TORVANTA
Information Technology · S&P 500 · data as of 2026-10-05

AKAM stock analysis: Akamai

Akamai (AKAM) is an S&P 500 company in Internet Services & Infrastructure. It grades weakest on profitability, momentum and growth.

The model's view of AKAM · subscribers

Where AKAM ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

See plans
What's happening with AKAM · updated 2026-10-05 · from prices and SEC filings

AKAM price performance

AKAM against the S&P 500, one year
+0%+50%+100%AKAM +42%S&P 500 +18%2025-09-292026-10-05
Year to date+23.8%S&P 500 +14.5% · ahead by 9.3 pts
1 year+39.2%S&P 500 +17.0% · ahead by 22.2 pts
3 years+2.2%S&P 500 +89.3% · behind by 87.0 pts
5 years+4.7%S&P 500 +91.3% · behind by 86.7 pts

Total returns with dividends reinvested.

AKAM factor grades

Each grade compares AKAM with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C+ValueP/E 39.0x (sector 36.5x)FCF yield 6.2% (sector 3.0%)
DGrowthRevenue growth +6% (sector +18%)EPS growth -2% (sector +37%)
C-ProfitabilityOperating margin 10.5% (sector 23.7%)ROIC 11.5% (sector 20.3%)
D+Momentum12-month change +39%From 52-wk high -33%

AKAM in plain numbers

AKAM key statistics

SectorInformation Technology
IndustryInternet Services & Infrastructure
IndexS&P 500
Market value$15.5B
Revenue growth (y/y)+6%
Free-cash-flow yield6.2%
Dividend yieldn/a
Next earnings (expected)2026-11-05
Valuation measures
Market value$15.5B
Enterprise value$14.0B
P/E (trailing)39.0x
Forward P/E (Torvanta estimate)36.5x
PEG (Torvanta estimate)5.41
Price / sales3.6x
Price / book3.3x
EV / revenue3.2x
EV / EBITDA11.9x
Financial highlights
Revenue, last 12 months$4.3B
Net income, last 12 months$411.0M
EPS, last 12 months (GAAP)$2.77
Gross margin57.5%
Operating margin10.5%
Net margin9.5%
Return on equity8.9%
Return on invested capital11.5%
Cash$1.5B
Total debt$0
Free cash flow, last 12 months$1.0B
Interest cover13.7x
Current ratio1.64x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

AKAM earnings trends

Revenue vs earnings
$0$274.9M$549.8M$824.8M$1.1BSep 2024 Revenue: $1.0BDec 2024 Revenue: $1.0BMar 2025 Revenue: $1.0BJun 2025 Revenue: $1.0BSep 2025 Revenue: $1.1BDec 2025 Revenue: $1.1BMar 2026 Revenue: $1.1BJun 2026 Revenue: $1.1BSep 2024 Net income: $57.9MDec 2024 Net income: $139.9MMar 2025 Net income: $123.2MJun 2025 Net income: $103.6MSep 2025 Net income: $140.2MDec 2025 Net income: $85.1MMar 2026 Net income: $106.3MJun 2026 Net income: $79.4MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 5.8%Net margin: 13.7%Net margin: 12.1%Net margin: 9.9%Net margin: 13.3%Net margin: 7.8%Net margin: 9.9%Net margin: 7.2%0%7%14%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.2$0.5$0.7$1.0Sep 2024 EPS (GAAP, diluted): $0.4Dec 2024 EPS (GAAP, diluted): $0.9Mar 2025 EPS (GAAP, diluted): $0.8Jun 2025 EPS (GAAP, diluted): $0.7Sep 2025 EPS (GAAP, diluted): $1.0Dec 2025 EPS (GAAP, diluted): $0.6Mar 2026 EPS (GAAP, diluted): $0.7Jun 2026 EPS (GAAP, diluted): $0.5Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +155% · Dec 2025 -37% · Mar 2026 -13% · Jun 2026 -27%

From the company's 10-Q and 10-K filings with the SEC.

Akamai financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$3.5B$3.6B$3.8B$4.0B$4.2B
Net income$651.6M$475.6M$547.6M$504.9M$452.0M
EPS (GAAP)$3.93$2.97$3.52$3.26$3.07
Free cash flow$1.1B$1.0B$890.5M$1.1B$1.0B

AKAM earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-06$0.52-27%+5%-10.0%
2026-05-07$0.71-13%+6%+20.6%
2026-02-19$0.57-37%+7%-14.3%
2025-11-06$0.97+155%+5%+15.7%
2025-08-07$0.71-17%+7%-6.0%
2025-05-08$0.82-26%+3%-8.6%

About Akamai

HeadquartersCambridge, MA
Industry (SEC code)Services-Business Services, Nec
Fiscal year endsDecember 31
Incorporated inDE
Listed onNasdaq

From the company's SEC registration record.

Companies similar to AKAM

CompanyMarket valueP/ERevenue growthOperating margin12-month change
AKAM Akamai$15.5B39.0x+6%10.5%+39%
FICO Fair Isaac$14.9B19.9x+24%51.7%-63%compare
CDW CDW Corp$16.7B16.1x+7%7.1%-14%compare
TRMB Trimble$13.7Bn/a+6%17.0%-27%compare
ZBRA Zebra Technologies$17.8B34.3x+13%14.7%+23%
TYL Tyler Technologies$13.4B43.5x+8%15.1%-35%
GEN Gen Digital$13.3B13.0x+20%41.7%-18%

All Information Technology stock ratings

Frequently asked questions

Is AKAM stock a buy?

Torvanta does not tell individuals what to buy. Its grades for AKAM are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is AKAM's P/E ratio?

AKAM trades at about 39.0 times its last 12 months of GAAP earnings reported to the SEC, and about 36.5 times Torvanta's own estimate of the next 12 months.

When does AKAM report earnings next?

Based on its filing history, Torvanta expects Akamai to report around 2026-11-05.

How has AKAM performed against the S&P 500?

Over the past year AKAM returned +39.2%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

See plans Or get the free weekly newsletter

Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

All stock ratings · Stock lists · AI stock research · Model portfolio · Research · Disclaimer