--- title: Akamai Technologies (AKAM) — intrinsic value and fair price canonical: https://sweetvaluelab.com/stocks/akam ticker: AKAM as_of: 2026-10-17 sector: Technology industry: Software - Infrastructure --- # Akamai Technologies (AKAM) Akamai Technologies (AKAM) closed at $87.81 on Oct 16, 2026, undervalued by 11% vs its model value of $98.25 (from a five-year discounted cash flow). ## Key figures | Figure | Value | | --- | ---: | | Last close | $87.81 (Oct 16, 2026) | | Model value (from a five-year discounted cash flow) | $98.25 | | Price vs model | undervalued by 11% vs model | | Range of that model | $48.33 – $287.84 | | Market value | $12.6B | | P/E (fiscal 2025) | 28.6 | | Net margin (fiscal 2025) | 10.7% | | Free cash flow (fiscal 2025) | $1.0B | | Dividend yield (trailing twelve months) | 0.00% | | Beta | 0.62 | | Cost of capital (WACC) | 7.10% | | Business classification | Mature & Stable (Low/slowing growth (~5% recent), Moderate margins (11% net margin), Highly cyclical earnings, Strong FCF yield (8.0%)) | ## Valuation models Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026. | Model | Role | Value per share | Low | High | | --- | --- | ---: | ---: | ---: | | DCF · Perpetuity growth · 5y | primary | $98.25 | $48.33 | $287.84 | | DCF · Perpetuity growth · 10y | cross check | $175.72 | $90.26 | $508.50 | | DCF · EBITDA exit · 5y | cross check | $295.62 | $231.23 | $370.84 | | DCF · EBITDA exit · 10y | cross check | $441.99 | $319.12 | $603.28 | | P/E · peers | cross check | $191.44 | $116.92 | $291.32 | | P/E · own history | cross check | $136.75 | $118.82 | $155.51 | | PEG | sanity check | $166.96 | $166.96 | $166.96 | | EV/EBITDA · peers | cross check | $288.86 | $187.60 | $483.66 | | EV/Revenue · peers | cross check | $245.65 | $197.83 | $411.78 | | Earnings power value | cross check | $36.78 | $26.60 | $52.43 | | Dividend discount | cross check | $0.00 | $0.00 | $0.00 | ## Insider activity (SEC Form 4) Past 90 days: 0 open-market buys ($0) and 3 open-market sales ($1.5M); 10b5-1 plan sales included. | Date | Insider | Relationship | Transaction | Shares | Value | | --- | --- | --- | --- | ---: | ---: | | Sep 25, 2026 | Sundaram Mani | EVP and GM Security | Open-market sell (10b5-1 plan) | 7,022 | $882,103.6 | | Sep 25, 2026 | Salem-Jackson Kim | EVP, Chief Marketing Officer | Open-market sell (10b5-1 plan) | 2,013 | $257,664 | | Sep 15, 2026 | Joseph Paul C | EVP - Global Sales | Open-market sell (10b5-1 plan) | 3,100 | $327,453 | | Sep 12, 2026 | Howell Laura | SVP, Chief Accounting Officer | Option/RSU exercise | 323 | — | | Sep 12, 2026 | Howell Laura | SVP, Chief Accounting Officer | Tax withholding | 108 | $11,533.3 | ## Recent SEC filings | Filed | Form | What | Filing | | --- | --- | --- | --- | | Sep 25, 2026 | 8-K | 5.05 Amendment to Code of Ethics; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1086222/000108622226000089/akam-20260922.htm | | Sep 24, 2026 | 8-K | 1.01 Entry into a Material Agreement; 3.02 Unregistered Sale of Equity; 5.03 Amendment to Articles/Bylaws; 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm | | Aug 7, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1086222/000108622226000086/akam-20260630.htm | | Aug 6, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1086222/000108622226000083/akam-20260806.htm | | May 22, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 3.02 Unregistered Sale of Equity; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1086222/000119312526237084/d144441d8k.htm | ## Superinvestors holding it (latest 13F) | Manager | Quarter | Shares | Value | | --- | --- | ---: | ---: | | Hillman Capital | 2026-06-30 | 16,387 | $1.9M | 1 tracked managers in all. ## About Akamai Technologies, Inc. (AKAM) is a leading global provider of cloud services, specializing in the secure delivery, optimization, and protection of online content and business applications across the internet. The company's primary focus involves offering sophisticated cloud-based solutions designed to shield digital infrastructure, websites, applications (including APIs), and end-users from a wide array of cyberattacks and online threats, all while simultaneously enhancing performance. Akamai further excels in accelerating web and mobile experiences, facilitating dynamic and highly responsive websites and applications. Its extensive media delivery offerings encompass seamless video streaming and player services, efficient game and software distribution, robust broadcast operations, authoritative Domain Name System (DNS) resolution, and comprehensive data analytics. Additionally, Akama… --- Source: https://sweetvaluelab.com/stocks/akam (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.