AKAM Akamai Technologies, Inc.

AKAM Akamai Technologies, Inc.

Technology · Software - Infrastructure

Desk view

Watchingmedium conviction · entry a flag that holds the $108.28 support shelf, then a close above $126.02 (top of the one-year value area) — not entered
Basis Open desk call ·Logged decision ·Entry target
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $88.56 · VWAP $109.98 · -15.0% vs 12m avg buyer

collapse vol: expandinggaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster EVP + 2 others sold $1.5M, Sep 15–28

Coverage

2 related campaigns

Watchlists @insider-universe@nvidia-open-agent-ecosystem@web-cloud

AKAM Price Structure

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Peers

Every watchlist AKAM belongs to, members best 30-day change first — AKAM highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@web-cloud
View watchlist →
ESTC+12.2% +4.3%1d +11.7%7d DDOG+7.2% +4.6%1d +9.1%7d SKYY-0.1% +1.9%1d +5.6%7d SNOW-2.8% +3.6%1d +6.1%7d NET-7.5% +7.3%1d +9.9%7d MDB-13.4% +2.4%1d +9.9%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d DOCN-34.0% +1.3%1d -5.5%7d
@nvidia-open-agent-ecosystem
View watchlist →
ACN+35.9% -3.6%1d +8.6%7d NTSK+30.8% +9.4%1d +27.8%7d MNDY+23.2% -0.3%1d +17.9%7d ZS+19.0% +7.3%1d +23.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CHKP+12.7% +4.6%1d +15.3%7d FROG+9.0% +7.2%1d +19.4%7d IBM+8.9% +0.6%1d +9.2%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d HPQ+4.6% -0.4%1d +12.1%7d SNPS+4.1% +1.8%1d -5.4%7d OKTA+3.7% +5.8%1d +13.8%7d PLTR+2.6% +0.3%1d +5.8%7d CDNSE+2.4% +2.2%1d -0.9%7d SAIL+1.8% +8.6%1d +16.2%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d FFIV-0.1% +1.2%1d +3.0%7d S-0.4% +6.7%1d +11.2%7d SPCX-0.6% +1.9%1d +1.0%7d JPM-1.8% -1.5%1d -2.4%7d CRWD-1.9% +8.3%1d +13.3%7d PANW-3.2% +7.2%1d +11.3%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d C-8.6% -1.5%1d -2.9%7d HPE-9.1% +2.2%1d +2.8%7d ORCL-12.7% +0.5%1d -1.6%7d PWR-13.9% -1.1%1d -13.5%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d AKAM-21.0% +2.6%1d +6.5%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d BTDR-43.5% -4.4%1d -9.8%7d IREN-47.1% -2.4%1d -7.7%7d
@insider-universe
View watchlist →
ASAN+26.9% +4.5%1d +21.9%7d PINS+21.0% -2.7%1d +1.9%7d ZS+19.0% +7.3%1d +23.0%7d SHOP+18.5% -0.1%1d -0.5%7d ABNB+15.0% -2.1%1d -1.0%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d LLY+10.6% -2.5%1d +1.3%7d MRNA+9.9% -1.3%1d -8.2%7d RBLX+8.0% -2.0%1d +6.7%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d ZM+4.2% -0.5%1d +1.7%7d AAPL+3.2% -0.1%1d +1.2%7d AFRM+2.9% -3.2%1d -5.3%7d PLTR+2.6% +0.3%1d +5.8%7d UI+2.5% -1.4%1d -2.2%7d VRTX+1.5% -2.1%1d +4.8%7d TMO+1.3% -0.4%1d -2.3%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d ENPH-4.5% +0.8%1d +3.2%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d U-7.5% +1.3%1d +1.0%7d NET-7.5% +7.3%1d +9.9%7d NFLX-7.7% -1.8%1d -6.6%7d NTLA-9.1% +0.5%1d -1.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d TWLO-9.9% +3.2%1d +7.1%7d FSLR-10.4% +0.4%1d -0.4%7d BNTX-10.5% -1.7%1d +0.5%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d SOFI-11.7% -1.0%1d +0.5%7d IBKR-12.3% -2.4%1d -2.9%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d AMD-15.9% +1.7%1d -2.3%7d COIN-17.0% -2.7%1d -5.0%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target -20.8% complete

Next earnings AKAM reports in 13 days Nov 5

Last report Aug 6

Reported the quarter ending 2026-06-30: revenue $1.10B, diluted EPS $0.52, net income $79M (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved -9.6% (close before → first close after).

full note →

Against street estimates

How AKAM's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Oct 23

Result
Aug 6 1.581.59 GAAP ≠ +0.8%In line
May 7 1.601.61 GAAP ≠ +0.3%In line
Feb 19 1.751.84+5.1%Beat
Nov 6 '25 1.641.86 GAAP ≠ +13.7%Beat
Aug 7 '25 1.531.73 GAAP ≠ +13.2%Beat
May 8 '25 1.571.70 GAAP ≠ +8.6%Beat
Feb 20 '25 1.521.66+9.0%Beat
Nov 7 '24 1.591.59 GAAP ≠ +0.0%In line

Recent news

Headlines about AKAM from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 14 days ago · Oct 9

