AKAM
AKAMAI TECHNOLOGIES INCEvidence as of 2026-09-02Overview · AKAMAI TECHNOLOGIES INC
Akamai Technologies, Inc. provides cloud services for securing, delivering, and computing content, applications, and software over the internet in the United States and internationally. The company offers cloud solutions to keep infrastructure, websites, applications, application programming interfaces, and users safe from various cyberattacks and online threats while enhancing performance. It also provides web and m…
Management team
- Ms. Laura Howell · Senior VP & Chief Accounting OfficerFind on LinkedIn
- Mr. Paul Joseph · Executive Vice President of Global Sales & ServicesFind on LinkedIn
- Mr. Adam Karon · COO & GM of Cloud Technology GroupFind on LinkedIn
- Mr. Edward J. McGowan · Executive VP, CFO & TreasurerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.3 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.3 ) with high confidence. Reported fundamentals show a clear sequential earnings compression: diluted EPS fell from $ 0.97 in the three months ended 30 September 2025 (fiscal Q3 2025) to $ 0.71 in the three months ended 31 March 2026 (fiscal Q1 2026) and to $ 0.52 in the three months ended 30 June 2026 (fiscal Q2 2026). Net income declined from $ 140,170,000 (fiscal Q3 2025) to $ 106,319,000 (fiscal Q1 2026) and to $ 79,404,000 (fiscal Q2 2026), while operating income moved from $ 166,024,000 to $ 114,494,000 and then to $ 80,284,000 over the same sequence.
Revenue pressure accompanies rising costs: cost of revenue increased from $ 429,532,000 (fiscal Q3 2025) to $ 485,932,000 (fiscal Q2 2026), and R&D expense rose from $ 124,720,000 to $ 148,821,000. Shares outstanding declined from 150,317,536 as of 20 February 2025 to 143,716,609 as of 3 August 2026, with reported cash repurchases of $ 499,963,000 (three months ended 31 March 2025) and $ 205,886,000 (three months ended 31 March 2026). Market and valuation signals are mixed: 12‑month momentum is + 54.5 % (85th percentile) while 3‑month momentum is - 33.6 %, realized volatility is elevated (30‑day annualized + 54.6 %; 90‑day + 71.7 %), trailing twelve‑month P / E is 36.58, enterprise value is 13,819,813,194 and net cash is $ 1,480,257,000.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Diluted earnings per share fell from $0.97 in the three months ended 30 September 2025 (fiscal Q3 2025) to $0.71 in the three months ended 31 March 2026 (fiscal Q1 2026) and to $0.52 in the three months ended 30 June 2026 (fiscal Q2 2026).
XBRL companyfacts · 0001086222-25-000256Net income declined from $140,170,000 in the three months ended 30 September 2025 (fiscal Q3 2025) to $106,319,000 in the three months ended 31 March 2026 (fiscal Q1 2026) and to $79,404,000 in the three months ended 30 June 2026 (fiscal Q2 2026).
XBRL companyfacts · 0001086222-26-000086Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
The Form 8-K filed August 6, 2026 furnished a press release announcing Akamai's financial results for the fiscal quarter ended June 30, 2026.
8-K filed 2026-08-06In Management's Discussion and Analysis in the Form 10-Q filed August 7, 2026, management described revenue as primarily derived from contracts having terms of one year or longer and characterized this as enabling a consistent and predictable base level of revenue.
10-Q filed 2026-08-07Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-01, the 12-month momentum metric (momentum_12_1) is +54.5%, ranking in the 85th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-01weakened in debateAs of 2026-09-01, the 3-month momentum (momentum_3m) is -33.6%, indicating short-term negative price movement versus the research universe.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional holders reported a total position value of "$18.58B" as of the 13F reporting period ended 2026-03-31.
13F holdings · 774 filers · as of 2026-03-31Top institutional holders reported included BlackRock, Inc. at "$1.20B", VANGUARD CAPITAL MANAGEMENT LLC at "$1.08B", VANGUARD PORTFOLIO MANAGEMENT LLC at "$864.4M", Capital World Investors at "$776.9M", and STATE STREET CORP at "$633.5M".
13F holdings · 774 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple roundup-style pieces on 1 September 2026 list Akamai among many companies mentioned in a batch of Wall Street analyst research calls, linking the coverage to broader market/analyst activity rather than an Akamai-specific news event.
News · 247wallst.com · 2026-09-01A similar roundup published on 1 September 2026 by a different outlet also includes Akamai in a set of analyst discussion items, indicating syndication of analyst-call coverage across outlets.
News · finance.yahoo.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Karon Adam (COO & GM Edge Technology Group) sold 17,000 shares for "$1.8M" on 2026-03-12.
Form 4 · Karon Adam (COO & GM Edge Technology Group) · $1.8M sold · 2026-03-12Williams Anthony P (EVP and CHRO) sold 12,255 shares for "$1.3M" on 2026-03-11.
Form 4 · Williams Anthony P (EVP and CHRO) · $1.3M sold · 2026-03-11Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Trailing twelve-month price-to-earnings (P/E) is 36.58 as of the price date 2026-09-01.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value is 13,819,813,194 (enterprise_value) based on the provided inputs and price date 2026-09-01.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-filed items and market signals jointly support a favorable read: management filings (10-Q) identify security and cloud infrastructure sales as significant contributors to revenue (filings-2), and a recent commercial alliance with Deloitte Canada (news-2) reinforces demand-side validation. Market momentum over 12 months is strong and ranks in the 85th percentile (market-0), and technicals show a golden-cross with price close to the 200-day average (market-2), indicating improving longer-term price action versus recent short-term weakness. Capital return activity and a meaningful decline in shares outstanding (fundamentals-5) are documented in filings and cash-flow statements, and the balance sheet/operating cash flow metrics show net cash and sizable operating cash generation (valuation-2, valuation-3), which are strong, verifiable data points from filings. These items directly counter isolated short-term earnings declines by pointing to durable revenue mix improvement, institutional support, and tangible liquidity and capital-return evidence.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
39 surviving claims rest on 19 distinct sources; the heaviest analyst carries 15% of them, and 99% of what the desk raised survived the debate.
The evidence set is moderately resilient: 39 surviving claims draw on 19 distinct sources (so not overly source‑concentrated), and no single analyst dominates the narrative. However, the desk’s very high survival rate in debate suggests limited internal pushback — treat aggregate conclusions as well‑supported by the current compilation of documents but still sensitive to correlated data or filing updates.
Peer context · computed, not argued
12-1 momentum ranks 5th of 21 in Software—Infrastructure (as of 2026-09-01).
6-month relative strength ranks 18th of 21 in Software—Infrastructure (as of 2026-09-01).
90-day volatility ranks 9th of 21 in Software—Infrastructure (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
17 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.5 to the score
4 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.2 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.5 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
14 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−1.2 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on AKAM Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.