• Akamai Technologies recently expanded its partnership with Apiiro, an application security platform, and is preparing to announce its Q3 2025 earnings after markets closed on November 6.
• This collaboration signals Akamai’s ongoing effort to strengthen its security offerings in anticipation of industry needs for advanced cloud and cybersecurity solutions.
• We’ll look at how the extended Apiiro partnership could influence Akamai’s investment narrative, especially its aspirations in cybersecurity innovation.

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Akamai Technologies Investment Narrative Recap

Being an Akamai Technologies shareholder means believing in the company’s ability to transition from its traditional content delivery network (CDN) roots to a future anchored in cloud computing and cybersecurity. The recently expanded partnership with Apiiro boosts Akamai’s security credentials but does not fundamentally alter the key short-term catalyst, securing meaningful revenue growth from cloud infrastructure contracts, nor does it lessen the current risk of margin pressure from heightened capital investments and intense industry competition.

Among recent announcements, the launch of a joint solution with Queue-it for “Hype Event Protection” stands out for its relevance to Akamai’s core business model. By helping clients manage surges in digital demand and mitigate bot attacks, this initiative directly addresses customer value and supports the thesis that strong security offerings can drive adoption of Akamai’s wider platform.

Yet, investors should also stay alert, while security partnerships are promising, the persistent risk of weaker CDN revenue remains a critical factor that…

Read the full narrative on Akamai Technologies (it’s free!)

Akamai Technologies is projected to reach $4.9 billion in revenue and $765.1 million in earnings by 2028. This outlook is based on an annual revenue growth rate of 6.1% and a $340.5 million increase in earnings from the current $424.6 million.

Uncover how Akamai Technologies’ forecasts yield a $95.20 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided five fair value estimates for Akamai, ranging widely from US$66 to US$131.64 per share. As investors weigh these diverse perspectives, remember the major risk that core CDN revenues could keep falling, with potential consequences for future growth.

Explore 5 other fair value estimates on Akamai Technologies – why the stock might be worth as much as 75% more than the current price!

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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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