Akamai Technologies, Inc.

Company Details:

Company Symbol: AKAM
Sector: Internet & Digital Media
Company Rating:
URL: http://www.akamai.com/

Related Research

  • 07/26/17 Morning Note B. Riley AM Note: AKAM, AVGO, CAMP, CTG, DLB, HSKA, IIVI (downgrade), KEM, LLNW, MRVL, REIS, TXN
  • 07/26/17 Update AKAM ($49.30, Buy; $60.00 PT): In Line 2Q but 3Q Guide Marred by Media; Undervalued Performance/Security Business; Lowering PT from $66.00 to $60.00, Maintain Buy
  • 07/20/17 Update Internet Earnings Preview: Week of July 24, 2017 – GOOGL, AKAM, BCOV, LLNW
  • 07/20/17 Morning Note B. Riley AM Note: ASML, AVGO, CTG, SANW, SWKS; Internet (AKAM, BCOV, GOOGL, LLNW)
  • 06/06/17 Morning Note B. Riley AM Note: AKAM, MCHP
  • 06/06/17 Update AKAM ($48.91, Buy; $66.00 PT): Current Valuation Implies Security Business Trading at Steep Discount; Tweaking Estimates but PT Stays at $66.00; Buy on Weakness
  • 05/03/17 Update AKAM ($54.00, Buy; $66.00 PT): Strong Q but Weak Guidance; Media Business Seeing Additional Headwinds But Stock Price Now Implies Zero Value for Security Business; PT Declines to $66.00
  • 05/03/17 Morning Note B. Riley AM Note: AKAM, AMAT, ARC, AVGO, BLKB (downgrade), CARB, CSOD, DXCM, GDDY, GPX, GUID, HSKA, IIVI, INTC, IPHI, KLAC, LOV, LRCX, MBUU, MCFT, OCLR, SCVL, SQNS, SWKS, TNAV, TREC, TXN, VIAV
  • 05/01/17 Morning Note B. Riley AM Note: AMC, DHX, DRAD, IDCC, NLS, PCOM, RNWK, SIMO, TYPE (downgrade), VFC, VIAV, VNCE; Internet (ABTL, AKAM, BCOV, GDDY, GRPN, LFGR, RUBI, WEB), Semiconductors (AOSL, ON, SQNS), Semi. Cap. Equipment (ACLS, FORM, KLIC)
  • 05/01/17 Update Industry Update - Internet Earnings Preview for Week of May 1st, 2017 – AKAM, GDDY, GRPN, RUBI, ABTL, BCOV, LFGR, WEB
  • 03/31/17 Morning Note B. Riley AM Note: AKAM, FC, LLNW, SIMO, SIX, SMTC, SSI, WYY
  • 03/31/17 Update AKAM ($60.53, Buy; $71.00 PT): Investor Summit Takeaways Include Reinforcement of TAM and Opportunity Tempered By NT Investments; Reducing Estimates, PT Declines from $75.00 to $71.00
  • 03/10/17 Update AKAM ($64.20, Buy; $75.00 PT): Investor Summit Should Focus on Value Prop in CDN and New Enterprise Security Products
  • 03/10/17 Morning Note B. Riley AM Note: ABTL, AKAM, BV, FNSR, III, LGF, NPTN, RDI, REIS (resuming coverage), UFAB (resuming coverage), WEYS, ZUMZ; Retail Apparel (CHKE (downgrade), DSW, GES (downgrade), TLYS)
  • 02/08/17 Morning Note B. Riley AM Note: AKAM, CALD, COTY, DHX, EMKR, EVLV, FARM, IMMR, IPHI, LITE, MCHP, SKX; The Weiser Consumer (EL, FLWS, FTD, MAT, NWL, PBH, TUP)
  • 02/08/17 Update AKAM ($68.45, Buy; $75.00 PT): Solid 4Q as We See Rev Accel One Q Early; Hastening SaaS/Security Model to Dampen Margins in NT; Reiterate Buy
