AKAM
Akamai TechnologiesPrevious close
92.72
Change
−6.66 / −6.70%
Market Cap
$13.3B
1M
−12.82%
S&P 500 −0.91% over same period
Volume / Avg Volume
5.3M / 4.2M
1.26× average
Latest earnings analysisFY2026 Q2Reported 2026-08-06
Akamai Q2 FY2026: revenue up 5.4%, profit down sharply
Akamai's second quarter was a revenue-in-line, profit-under-pressure story: $1.10 billion of sales, up 5.4%, but GAAP operating income fell 47.0% to $80.3 million and gross margin slid to 55.8%. Read the scorecard top-down, because the growth engines are working while the cost line and the shrinking delivery business drag profit. Profit quality, not headline growth, is the issue this quarter.
Read the full analysis →Revenue$1.10BYoY +5.40%
EPS (non-GAAP)$1.59Missest. $1.61
Next-quarter revenue guidance$1.12B ±1.1%YoY +1.60%
Next-day move−6.76%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-06 | $1.1B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-05-07 | $1.1B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-19 | $4.2B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-06 | $1.1B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-07 | $1.0B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-08 | $1.0B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 75 of its 5-year rangeExpensive
5-year range 22.8 – 42.2 · Median 28.7
Last 4 quarters: $616M in buybacks + $0 in dividends, 4.63% of market cap combined
P/E (TTM)
34.8
P/B
3.0
P/S
3.3
PEG
2.09
Earnings Reaction
Over the last 6 reports, the stock moved ±13.1% on average on the first trading day after, rising 2 times
Most recent −6.76%
Guidance Credibility
Of the last 4 next-quarter revenue guides, 4 were met; actual results averaged 1.1% above guidance
Volatility & Correlation
1-year beta 1.47 · Correlation with S&P 500 0.30High beta
Annualized volatility 62% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 3 · $1.5MNet selling $1.5M
- 09-25Salem-Jackson KimEVP, Chief Marketing OfficerSell$0.26M2,013 shares · Avg price 128.00
- 09-25Sundaram ManiEVP and GM SecuritySell$0.88M7,022 shares · Avg price 125.62
- 09-15Joseph Paul CEVP - Global SalesSell$0.33M3,100 shares · Avg price 105.63
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 1.10 | +5.4% | 55.8% | 0.08 | 0.52 |
| FY2026 Q1 | 1.07 | +5.8% | 56.1% | 0.11 | 0.71 |
| FY2025 Q4 | 1.09 | +7.4% | 58.7% | 0.09 | 0.57 |
| FY2025 Q3 | 1.05 | +5.0% | 59.3% | 0.14 | 0.97 |
| FY2025 Q2 | 1.04 | +6.5% | 59.1% | 0.10 | 0.71 |
| FY2025 Q1 | 1.02 | +2.9% | 58.7% | 0.12 | 0.82 |
| FY2024 Q4 | 1.02 | +2.5% | 59.4% | 0.14 | 0.92 |
| FY2024 Q3 | 1.00 | +4.1% | 59.3% | 0.06 | 0.38 |
| FY2024 Q2 | 0.98 | +4.7% | 58.9% | 0.13 | 0.86 |
| FY2024 Q1 | 0.99 | +7.8% | 60.0% | 0.18 | 1.11 |
| FY2023 Q4 | 1.00 | +7.2% | 60.5% | 0.16 | 1.02 |
| FY2023 Q3 | 0.97 | +9.5% | 60.3% | 0.16 | 1.04 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| AKAM | 34.8 | +5.4% | 55.8% | −12.82% | Neutral |
| NVDA | 25.8 | +105.9% | 75.0% | −10.39% | Bullish |
| AAPL | 39.3 | +16.4% | 50.1% | +3.49% | Bullish |
| MSFT | 27.2 | +18.8% | 67.8% | +1.76% | Bullish |
| AVGO | 40.4 | +85.5% | 69.1% | −7.15% | Bullish |
| MU | 11.8 | +379.3% | 86.8% | −16.93% | Bullish |
| AMD | 143.0 | +50.1% | 53.8% | −17.48% | Bullish |
| INTC | — | +20.9% | 43.0% | −45.30% | Bullish |
| PLTR | 156.5 | +92.8% | 84.7% | −1.57% | Bullish |