AKAM

82 atoms · 跨 13 天 · 首见 2026-05-06 · 最近 2026-07-10

三色: 🟦 fact 65 · 🟥 take 17 · stance ▲29/▼5/◆25

叙事状态: ⚔️ contested (分歧) · 📉 放缓 · 策展近14d 1 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 2 · X 73 · 卖 2

时态: fresh:72 · stale:6 · aging:4

标签: 好数字:54 · 好观点:23 · 好信源:12 · 好思考:1

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 7 位作者 (KOL7) vs ▼ 1 位作者 (TMTB1) + 群 1 条

⚖️ 多头 7/7 来自KOL

💢 核心分歧 (3 轴)

1. $1.8B 协议: 翻倍机会 vs 高capex拖累ROI

*topic: 营收/资本开支/盈利能力 · 5 bull vs 2 bear*

🟢 bullish 侧:

• <a id="atom-68c7159553fadaae"></a>2026-05-07 X·@wallstengine · CEO statement on strong Q1 · 管理层表态/营收
  Akamai delivered a strong start to 2026, highlighted by a 40% year-over-year increase in Cloud Infrastructure Services (CIS) revenue and security growth of 11%
  tags: 好信源 · → daily
  [图: Akamai Technologies (AKAM) 股价走势及盘后大涨图表 — 当前股价: $135.22; 今日跌幅: -$5.30 (-4.34%); 收盘价: $116.69; 盘后涨幅: +$18.53 (+15.88%)]
  📷 原图
• <a id="atom-afd87152ce67f012"></a>2026-05-08 X·@wallstengine · deal fully ramp by back half of CY27 · 营收
  the deal to fully ramp in the back half of CY27
  tags: 好数字 · → daily
  value: date=back half of CY27
  [图: Akamai Technologies, Inc. (AKAM) 的股价收盘价与盘前大涨走势图 — 收盘价: $116.69; 盘前价格: $147.70; 盘前涨幅: +26.57%; 盘前上涨金额: +$31.01]
  📷 原图
• <a id="atom-bcb77b705571ef68"></a>2026-05-08 X·@zerohedge · premarket 涨幅 · 合作客户/营收 +同日1条
  Akamai (AKAM) rises 25% after the company announced that a leading frontier AI model provider had committed to $1.8 billion over seven years for its Cloud Infrastructure Services. The company also reported its first-quarter results and gave an outlook.
  tags: 好数字 · → daily
  value: qty=25%
• <a id="atom-b0620c7486633832"></a>2026-05-08 X·@negligible_cap · 与Anthropic签署计算协议 · 合作客户/营收
  Anthropic and $AKAM just signed a $1.8B computing deal to meet demand
  tags: 好数字·好信源 · → daily
  value: qty=$1.8B · date=2026-05-08
  [图: Akamai (AKAM) 在2026年5月8日的日内股价走势图，显示因与Anthropic签署18亿美元计算协议的消息刺激而导致股价瞬间暴涨 — 最新价格 (Last Price): 145.31; 前一日收盘价 (Close on 05/07): 116.69; 当日最高价 (High on 05/08): 149.25; 价格涨幅 (Chang
  📷 原图

🔴 bearish 侧:

• <a id="atom-2ba02d7f6f6d3d61"></a>2026-05-08 X·@wallstengine · Operating margins tick lower in 2Q · 盈利能力
  Operating margins will also tick lower in 2Q
  tags: 好数字 · → daily
  value: date=2Q
  [图: Akamai Technologies, Inc. (AKAM) 的股价收盘价与盘前大涨走势图 — 收盘价: $116.69; 盘前价格: $147.70; 盘前涨幅: +26.57%; 盘前上涨金额: +$31.01]
  📷 原图
• <a id="atom-946beff075eca4db"></a>2026-05-14 X·@AIStockSavvy · 2026年非GAAP每股收益影响 · 盈利能力
  Transaction projected to reduce FY2026 non-GAAP EPS by ~$0.12.
  tags: 好数字 · → daily
  value: qty=-$0.12 · date=FY2026

