Overview

• Cybersecurity and cloud computing firm's Q4 revenue rose 7% YoY, slightly beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations, rising 11% YoY

• Company's restructuring charge impacted GAAP net income, decreasing 39% yr/yr

Outlook

• Akamai forecasts Q1 2026 revenue between $1.060 bln and $1.085 bln

• Company expects full-year 2026 revenue between $4.4 bln and $4.55 bln

• Akamai projects Q1 2026 adjusted EPS between $1.50 and $1.67

Result Drivers

• CLOUD INFRASTRUCTURE GROWTH - Akamai's Cloud Infrastructure Services revenue rose 45% in Q4, driven by strong customer interest in Akamai Inference Cloud and AI applications

• SECURITY SEGMENT GROWTH - Security revenue increased 11% in Q4, with Guardicore Segmentation and API Security products up 36%

• RESTRUCTURING IMPACT - A $55 mln restructuring charge in Q4 affected GAAP net income

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 10 "hold" and 2 "sell" or "strong sell"

• The average consensus recommendation for the it services & consulting peer group is "buy"

• Wall Street's median 12-month price target for Akamai Technologies Inc is $104.00, about 4.9% below its February 18 closing price of $109.31

• The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nGNX1MTxhB

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)