  • 02/06/17 Update Industry Update: Internet Earnings Preview: Week of February 6, 2017 (AKAM, APPS, LLNW, P, WEB, YELP)
  • 02/06/17 Morning Note B. Riley AM Note: AVGO, CLX, IPHI, KIRK, SBH, SWKS, TUES, VSAT; Internet (AKAM, APPS, LLNW, P, WEB, YELP), Semiconductors (AOSL, INTC, MCHP, NVDA, ON, TXN), Semi. Cap. Equipment (CAMT, FORM)
  • 01/03/17 Update Industry Update - Internet: 2017 Top Picks – Focusing on Stock Picking based On Revenue Growth Driven Potential for Multiple Expansion (AKAM, LLNW, TRUE, WEB)
  • 01/03/17 Update AKAM ($66.68, Buy; $75.00 PT): Undervalued SaaS/Security Play with Expected Reaccel Due to OTT, New Security Products, Rejuvenation in Performance; SOP Indicates $90+ Per Share; Reiterate Buy
  • 01/03/17 Morning Note B. Riley AM Note: AKAM, BOOT (upgrade), GSM, IMAX, SPCB, TUP, VVI; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Focus List (BV, DKS, FLEX, GSM, IMAX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TNAV, TRUE), Internet (AKAM, LLNW, TRUE, WEB), Media (EVLV, RDI, RLH)
  • 10/26/16 Morning Note B. Riley AM Note: ACLS, AKAM, AMAT, AMC, AVGO, CKEC, CL, COLM, CTG, DECK, DRAD, FNJN, FORM, IIVI (upgrade), INTC, LRCX, NWL, P, PG, PRGX, RCKY, RNWK, SLAB, SWKS, TUES, TXN, UA, VVI, WMAR
  • 10/26/16 Update AKAM ($64.00, Buy; $75.00 PT): Non-Media Driven Q3 Beat; Guidance Mixed for Q4, But We Think Conservative; PT Increases from $62.00 to $75.00, Reiterate Buy
  • 10/24/16 Update Industry Update: Internet Earnings Preview: Week of October 24, 2016 – AKAM, GOOGL, GRPN, LLNW, P
  • 10/24/16 Morning Note B. Riley AM Note: CTG, EL, IDCC, MCS, MEI, NTRI, OSIS, PCTI, PII, RGC, SIMO, SIX, TRUE (upgrade), TYL, WDFC, WMAR; Internet (AKAM, GOOGL, GRPN, LLNW, P), Semiconductors (SLAB, SQNS, TXN), Semi. Cap. Equipment (COHU, FORM)
  • 07/27/16 Update AKAM ($51.28, Buy; $62.00 PT): Guides Down as Media Growth Slows Further; Reducing Estimates to Reduce Exposure to Large Customers; Limited Downside from AH Price; PT Declines from $70.00 to $62.00
  • 07/27/16 Morning Note B. Riley AM Note: ACLS, ACW, ADI, AKAM, AMAT, AVGO, BOOT, CL, COLM, CTG, DECK, DMRC, DORM, FORM, HZO, IDCC, KTCC, LLTC, LRCX, NTRI, NWL, PRGX, RCKY, RGC, RLH, RNWK, SWKS, UA, VVI, WWW
  • 07/22/16 Morning Note B. Riley AM Note: BHE, CAMT, CLS, CTG, DLB, EGHT, FLEX, IPAR, JAKK, KMB, MXIM, P, PLXS (downgrade), RUBI, SIMO, SKX, SWKS, TUP, TYPE, UTEK; Internet (AKAM, BCOV, GOOGL, GRPN, LLNW), Optical Components (AXTI, FNSR, INFN, INPHI, LITE, NPTN, OCLR)
  • 07/22/16 Update Industry Update: Internet Earnings Preview - Week of July 25, 2016 – AKAM, LLNW, GOOGL, BCOV, GRPN
