AKAMAI TECHNOLOGIES INC(AKAM)Stock Analysis
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Rank #762 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AKAM Stock Analysis & AI Quality Score
AI stock analysis and institutional research for AKAMAI TECHNOLOGIES INC (AKAM), a Industrials sector company. 13F Pro's AI-powered ranking engine scores AKAM at 62.0/100 on a 32-signal composite quality model, placing it at rank #762 of 2,879 stocks — the top half of the AI-ranked universe. AKAM scores in the top quartile across free cash flow (81.3), revenue scale (75.5). Areas of concern include earnings quality (28.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 16.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), AKAMAI TECHNOLOGIES INC reports quarterly revenue of $1.1B, net income of $106.3M, an operating margin of 10.7%. Top institutional holders of AKAM by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. AKAM trades on the Nasdaq exchange and files with the SEC under CIK 1086222. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AKAM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AKAMAI TECHNOLOGIES INC directly from SEC EDGAR. AKAMAI TECHNOLOGIES INC's 13F Pro composite quality score has ranged between 8 and 67 since 2026, currently 62.0 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.
Revenue
Q1 2026
$1.1B
Net Income
Q1 2026
$106.3M
Free Cash Flow
Q1 2026
$210.8M
Operating Margin
Q1 2026
10.7%
ROIC
Q1 2026
2.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+5.4% YoYNet Income
-10.5% YoYOperating Income
+6.3% YoYEPS (Diluted)
-6.1% YoYTotal Assets
+10.7% YoYOp. Cash Flow
-0.0% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $4.21B +5.4% | $3.99B +10.4% | $3.62B +4.5% | $3.46B +8.2% | $3.20B +10.5% | $2.89B |
| Net Income | $452.0M -10.5% | $504.9M -3.6% | $523.7M -19.6% | $651.6M +17.0% | $557.1M +16.5% | $478.0M |
| Operating Income | $566.9M +6.3% | $533.4M -21.1% | $676.3M -13.6% | $783.1M +18.9% | $658.5M +20.0% | $548.9M |
| EPS (Diluted) | $3.07 -6.1% | $3.27 +0.3% | $3.26 -17.0% | $3.93 +16.6% | $3.37 +16.2% | $2.90 |
| Total Assets | $11.48B +10.7% | $10.37B +24.9% | $8.30B +2.0% | $8.14B +4.8% | $7.76B +10.8% | $7.01B |
| Operating Cash Flow | $1.52B -0.0% | $1.52B +19.2% | $1.27B -9.2% | $1.40B +15.6% | $1.22B +14.8% | $1.06B |
AI Insight: AKAM Financial Trends
Revenue grew 9.6% year-over-year to $1,074M in Q1 2026, but operating income and cash flow both deteriorated sequentially and versus prior year.
• Revenue expanded from $980M (Q2 2024) to $1,074M (Q1 2026), a 9.6% increase over 9 quarters.
• Operating income declined to $114M in Q1 2026 from $155M in Q1 2025 and $166M in Q3 2025—lowest in 9 quarters.
• Operating cash flow fell to $313M in Q1 2026 from $459M in Q2 2025 and $442M in Q3 2025.
⚠ Operating margin compressed to 10.6% in Q1 2026 from 15.3% in Q1 2025—largest year-over-year deterioration in margin.
⚠ Net income volatility persists; Q1 2026 $106M versus $140M in Q3 2025 and $123M in Q1 2025.
AI Insight: AKAM Ratio Trends
Profitability collapsed in Q4 2025 and has not recovered; operating margin fell to 10.7% in Q1 2026, down 490bp from Q3 2025 peak.
• Operating margin deteriorated sharply: 15.7% in Q3 2025 → 8.7% in Q4 2025 → 10.7% in Q1 2026, signaling structural margin pressure.
• ROIC compressed from 14.0% in Q3 2025 to 7.6% in Q4 2025 and recovered only partially to 9.3% in Q1 2026, well below prior-year levels.
• Net profit margin declined to 9.9% in Q1 2026 from 13.3% in Q3 2025, indicating cost control or revenue mix deterioration.
⚠ Q4 2025 shows abnormally low metrics across all ratios; confirm whether one-time charges or seasonality distorted results.
⚠ TTM ROIC of 10.7% lags Q1–Q3 2025 quarterly average (~13.7%), suggesting sustained headwinds require near-term evidence of recovery.
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Top Institutional Holders of AKAM
BlackRock, Inc.
$1.2B10,414,971 shVANGUARD CAPITAL MANAGEMENT LLC
$1.1B9,387,781 shVANGUARD PORTFOLIO MANAGEMENT LLC
$864.4M7,526,525 shCapital World Investors
$776.9M6,764,438 shSTATE STREET CORP
$633.5M5,516,194 shFIRST TRUST ADVISORS LP
$549.0M4,780,460 shVOYA INVESTMENT MANAGEMENT LLC
$501.3M431,800,000 shGEODE CAPITAL MANAGEMENT, LLC
$474.2M4,116,471 shInvesco Ltd.
$399.6M3,478,977 shDIMENSIONAL FUND ADVISORS LP
$397.9M3,464,793 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.2B | 10,414,971 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 9,387,781 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $864.4M | 7,526,525 |
| Capital World Investors | $776.9M | 6,764,438 |
| STATE STREET CORP | $633.5M | 5,516,194 |
| FIRST TRUST ADVISORS LP | $549.0M | 4,780,460 |
| VOYA INVESTMENT MANAGEMENT LLC | $501.3M | 431,800,000 |
| GEODE CAPITAL MANAGEMENT, LLC | $474.2M | 4,116,471 |
| Invesco Ltd. | $399.6M | 3,478,977 |
| DIMENSIONAL FUND ADVISORS LP | $397.9M | 3,464,793 |
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Popular Research
Is AKAM a good stock to buy?
13F Pro's AI-powered analysis of AKAMAI TECHNOLOGIES INC (AKAM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AKAM are available on the AKAM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own AKAM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AKAM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AKAMAI TECHNOLOGIES INC's investment landscape.