2. 评级全面上调 vs JPM目标价$100

*topic: 评级目标价/评级调整 · 7 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-b448a1c1245f04d6"></a>2026-07-10 卖·BofA Brian Fenske · 评级上调 · 评级调整
  CFRA upgraded AKAM to Buy
  tags: 好观点 · → daily
  value: rating=Buy · from=Unknown · action=upgrade
• <a id="atom-43621cb7a5f6b08d"></a>2026-05-08 X·@wallstengine [老旧] · PT raised by Evercore ISI · 评级目标价
  Evercore ISI Raises $AKAM PT to $165 from $130 - Outperform
  tags: 好观点 · → daily
  value: date=2026-05-08 · qty=$165
  [图: Akamai Technologies, Inc. (AKAM) 的股价收盘价与盘前大涨走势图 — 收盘价: $116.69; 盘前价格: $147.70; 盘前涨幅: +26.57%; 盘前上涨金额: +$31.01]
  📷 原图
• <a id="atom-a18f37d5eba17708"></a>2026-05-13 X·@AIStockSavvy [老旧] · BofA评级 · 评级目标价 +同日2条
  $AKAM | 𝐀𝐤𝐚𝐦𝐚𝐢: BofA upgrades to 𝐁𝐮𝐲
  tags: 好观点 · → daily
  value: qty=Buy · date=2026-05-13
  [图: 美银证券（BofA Securities）上调阿卡迈技术（Akamai）评级与目标价的分析师报告摘要表 — 新目标价: $175.00; 原目标价: $130.00; 当前股价: $149.56; 潜在涨幅: +17.0%; 7年期交易金额: $1.8B]
  📷 原图
• <a id="atom-d64fa4ab92ddb67f"></a>2026-05-13 X·@cnfinancewatch · 分析师评级 · 评级目标价
  Akamai Technologies (NASDAQ: AKAM) • Rating: Buy (11 Buy / 9 Hold / 2 Sell) • Analyst: Goldman Sachs
  tags: 好数字 · → daily
  value: direction=维持
• <a id="atom-3365a292ae883fda"></a>2026-06-08 newsletter·DA Davidson [老旧] · 评级 · 评级调整
  DA Davidson 重申 AKAM 买入评级
  tags: 好观点 · → daily
  value: rating=Buy

🔴 bearish 侧:

• <a id="atom-7df824f87414d0c4"></a>2026-05-28 X·@wallstengine · JPMorgan评级 · 评级目标价
  $AKAM $100 (Underweight)
  tags: 好信源 · → daily
  value: qty=Underweight · date=NA

3. AI基础设施订单加速 vs 资本开支侵蚀每股收益

*topic: 订单需求/AI基础设施/资本开支 · 5 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-c402f5cb6f2ee983"></a>2026-05-07 X·@wallstengine ⭐ · 宣布获得头部美国前沿模型提供商的七年云基础设施服务订单 · 订单需求/合作客户 +同日1条
  $AKAM announced a leading U.S.-based frontier model provider committed $1.8B over seven years for its Cloud Infrastructure Services.
  tags: 好数字·好信源 · → daily
  value: qty=$1.8B · date=seven years
• <a id="atom-6a4a3e8b329c508a"></a>2026-05-08 X·@wallstengine · CIS pipeline activity accelerating · 订单需求
  Management indicated that CIS pipeline activity is accelerating
  tags: 好观点 · → daily
  [图: Akamai Technologies, Inc. (AKAM) 的股价收盘价与盘前大涨走势图 — 收盘价: $116.69; 盘前价格: $147.70; 盘前涨幅: +26.57%; 盘前上涨金额: +$31.01]
  📷 原图
• <a id="atom-a4707930b75a8295"></a>2026-06-08 newsletter·DA Davidson · Anthropic 协议年收入贡献预估 · 营收/AI基础设施 +同日1条
  DA Davidson 估计 Anthropic 协议年收入贡献约 $257M
  tags: 好数字 · → daily
  value: qty=约 $257M

🔴 bearish 侧:

• <a id="atom-bd7c921f6c4fb7dc"></a>2026-05-07 群 ◌ · 7 年交易年增收入有限，capex 负担重，非双倍机会 · 收入/资本开支
  7年交易每年仅增 $200M 收入，capex 高，非双倍机会
  tags: 好观点 · → daily
  value: annual_rev=$200M

🔮 前瞻触发器 (forward triggers)

*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*

指引 (1 · ▲1/▼0)

• 🟢 2026-05-07 · 与前沿实验室签下 7 年 $1.8B 协议
  AKAM 7 年 $1.8bn 交易，被视为至少翻倍机会

📊 程序化变化 (近 7 天)

