Analysis for AKAM

$92.32 +0.61 (+0.67%)

📈 Growth — 22/30
💰 Profitability — 17/20
🏦 Financial Health — 17/20
💵 Valuation — 16/20
⚠️ Risk — 4/10

Overall Score: 78/100

Summary:

📈 Growth & Financial Trajectory

Over the 8 quarters, AKAM's revenues rose from about $1.00B to about $1.10B, a modest expansion of ~9-10%, with a steady uptrend across quarters. Net income moved from roughly $58M in 2024-Q3 to a peak of about $140M in 2025-Q3, before printing around $79M in 2026-Q2, reflecting quarterly volatility but positive trajectory.

💰 Margins & Cash Flow

Gross margin stayed robust in the mid-to-high 50s% (Q2 2026 ~55.8%; Q4 2025 ~58.6%; Q3 2025 ~59.2%). Operating income remained positive in every quarter shown. Operating cash flow (continuing) was solid, e.g., around $326M in 2026-Q2. Net cash flow turned positive in 2026-Q2 at roughly $0.85B, with investing cash outflows offset by financing inflows in several quarters, indicating healthy cash generation despite capex.

🛡️ Balance Sheet & Liquidity

Assets near $15.1B in 2026-Q2, liabilities around $10.3B, and equity about $4.75B. Current assets vs current liabilities yield a comfortable liquidity cushion (approx. 1.6x). Leverage remains moderate with substantial noncurrent assets and conservative equity backing.

⚠️ Key Drivers & Risks

Drivers: AI/Data Center edge/CDN demand; sustained enterprise traffic growth.
Risks: Revenue cyclicality and competition; valuation sensitive to margin shifts and growth pace.