  • 06/28/16 Update Industry Update - Internet: Assessing Brexit Exposure to Coverage Universe (AKAM, ABTL, APPS, BCOV, DMD, GDDY, GOOGL, GRPN, LLNW, P, NAME, RUBI, TRUE, WEB, XOXO, YELP, YHOO)
  • 04/27/16 Update AKAM ($52.80, Buy; $70.00 PT): Beats 1Q16, Media Slows While Security Remains Strong; Solid FCF Generation in 2016; Reducing Estimates Slightly; Reiterate Buy with $70.00 PT
  • 04/25/16 Morning Note B. Riley AM Note: COTY, DHX, DMRC, KMB, OUTR, SHOO, SONS, VVI; Internet (AKAM, BCOV, GRPN, LLNW, P), MediaTech (DLB, IDCC, ROVI), Semiconductors (ISIL, SNDK, SLAB, SQNS, SWKS, TXN), SemiCap (BRKS, CSCD, COHU, FORM, KLAC), Software (BLKB, CTG, TYL, TYPE)
  • 04/25/16 Update Industry Update: Internet Earnings Preview - Week of April 25, 2016 (AKAM, BCOV, GRPN, LLNW, P)
  • 04/21/16 Morning Note B. Riley AM Note: AKAM, ARTX, ASML, LRCX, MAT, OXM, PLXS, SHOO, SKX, TUP, XOXO, YELP; Exhibitors (AMC, CKEC, CNK, IMAX, MCS, NCMI, RGC), Marine (BC, HZO, MBUU, MCFT, MPX)
  • 04/08/16 Morning Note B. Riley AM Note: ACLS, AFOP, AKAM, IPHI, LOV, MCFT, SIMO, WDFC
  • 04/08/16 Update AKAM ($53.28, Buy; $70.00 PT): Trimming 2Q/2016 for Media and FX; 2Q16 Trough and Expect 2H16/2017 Acceleration
  • 03/08/16 Morning Note B. Riley AM Note: AKAM, BRKS, CKEC, FNSR, FORM, FTD, III, PCTI, RUBI, SUP, SYRX, VNCE; Boardsport Review (DECK, NKE, VFC), Exhibitors (AMC, CKEC, CNK, MCS, RGC), Footwear Review (COLM, DECK, RCKY, VFC, WWW)
  • 03/08/16 Update AKAM ($55.33, Buy; $70.00 PT): Investor Summit Takeaways – VR, ISP Relationships and Suite of Security Solutions; NT Traffic Drivers Exist; Increasing PT from $60.00 to $70.00
  • 03/07/16 Morning Note B. Riley AM Note: AKAM, HSKA, IDCC, KTOS, PRMW, PSUN, SWKS, TST
  • 03/04/16 Update AKAM ($55.53, Buy; $60.00 PT): Investor Summit Should Focus on Value of Outsourced CDN Services, Inroads to Security and New Operating Structure; Don’t Expect Any Major Announcements
  • 02/10/16 Update AKAM ($46.20, Buy; $60.00 PT): Media Risk Captured, Disciplined Spending Driving FCF and Large Buyback and Insider Purchase; Upgrading to Buy with $60.00 PT
  • 02/10/16 Morning Note B. Riley AM Note: ACW, AKAM, AMRK, APPS, BHE, BLKB, CALD, ELNK, EVOL, KIRK, LLNW, MPAA, MTSN, MXIM, RGC, RNWK, SKX, TXN, UTEK, VSAT; Boardsports (DECK, NKE, VFC), Semi. Cap. Equipment (CSCD, FORM), Shoes (COLM, DECK, RCKY, VFC, WWW)
  • 02/08/16 Morning Note B. Riley AM Note: AEO, AMRK, CSOD, EL, FARM, LGF, LIOX, MRVL, ON, RDEN, SBH, SPA; Internet (AKAM, APPS, BCOV, GRPN, LLNW, P, WEB, YELP), Semi. Cap. Equipment (CAMT, COHU, MTSN)
  • 02/05/16 Update Industry Update: Internet - Earnings Preview for Week of February 8, 2016
  • 11/17/15 Morning Note B. Riley AM Note: AKAM, JCP, P, RNWK, TREC, UNTD, VPG