• 新增 1 atoms
• 已过期 forecast: 1 条

🟦 客观事实 (facts) (28)

• <a id="atom-2b6293ce0ba708a1"></a>🟦 2026-05-07 群 · 与前沿实验室签下 7 年 $1.8B 协议 · 合作协议/营收增长
  AKAM 7 年 $1.8bn 交易，被视为至少翻倍机会
  tags: 好数字·好观点 · → daily
  value: duration=7 yr · amount=$1.8B
• <a id="atom-b0620c7486633832"></a>🟦 2026-05-08 X·@negligible_cap · 与Anthropic签署计算协议 · 合作客户/营收
  Anthropic and $AKAM just signed a $1.8B computing deal to meet demand
  tags: 好数字·好信源 · → daily
  value: qty=$1.8B · date=2026-05-08
  [图: Akamai (AKAM) 在2026年5月8日的日内股价走势图，显示因与Anthropic签署18亿美元计算协议的消息刺激而导致股价瞬间暴涨 — 最新价格 (Last Price): 145.31; 前一日收盘价 (Close on 05/07): 116.69; 当日最高价 (High on 05/08): 149.25; 价格涨幅 (Chang
  📷 原图
• <a id="atom-bcb77b705571ef68"></a>🟦 2026-05-08 X·@zerohedge · premarket 涨幅 · 合作客户/营收
  Akamai (AKAM) rises 25% after the company announced that a leading frontier AI model provider had committed to $1.8 billion over seven years for its Cloud Infrastructure Services. The company also reported its first-quarter results and gave an outlook.
  tags: 好数字 · → daily
  value: qty=25%
• <a id="atom-3c76114a85e4e217"></a>🟦 2026-05-08 X·@zerohedge · AI 客户承诺合同总额 · 合作客户/营收
  a leading frontier AI model provider had committed to $1.8 billion over seven years for its Cloud Infrastructure Services
  tags: 好数字 · → daily
  value: qty=$1.8B · date=7 years
• <a id="atom-524a86f24b6e32d9"></a>🟦 2026-05-08 X·@zerohedge · 股价日涨幅 · 价格动态
  *AKAMAI SHARES CLOSE UP 27% FOR BEST DAY SINCE 2004
  tags: 好数字 · → daily
  value: qty=+27% · date=2026-05-08
• <a id="atom-f59606c79dd8c0dd"></a>🟦 2026-06-03 X·@AIStockSavvy · Héctor Guillermo Martínez President of GM Sectec statement on partnership · 管理层表态
  Héctor Guillermo Martínez, President, GM Sectec: 'Partnering with Akamai builds on our global leadership in PCI-led managed security services, facilitating the adoption of innovative technologies to address the evolving requirements of PCI DSS v4.0.1. Together, we can empower organizations to achieve robust compliance, prevent ransomware, and govern the new autonomous digital workforce by helping to ensure that AI agents and API ecosystems operate safely within strict regulatory guardrails.'
  tags: 好信源 · → daily
• <a id="atom-22e7d3405df7c7ab"></a>🟦 2026-06-03 X·@AIStockSavvy · Saulo Rodrigues Miranda VP Sales Latin America statement on partnership · 管理层表态
  Saulo Rodrigues Miranda, Vice President of Sales, Latin America, at Akamai: 'Akamai’s technology portfolio, particularly Akamai API Security and Akamai Guardicore Segmentation, finds the ideal complement in GM Sectec’s extensive experience in PCI validation and forensics. By joining Akamai Partner Connect, GM Sectec is uniquely positioned to deliver integrated, high-performance security solutions that modernize legacy environments and bolster overall security resilience.'
  tags: 好信源 · → daily
• <a id="atom-e2848a48e0b32a86"></a>🟦 2026-05-13 X·@AIStockSavvy · BofA原目标价 · 评级目标价
  原目标价: $130.00
  tags: 好数字 · → daily
  value: qty=$130
