Akamai (AKAM): Valuation Check After New ISV Catalyst Program and Strategic Visa Partnership

Akamai Technologies (AKAM) just rolled out its ISV Catalyst partner program and a separate strategic tie up with Visa, moves that quietly tighten its grip on AI ready cloud infrastructure and secure, agent driven commerce.

See our latest analysis for Akamai Technologies.

These moves land as Akamai’s 90 day share price return of 17.83 percent contrasts with a negative year to date share price return of 6.92 percent and a one year total shareholder return of 8.35 percent in the red, suggesting near term momentum is building even as longer term gains remain muted.

If this kind of AI driven security and cloud story is on your radar, it is worth scanning other potential winners across high growth tech and AI stocks to see what else matches your thesis.

With shares still trading at a double digit discount to Wall Street targets despite solid revenue and earnings growth, is Akamai quietly undervalued here, or is the market already factoring in its next leg of AI driven expansion?

Most Popular Narrative Narrative: 6.7% Undervalued

With Akamai closing at $88.82 versus a narrative fair value near the mid $90s, the story here leans toward quiet upside rather than hype.

The analysts have a consensus price target of $95.205 for Akamai Technologies based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $133.0, and the most bearish reporting a price target of just $66.0.

Read the complete narrative.

Want to see what really powers that upside gap? The narrative leans on firming margins, steady top line expansion, and a future earnings multiple that challenges sector norms.

Result: Fair Value of $95.20 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, stubborn CDN declines or disappointing returns on heavy cloud and edge investments could quickly undermine the case for multiple expansion.

Find out about the key risks to this Akamai Technologies narrative.

Build Your Own Akamai Technologies Narrative

If this perspective does not align with your view, or you would rather dig into the numbers yourself, you can build a tailored thesis in minutes by visiting Do it your way.

A great starting point for your Akamai Technologies research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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