| AKAM |
Report |
Total revenue (Q2'26) |
IN-LINE |
pred ~$1.10B vs. cons ~$1.09B |
MEDIUM |
| AKAM |
Report |
Non-GAAP EPS (Q2'26) |
BEAT |
pred ~$1.62 vs. cons ~$1.58 |
LOW |
| AKAM |
Report |
Cloud Infrastructure Services (CIS) revenue |
IN-LINE |
pred ~$103M vs. cons ~$100M |
LOW |
| AKAM |
Guide |
RPO / backlog step-up (Anthropic $1.8B deal recognition) |
BETTER |
pred RPO ~$4.0B vs. prior ~$2.5B (as of Q2'26) |
MEDIUM |
| AKAM |
Guide |
Q3'26 revenue guide |
LOWER |
guide ~$1.10B vs. cons ~$1.12B (Q3'26) |
MEDIUM |
| AKAM |
Guide |
Q3'26 non-GAAP EPS guide |
LOWER |
guide ~$1.53 vs. cons ~$1.60 (Q3'26) |
MEDIUM |
| AKAM |
Guide |
FY26 CIS constant-currency growth |
UNCHANGED |
guide 'at least 50%' vs. cons ~50% (FY26) |
MEDIUM |
| AKAM |
Guide |
FY26 CapEx / incremental GPU order |
BETTER |
guide ~42%+ of rev / +~$250M order vs. cons ~40-41% (FY26/2H26) |
LOW |
| AKAM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| AKAM |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
In-line revenue with a deliberately guided-down EPS and rising CapEx pressures FCF; even if RPO builds, the out-period math (compressed ~26% margins, higher depreciation/GPU spend) forces implicit near-term estimate cuts. With the stock re-rated (+44% YTD) and a ~$158 target pricing in a lot of good news, a 'fine but no upside surprise' print risks a sell-the-news drift that continues lower over the week unless a materially upsized GPU order/2027 double-digit inflection is firmed up. |
LOW |