Analyst Predicts Growth in Security and Computing for Fastly and Akamai
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Source: Benzinga
Analyst Upgrades: Keybanc analyst Jackson Ader upgraded Fastly, Inc. from Sector Weight to Overweight with a price target of $14, and Akamai Technologies, Inc. from Underweight to Overweight with a price target raised from $66 to $115.
Growth Drivers: Ader believes both companies are well-positioned for growth in security and compute offerings, with Akamai expected to benefit from rising demand for edge compute and improved CDN pricing.
Fastly's Recovery: Fastly is projected to see a revenue growth of 12.6%, a significant rebound from previous challenges, driven by an expanded security product line and a new executive team focused on growth.
Market Performance: Fastly's stock is performing well, and Akamai is anticipated to accelerate revenue growth in 2026, supported by the launch of its AI Inference Cloud platform and strong growth in Cloud Infrastructure Services.
Discover Tomorrow's Bullish Stocks Today
Receive free daily stock recommendations and professional analysis to optimize your portfolio's potential.
Sign up now to unlock expert insights and stay one step ahead of the market trends.
Analyst Views on AKAM
Wall Street analysts forecast AKAM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AKAM is 101.50 USD with a low forecast of 89.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
9 Buy
7 Hold
0 Sell
Moderate Buy
Current: 102.100
Low
89.00
Averages
101.50
High
115.00
Current: 102.100
Low
89.00
Averages
101.50
High
115.00
About AKAM
Akamai Technologies, Inc. is a cybersecurity and cloud computing company. The Company develops and provides solutions for global enterprises to build, secure and accelerate their applications and digital experiences. Akamai Connected Cloud, the Company's platform, is comprised of an edge and cloud architecture and underlying network for cloud computing, security and content delivery services. Its cloud computing services include compute, storage, networking, database and container management services that are required to build, deploy and secure applications and workloads. Its security solutions are designed to keep infrastructure, websites, applications, application programming interfaces and users safe from a multitude of cyberattacks and online threats while improving performance. Its content delivery solutions consist of Web and mobile performance focused solutions and media delivery solutions. It also provides services and support for its customers as they utilize its solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Akamai Recognized as Customers' Choice by Gartner for Network Security Microsegmentation
- High Customer Recommendation: Akamai achieved a 99% recommendation rate in the January 2026 Gartner Peer Insights report, being one of only two vendors recognized, showcasing its strong market validation in network security microsegmentation.
- Market Maturity Indicator: The release of Gartner's first Voice of the Customer report for network security microsegmentation signals market maturity, indicating that microsegmentation is now an essential control for enterprises rather than a luxury.
- Exceptional User Experience: Akamai's CTO Patrick Sullivan noted that this recognition reflects the company's relentless focus on customer experience, reinforcing its commitment to delivering high-quality services and solidifying its leadership in the cybersecurity sector.
- Positive Customer Feedback: Numerous customers praised Akamai's microsegmentation solutions for their user-friendly interface and exceptional support, indicating the effectiveness and reliability of Akamai in meeting security needs.
Continue Reading
Deutsche Telekom Security Leverages Akamai to Enhance API Security Services
- Enhanced API Security Services: Deutsche Telekom Security utilizes Akamai’s Security Certified Service Provider initiative to deliver comprehensive API security lifecycle management for clients in critical sectors like finance and insurance, significantly improving their compliance capabilities.
- Strengthened Operational Management: By offering hybrid deployments, quarterly business reviews, and API audits, Deutsche Telekom Security achieves continuous end-to-end management, helping clients maintain compliance and security in a complex cybersecurity landscape.
- Market Demand Response: Akamai's 2025 State of the Internet report revealed a surge in API attacks to 150 billion between 2023 and 2024, and Deutsche Telekom Security's service expansion directly addresses this growing market need, ensuring clients can effectively counter cyber threats.
- Industry Leadership: With extensive experience and compliance expertise in the financial sector, Deutsche Telekom Security successfully implemented Akamai’s software-defined segmentation solution for a major state bank in Germany, ensuring the security and compliance of sensitive infrastructure.
Continue Reading