AKAMAI TECHNOLOGIES, INC.
In the published model solve dated 2026-Q2, anchored at $107.84, AKAMAI TECHNOLOGIES, INC. (AKAM) is priced for +0.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Two numbers describe the same year and they disagree: reported profit of $435 million against $1.09 billion of free cash flow, a gap created by depreciation on a network built years ago and by $0.48 billion of stock compensation added back. • Security is now the majority of the business, which the 10-K states plainly: ⟦Our security solutions currently generate the largest portion of our revenue⟧, and the older content-delivery line is shrinking underneath it. • Second-quarter results arrive Au
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744 institutional managers reported holding AKAM in 13F filings for the quarter ended 2026-03-31. 165 opened new positions that quarter. Held by Vanguard Group, BlackRock, Capital Group (American Funds), among others. On the short side, 20.0M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AKAM has cut its share count 10.9% over the past five years, spending $3.20B on repurchases. It pays no dividend. Cash returned over the past three years: $1.74B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AKAM over the trailing three years: 2024: 1 buy totaling $2.04M; 2025: 5 buys totaling $6.83M. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AKAM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-10 | +7.8% | +6.4% |
| 2023-08-09 | +8.0% | +5.2% |
| 2023-11-09 | +2.0% | +6.8% |
| 2024-02-29 | -0.4% | -10.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AKAM's latest 8-K filings: 2026-09-25 (items 5.05, 9.01); 2026-09-24 (items 1.01, 3.02, 5.03, 7.01, 9.01); 2026-08-06 (items 2.02, 9.01); 2026-05-22 (items 1.01, 2.03, 3.02, 8.01, 9.01); 2026-05-20 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.