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Akamai Technologies recently reported strong Q3 2025 results, highlighting faster Cloud Infrastructure Services growth, resilient security revenue, and guidance for full-year 2025 adjusted EPS of US$6.93–US$7.13.
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The company also introduced its NVIDIA-powered Akamai Inference Cloud for AI at the edge, underscoring management’s focus on expanding higher-value AI and cloud infrastructure offerings.
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We’ll now examine how Akamai’s upbeat guidance and launch of its NVIDIA-powered Inference Cloud reshape its investment narrative and risk profile.
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To own Akamai today, you need to believe its pivot toward cloud infrastructure, security, and AI at the edge can outweigh pressure on its legacy delivery business and rising competition from hyperscalers. The Q3 2025 beat and stronger EPS guidance reinforce the near term catalyst around accelerating Cloud Infrastructure Services, but they also heighten the key risk that higher CapEx and partner-driven compute could compress margins if new workloads ramp more slowly than expected.
The launch of the NVIDIA powered Akamai Inference Cloud is the announcement most tied to this earnings move, as it directly targets AI workloads that could support the CIS ARR growth analysts are watching. It sits at the center of the catalyst around rising AI, data, and security demand, but it also increases execution risk if customer adoption and application migration do not materialize at the pace implied by current enthusiasm.
Yet beneath the upbeat guidance and AI story, investors should be aware that…
Read the full narrative on Akamai Technologies (it’s free!)
Akamai Technologies’ narrative projects $4.9 billion revenue and $765.1 million earnings by 2028. This requires 6.1% yearly revenue growth and about a $340.5 million earnings increase from $424.6 million today.
Uncover how Akamai Technologies’ forecasts yield a $101.16 fair value, a 9% downside to its current price.
Before this news, the most optimistic analysts were already expecting Akamai’s earnings to reach about US$935 million by 2028, and saw execution in new AI and edge initiatives as the big swing factor; this earnings beat and the Inference Cloud launch could either reinforce that bullish view or prompt you to question how much additional upside is really left in those assumptions.
Explore 7 other fair value estimates on Akamai Technologies – why the stock might be worth as much as 18% more than the current price!