Akamai aussichtsreiche Aktie im Edge Computing
eröffnet am 18.01.21 12:34:12 von
neuester Beitrag 09.02.24 06:17:19 von
neuester Beitrag 09.02.24 06:17:19 von
Beiträge: 77
ID: 1.339.190
ID: 1.339.190
Aufrufe heute: 1
Gesamt: 8.021
Gesamt: 8.021
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ISIN: US00971T1016 · WKN: 928906 · Symbol: AKAM
101,98
USD
+0,19 %
+0,19 USD
Letzter Kurs 20:10:58 Nasdaq
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15.01.24 · Markus Weingran  |
25.09.23 · LYNX Analysen Anzeige |
11.05.23 · SG Zertifikate Anzeige |
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 43,70 | +13,54 | |
| 1,6000 | +12,68 | |
| 20,000 | +11,73 | |
| 171,28 | +9,79 | |
| 173,03 | +9,55 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 28,26 | -9,57 | |
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| 1,2100 | -52,73 |
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Heimlich still und leise den Ausbruch über eine massive Hürde vollzogen 🤩
Antwort auf Beitrag Nr.: 74.289.228 von Gattone am 09.08.23 17:45:43
unso besser .... in der Regel ...
kippt die Aktie nach einem Run aber wieder ab, kaufe dann wieder nach!
Denke das geht noch weiter, letztes Quartal war wieder security business sehr gut, damit die Aktie weiter steigt sollte das neue compute segment Wachstum zeigen. Aktuell sind paar größere Kunden in der test Phase, hier will man hyperscaler wie Amazon aws und Microsoft azure Kunden abjagen. Wie? Durch mehr Nähe zum Kunden sprich für einzelne anwendungen dürfte das durchaus Sinn machen. Schaun mer mal
heute wieder von Akamai verabschiedet ....
kaum eine aktie läßt sich kurzfristig so gut traden 
🤑 Watchlist
Sollte die Bodenbildung erfolgreich abgeschlossen werden steige ich ein.Die mittelfristigen Zukunftsaussichten sind weiterhin sehr gut.
Auch wenn sich das Wachstum etwas reduzieren sollte.
Gruß
Value
Trading Spotlight
But the big issue is that Akamai is going to boost capital spending substantially to build out its cloud arm. Earlier on Tuesday, the company unveiled the Akamai Connected Cloud, along with plans to sharply increase its roster of cloud computing sites in 2023. Guggenheim analyst Ramond McDonnough, who maintains a Sell rating on the stock with a $75 target price, points out that Akamai expects heavy capital spending this year as a percentage of revenue—21%, compared with the Wall Street consensus forecast of 14%.
RBC Capital analyst Rishi Jaluria responded to the report by cutting his rating on the stock to Sector Perform from Outperform, while chopping his target price to $85, from $100. “The major story of the earnings call…was the clear change in strategy in going all-in” on cloud computing, he wrote. “We shift to the sidelines as we believe this move alters the risk-reward profile, and we would wait for evidence it can pay off before getting back involved.”
Among other concerns, Jaluria notes that Akamai seems intent on competing with the large cloud players—Amazon’s (AMZN) AWS, Microsoft’s (MSFT) Azure, and Alphabet’s (GOOGL) Google Cloud—on price. “If Akamai is successful, hyperscale cloud vendors can cut prices themselves,” he writes.
Needham analyst Alex Henderson, who maintains his Hold rating on Akamai shares, thinks investors will view the company’s shift in focus to cloud computing from security as a “lower visibility strategy,” which will involve a multiyear transition, starting with an intense investment phase.
https://www.barrons.com/articles/akamai-stock-tumbles-cloud-…
RBC Capital analyst Rishi Jaluria responded to the report by cutting his rating on the stock to Sector Perform from Outperform, while chopping his target price to $85, from $100. “The major story of the earnings call…was the clear change in strategy in going all-in” on cloud computing, he wrote. “We shift to the sidelines as we believe this move alters the risk-reward profile, and we would wait for evidence it can pay off before getting back involved.”
Among other concerns, Jaluria notes that Akamai seems intent on competing with the large cloud players—Amazon’s (AMZN) AWS, Microsoft’s (MSFT) Azure, and Alphabet’s (GOOGL) Google Cloud—on price. “If Akamai is successful, hyperscale cloud vendors can cut prices themselves,” he writes.
Needham analyst Alex Henderson, who maintains his Hold rating on Akamai shares, thinks investors will view the company’s shift in focus to cloud computing from security as a “lower visibility strategy,” which will involve a multiyear transition, starting with an intense investment phase.
https://www.barrons.com/articles/akamai-stock-tumbles-cloud-…
Antwort auf Beitrag Nr.: 73.301.117 von pickuru am 15.02.23 18:45:19Er hat in den letzten Wochen auch einige Käufe getätigt.
