Company Performance - Akamai Technologies (AKAM) closed at $95.08, reflecting a -2.01% change from the previous day, underperforming the S&P 500's daily gain of 0.03% [1] - Prior to the latest trading session, shares had increased by 9.24%, surpassing the Computer and Technology sector's gain of 0.43% and the S&P 500's gain of 0.6% [1] Upcoming Financial Results - Akamai Technologies is set to announce its earnings on February 19, 2026, with projected EPS of $1.75, indicating a 5.42% increase year-over-year [2] - The consensus estimate for revenue is $1.08 billion, representing a 5.62% increase from the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $7.03 per share, reflecting an 8.49% increase, while revenue is estimated at $4.19 billion, showing no change from the previous year [3] - Recent analyst estimate revisions suggest optimism regarding the company's business and profitability [3] Valuation Metrics - Akamai Technologies has a Forward P/E ratio of 13.39, which is lower than the industry average Forward P/E of 17.56, indicating a valuation discount [6] - The company has a PEG ratio of 2.25, compared to the Internet - Services industry's average PEG ratio of 1.8 [7] Industry Context - The Internet - Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 84, placing it in the top 35% of over 250 industries [7] - The Zacks Rank system, which evaluates stocks based on estimate changes, has a strong track record, with stocks rated 1 producing an average annual return of +25% since 1988 [5][4]

Core Insights - Akamai's partnership with Deutsche Telekom Security enhances cybersecurity services across various industries, including finance and public sector [1][5] - Deutsche Telekom Security utilizes Akamai's Security Certified Service capabilities to provide comprehensive API security management and incident response [2][4] Group 1: Service Offerings - Deutsche Telekom Security delivers proactive Day-2 operations services, including API audits, compliance, and security incident management [2] - The company extends support for Akamai Guardicore Segmentation environments, offering specialized services such as segmentation administration and compliance [3] Group 2: Market Demand and Impact - The demand for robust API security and microsegmentation solutions is increasing due to a rise in cyber threats, with recorded API attacks reaching 150 billion from January 2023 to December 2024 [4] - Deutsche Telekom Security's expertise in regulatory compliance and cybersecurity solutions positions it as a key partner for financial institutions needing high security standards [5][6] Group 3: Company Background - Deutsche Telekom Security has over 25 years of experience and is a market leader in the DACH region, providing a comprehensive portfolio of cybersecurity solutions [8][9] - The company operates a Cyber Defense & Security Operations Center (SOC) with over 240 security specialists available 24/7 to address evolving threats [9]

Core Viewpoint - Akamai Technologies, Inc. is a leading provider of internet infrastructure and cloud services, focusing on web performance, cybersecurity, and edge cloud computing, with a market cap of $13.4 billion [1] Financial Performance - Akamai is expected to report fiscal Q4 2025 earnings of $1.13 per share, a 5% decrease from $1.19 per share in the same quarter last year [2] - For fiscal 2025, analysts anticipate EPS of $4.56, a slight increase from $4.54 in fiscal 2024, with a projected annual growth of 1.5% to $4.63 in FY2026 [3] Stock Performance - Over the past 52 weeks, Akamai's shares have increased by 3.3%, underperforming the S&P 500 Index's rise of 16.9% and the Technology Select Sector SPDR Fund's gain of 26.4% [4] Analyst Sentiment - Investor sentiment improved significantly after Morgan Stanley upgraded Akamai to "Overweight" and raised its price target to $115 from $83, resulting in a 3.5% increase in share price [5] - The consensus rating for Akamai stock is "Moderate Buy," with 10 out of 22 analysts recommending a "Strong Buy," one a "Moderate Buy," nine "Holds," and two "Strong Sells." The mean price target of $99.95 indicates a 6.9% premium from current market prices [6]

Core Insights - Akamai Technologies, Inc. (AKAM) is recognized as a pioneer in the Content Delivery Network (CDN) sector, indicating its significant role and influence in the industry [1]. Company Overview - The stock has been under observation since July 2020, suggesting a long-term interest and analysis of its performance and market trends [1].

Core Insights - Akamai Technologies, Inc. (AKAM) is recognized as a pioneer in the Content Delivery Network (CDN) sector, indicating its significant role and influence in the industry [1]. Company Overview - The stock has been under observation since July 2020, suggesting a long-term interest and analysis of its performance and market trends [1].

Core Viewpoint - Akamai Technologies, Inc. (AKAM) may have been judged too harshly in previous analyses, as stable performance is valuable despite the erosion of its legacy segment [1] Group 1: Company Performance - The company is experiencing a decline in its legacy segment, yet it maintains a stable overall performance [1] Group 2: Investment Perspective - The analysis suggests that long-term investors should consider a mix of growth, value, and dividend-paying stocks, with a focus on value [1]

Core Viewpoint - Akamai Technologies, Inc. (AKAM) may have been judged too harshly in previous analyses, as stable performance is valuable despite the erosion of its legacy segment [1] Group 1: Company Performance - The company is experiencing a decline in its legacy segment, but stable performance in other areas is noteworthy [1] Group 2: Investment Perspective - The analysis suggests that a long-term investment horizon of 5-10 years is beneficial, emphasizing a portfolio mix of growth, value, and dividend-paying stocks, with a focus on value [1]

Core Insights - Akamai Technologies Inc. experienced significant insider trading activity with the sale of 5,000 shares by Executive Vice President Joseph Paul C at approximately $90.17 each, leaving him with 17,513 shares [1] - An investor conference call is scheduled for February 19, 2026, to discuss the financial results for Q4 and the full year of 2025, with a focus on forward-looking financial guidance [2] - Akamai's stock closed at $90.65, reflecting a 2.01% increase, while the company anticipates an EPS of $1.75 and revenue of $1.08 billion for the upcoming financial results [3][4] Stock Performance - Akamai's stock has shown a 1.28% rise over the past month, which is lower than the sector's gain of 2.62% and the S&P 500's increase of 2.06% [3] - The current market capitalization of Akamai is approximately $13.17 billion, with the stock valued at $91.53 [4]

Core Viewpoint - Akamai Technologies, Inc. will hold a conference call on February 19, 2026, to discuss its fourth quarter and full-year 2025 financial results, which may include forward-looking financial guidance from management [1]. Group 1: Conference Call Details - The conference call is scheduled for February 19, 2026, at 4:30 p.m. ET [1]. - Live dial-in information for the conference call is provided, and a replay will be available for two weeks after the event [2]. Group 2: Company Overview - Akamai is a cybersecurity and cloud computing company that provides solutions to power and protect businesses online [3]. - The company offers market-leading security solutions, superior threat intelligence, and a global operations team to safeguard enterprise data and applications [3]. - Akamai's full-stack cloud computing solutions are designed for performance and affordability on a distributed platform, earning the trust of global enterprises for reliability and expertise [3].

Core Insights - Akamai Technologies reported a 5% year-over-year revenue increase in Q3 2025, reaching approximately $1.05 billion, with security revenue growing by 10% and cloud computing revenue by 8%, despite a 4% decline in delivery revenue [1] - The company is transitioning from a content delivery network to a broader cloud security and computing player, with a market capitalization of $12.78 billion and trailing 12-month sales of around $4 billion [5][6] - Akamai's stock has seen a slight decline of 0.3% over the past 52 weeks but has increased by 3.4% year-to-date, indicating steady growth [3] Financial Performance - GAAP income from operations surged by 135%, with GAAP operating margin rising to 16%, while non-GAAP income from operations grew by 9% and non-GAAP margin reached 31% [8] - GAAP net income increased by 142%, leading to a GAAP EPS of $0.97 (up 155%) and non-GAAP EPS of $1.86 (up 17%), indicating that earnings are growing faster than revenue [8] Market Position and Valuation - Akamai's forward price-to-earnings (P/E) ratio is approximately 19.5, which is below the sector average of 25.8, suggesting the market is valuing the company at a discount despite its growth and solid cash generation [2] - The cybersecurity market is projected to reach $211.69 billion in 2026 and $265.17 billion by 2030, with a compound annual growth rate (CAGR) of 5.79%, highlighting the growth potential in cloud security [7] Strategic Developments - Akamai is collaborating with Visa to enhance security measures for merchants, linking edge security with revenue opportunities as AI agents become more prevalent in digital commerce [9] - The company is also focusing on low-latency, high-performance data access through partnerships with firms like Redpanda and Vindral, which aim to improve real-time data streaming and live streaming capabilities [10][11] Future Outlook - Akamai has guided for Q4 2025 revenue of $1.08 billion and full-year 2025 revenue of $4.19 billion, with non-GAAP operating margins expected to remain between 28% to 30% for Q4 and 29% to 30% for the full year [12] - Recent upgrades from Morgan Stanley and KeyBanc have improved market sentiment, with a consensus "Moderate Buy" rating and a mean price target of $98.26, indicating potential upside from the current stock price [13][14]