  [图: 美银证券（BofA Securities）上调阿卡迈技术（Akamai）评级与目标价的分析师报告摘要表 — 新目标价: $175.00; 原目标价: $130.00; 当前股价: $149.56; 潜在涨幅: +17.0%; 7年期交易金额: $1.8B]
  📷 原图
• <a id="atom-87ca752fb02a7ad8"></a>🟦 2026-05-13 X·@AIStockSavvy · 当前股价 · 价格动态
  当前股价: $149.56
  tags: 好数字 · → daily
  value: qty=$149.56 · date=2026-05-13
  [图: 美银证券（BofA Securities）上调阿卡迈技术（Akamai）评级与目标价的分析师报告摘要表 — 新目标价: $175.00; 原目标价: $130.00; 当前股价: $149.56; 潜在涨幅: +17.0%; 7年期交易金额: $1.8B]
  📷 原图
• <a id="atom-496a817ba183e718"></a>🟦 2026-05-14 X·@AIStockSavvy · 收购 LayerX 对价 · 并购
  Akamai enters definitive agreement to acquire LayerX for ~$205M.
  tags: 好数字 · → daily
  value: qty=$205M
• <a id="atom-946beff075eca4db"></a>🟦 2026-05-14 X·@AIStockSavvy · 2026年非GAAP每股收益影响 · 盈利能力
  Transaction projected to reduce FY2026 non-GAAP EPS by ~$0.12.
  tags: 好数字 · → daily
  value: qty=-$0.12 · date=FY2026
• <a id="atom-f557e1ba31f739d2"></a>🟦 2026-05-08 X·@AIStockSavvy · 盘前涨幅 · 价格动态
  Akamai Technologies (AKAM) 涨幅 +25%
  tags: 好数字 · → daily
  value: qty=+25% · date=2026-05-08
  [图: 美股盘前热门股票涨幅榜表格，列出了公司名称、股票代码、涨幅百分比以及相关利好消息简述 — Phoenix Asia (PHOE) 涨幅 +96%; Robo.ai (AIIO) 涨幅 +55%; Innodata (INOD) 涨幅 +40%; Akamai Technologies (AKAM) 涨幅 +25%; JFrog Ltd. (FROG)
  📷 原图
• <a id="atom-04f520c85250c9d1"></a>🟦 2026-05-07 X·@AIStockSavvy · Q1 2026 实际每股收益 · 财报
  实际每股收益(Actual EPS): 1.61
  tags: 好数字 · → daily
  value: qty=1.61 · date=Q1 2026
  [图: Akamai Technologies Inc. Q1-2026 财报数据图表，展示每股收益(EPS)和营收(Revenue)的实际值、预期值及同比变化 — 实际每股收益(Actual EPS): 1.61; 预期每股收益(Expected EPS): 1.6; 实际营收(Actual Revenue): 1.07B; 预期营收(Expected R
  📷 原图
• <a id="atom-154d846ea54cc2d7"></a>🟦 2026-05-07 X·@AIStockSavvy · Q1 2026 预期每股收益 · 财报
  预期每股收益(Expected EPS): 1.6
  tags: 好数字 · → daily
  value: qty=1.6 · date=Q1 2026
  [图: Akamai Technologies Inc. Q1-2026 财报数据图表，展示每股收益(EPS)和营收(Revenue)的实际值、预期值及同比变化 — 实际每股收益(Actual EPS): 1.61; 预期每股收益(Expected EPS): 1.6; 实际营收(Actual Revenue): 1.07B; 预期营收(Expected R
  📷 原图
• <a id="atom-a04bd88985f433bd"></a>🟦 2026-05-07 X·@AIStockSavvy · Q1 2026 实际营收 · 营收
  实际营收(Actual Revenue): 1.07B
  tags: 好数字 · → daily
  value: qty=1.07B · date=Q1 2026
  [图: Akamai Technologies Inc. Q1-2026 财报数据图表，展示每股收益(EPS)和营收(Revenue)的实际值、预期值及同比变化 — 实际每股收益(Actual EPS): 1.61; 预期每股收益(Expected EPS): 1.6; 实际营收(Actual Revenue): 1.07B; 预期营收(Expected R
  📷 原图
• <a id="atom-596946b5f8fb8c71"></a>🟦 2026-05-07 X·@AIStockSavvy · Q1 2026 预期营收 · 营收
  预期营收(Expected Revenue): 1.07B
  tags: 好数字 · → daily
  value: qty=1.07B · date=Q1 2026
  [图: Akamai Technologies Inc. Q1-2026 财报数据图表，展示每股收益(EPS)和营收(Revenue)的实际值、预期值及同比变化 — 实际每股收益(Actual EPS): 1.61; 预期每股收益(Expected EPS): 1.6; 实际营收(Actual Revenue): 1.07B; 预期营收(Expected R
  📷 原图
• <a id="atom-7a4bdcb07db9536a"></a>🟦 2026-05-07 X·@AIStockSavvy · Q1 2026 营收同比变化 · 营收
  营收同比变化(Revenue YoY): 5.81%
  tags: 好数字 · → daily
  value: qty=5.81% · date=Q1 2026
  [图: Akamai Technologies Inc. Q1-2026 财报数据图表，展示每股收益(EPS)和营收(Revenue)的实际值、预期值及同比变化 — 实际每股收益(Actual EPS): 1.61; 预期每股收益(Expected EPS): 1.6; 实际营收(Actual Revenue): 1.07B; 预期营收(Expected R