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

AKAM research tape

87 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The AI Trade Was Sold Through Its Lenders; Monday Bought Back the Parts scan Insider Activity Scan — 2026-10-16 candidate NET — candidate.roundup scan Insider Activity Scan — 2026-10-09 candidate NET — candidate.roundup
Types
Oct 19 Market Brief The AI Trade Was Sold Through Its Lenders; Monday Bought Back the Parts
CLFAGIOAXTIALMARKXCDNSEGLDRSP +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Sep 30 Market Brief Neoclouds Sell as One, Then Micron Says Memory Stays Short Through 2028
AKAMAPAAYABDRYBGBTDRMNDYLQDA +4 more
Sep 25 Target AKAM entry-zone — $126.02-$130.00
AKAM
Sep 25 Deep Dive Jabil Lands a Filed Akamai Server Build While Its 1.6T Optics Case Stays a 2027 Story
JBLAKAM
Sep 25 Deep Dive Anthropic's $11.6 Billion Akamai Contract Comes With a $1.7 Billion Memory Bill Up Front
AKAMJBL
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Market Brief The Agent Week: Chips Win, Software Splits, Bonds Hit 2007
AAOIAVAHAVAX-USDBDNBGBMRNEALMZS +4 more
Sep 25 tweet Serenity (@aleabitoreddit) — Akamai's $11.6B Anthropic deal pre-buys memory ahead of a stated AI slowdown
AKAMAMDMU#memory-supercycle
Sep 25 Article Beaten-Down Software Has Split: ServiceNow, Workday and Zscaler Turned, While Intuit, Adobe and Oracle Keep Falling
NOWZSWDAYCDNSEAKAMAVGOCRWVACN +4 more
Sep 25 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKRE +4 more
Sep 23 Market Brief The Five-Year Broke 5% and Only Energy Closed Green
AKAMALNTAMCATZ.TOBAHEBITOFSLYEOSE +4 more
Sep 23 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 21 Market Brief CPU Makers Lead the Agent Trade as Oil Falls
ADA-USDAMDARQQAVAX-USDBABALLGRALARM +4 more
Sep 18 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 11 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Sep 4 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Update NET — candidate.roundup
NETDDOGDOCNAKAM
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 26 Market Brief Concrete Bids, Compute Bleeds
ABBNYADA-USDAEVAAIPAKAMAPDCVIKSPI +4 more
Aug 22 Update NET — candidate.roundup
NETDDOGDOCNAKAM
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Update NET — candidate.roundup
NETDDOGDOCNAKAM
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Update NET — candidate.roundup
NETDDOGDOCNAKAM
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 6 Catalyst AKAM earnings
AKAM
Jul 31 Update NET — candidate.roundup
NETDDOGDOCNAKAM
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Update DOCN — candidate.roundup
NETDDOGDOCNAKAM
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Update DOCN — candidate.roundup
NETDDOGDOCNAKAM
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Update NET — candidate.roundup
NETDDOGDOCNAKAM
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Update NET — candidate.roundup
NETDDOGDOCNAKAM
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Update NET — candidate.roundup
NETDDOGDOCNAKAM
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 22 Update NET — candidate.roundup
NETDDOGDOCNSNOWMDBESTCAKAMFSLY
Jun 16 Update Web & Cloud Candidates
NETFSLYAKAMMDBSNOWDDOGCFLTESTC +1 more
May 29 Update Web & Cloud Candidates
DDOGSNOWESTCAKAMNETMDBDOCNFSLY +1 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 7 Catalyst AKAM earnings
AKAM
Apr 26 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 10 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Apr 10 Article Daily Actions
ADBEAKAMAMZNASASMLCRMCRSPDDOG +4 more
Apr 3 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Apr 3 Scan Tech Insider Buys Scan
AAPLADBEAKAMAMZNCFLTCRMDDOGDOCN +4 more
Mar 31 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNFSLYMDBNETSNOW +1 more
Mar 31 Article Status Report
ABBVABTADBEAKAMARMBTC-USDCOPCRWD +4 more
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Archive Cyber Geopolitical Thesis — March 31, 2026 (Final Update Before Resolution)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 26 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNFSLYMDBNETSNOW +1 more
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Archive Cyber Geopolitical Thesis — March 26, 2026 (Updated)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 24 Update Web & Cloud Candidates
AKAMCFLTDDOGFSLYMDBNETSNOWZS
Mar 24 Scan Monster Scan
AAOIAKAMASMLCOPDOCNDVNEXASFIX +4 more
Mar 24 Archive Cyber Geopolitical Thesis — March 24, 2026 (Updated)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 20 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Mar 20 Scan Tech Insider Buys Scan
ADBEAKAMAMDASANAVGOCFLTCRMCRSP +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 13 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Mar 12 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 4 Scan Discovery Scan
AAAALAAOIAAONAAPAAPLAAUCABBV +4 more
Feb 23 Scan Insider Activity Scan
ASANTSLACRSPCRMPINSZSHIMSU +4 more
Feb 5 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Feb 5 Scan Cloud ETFs
AKAMCFLTCLOUDDOGDOCNESTCFSLYIGV +4 more
Feb 4 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Feb 3 Update Web/Cloud Infrastructure
AKAMCFLTCLOUDDOGDOCNESTCFSLYIGV +4 more