AKAMAI TECHNOLOGIES INC · Business Services, NEC

AKAM

Low riskAI: Cloud and data centersNext report: Around Nov 5 (est.)

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The short version

A high-quality, profitable business with steady sales. Institutions are adding.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
Buying back shares: share count down 8.4% in 3 years

Money moves

No insider buying or selling in the last 30 days
Institutions added 3.5% to their holdings in the quarter ending June 2026 (417 bought, 380 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$98.50+5.3% that day

Company value: $14.2B; Share price times all shares
Price vs profit (P/E): 35.6x; You pay about $36 for each $1 of yearly profit
Price vs sales: 3.3x; Company value is 3.3 times a year of sales
Cash vs value: 10%; Cash as a share of company value

From AKAM's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$1.1B+5.4% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $4.3B, up 5.9% from the 12 months before. Over 5 years, sales grew about 5.6% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of AKAM. Starting points are the company's recent numbers.

Sales growth+6% a yearRecently: +5.9% a yearProfit margin10%Last 12 months: 9.5%P/E at the end36xToday: 35.6x. Many steady companies trade at 12x to 25xShare count change-3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$5.8B

Profit in 5 years$578M

Price these guesses point to$168.75+71% vs $98.50 todayAbout +11% a year, before dividends

What today's price needs: with a 10% margin and a 36x P/E, sales could shrink about 4.8% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/5Strong

MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.2%
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.7%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.0B
PassShare count not growingNot diluting owners. Falling means buybacks.-8.4% in 3 years

Revenue: $4.2B; +5.4% vs prior year
5-year growth: +5.6%/yr; revenue, per year
Current ratio: 2.36x; short-term assets / bills due
Free cash flow: $1.0B; 24.0% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity, gross margin 40%+. A checklist is a starting point for research, not a verdict.