Professional
Added to YB: 2024-11-04
Pitch date: 2024-11-01
AKAM [neutral]
Akamai Technologies, Inc.
-14.55%
current return
Author Info
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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
$100.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.31
P/E
25.67
EV/Sales
3.88
Sector
IT Services
Category
growth
(NAS:AKAM) Akamai: Transition to Edge Computing and Security
AKAM (neutral rating): CDN leader facing hyperscaler competition. Expanding into security & edge compute. Strong global network & blue-chip clients. Opportunities in upselling, security growth & edge computing. Challenges: declining CDN revenue, rising compute costs, cybersecurity dynamism. High capex & strategic complexity. More evidence needed on compute scaling.
Read full article (5 min)