  • 10/28/15 Morning Note B. Riley AM Note: AAPL, AKAM, BC, CL, COLM, CTG, DECK, IIVI, KTCC, NWL, PRGX, RGC, RUBI, SHOO, SKX, VVI; The Weiser Consumer (IPAR, JAKK, KMB, MYL, PG, PRGO, TUP)
  • 10/28/15 Update AKAM ($65.79, Neutral; $64.00 PT): In Line Q; Guides Below for 4Q15 as Media Traffic Declines; Reducing Estimates and PT from $66.00 to $64.00
  • 10/23/15 Update Industry Update - Internet Earnings Preview: Week of October 26, 2015
  • 10/21/15 Morning Note B. Riley AM Note: AKAM, EXAR, HEAR, IMAX, INTC, PG, PRGO, RCKY, ROVI, SIX, UA, VFC, WWW, YHOO; The Weiser Consumer (COTY, FLWS, FTD, MAT, NTRI, WDFC, WTW)
  • 09/08/15 Update B. Riley Silicon Valley Tech Tour Review - Internet
  • 09/04/15 Morning Note AM Note CIEN, VNCE, XCRA; Internet Industry (ABTL, AKAM, DMD, GOOG, LLNW, P, RUBI, YELP, YHOO)
  • 09/02/15 Morning Note B. Riley AM Notes: AKAM, FLWS, IMAX, LLNW, MEI, VNCE
  • 08/25/15 Update Industry Update - Internet: B. Riley Silicon Valley Tech Tour Preview
  • 08/25/15 Morning Note B. Riley AM Note: AMSWA, GES, GIG, GME, KTOS, RNWK, TLYS, TNAV, XCRA; B. Riley Silicon Valley Tech Tour Preview
  • 07/29/15 Update AKAM ($66.00, Neutral; $66.00 PT): Inline Q; Guides Below for 3Q15; Reducing Estimates
  • 07/29/15 Morning Note B. Riley & Co. Morning Notes: AKAM, AXTI, COHR, COLM, CROX, CSCD, CSGP, CTG, DHX, INTC, JDSU, NWL, PCCC, PRGX, REIS, RGC, ROVI, RUBI, SIMO, YELP
  • 07/28/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AMC, AVP, CKEC, CL, DECK, FORM, GIG, GPX, IMMR, MTSN, MWW, NTCT, NTRI, OUTR, PCMI, PG, SIMO, SONS, SHOO, Semi Cap Eqp (CSCD, LRCX, COHU, KLAC), Semiconductors (SLAB, ISIL, BRCM, ON)
  • 07/27/15 Update AKAM ($71.60, Neutral; $68.00 PT): Earnings Preview: Expect Slight Upside in the Quarter but Guidance Faces Tough Comps
  • 06/09/15 Morning Note Morning Notes: AKAM, AOSL, BEBE, CSGP, P, SWKS, YELP; The Weiser Consumer (AVP, JAKK, PBH, PRGO, TUP)
  • 04/29/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AXTI, BCOV, CLX, CTG, DORM, FLWS, IIVI, IMAX, IMMR, LLNW, PCMI, PRGX, SIMO
  • 04/29/15 Update AKAM ($71.70, Neutral; $68.00 PT): In Line Q; Guides Below for 2Q15; Reducing Estimates
  • 04/24/15 Morning Note B. Riley & Co. Morning Notes: AKAM, AMZN, ATNY, CHKE, CIDM, GIG, GOOGL, HZO, IPAR, KLAC, MAT, MTSN, MXIM, NTCT, P, TIVO, TYL, UTEK
  • 04/23/15 Update AKAM ($75.61, Neutral; $68.00 PT): Earnings Preview: Expect Slight Upside in Quarter with Inline Guidance due to FX and Tough Comps; Focus on 2Q15 Guidance and Acquisition Integration
  • 04/07/15 Morning Note B. Riley & Co. Morning Notes: AKAM, DTSI, NVDA, SNDK, SWKS, TRUE, WDFC, YELP
