AKAMAI TECHNOLOGIES, INC.
In the published model solve dated 2026-Q2, anchored at $107.41, 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: 2026-08-06 (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); 2026-05-18 (items 1.01, 2.03, 8.01, 9.01); 2026-05-13 (items 5.02, 5.03, 5.07, 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.