| AKAM |
Report |
CIS Revenue (Q2 2026) |
BEAT |
pred ~$108M vs. cons $101.7M |
MEDIUM |
| AKAM |
Report |
Non-GAAP EPS (Q2 2026) |
BEAT |
pred ~$1.60 vs. cons $1.58 |
MEDIUM |
| AKAM |
Report |
Security Revenue (Q2 2026) |
BEAT |
pred ~$608M vs. cons $600.6M |
MEDIUM |
| AKAM |
Guide |
CIS Growth FY2026 (full year) |
BETTER |
guide ~at least 55% CC vs. cons ~50% |
MEDIUM |
| AKAM |
Guide |
GPU Pipeline / Additional Orders (qualitative, H2 2026) |
BETTER |
guide additional orders confirmed vs. prior 'may place' |
MEDIUM |
| AKAM |
Guide |
FY2026 Revenue |
UNCHANGED |
guide reiterate/narrow upper half ~$4,500M vs. cons $4,501M |
MEDIUM |
| AKAM |
Guide |
FY2026 Non-GAAP EPS |
UNCHANGED |
guide narrow to $6.60-$7.15 vs. cons $6.69 |
MEDIUM |
| AKAM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| AKAM |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — short covering (13.5% of float) + CIS estimate revisions drive continued bid; no single-day catalyst but incremental positive revisions as sell-side updates models on raised CIS guide |
MEDIUM |