Added to YB: 2025-10-10
Pitch date: 2025-08-24
AKAM [bullish]
Akamai Technologies, Inc.
+11.78%
current return
Author Info
No bio for this author
Company Info
Akamai Technologies, Inc. engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally.
Market Cap
$12.6B
Pitch Price
$77.41
Price Target
155.00 (+80%)
Dividend
N/A
EV/EBITDA
10.31
P/E
25.67
EV/Sales
3.88
Sector
IT Services
Category
growth
Akamai Technologies, Inc. - $AKAM
AKAM: CDN legacy transitioning to security/compute leader. Security (51% rev) growing 10%, compute 15%, delivery stabilizing. Trading 3.4x EV/sales vs peers at 4.6x despite similar Rule of 40 metrics. Strong FCF generation, capital allocation. Price target $155 vs current $75. 24% IRR potential as narrative shifts from legacy CDN to cybersecurity/AI inference play.
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