Akamai Technologies, Inc. provides cloud services for securing, delivering, and optimizing content and business applications over the internet in the United Sta…
$83.09+6.74%
报价 2026-11-06
市值
$11.94B
EV
$20.24B
PE (TTM)
31.0x
预期 PE (FY2026)
12.5x
52 周区间距高点 -48.4%
$77.84$161.14
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 6.81 → 6.73（1.0x） | 12.3 |
| FY+32028-12 | 1.5x | 6.81 → 8.69（1.3x） | 9.6 |
毛利率 55% · TTM 收入 $4390M · 基数 EPS 6.81（调整后）
电话会信号
辅助标签Q3 20262026-11-05
扩产AI 词频高下调/撤回指引供不应求融资需求
指引 下调
信心 5
分析师 3
“CIS revenue to more than double in 2027 to $1.1-$1.3B, driving total 2027 revenue growth of 17-22% and surpassing $7B in 2028.”
原文引用（4）
- 扩产：we expect to spend approximately $2.445 billion to $2.645 billion in the fourth quarter
- 下调/撤回指引：we expect revenue of $4.44 billion to $4.465 billion, which is up 6% as reported
- 供不应求：colo is a tight market, but we've got it all signed up and ready to go
- 融资需求：may be supplemented by measured incremental financing activities as appropriate
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
L2 2026-07-08全文 ↓尚未生成 L3 估值，没有三情景目标价。去生成估值 →
L2 报告格式无法提取要点，请看全文。
历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| AKAMAkamai Technologies, Inc. | $11.94B | +6.7% | +7.1% | 55% | 31.0x | 16.3x | 56.6x | |
| MANHManhattan Associates, Inc. | $14.68B | -0.9% | +9.4% | 56.9% | 70.2x | 49.3x | 38.7x | |
| JKHYJack Henry & Associates, Inc. | $12.15B | -3.9% | +6.4% | 46.4% | 23.8x | 13.8x | 16.9x | |
| SAILSailPoint, Inc. | $10.97B | +4.5% | +18.7% | 66.5% | – | – | 69.0x | |
| PAYCPaycom Software, Inc. | $10.51B | -5.1% | +7.7% | 83.2% | 28.0x | 14.1x | 20.8x | |
| DBXDropbox, Inc. | $7.54B | -3.1% | +0.2% | 80.2% | 19.8x | 12.5x | 8.2x | |
| IDCCInterDigital, Inc. | $7.35B | -0.4% | -1.2% | 79.2% | 29.7x | 19.4x | 16.6x | |
| OTEXOpen Text Corporation | $6.02B | -4.9% | +1.2% | 73.7% | 5.1x | 3.4x | 3.8x | Cheap |
| PEGAPegasystems Inc. | $5.3B | -3.5% | +3.1% | 74.3% | 18.8x | 29.3x | 11.7x | |
| 同行中位数 | – | – | +4.8% | 74% | 23.8x | 14.1x | 16.8x |
研究全文
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.12B | $1.1B | $1.07B | $1.09B | $1.05B | $1.04B | $1.02B | $1.02B |
| Gross Margin | 55% | 55.8% | 56.1% | 54.6% | 59.3% | 59.1% | 58.7% | 59.4% |
| Operating Margin | 9.7% | 7.3% | 10.7% | 13.8% | 15.7% | 14.5% | 15.2% | 14.5% |
| Net Income | $117.1M | $79.4M | $106.3M | $85.1M | $140.2M | $103.6M | $123.2M | $139.9M |
| Diluted EPS | 0.77 | 0.52 | 0.71 | 0.58 | 0.97 | 0.71 | 0.82 | 0.91 |
| Operating Cash Flow | $433M | $326.3M | $312.5M | $366.6M | $441.8M | $459.1M | $251.2M | $343.8M |
研究材料
Filing 摘要