Akamai (NASDAQ:AKAM) has rallied to about 3.7x forward price-to-sales as it expands security offerings—partnering with World Wide Technology on ARMOR, offloading Guardicore to faster NVIDIA BlueField DPUs, adding Prolexic DDoS and AI-data-lake APIs—even as analysts warn FCF margins may swing negative next year.
Previous Week Recap
- Akamai Trades At 3.7x: Akamai (AKAM) trades near 3.7x forward price-to-sales after a rally. Analysts forecast free cash flow margin to fall from 17.9% TTM to about -4.7% next year.
- Akamai Named Security Partner: Akamai (AKAM) named security partner for World Wide Technology’s ARMOR: Guardicore segmentation offloaded to NVIDIA BlueField DPUs (avg 21.4% faster), APIs monitor AI data lakes, Prolexic DDoS added.
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