  • 02/25/15 Morning Note B. Riley & Co. Morning Notes: AKAM, CAMP, CTG, CVU, GPX, ODP, PCTI, RUBI, SHOO, XCRA; Consumer Products Weekly (KMB, NTRI, WTW)
  • 02/25/15 Update AKAM ($70.12, Neutral; $68.00 PT): IR Summit Indicates Solid Revenue Trajectory but NT Investments
  • 02/11/15 Update AKAM ($64.80, Neutral; $69.00 PT): Solid Quarter Indicates Underlying Secular Tailwinds; AEBITDA Margin Guide Below Consensus Keeps Us on Sidelines
  • 02/11/15 Morning Note B. Riley & Co. Morning Notes: ADI, AKAM, AVP, CAMT, CIDM, EMKR, GSM, GUID, MAMS, NILE, SABA, TYPE, VSAT, YELP; Consumer Products Weekly (COTY, EL, NWL, PBH, PRGO, RDEN, SBH)
  • 02/09/15 Update AKAM ($57.00, Neutral; $69.00 PT): Preview: Expect In Line to Slight Beat; Focus on 1Q15 Guidance
  • 02/09/15 Morning Note B. Riley & Co. Morning Notes: AKAM, AMAT, CSCD, EL, GSM, LGF, NVDA, RDEN, SBH, SKX, VSAT; Exhibitors & Box Office (AMC, CKEC, CNK, IMAX, MCS, RGC, RLD)
  • 01/28/15 Morning Note B. Riley & Co. Morning Notes: AKAM, CL, IIVI, ISSI, JDSU, KTOS, OSTK, PG, PII, RNWK, SIMO, YHOO
  • 01/09/15 Morning Note B. Riley & Co. Morning Notes: AEO, AKAM, DTSI, FC, GRPN, PSUN, RNWK, RSH, SIMO, SONS, SSI; Optical Components (AFOP, EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR), Semiconductors (BRCM, MRVL, NVDA, ONNN, SLAB, SNDK, SWKS)
  • 01/09/15 Update AKAM ($61.56, Neutral; $69.00 PT): FX Headwinds Offsetting Revenue Momentum and Operating Leverage Potential in 2015; Downgrading to Neutral and PT Declines to $69.00
  • 12/26/14 Morning Note B. Riley & Co. Morning Notes: AKAM, LLNW
  • 12/15/14 Update AKAM ($60.84, Buy; $70.00 PT): Leverage to Video Ecosystem Should Drive 2015 Momentum Despite Tough Comps; Adjusting Estimates for FX and Strength in Media
  • 12/15/14 Morning Note B. Riley & Co. Morning Notes: AKAM, IMAX, RLD, TROX; Exhibitor Sector (AMC, CNK, IMAX, RLD, RGC)
  • 11/17/14 Morning Note B. Riley & Co. Morning Notes: AKAM, INTC, JOEZ, VSAT, WTSL, YELP; Consumer Products Weekly (COTY, FTD, IPAR, JNJ, PBH, PRGO, SBH)
  • 10/30/14 Update AKAM ($54.22, Buy; $69.00 PT): Solid Quarter Indicates Underlying Secular Tailwinds and Conservative Guidance Provides Good Entry Point
  • 10/30/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, BIRT, CAMP, CAMT, CLX, COHU, DWA, EVOL, FORM, ISIL, ISSI, JDSU, MPX, NWL, PCTI, REIS, REMY, SIMO, STMP; Automotive (DORM, MPAA, REMY)
  • 10/29/14 Morning Note B. Riley & Co. Morning Notes: AKAM, AMC, CSCD, DORM, EGHT, FORM, GRPN, GSM, HGG, IIVI, IMMR, IPAR, LGF, NILE, OPLK, PRGX, SWKS, UNTD
  • 10/28/14 Update AKAM ($56.96, Buy; $68.00 PT): Earnings Preview: Reducing Estimates for FX; Core Business Intact with Sales Team Reaching Productivity in 3Q14
