Conviction
1 → 2
Current stock research snapshot · 8/28/26 Fresh
AKAMAkamai Technologies, Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$135.71Current stock price target
Investment thesis statusINTACTLast reviewed 8/28/26
Market cap$15.99BSnapshot value · 8/28/26
Research history
See all AKAM changes ↗What changed
Target
— → $135.71
Thesis status
NEEDS_MORE_DATA → INTACT
Coverage
— → Added to coverage
Digital Trust > Zero Trust Security > CDN-to-security conversion; Guardicore / Zero Trust edge as the attach layer
Next earnings (last reported 2026-08-06); security mix vs CDN mix in next 10-Q
Trailing EPS turns negative; security revenue mix stalls; Cloudflare/Zscaler take share of Zero Trust edge for two quarters
first-pass dt_ds_first_pass_2026-08-28; Fintel 🟡 Mixed
Snapshot · 8/28/26🟡 Mixed · ins-$6.7M · 13F 17+/8-×0.5 · short↑0.45
Snapshot · 8/28/26