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AKAM · Akamai Technologies Inc

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$124.99 -0.30 (-0.24%) At close · Aug 14
Customer concentration — top customer 10% of receivables

One customer — 10% of receivables (As of December 31, 2025)

“As of December 31, 2025, there was one customer with an accounts receivable balance of 10% of total accounts receivable.”
View the 10-Q filed Aug 7, 2026
Market Cap
$17.98B
Shares
143.72M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$124.99 Open$126.00 Day$123.94–126.73 52W close$71.97–161.14 Avg vol 30d3.7M Short int19.8M · 13.8% float · 6.1d Short vol59% Last earningsAug 6, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 7, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +16%
      above
      Price vs 50-day avg +2%
      above
      RSI (14) 56
      neutral
      MACD trend Positive
      52-week position 59%
      mid-range
      Momentum
      relative strength
      Very Strong
      1-month return +4%
      trailing
      6-month return +27%
      trailing
      YTD return +43%
      this year
      Relative strength +13%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $123 › 200d $107 — 50d above 200d
      Institutional flow Accumulating
      +1% holders QoQ · +137 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      13.75% of float · ▲ +0.3% MoM · 6.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      792 holders — near 3-yr high, broad support
      Squeeze score 68
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +7%
      Y/Y
      EPS growth −6%
      Y/Y
      Free cash flow $1.0B
      Valuation P/E 45.2
      in line
      Buyback $564.8M
      remaining
      Balance sheet $930.2M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 58%
      annualized · 1-yr
      Max drawdown −33%
      past year
      ATR 5.0%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 2 of last 2
      Latest guidance · from the 8-K filed Aug 6, 2026
      Three Months Ending September 30, 2026
      Non-GAAP operating margin Non-GAAP 24% – 26%
      Non-GAAP tax rate Non-GAAP 19%
      Non-GAAP net income per diluted share Non-GAAP $1.60 – $1.80
      Year Ending December 31, 2026
      Non-GAAP operating margin Non-GAAP 25% – 26%
      Non-GAAP net income per diluted share Non-GAAP $6.40 – $7.05
      Prior guidance period ended · from the Earnings Call filed Jun 30, 2025
      CIS ARR year-over-year growth in constant currency · at the end of the year 40% – 45%
      Guided vs delivered · last 2 settled
      Revenue Q2 2024
      guided $967M – $986M
      $979.58M In line
      Revenue full year 2024
      guided $3.95B – $4.02B
      $3.99B In line

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 3 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +16% Bullish
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      56 Neutral
      MACD trend
      Positive Bullish
      52-week position
      59% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $123 › 200d $107 — 50d above 200d
      Institutional flow Accumulating
      +1% holders QoQ · +137 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      13.75% of float · ▲ +0.3% MoM · 6.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      792 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $72 Now $125 · 59% Range high $161
      vs 200-day avg +16% vs 50-day avg +2%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted EBITDA non-GAAP 842.74M Six Months Ended June 30, 2026 —
      Adjusted EBITDA margin non-GAAP 39% Six Months Ended June 30, 2026 —
      Capex as a percentage of revenue non-GAAP 25% Six Months Ended June 30, 2026 —
      Non-GAAP income from operations non-GAAP $271M Q2 2026 —
      GAAP → non-GAAP reconciliation
      GAAP Income from operations 80.28M
      +25.09M Amortization of acquired intangible assets
      +146.29M Stock-based compensation
      +15.43M Amortization of capitalized stock-based compensation and capitalized interest expense
      +1.83M Restructuring charge
      +1.79M Acquisition-related costs (benefit)
      = Non-GAAP income from operations 270.71M
      Non-GAAP net income non-GAAP $236M Q2 2026 —
      GAAP → non-GAAP reconciliation
      GAAP Net income 79.4M
      +190.43M Operating adjustments (from above)
      +3.03M Amortization of debt issuance costs
      +0K Gain on cost method investments, net
      -37.04M Income tax effect of above non-GAAP adjustments and certain discrete tax items
      = Non-GAAP net income 235.82M
      Non-GAAP net income per diluted share non-GAAP $1.59 Q2 2026 —
      GAAP → non-GAAP reconciliation
      GAAP GAAP net income per diluted share $0.52
      +$0.16 Amortization of acquired intangible assets
      +$0.95 Stock-based compensation
      +$0.1 Amortization of capitalized stock-based compensation and capitalized interest expense
      +$0.01 Restructuring charge
      +$0.01 Acquisition-related costs (benefit)
      +$0.02 Amortization of debt issuance costs
      +$0 Gain on cost method investments, net
      -$0.24 Income tax effect of above non-GAAP adjustments and certain discrete tax items
      +$0.06 Adjustment for shares
      = Non-GAAP net income per diluted share $1.59
      Non-GAAP operating margin non-GAAP 25% Six Months Ended June 30, 2026 —
      Non-GAAP tax rate non-GAAP 20% Three Months Ended June 30, 2026 —
      Number of employees 11,540 Three Months Ended June 30, 2026 —
      Shares of common stock outstanding 144M as of June 30, 2026 —
      Total capital expenditures non-GAAP 552.87M Six Months Ended June 30, 2026 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Software - Infrastructure — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      AKAM
      Akamai Technologies Inc
      this stock
      		$17.98B +43.3% +7.0% 45.2 13.8%
      MSFT
      Microsoft Corp
      		 $3.68T +2.4% +6.9% 27.6 1.1%
      ORCL
      Oracle Corp
      		 $433.57B -22.8% +17.3% 25.8 1.7%
      PLTR
      Palantir Technologies Inc.
      		 $418.23B -2.1% +56.2% 148.8 2.8%
      PANW
      Palo Alto Networks Inc
      		 $313.18B +108.6% +29.0% 315.0 2.6%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      792
      % held
      131.6%
      Net QoQ
      +23.4M sh
      Top holder
      Capital World Investors
      Held Float
      View
      Held by Funds
      Fund positions
      705
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      19.8M
      Days to cover
      6.1d
      Change
      +61.7K sh
      View
      Short Volume
      Short vol %
      59%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      156
      Value
      $20.2K
      As of
      Jul 10, 2026
      View
      Off-Exchange
      Off-exchange %
      50.6%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      Alan Armstrong
      Amount
      $1.0K–$15.0K
      Traded
      Mar 27, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $2.5B
      Net income (FY)
      $452.0M
      EPS diluted
      $3.07
      View
      Buybacks
      Authorized
      $2.0B
      Remaining
      $564.8M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 7, 2026
      This year
      12
      View
      Proposed Sales
      Value
      $786.0K
      Shares
      6.2K
      Filed
      Jul 15, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 6, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      AKAM +13.1% +4.0% +26.6% +8.5% +43.3%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY +12.7% -0.5% +12.8% +4.6% +29.4%

      Capital returns

      Buyback program · as of Jun 30, 2026
      Authorized
      $2.00B
      Spent (derived)
      $1.44B
      Remaining
      $564.80M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1086222 CUSIP 00971T101 13F (30d) 762 filings 717 filers Visit website Investor relations

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