Morgan Stanley Double Upgrades Akamai to Buy, Price Target Raised to $115
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Source: NASDAQ.COM
- Analyst Rating Change: Sanjit Singh of Morgan Stanley upgraded Akamai's rating from underweight to overweight, marking a 180-degree shift in perspective and demonstrating confidence in the company's future growth potential.
- Price Target Increase: The analyst significantly raised Akamai's price target from $83 to $115, reflecting optimistic expectations regarding its pivot into cybersecurity and cloud computing, which may attract more investor interest.
- Positive Stock Reaction: Following the analyst upgrade, Akamai's stock price rose nearly 4% on Monday, indicating a strong market response to this rare double upgrade, potentially driving the company's future performance.
- Market Outlook Analysis: Although Akamai's revenue growth has only been in the mid- to single-digit percentages post-pandemic, the analyst believes the company's transformation holds significant potential for higher revenue and profitability growth, although it remains to be seen if it can effectively demonstrate this.
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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.
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