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Akamai Technologies Inc. (AKAM) Stock Fundamental Analysis & AI Rating 2026

AKAM Nasdaq Services-Business Services, NEC DE CIK: 0001086222
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
70% Confidence
AGREEMENT
BUY
72% Conf
HOLD
68% Conf

📊 AKAM Key Takeaways

Revenue: $4.2B
Net Margin: 10.7%
Free Cash Flow: $1.0B
Current Ratio: 2.36x
Debt/Equity: 0.00x
EPS: $3.07
AI Rating: BUY with 72% confidence
Akamai Technologies Inc. (AKAM) receives a BUY rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.2B, net profit margin of 10.7%, and return on equity (ROE) of 9.1%, Akamai Technologies Inc. demonstrates strong fundamentals in the Services sector. Below is our complete AKAM stock analysis for 2026.

Is Akamai Technologies Inc. (AKAM) a Good Investment?

Claude

Akamai demonstrates solid financial health with strong free cash flow generation (24% FCF margin) and excellent liquidity metrics, though organic revenue growth of 5.4% is moderate. Net income decline of 10.5% YoY is concerning despite revenue growth, suggesting margin compression that warrants investigation into operational efficiency.

ChatGPT

Akamai shows solid fundamental quality through strong free cash flow generation, healthy liquidity, and good interest coverage, which support financial resilience. Profitability is positive but only moderate relative to asset and equity base, and the lack of revenue and earnings growth data limits conviction on growth quality. Overall, the business appears fundamentally stable, but not strong enough on the provided data alone to warrant a more aggressive rating.

Why Buy Akamai Technologies Inc. Stock? AKAM Key Strengths

Claude
  • + Exceptional free cash flow generation at $1.0B (24% FCF margin) with operating cash flow of $1.5B
  • + Strong balance sheet with 2.36x current ratio, minimal debt (0.00x D/E), and solid cash position of $930.2M
  • + Solid operating margin of 13.5% and reasonable net margin of 10.7% in capital-intensive business
ChatGPT
  • + Strong free cash flow of $1.01B with a 24.0% FCF margin
  • + Healthy liquidity profile with current and quick ratios of 2.36x
  • + Good debt servicing capacity with 18.4x interest coverage and meaningful cash generation

AKAM Stock Risks: Akamai Technologies Inc. Investment Risks

Claude
  • ! Net income declined 10.5% YoY despite 5.4% revenue growth, indicating deteriorating profitability
  • ! Modest revenue growth of 5.4% suggests limited organic expansion in competitive market
  • ! ROA of 3.9% and ROE of 9.1% are relatively low, indicating suboptimal capital deployment efficiency
ChatGPT
  • ! Missing YoY revenue and earnings trends makes growth quality difficult to assess
  • ! Moderate profitability with 13.5% operating margin, 10.7% net margin, and 9.1% ROE
  • ! Incomplete debt detail despite sizable total liabilities creates some balance sheet uncertainty

Key Metrics to Watch

Claude
  • * Net margin trend - critical to understand if 10.5% decline is structural or temporary
  • * Revenue growth acceleration - watch if 5.4% growth stabilizes or improves
  • * Capital expenditure efficiency - monitor if $507.8M CapEx is generating adequate returns
ChatGPT
  • * Revenue growth and diluted EPS growth
  • * Operating margin and free cash flow margin

Akamai Technologies Inc. (AKAM) Financial Metrics & Key Ratios

Revenue
$4.2B
Net Income
$452.0M
EPS (Diluted)
$3.07
Free Cash Flow
$1.0B
Total Assets
$11.5B
Cash Position
$930.2M

💡 AI Analyst Insight

The 24.0% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 2.36x current ratio provides a solid financial cushion.