  📷 原图
• <a id="atom-e518242ae02e4ef4"></a>🟦 2026-05-07 X·@AIStockSavvy · 盘后涨幅 · 价格动态
  Akamai Technologies (AKAM) 涨幅: +25%
  tags: 好数字 · → daily
  value: qty=+25% · date=2026-05-07
  [图: 2026年5月7日多家公司盘后财报发布后的股价涨跌幅及简评汇总表 — Innodata (INOD) 涨幅: +34%; Akamai Technologies (AKAM) 涨幅: +25%; Kodiak AI (KDK) 跌幅: -33%; HubSpot (HUBS) 跌幅: -20%; IREN Limited (IREN) 涨幅: +20
  📷 原图
• <a id="atom-8f91123158dca925"></a>🟦 2026-05-18 X·@AIStockSavvy · proposes convertible notes offering · 融资
  📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AKAM Akamai proposes $2.6 billion convertible notes offering
  tags: 好信源 · → daily
  value: qty=$2.6 billion
• <a id="atom-40ccc2782300ab38"></a>🟦 2026-05-08 X·@AIStockSavvy [老化中] · Analyst Price Target Updates · 评级目标价
  $AKAM | Akamai Technologies (AKAM) Analyst Price Target Updates https://t.co/dEh5ziF7Mz
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-0d2e5980d849b922"></a>🟦 2026-06-03 X·@AIStockSavvy · partner with GM Sectec on PCI Compliance and AI Security · 合作客户
  Akamai and GM Sectec Partner on PCI Compliance and AI Security
  tags: 好观点 · → daily
• <a id="atom-9b4a075bc936251e"></a>🟦 2026-06-03 X·@AIStockSavvy · GM Sectec joins Akamai Partner Connect Program · 合作客户
  GM Sectec joins the 𝐀𝐤𝐚𝐦𝐚𝐢 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 Program.
  tags: 好观点 · → daily
• <a id="atom-f62358eef0e87286"></a>🟦 2026-06-03 X·@AIStockSavvy · partnership targets PCI DSS v4.0.1 compliance, AI governance, and ransomware defense · 监管政策
  Partnership targets 𝐏𝐂𝐈 𝐃𝐒𝐒 𝐯𝟒.𝟎.𝟏 compliance, AI governance, and ransomware defense.
  tags: 好观点 · → daily
• <a id="atom-5378dcdcb15c9e69"></a>🟦 2026-06-03 X·@AIStockSavvy · partnership addresses risks from agentic AI and shadow APIs · 技术路线
  Collaboration addresses risks from 𝐚𝐠𝐞𝐧𝐭𝐢𝐜 𝐀𝐈 and untracked “𝐬𝐡𝐚𝐝𝐨𝐰 𝐀𝐏𝐈𝐬.”
  tags: 好观点 · → daily
• <a id="atom-23a527c364d2adfd"></a>🟦 2026-06-03 X·@AIStockSavvy · solution combines PCI validation, tokenization, API security, and microsegmentation · 技术路线
  Solution combines PCI validation, 𝐭𝐨𝐤𝐞𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧, API security, and microsegmentation.
  tags: 好观点 · → daily
• <a id="atom-413b971a09a8f13b"></a>🟦 2026-06-03 X·@AIStockSavvy · API Security helps discover and monitor hidden AI-driven APIs · 技术路线
  Akamai API Security helps discover and monitor 𝐡𝐢𝐝𝐝𝐞𝐧 𝐀𝐈-𝐝𝐫𝐢𝐯𝐞𝐧 APIs.
  tags: 好观点 · → daily
• <a id="atom-84227b95a6d4b452"></a>🟦 2026-06-03 X·@AIStockSavvy · Guardicore Segmentation strengthens Zero Trust ransomware protection · 技术路线
  Akamai Guardicore Segmentation strengthens 𝐙𝐞𝐫𝐨 𝐓𝐫𝐮𝐬𝐓 ransomware protection.
  tags: 好观点 · → daily
• <a id="atom-e95a55733e9e4eec"></a>🟦 2026-06-03 X·@AIStockSavvy · GM Sectec provides 24/7 global incident response and PCI forensics support · 合作客户
  GM Sectec provides 𝟐𝟒/𝟕 global incident response and PCI forensics support.
  tags: 好观点 · → daily

