AKAM

In the past six months, Akamai's stock has been impacted by earnings reports and a significant AI infrastructure deal. Akamai reported Q3 2025 earnings on November 6, 2025, with an EPS of $0.970, Q4 2025 earnings on February 19, 2026, with an EPS of $0.580, and Q1 2026 earnings on May 7, 2026, meeting analysts' consensus estimates with an EPS of $1.61 and revenue of $1.07 billion. On May 8, 2026, Akamai announced a seven-year, $1.8 billion commitment for Cloud Infrastructure Services, boosting investor confidence and leading to a surge in the stock price. Following the AI deal, several analysts raised their ratings and price targets for AKAM. The stock has shown significant upward movement, with a 6-month return of 87.21% as of May 7, 2026.