AKAM

In the past six months, Akamai's stock experienced several notable events, including Q4 2025, Q1 2026, and Q2 2026 earnings releases, and an Annual General Meeting on May 13, 2026. The company also presented at various conferences, including Morgan Stanley, Raymond James, Goldman Sachs Communacopia + Technology, and Citi 2026 Global TMT. Akamai's Q1 2026 revenues increased by 6% year-over-year, driven by strong demand for Guardicore, API security, and AI cloud services, with cloud infrastructure revenues jumping 40% year-over-year due to AI-related GPU demand. This positive news led to AKAM's stock price increasing by 26.5% on May 8, 2026, and breaching $160 a week later. However, substantial investments in GPUs, colocation, and cloud infrastructure are pressuring the company's bottom line, resulting in a lowered full-year Adjusted EPS guidance. Despite these fluctuations, the stock has shown a 38.90% increase over the last year.