🟥 多头 takes (bullish) (13)

• <a id="atom-00fe1cb53f51a9e3"></a>🟥 2026-05-13 X·@AIStockSavvy [老旧] · BofA目标价 · 评级目标价
  raises 𝐏𝐓 𝐭𝐨 $𝟏𝟕𝟓
  tags: 好数字·好观点 · → daily
  value: qty=$175 · date=2026-05-13
  [图: 美银证券（BofA Securities）上调阿卡迈技术（Akamai）评级与目标价的分析师报告摘要表 — 新目标价: $175.00; 原目标价: $130.00; 当前股价: $149.56; 潜在涨幅: +17.0%; 7年期交易金额: $1.8B]
  📷 原图
• <a id="atom-c660b4f6489255f5"></a>🟥 2026-06-08 newsletter·DA Davidson · 目标价 · 目标价
  DA Davidson 维持 AKAM 目标价 $185
  tags: 好数字 · → daily
  value: qty=$185
• <a id="atom-a4707930b75a8295"></a>🟥 2026-06-08 newsletter·DA Davidson · Anthropic 协议年收入贡献预估 · 营收/AI基础设施
  DA Davidson 估计 Anthropic 协议年收入贡献约 $257M
  tags: 好数字 · → daily
  value: qty=约 $257M
• <a id="atom-23001a99c462c8ef"></a>🟥 2026-05-13 X·@AIStockSavvy [老旧] · 潜在涨幅 · 评级目标价
  潜在涨幅: +17.0%
  tags: 好数字 · → daily
  value: qty=17.0%
  [图: 美银证券（BofA Securities）上调阿卡迈技术（Akamai）评级与目标价的分析师报告摘要表 — 新目标价: $175.00; 原目标价: $130.00; 当前股价: $149.56; 潜在涨幅: +17.0%; 7年期交易金额: $1.8B]
  📷 原图
• <a id="atom-d64fa4ab92ddb67f"></a>🟥 2026-05-13 X·@cnfinancewatch · 分析师评级 · 评级目标价
  Akamai Technologies (NASDAQ: AKAM) • Rating: Buy (11 Buy / 9 Hold / 2 Sell) • Analyst: Goldman Sachs
  tags: 好数字 · → daily
  value: direction=维持
• <a id="atom-b448a1c1245f04d6"></a>🟥 2026-07-10 卖·BofA Brian Fenske · 评级上调 · 评级调整
  CFRA upgraded AKAM to Buy
  tags: 好观点 · → daily
  value: rating=Buy · from=Unknown · action=upgrade
• <a id="atom-5c63b873f6a603e4"></a>🟥 2026-06-01 卖·MS Tom Wigg [老旧] · 持仓偏好 · 投资偏好
  Other faves: AKAM
  tags: 好观点 · → daily
  value: type=favorite
• <a id="atom-3365a292ae883fda"></a>🟥 2026-06-08 newsletter·DA Davidson [老旧] · 评级 · 评级调整
  DA Davidson 重申 AKAM 买入评级
  tags: 好观点 · → daily
  value: rating=Buy
• <a id="atom-0ecd92d058fe344c"></a>🟥 2026-06-08 newsletter·DA Davidson · AI 基础设施容量潜力 · AI基础设施/数据中心
  DA Davidson 认为 AKAM 有能力支撑 100-300MW AI 基础设施容量
  tags: 好观点 · → daily
  value: qty=100-300MW
• <a id="atom-a18f37d5eba17708"></a>🟥 2026-05-13 X·@AIStockSavvy [老旧] · BofA评级 · 评级目标价
  $AKAM | 𝐀𝐤𝐚𝐦𝐚𝐢: BofA upgrades to 𝐁𝐮𝐲
  tags: 好观点 · → daily
  value: qty=Buy · date=2026-05-13
  [图: 美银证券（BofA Securities）上调阿卡迈技术（Akamai）评级与目标价的分析师报告摘要表 — 新目标价: $175.00; 原目标价: $130.00; 当前股价: $149.56; 潜在涨幅: +17.0%; 7年期交易金额: $1.8B]
  📷 原图
• <a id="atom-67bfd5d2b01f227c"></a>🟥 2026-05-08 X·@regardedalpha [老化中] · 基础设施优势 · 基础设施
  Akamai already sits in the path with global distribution and massive enterprise traffic. Turning on inference is a toggle.
  tags: 好思考 · → daily
• <a id="atom-a137e8882446ebd8"></a>🟥 2026-05-08 X·@regardedalpha [老化中] · 估值优势 · 仓位情绪
  Got very bullish $ORCL after the $CRWV shit show and $AKAM print.
  tags: 好观点 · → daily
• <a id="atom-9eee79c7e638784f"></a>🟥 2026-05-06 X·@Michaelrose102 [老化中] · 股价不应因FSLY财报下跌 · 财报/竞争格局
  don’t think that AKAM should really be down on fsly print here
  tags: 好观点 · → daily