AKAM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 13.5%
Net Margin 10.7%
ROE 9.1%
ROA 3.9%
FCF Margin 24.0%

AKAM vs Services Sector: How Akamai Technologies Inc. Compares

How Akamai Technologies Inc. compares to Services sector averages

Net Margin
AKAM 10.7%
vs
Sector Avg 10.0%
AKAM Sector
ROE
AKAM 9.1%
vs
Sector Avg 16.0%
AKAM Sector
Current Ratio
AKAM 2.4x
vs
Sector Avg 1.5x
AKAM Sector
Debt/Equity
AKAM 0.0x
vs
Sector Avg 0.7x
AKAM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Akamai Technologies Inc. Stock Overvalued? AKAM Valuation Analysis 2026

Based on fundamental analysis, Akamai Technologies Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
9.1%
Sector avg: 16%
Net Profit Margin
10.7%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Akamai Technologies Inc. Balance Sheet: AKAM Debt, Cash & Liquidity

Current Ratio
2.36x
Quick Ratio
2.36x
Debt/Equity
0.00x
Debt/Assets
56.6%
Interest Coverage
18.43x
Long-term Debt
N/A

AKAM Revenue & Earnings Growth: 5-Year Financial Trend

AKAM 5-year financial data: Year 2021: Revenue $3.5B, Net Income $478.0M, EPS $2.90. Year 2022: Revenue $3.6B, Net Income $557.1M, EPS $3.37. Year 2023: Revenue $3.8B, Net Income $651.6M, EPS $3.93. Year 2024: Revenue $4.0B, Net Income $523.7M, EPS $3.26. Year 2025: Revenue $4.2B, Net Income $547.6M, EPS $3.52.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Akamai Technologies Inc.'s revenue has grown significantly by 22% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.52 reflects profitable operations.

AKAM Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
24.0%
Free cash flow / Revenue

AKAM Quarterly Earnings & Performance

Quarterly financial performance data for Akamai Technologies Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.0B $57.9M $0.38
Q2 2025 $979.6M $103.6M $0.71
Q1 2025 $987.0M $123.2M $0.82
Q3 2024 $965.5M $57.9M $0.38
Q2 2024 $935.7M $128.8M $0.84
Q1 2024 $915.7M $97.1M $0.62
Q3 2023 $881.9M $123.7M $0.78
Q2 2023 $903.3M $128.8M $0.84

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Akamai Technologies Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.5B
Cash generated from operations
Stock Buybacks
$800.0M
Shares repurchased (TTM)
Capital Expenditures
$507.8M
Investment in assets
Dividends
None
No dividend program

AKAM SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Akamai Technologies Inc. (CIK: 0001086222)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 DEF 14A akam-20260330.htm View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773692821.xml View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773692371.xml View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773346506.xml View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773346477.xml View →

Frequently Asked Questions about AKAM

What is the AI rating for AKAM?

Akamai Technologies Inc. (AKAM) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AKAM's key strengths?

Claude: Exceptional free cash flow generation at $1.0B (24% FCF margin) with operating cash flow of $1.5B. Strong balance sheet with 2.36x current ratio, minimal debt (0.00x D/E), and solid cash position of $930.2M. ChatGPT: Strong free cash flow of $1.01B with a 24.0% FCF margin. Healthy liquidity profile with current and quick ratios of 2.36x.

What are the risks of investing in AKAM?

Claude: Net income declined 10.5% YoY despite 5.4% revenue growth, indicating deteriorating profitability. Modest revenue growth of 5.4% suggests limited organic expansion in competitive market. ChatGPT: Missing YoY revenue and earnings trends makes growth quality difficult to assess. Moderate profitability with 13.5% operating margin, 10.7% net margin, and 9.1% ROE.

What is AKAM's revenue and growth?

Akamai Technologies Inc. reported revenue of $4.2B.

Does AKAM pay dividends?

Akamai Technologies Inc. does not currently pay dividends.

Where can I find AKAM SEC filings?

Official SEC filings for Akamai Technologies Inc. (CIK: 0001086222) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AKAM's EPS?

Akamai Technologies Inc. has a diluted EPS of $3.07.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AKAM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Akamai Technologies Inc. has a BUY rating with 70% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is AKAM stock overvalued or undervalued?

Valuation metrics for AKAM: ROE of 9.1% (sector avg: 16%), net margin of 10.7% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy AKAM stock in 2026?

Our dual AI analysis gives Akamai Technologies Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is AKAM's free cash flow?

Akamai Technologies Inc.'s operating cash flow is $1.5B, with capital expenditures of $507.8M. FCF margin is 24.0%.

How does AKAM compare to other Services stocks?

Vs Services sector averages: Net margin 10.7% (avg: 10%), ROE 9.1% (avg: 16%), current ratio 2.36 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI