Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.

Zacks Investment Research • Oct 5, 2026

BEKE vs. AKAM: Which Stock Is the Better Value Option?

Investors looking for stocks in the Internet - Services sector might want to consider either KE Holdings Inc. Sponsored ADR (BEKE) or Akamai Technologies (AKAM). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Oct 2, 2026

AI is a boon for 3 internet traffic cop stocks. Cramer says only 1 is a buy right now

AI agents are driving a surge in web traffic, creating new growth opportunities for internet infrastructure companies Cloudflare, Akamai and Fastly. Cramer says Akamai is the only one he'd buy right now, citing its low valuation and $11.6 billion Anthropic commitment.

CNBC • Oct 1, 2026

Jim Cramer highlights the biggest players in internet infrastructure

'Mad Money' host Jim Cramer looks at cloud computing stocks poised to benefit from the influx in internet traffic due to AI.

CNBC Television • Oct 2, 2026

Why Akamai Technologies (AKAM) Dipped More Than Broader Market Today

Akamai Technologies (AKAM) reached $106.35 at the closing of the latest trading day, reflecting a -1.94% change compared to its last close.

Zacks Investment Research • Sep 30, 2026

Resurety and Akamai Make Clean Energy History With First-Ever Exchange-Executed VPPA

BOSTON--(BUSINESS WIRE)-- #CleanEnergy--Boston-area based cybersecurity and cloud computing company Akamai Technologies completed the first-ever clean energy transaction executed on a CFTC-registered exchange by securing a new high-impact solar Virtual Power Purchase Agreement (VPPA) on August 31, 2026 on Resurety's CleanTrade marketplace. This milestone reinforces Akamai's commitment to its 2030 goal of reaching net-zero emissions across its global platform and operations. Resurety's CleanTrade platform is t.

Business Wire • Sep 30, 2026

Akamai Welcomes SoftServe to Partner Connect Program

SoftServe joins Akamai Partner Connect to help enterprises optimize multicloud environments, lower infrastructure costs, and accelerate edge AI deployments. Delivers custom-built language models (LLMs/SLMs), cloud strategy support, and AI inferencing optimized for distributed GPU networks.

GlobeNewsWire • Sep 29, 2026

The Big 3: IONQ, AKAM, STM

Mike Shorr (@ProsperTradingAcademy) sees trading opportunities forming across the AI space, from chips and software to quantum computing. He offers example options trades for IonQ (IONQ), Akamai (AKAM), and STMicroelectronics (STM).

Akamai Technologies (AKAM) Soars 3.2%: Is Further Upside Left in the Stock?

Akamai Technologies (AKAM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Zacks Investment Research • Sep 28, 2026

Akamai's Anthropic Deal Changes Everything, But The Real Opportunity Is Overlooked

Akamai Technologies, Inc. is transforming from a CDN provider to a distributed cloud and AI infrastructure leader, recently securing a landmark $11.6B+ deal with Anthropic. AKAM's CIS segment is driving future growth, with 39% YoY growth in Q2'26 and all GPU capacity sold out; significant revenue acceleration is expected from FY27. Margins and FCF are under pressure due to heavy CapEx (32% of revenue in Q2'26, expected 40% for FY26), but long-term profitability is anticipated to rise.

Seeking Alpha • Sep 28, 2026