| AKAM |
Report |
Total Revenue |
IN-LINE |
pred ~$1.095B vs. cons $1.090B |
MEDIUM |
| AKAM |
Report |
Non-GAAP EPS |
MISS |
pred ~$1.53 vs. cons $1.58 |
MEDIUM |
| AKAM |
Report |
Cloud Infrastructure Services (CIS) Revenue |
BEAT |
pred ~$112M vs. cons $105M |
LOW |
| AKAM |
Guide |
Q3 2026 Revenue Guidance |
UNCHANGED |
guide ~$1.125B vs. cons $1.120B (Q3 2026) |
MEDIUM |
| AKAM |
Guide |
FY2026 Non-GAAP EPS Guidance |
LOWER |
guide ~$6.25 vs. cons $6.35 (FY2026) |
MEDIUM |
| AKAM |
Guide |
FY2026 CIS Revenue Growth (constant currency) |
UNCHANGED |
guide ~50%+ vs. cons ~50% (FY2026) |
MEDIUM |
| AKAM |
Guide |
Q3 2026 Non-GAAP Operating Margin Guidance |
LOWER |
guide ~25.5% vs. cons ~27% (Q3 2026) |
MEDIUM |
| AKAM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| AKAM |
Return |
5-day cumulative residual |
-3.5% (FADE) |
Revenue/CIS headline likely in-line-to-slight-beat and reinforces the AI-infra narrative, but the sharp CapEx step-up (~40% of revenue) and softer operating-margin/EPS guide push sell-side to trim FY26 EPS and margin estimates even after a top-line beat — classic implicit-cut math. With the stock already having round-tripped from $117 to $161 back to ~$122 on AI-capex jitters, any hint that the $1.8B contract ramp timing (Q4 revenue) or incremental GPU order isn't fully de-risked invites profit-taking into the print's initial pop, producing a fade over the following days as analysts reconcile higher capex/lower near-term margins against the longer-dated 2027 double-digit growth framing. |
MEDIUM |