🟥 空头 takes (bearish) (2)

• <a id="atom-8c62311e72f2fb26"></a>🟥 2026-06-22 newsletter·TMTB · 股价表现 · 竞争/市场叙事
  AKAM回吐了整个财报涨幅，因为'更多资本开支=糟糕的ROI'叙事占了上风
  tags: 好观点 · → daily
• <a id="atom-bd7c921f6c4fb7dc"></a>🟥 2026-05-07 群 ◌ · 7 年交易年增收入有限，capex 负担重，非双倍机会 · 收入/资本开支
  7年交易每年仅增 $200M 收入，capex 高，非双倍机会
  tags: 好观点 · → daily
  value: annual_rev=$200M

🟦 新闻流 (squawk · 39)

⏱ 时间轴 (近 20)

• 🟥 2026-07-10 · position · 评级上调 · → daily
• 🟥 2026-06-22 · narrative · 股价表现 · → daily
• 🟥 2026-06-08 · position · 评级 · → daily
• 🟥 2026-06-08 · forecast · 目标价 · → daily
• 🟥 2026-06-08 · forecast · Anthropic 协议年收入贡献预估 · → daily
• 🟥 2026-06-08 · forecast · AI 基础设施容量潜力 · → daily
• 🟦 2026-06-03 · fact · partner with GM Sectec on PCI Compliance and AI Security · → daily
• 🟦 2026-06-03 · fact · GM Sectec joins Akamai Partner Connect Program · → daily
• 🟦 2026-06-03 · fact · partnership targets PCI DSS v4.0.1 compliance, AI governance · → daily
• 🟦 2026-06-03 · fact · partnership addresses risks from agentic AI and shadow APIs · → daily
• 🟦 2026-06-03 · fact · solution combines PCI validation, tokenization, API security · → daily
• 🟦 2026-06-03 · fact · API Security helps discover and monitor hidden AI-driven API · → daily
• 🟦 2026-06-03 · fact · Guardicore Segmentation strengthens Zero Trust ransomware pr · → daily
• 🟦 2026-06-03 · fact · GM Sectec provides 24/7 global incident response and PCI for · → daily
• 🟦 2026-06-03 · fact · Héctor Guillermo Martínez President of GM Sectec statement o · → daily
• 🟦 2026-06-03 · fact · Saulo Rodrigues Miranda VP Sales Latin America statement on · → daily
• 🟦 2026-06-02 · fact · 与 Nvidia 合作扩展 · → daily
• 🟦 2026-06-02 · forecast · Guardicore 支持 NVIDIA BlueField 和 DOCA 预期时间 · → daily
• 🟦 2026-06-02 · forecast · Vera BlueField-4 STX 集成计划时间 · → daily
• 🟥 2026-06-01 · position · 持仓偏好 · → daily

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