Senior Vice President and Chief Accounting Officer, Howell Laura, sold 11,273 shares at approximately $100.14 each.Fox Run Management L.L.C. increased its investment in Akamai by 467.7%, now holding 19,144 shares.DLD Asset Management LP and First Trust Advisors LP have significantly increased their stakes, indicating strong institutional confidence in Akamai's future.Akamai Technologies Inc. (NASDAQ: AKAM) is a prominent player in the technology infrastructure sector, providing cloud services and content de ...

Cybersecurity has never been more important or more complicated. As artificial intelligence weaves itself into the fabric of how businesses run, the attack surface keeps growing. Hackers are moving faster. Threats are harder to detect. And the old playbook simply doesn't work anymore. That's created a genuine opportunity for investors who know where to look. More News from Barchart Nvidia (NVDA) has now partnered with Palo Alto Networks (PANW) and Akamai Technologies (AKAM) to push AI-powered security ...

Core Viewpoint - Akamai Technologies, Inc. is facing challenges despite strong Q4 performance, with future guidance not meeting market expectations, leading to a decline in stock price [2][6]. Financial Performance - Q4 revenues reached $1.09 billion, reflecting a 7.4% year-over-year increase [2][6]. - GAAP net income decreased to $85.1 million or 58 cents per share, down from $139.9 million or 91 cents per share in the previous year [4]. Future Guidance - The company's Q1 EPS guidance is projected between $1.50 and $1.67, while FY26 EPS guidance is between $6.20 and $7.20, both falling short of market expectations [2][6]. - Akamai projects 2026 revenue to be between $4.4 billion and $4.55 billion, exceeding Wall Street predictions [5]. Segment Performance - The Cloud Infrastructure Services (CIS) segment saw a significant revenue increase of 45% year-over-year, reaching $94 million, driven by demand for ISV solutions, IaaS, storage customers, and AI-related services [3][6]. - Security revenue increased by 11%, supported by demand for the Guardicore Segmentation platform and API security offerings [4]. Market Reaction - Following the guidance announcement, Akamai's stock experienced a 14.07% decline, equating to a $15.42 drop, with a trading volume of 15,779,607 shares [5][6]. - Goldman Sachs maintained a "Sell" rating on Akamai, adjusting the stock's price target to $76 [1].

Akamai Guardicore Segmentation and NVIDIA BlueField integration ends the long-standing trade-off between advanced security and system performance for energy, manufacturing, and transportation sectorsCAMBRIDGE, Mass., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) has announced a new solution powered by NVIDIA to protect most vital systems from increasingly sophisticated cyberattacks. By combining Akamai Guardicore Segmentation software with NVIDIA BlueField Data Processing Units (DPU), the companie ...

US futures dropped and Asian shares were mostly higher on Monday after the Supreme Court struck down most of President Donald Trump's sweeping tariffs. Bitcoin tumbled as much as 5% early Monday, dropping below $65,000. The sell-off has been driven by investors pulling out of speculative assets and concerns about future cryptocurrency regulation. The original cryptocurrency, pitched as “digital gold”, has lost nearly half of its value since Oct 6, when it hit a record high of $126,210.50, Markets in Japan a ...

Grail, Corning, Comfort Systems USA, Opendoor, Akamai, and More Market Movers - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# These Stocks Are Today's Movers: Grail, Corning, Comfort Systems USA, Opendoor, Akamai, Chemours, and MoreBy [Mack ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 0-27275 Akamai Technologies, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) ...

Core Insights - Akamai Technologies reported fourth-quarter results that exceeded Wall Street expectations, but shares fell approximately 10% intra-day due to weaker-than-expected guidance for the upcoming year [1] Financial Performance - Non-GAAP earnings were $1.84 per share, surpassing the consensus estimate of $1.75 [1] - Revenue increased 7% year over year to $1.095 billion, slightly above analyst projections of $1.08 billion [1] - GAAP net income per diluted share decreased 36% to $0.58, primarily due to a $55 million restructuring charge [3] - Non-GAAP net income rose 6% to $270 million, and adjusted EBITDA increased 7% to $458 million, representing a margin of 42% [3] - For the full year, revenue rose 5% to $4.21 billion, with non-GAAP EPS growing 10% to $7.12, while GAAP EPS declined 6% to $3.07 [3] Revenue Breakdown - Growth was driven by higher-margin security and cloud offerings, with security revenue advancing 11% to $592 million [2] - Guardicore Segmentation and API Security revenue surged 36% to $90 million [2] - Cloud Infrastructure Services revenue climbed 45% to $94 million [2] - In contrast, Delivery revenue declined 2% to $311 million [2] Future Guidance - Akamai forecasted fiscal 2026 non-GAAP EPS between $6.20 and $7.20, below the consensus estimate of $7.34 [4] - Projected revenue for the upcoming year is between $4.4 billion and $4.55 billion, with a non-GAAP operating margin of 26% to 28% [4]

Market Reactions - Wall Street showed mixed trading after the Supreme Court struck down President Trump's tariffs, with the S&P 500 up by 0.1% in midday trading [1] - The Dow Jones Industrial Average decreased by 125 points, or 0.3%, while the Nasdaq composite increased by 0.3% [2] - Investors exhibited cautious trading, anticipating that tariffs may not be entirely eliminated, as the White House might shift to targeting specific countries or industries [6] Economic Indicators - Reports indicated slowing U.S. economic growth and rising inflation, but investors had a muted response to these developments [7] - Traders are still betting on at least two interest rate cuts by the Federal Reserve by the end of the year, with some adjusting the timing of these cuts to later in the summer [8] Company Performance - Ralph Lauren's stock initially rose by 3.3% following the Supreme Court's ruling but later fell back to a 0.1% decrease, reflecting past concerns over tariffs impacting profits [4] - Akamai Technologies experienced an 11% drop in stock price despite reporting stronger-than-expected results for the end of 2025, as its profit forecast for the upcoming year fell short of estimates [10] - Comfort Systems' stock rose by 2.4% after reporting stronger profits than analysts expected, with the CEO noting "unprecedented demand" [11] Global Market Trends - In international markets, European stock indexes gained, while the Hang Seng index in Hong Kong fell by 1.1% after reopening, and South Korea's Kospi rose by 2.3% [12]

Software stocks have been under pressure lately, and the bearish narrative has been loud. Concerns are rising sharply that artificial intelligence (AI) is disrupting the software-as-a-service (SaaS) industry, leaving even legacy players in the space vulnerable. But in a recent educational video, Bartchart’s Senior Market Strategist John Rowland, CMT, highlighted an interesting development within our Cybersecurity Stocks watchlist: More News from Barchart While much of the software group is flashing red ...