AKAM
ACCE-researchedOverview
ACCE thesis
Akamai operates the world's most distributed edge computing platform, delivering and securing digital experiences for enterprises through 4,100+ servers across 135 countries. The company dominates content delivery with 30% market share while building a $1.4B security business that grew 13% last year, creating a defensive moat around customer relationships. Edge computing adoption accelerates as enterprises move workloads closer to users, with Akamai's compute revenue jumping 23% in Q3 as customers deploy applications on their distributed infrastructure. Trading at 16x forward earnings despite controlling critical internet infrastructure, the stock looks cheap relative to cloud peers trading at 25-30x multiples. Management expects security revenue to reach $2B by 2027, which would represent 85% total growth from current levels.
- highEarnings decline accelerationEarnings dropped 13.4% YoY despite 5.8% revenue growth, indicating significant margin compression and operational challenges.
- moderateHigh short interestShort interest at 13.4% suggests meaningful bearish sentiment among institutional investors.
- moderateInsider selling patternRecent insider activity shows $5.96M in sales with zero purchases, indicating potential lack of confidence.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| DOCN | DigitalOcean Holdings Inc. Common Stock | $15.3B | 59.2 | 62.3% | -45.16 | 0.0% | - | Compare |
| CHKP | Check Point Software Technologies Ltd. Ordinary Shares | $13.5B | 13.6 | 37.6% | 0.68 | 0.0% | - | Compare |
| TOST | Toast Inc. Class A Common Stock | $17.2B | 37.6 | 25.2% | -0.62 | 0.0% | - | Compare |
| GEN | Gen Digital Inc. Common Stock | $17.4B | 17.0 | 41.9% | 3.14 | 1.7% | - | Compare |
| GDDY | GoDaddy Inc. Class A Common Stock | $12.3B | 14.5 | 44.3% | 17.57 | 0.0% | - | Compare |
| KSPI | Joint Stock Company Kaspi.kz American Depository Shares | $18.5B | 8.0 | 44.8% | 0.18 | 5.9% | - | Compare |
Sector report card
Where AKAM ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- GlobeNewswire•Sep 14, 2026MTLC Launches The Founder Lab, a 10-Week Cohort for Massachusetts Technology Founders
- Business Wire•Sep 10, 2026Zero Networks Appoints Chief Financial Officer, Expands Senior Leadership Team
- GlobeNewswire•Sep 10, 2026Akamai and MuleSoft Unify Real-Time API Defense and AI Policy Control, Extending Governance Across Agent Fabric
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