including e-commerce, media, the public sector, and network operators.

Akamai Technologies has a significant global presence and is headquartered in Cambridge, Massachusetts. It operates the Akamai Intelligent Edge Platform, consisting of over 325,000 servers across more than 135 countries and 4,000 points of presence in over 1,000 cities worldwide. This network handles approximately 30% of global web traffic and connects with over 1,600 internet service providers. Akamai markets its solutions through various channels and has a global direct sales force of approximately 1,800 sales professionals covering 38 countries.

Akamai's brand reputation is closely tied to its role as a leading provider of cybersecurity and content delivery solutions. The company publishes research on internet security, contributing to its authority in the field. Akamai's reputation has been affected by increased cyberattacks, the targeting of the financial sector, and API security incidents. Akamai has introduced new security products and formed strategic partnerships, demonstrating its commitment to innovation and addressing evolving security needs.

Akamai Technologies, Inc. has a diverse ownership structure, with approximately 75.90% of the company's stock owned by institutional investors, 2.06% by insiders, and 22.05% by public companies and individual investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. The largest individual shareholder is F. Thomson Leighton, who owns 9.49 million shares, representing 6.49% of the company.