Akamai Technologies downgraded to Bear of the Day as estimates fall and stock retreats

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โดย Zacks Investment Research·Read original
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Akamai Technologies has been named the Bear of the Day after its stock fell back to $130 from highs above $160, and analysts lowered earnings estimates. The Zacks EPS Consensus now stands at $6.65, near the lower end of the company's guidance of $6.40 to $7.15. The downgrade follows a period of optimism driven by a $1.8 billion, seven-year cloud infrastructure deal with a leading frontier model provider, reported by Bloomberg to be AI startup Anthropic, though neither company has confirmed the report. Bank of America analyst Tal Liani estimates the agreement will contribute between $20 million and $25 million in quarterly revenue beginning in the fourth quarter, but also notes that capital expenditures could rise to as much as $825 million over the next year, causing free cash flow to decline nearly 48% in 2026 before recovering. While several investment banks raised their price targets after the first-quarter report, Goldman Sachs reiterated a Strong Sell rating and raised its target from $76 to $87, reflecting persistent pessimism about the slow turnaround in growth.

Impact on stocks 3

Financials▲ · 2 stocks
Cloud & Digital Infrastructure▼ · 1 stocks
Akamai Technologies Inc
AKAM
▼ NegativeCapitalrelevance

Downgraded to Bear of the Day with falling estimates and stock price; capex to rise, free cash flow to decline.

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