Análisis Argos
AKAM
AKAMCara
Akamai Technologies, Inc. · Technology
US$ 111.79
precio al 2026-07-28
Valor justo Argos*
US$ 85–92
vs. su valor justo
22% por encima
Score Argos
47/100
LA RESPUESTA
El mercado le pide crezca 13% al año — más de lo que ha demostrado (4.9%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO3/6PASADO2/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO2/6SALUD4/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos47de 100Cara
Ingresos6%
US$ 4.2 B
Margen operativo11%
14.9%
Flujo de caja libre16%
US$ 0.7 B
Deuda neta
US$ 6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 16.3B
P/E36x
EV/EBITDA16.6x
FCF yield4.3%
ROIC4.3%
Margen operativo14.9%
Crecim. ingresos+5.4%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 15 jul
Akamai Technologies (AKAM) Stock Falls Amid Market Uptick: What Investors Need to Know
The latest trading day saw Akamai Technologies (AKAM) settling at $120.01, representing a -4.84% change from its previous close.
zacks.com · 15 jul
Akamai Benefits From Robust Security Demand: More Upside Ahead?
AKAM's security business is gaining from rising demand for web application firewall, API security solutions, helping position the segment for continued growth.
globenewswire.com · 15 jul
Akamai Research: Commerce Becomes the Epicenter for AI Bot Attacks and Agentic Fraud in 2026
Commerce faces rising AI bot activity, escalating DDoS attacks, and new fraud tactics Commerce faces rising AI bot activity, escalating DDoS attacks, and new fraud tactics
seekingalpha.com · 14 jul
Akamai: Heavy AI Spending, But The Demand Is Already Contracted
Akamai Technologies is pivoting from declining content delivery to growth in cloud infrastructure and security, underpinned by a $1.8B, seven-year cloud contract. Cloud Infrastructure Services are expected to grow at least 50% in 2026, driving double-digit total revenue growth by 2027, despite heavy upfront capex. AKAM's valuation at 18.8x 2026 non-GAAP earnings appears reasonable, with committed demand reducing risk versus speculative capacity investments.
zacks.com · 9 jul
Akamai Technologies (AKAM) Outpaces Stock Market Gains: What You Should Know
Akamai Technologies (AKAM) reached $129.52 at the closing of the latest trading day, reflecting a +2.33% change compared to its last close.
globenewswire.com · 9 jul
Akamai Is Recognized in the 2026 Gartner® Peer Insights™ Voice of the Customer for Edge Distribution Platforms
CAMBRIDGE, Mass., July 09, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) has been named a Customers' Choice in the 2026 Gartner Peer Insights Voice of the Customer for Edge Distribution Platforms.
globenewswire.com · 8 jul
Defining the Future of AI Security: Akamai Selected as Strategic Security Partner for WWT's ARMOR Framework
CAMBRIDGE, Mass., July 08, 2026 (GLOBE NEWSWIRE) -- Helping enterprises bridge the gap between AI innovation and security,  Akamai (NASDAQ: AKAM) today announced its selection as a strategic partner for World Wide Technology (WWT)'s AI Readiness Model for Operational Resilience (ARMOR) . This collaboration positions Akamai as a foundational security architecture for the “AI factories” being built by WWT and accelerated by NVIDIA.
globenewswire.com · 2 jul
Akamai Completes Acquisition of Secure Enterprise Browser Provider LayerX
CAMBRIDGE, Mass., July 02, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM) announces the company has completed its acquisition of secure enterprise browser provider and AI usage control leader LayerX.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.