Should I Buy AKAM? AKAM 2026 Analysis

Should You Buy Akamai Technologies Inc (AKAM) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

95.080

1 Day change

3.92%

52 Week Range

104.970

Analysis Updated At

2026/02/04

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Buy now (dip-buy): price is sitting right on first support (S1 91.663) after a sharp -5% down day, with short-term momentum becoming oversold-ish (RSI-6 ~34.8), creating a favorable “buy the pullback near support” setup.
Sentiment tailwinds: hedge funds are accumulating aggressively (+1707% QoQ buying trend) and Wall Street price targets have been moving up into 2026.
Key near-term catalyst: next earnings (QDEC 2025, reported 2026-02-19 AH)—several analysts flag tactically positive risk/reward into results.
Intellectia Proprietary Trading Signals
- AI Stock Picker: no signal on given stock today.
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Politicians/congress: no recent congress trading data available.

Technical Analysis

Trend / structure: Moving averages are bullish (SMA_5 > SMA_20 > SMA_200), suggesting the bigger structure still leans up despite the recent selloff.
Momentum: MACD histogram -0.19 and negatively expanding → downside momentum is currently in control (near-term weakness).
RSI: RSI-6 at 34.772 → approaching oversold territory; supports a bounce potential if S1 holds.
Levels that matter:
- Support: S1 91.663 (price ~91.9, right on it), then S2 88.096.
- Resistance: Pivot 97.437, then R1 103.211.
Pattern-based forward odds (similar candlesticks): next day +0.63% (70% chance), next week +2.04%, next month -1.35% → favors a short swing bounce more than a multi-week chase.

Options Data

Bullish

Open Interest Put-Call Ratio

Neutral

Option Volume Put-Call Ratio

Positioning (OI PCR 0.71): more call open interest than puts → constructive / mildly bullish positioning.
Flow (Vol PCR 1.03): day’s put volume slightly > call volume → slightly defensive tape on the day.
Activity: today’s options volume (2625) is ~48% of 30D average → not a “panic” options day; sentiment shift isn’t extreme.
Volatility: IV (30d) 33.74 vs HV 49.31 (IV < realized) → options look relatively cheap, consistent with the market not pricing an outsized move right now.

Technical Summary

Sell

Buy

Positive Catalysts

- Earnings catalyst: QDEC 2025 earnings on 2026-02-19 (after hours); Citi specifically flagged a “90-day upside catalyst watch” and sees potential for a modest upside surprise in 2026 outlook.
- AI infrastructure / compute narrative: multiple firms (Scotiabank, Oppenheimer, KeyBanc) emphasize upside from AI infrastructure, security, and compute mix shift.
- Institutional demand: hedge funds show heavy net buying trend QoQ.
- Technical: price is at/near S1 support with RSI near oversold, increasing odds of a tradable bounce.

Neutral/Negative Catalysts

- Near-term momentum is bearish: MACD is negative and worsening; if 91.66 fails, next notable support is 88.10.
- No fresh news support in the past week → bounce would rely more on technical mean reversion and positioning than headlines.
- Mixed Street stance remains: several big firms still sit at Neutral/Hold/Sector Perform, implying upside is not a unanimous consensus.

Financial Performance

Latest reported quarter: 2025/Q3.
Revenue: $1.0546B, +4.97% YoY (steady growth).
Profitability: Net income $140.17M, +142.06% YoY (major improvement).
EPS: $0.97, +155.26% YoY (strong earnings leverage).
Margins: Gross margin 56.64%, -0.42% YoY (slight compression; worth monitoring as compute mix grows).

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Trend (recent weeks): improving — multiple firms raised price targets into early 2026.
Notable bullish moves:
- KeyBanc: double-upgraded to Overweight, PT $115 (from $66), citing potential revenue acceleration via compute.
- Scotiabank: Outperform, PT $105 on AI infrastructure demand.
- Oppenheimer: initiated Outperform, PT $100 highlighting security/compute opportunity.
More cautious voices:
- Citi: Neutral but PT raised to $103 and added upside catalyst watch.
- RBC: Sector Perform PT $90.
- Piper Sandler: Neutral PT $89.
- Morgan Stanley: Underweight PT $83 citing investment/capex needs before growth re-accelerates.
Wall Street pros vs cons:
- Pros: security + compute transformation, AI tailwinds, rising PTs.
- Cons: execution/investment period risk and not a fully aligned bullish consensus.

16 Analyst Rating

Wall Street analysts forecast AKAM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AKAM is 101.5 USD with a low forecast of 89 USD and a high forecast of 115 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

9 Buy

7 Hold

0 Sell

Moderate Buy

Current: 91.490

Low

Averages

101.5

High

115

Current: 91.490

Low

Averages

101.5

High

115

Oppenheimer

Outperform

maintain

$100 -> $115

AI Analysis

2026-02-05

New

Reason

Oppenheimer

Price Target

$100 -> $115

AI Analysis

2026-02-05

New

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on Akamai to $115 from $100 and keeps an Outperform rating on the shares ahead of quarterly results. The firm continues to see an outsized opportunity for Akamai in its Security and Compute Infrastructure Services portfolio, which could accelerate top-line growth to high single-digits. Within Security, checks indicate that Guardicore and Noname remain strong, driving upside to numbers. On the Compute side, CIS has accelerated to about 40% growth, which Oppenheimer sees as sustaining through 2026.

Citi

Neutral

maintain

$88 -> $103

2026-01-16

Reason

Citi

Price Target

$88 -> $103

2026-01-16

maintain

Neutral

Reason

Citi raised the firm's price target on Akamai to $103 from $88 and keeps a Neutral rating on the shares. Citi also added an "upside 90-day catalyst watch" on Akamai. The firm believes the company's 2026 outlook will be a modest upside surprise. The analyst sees a "tactically positive risk/reward set-up" into earnings.

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AKAM Should I Buy

AKAM Should I Buy

Should You Buy Akamai Technologies Inc (AKAM) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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