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 $110.10 · -20.3% 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+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d SKYY-2.1% -4.9%1d -9.4%7d FSLY-4.5% -10.4%1d -23.3%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d MDB-10.3% -7.9%1d -12.5%7d AKAM-16.0% -4.9%1d -17.9%7d DOCN-20.3% -9.8%1d -26.8%7d
@nvidia-open-agent-ecosystem
View watchlist →
ACN+21.1% +2.1%1d +9.9%7d SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d NTSK+9.9% -7.1%1d -8.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d PLTR+6.7% -7.2%1d -11.0%7d SAP+5.2% -0.3%1d +4.4%7d FFIV+4.3% -3.2%1d -7.9%7d PWR+2.0% -1.6%1d -10.5%7d NOW+1.5% -4.4%1d +0.8%7d CHKP+0.1% -0.2%1d +0.5%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d OKTA-0.5% -10.2%1d -19.3%7d NEE-0.7% +1.1%1d +3.1%7d FTNT-1.5% -7.0%1d -13.2%7d IBM-2.3% -0.8%1d +2.2%7d JPM-2.6% +1.3%1d +2.0%7d HPE-2.7% -6.0%1d -24.9%7d SPCXE-3.2% -1.7%1d -10.2%7d MNDY-3.9% -4.2%1d +1.6%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d C-6.5% +0.8%1d -4.2%7d ARM-6.6% -6.9%1d -14.4%7d S-6.9% -7.7%1d -17.9%7d SAIL-7.9% -5.1%1d -9.7%7d HPQ-8.2% -2.7%1d -0.6%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FROG-9.0% -10.8%1d -17.5%7d ORCL-10.4% -4.6%1d -9.3%7d SMCI-14.2% -9.9%1d -24.4%7d AKAM-16.0% -4.9%1d -17.9%7d DELL-19.8% -4.6%1d -22.9%7d DOCN-20.3% -9.8%1d -26.8%7d NBIS-21.0% -12.2%1d -25.1%7d CRWV-26.4% -11.9%1d -25.2%7d BTDR-30.0% -8.1%1d -19.8%7d IREN-36.7% -11.2%1d -23.3%7d
@insider-universe
View watchlist →
MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%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 19 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. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Oct 16

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 8 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

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

scan Insider Activity Scan — 2026-10-16 candidate NET — candidate.roundup scan Insider Activity Scan — 2026-10-09 candidate NET — candidate.roundup scan Insider Activity Scan — 2026-10-02
Types
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-USDBDNBGBMRNALMZS +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
NOWZSWDAYCDNSAKAMAVGOCRWVACN +4 more
Sep 25 Update NET — candidate.roundup
NETDDOGAKAMDOCN
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKR +4 more
Sep 23 Market Brief The Five-Year Broke 5% and Only Energy Closed Green
AKAMALNTAMCEATZ.TOBAHBITOFSLYEOSE +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