  • 09/18/14 Morning Note B. Riley & Co. Morning Notes: AAPL, AKAM, AXTI, DLB, EMKR, IVAC, PCOM, STMP, TIVO, VNCE; Semiconductors & Semi. Cap. Equipment (AOSL, ADI, EXAR, ISSI, ISIL, LLTC, MXIM, MCHP, ONNN, SMTC, TXN)
  • 09/02/14 Update B. Riley & Co. Silicon Valley Tech Tour Review - Internet (AKAM, P, TRLA, YELP)
  • 09/02/14 Morning Note B. Riley & Co. Morning Notes: DTSI; Focus List Update (BC, CALD, CNVR, DECK, EMKR, GME, ISIL, KTOS, NTRI, PRMW, TIVO), Tech Tour Review (ADI, AKAM, AMAT, BRCM, IMMR, INTC, ISIL, JDSU, KLAC, LRCX, MRVL, MCHP, NVDA, P, SIMO, SNDK, SWKS, YELP)
  • 08/21/14 Update Industry Update: Internet - B. Riley Silicon Valley Tech Tour Preview
  • 08/21/14 Morning Note B. Riley & Co. Morning Notes: AEO, CTP, PLNR, SMTC, SPLS, TREC; Internet (AKAM, P, TRLA, YELP)
  • 07/31/14 Update AKAM ($57.45, Buy; $69.00 PT): Solid Quarter and Guidance as all Businesses Gain Traction
  • 07/31/14 Morning Note B. Riley & Co. Morning Notes: AKAM, AMC, COHR, COHU, DORM, FORM, GME, HSKA, ISIL, LRCX, NEWP, ROVI, STMP, YELP
  • 07/29/14 Update AKAM ($59.44, Buy; $68.00 PT): Preview: Expect Beat; Expect Caution in Guidance Only due to Timing of iOS8 Launch
  • 07/29/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, COHU, CTP, DCO, FORM, GIG, GPX, IVAC, MOVE, NEWP, PLNR, PRGX, SIMO, SNAK, TREC, TYPE, YELP
  • 07/03/14 Update AKAM ($61.84, Buy; $68.00 PT) Highlighting Key Trends that Should benefit AKAM in 2014 – FIFA World Cup and Facebook/Instagram; Reiterate Buy
  • 07/03/14 Morning Note B. Riley & Co. Morning Notes: AKAM
  • 06/18/14 Morning Note B. Riley & Co. Morning Notes: AKAM, NPTN, OUTR, TIBX; Consumer Products Weekly
  • 06/06/14 Morning Note B. Riley & Co. Morning Notes: AKAM, YELP
  • 06/06/14 Update AKAM ($55.90, Buy; $68.00 PT) Detailed Analysis of Performance Segment Drives 2015 Estimates Higher; Significant Pricing and Volume Levers Exist with Expanding Footprint
  • 05/14/14 Morning Note B. Riley & Co. Morning Notes: AKAM, CALD, CAMT, COHU, CSCD, EGHT, UTEK
  • 05/14/14 Update AKAM ($53.30, Buy; $68.00 PT): Datapoints Indicating Solid Momentum for 2H14
  • 05/02/14 Update AKAM ($54.53, Buy; $68.00 PT): Solid 1Q14 and Guidance with Momentum in all Products/Services; Investments 2H Weighted
  • 05/02/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AKAM, AVP, AXTI, BIRT, CALD, COHR, CSOD, GIG, GPX, IEC, IIVI, IMMR, NEWP, NILE, NTRI, OCLR, OMCL, ONNN, OUTR, PPC, REIS, REMY, SHOO, SNDK, TYPE, UEIC, VCRA, WWWW
  • 04/29/14 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AXTI, BCOV, DCO, EXAR, FORM, GPX, IEC, IIVI, IVAC, JDSU, NEWP, NOW, OPLK, PPC, PRGX, RTEC, SIMO, SSI, SWKS, TIBX, TYPE, VCRA; Consumer Products Weekly