The cyber security business is very strong, says Akamai CEO Tom Leighton
https://www.cnbc.com/video/2023/02/15/the-cyber-security-bus…
https://www.cnbc.com/video/2023/02/15/the-cyber-security-bus…
Einstieg jetzt ...
habe jetzt erste Position gekauft! Die Zahlen sind gut, ein bis zwei Banken haben allerdings auf Verkaufen gesetzt. Die meisten halten aber das Kaufen Votum.
INNOVATION BEAT
Takeover rumors swirl around Internet giant Akamai
The company ‘looks like an attractive target,’ one analyst says.
Cambridge Internet pioneer Akamai Technologies has been on an acquisition binge over the past year as it tries to expand in cybersecurity. Now the question for Wall Street analysts is whether Akamai itself might be acquired.
No offer has been made public, and the company declined to comment, but rumors have been swirling since the summer that Akamai has landed in the sights of one or more private equity firms.
“At the current depressed valuation, with still healthy 28 percent operating margins... Akamai looks like an attractive target for private equity,” Needham analyst Alex Henderson wrote in a report last week addressing the speculation.
https://www.bostonglobe.com/2022/10/25/business/takeover-rum…
The latest salvo landed Monday when StreetInsider reported that the Boston-area intelligent edge platform provider held talks with a private equity firm about a potential takeover. The same private equity firm - which isn't identified by StreetInsider - spoke with banks over the summer to secure the financing needed to make a formal bid for Akamai. It's unclear if Akamai is open to being taken private, StreetInsider says.
Wall Street has reacted favorably to the report, and Akamai's stock has gone up $3.52, or 4.38%, to $83.84 per share Monday afternoon, which is the highest the company's stock has traded since Sept. 20. Akamai didn't immediately respond to Information Security Media Group's request for comment.
How We Got Here
The acquisition rumors around Akamai began swirling in May after the company's stock nose-dived due to the company missing analyst expectations for both sales and profitability in the first quarter of 2022 and lowering its revenue and net income outlook for the entire year. Even with Monday's rally, Akamai stock is trading more than 32% below its peak of $123.92 on April 20.
On May 19, Seeking Alpha reported that an unidentified buyer might be interested in acquiring Akamai. Then on July 21, StreetInsider reported that a private equity firm was in talks to secure financing for a potential offer for Akamai and speculated that activist investment firm Elliott Management might be interested. And just last week, Seeking Alpha said Akamai is nearing a deal with the suitor that previously had interest.
Analysts expect Akamai shareholders would receive a healthy premium from a take-private offer. Truist analyst Greg Miller said Monday that Akamai could be worth more than $150 per share, while Cowen analyst Michael Elias said in July that the company could deliver an attractive internal rate of return of 20% at the price of $130 per share. A $150 per share bid would value Akamai at $24.14 billion.
"Akamai has been the subject of M&A speculation in the past thus we are not surprised by today's report," Elias wrote July 21. "However, we do believe today's report provides more specifics than prior reports have, suggesting that there may be more credence to this most recent round of speculation."
Akamai is the sixth-longest publicly traded company in all of cybersecurity, behind only mainstays such as NortonLifeLock, Check Point and Trend Micro. But after nearly 23 years on the Nasdaq stock exchange, Akamai's time as a public company could soon be coming to an end.
A Tale of Three Business Units
Akamai has three business units, and each has a dramatically different growth profile. The company's security revenue grew by 26% in 2021 to $1.33 billion and is up an additional 20% in the first half of 2022 to $762.2 million. Akamai has made aggressive moves around security since early 2021, buying microsegmentation firm Guardicore for $600 million and IoT security firm Inverse for $17.1 million (see: Akamai, Cloudflare, Imperva Top App & API Defense Gartner MQ).
The company's newly created compute division has enjoyed even more dramatic success in the first half of 2022, with revenue skyrocketing by 54% to $183.9 million. Akamai's compute division consists of long-standing edge application and net storage capabilities as well as Amazon Web Services cloud computing alternative Linode, which the company acquired for $900 million in February.
Conversely, Akamai's largest business unit, which is focused on the company's content delivery network practice, continues to struggle, with sales tumbling 8% in the first half of 2022 to $860.8 million.
https://www.bankinfosecurity.com/blogs/what-makes-akamai-app…
Takeover rumors swirl around Internet giant Akamai
The company ‘looks like an attractive target,’ one analyst says.
Cambridge Internet pioneer Akamai Technologies has been on an acquisition binge over the past year as it tries to expand in cybersecurity. Now the question for Wall Street analysts is whether Akamai itself might be acquired.
No offer has been made public, and the company declined to comment, but rumors have been swirling since the summer that Akamai has landed in the sights of one or more private equity firms.
“At the current depressed valuation, with still healthy 28 percent operating margins... Akamai looks like an attractive target for private equity,” Needham analyst Alex Henderson wrote in a report last week addressing the speculation.
https://www.bostonglobe.com/2022/10/25/business/takeover-rum…
The latest salvo landed Monday when StreetInsider reported that the Boston-area intelligent edge platform provider held talks with a private equity firm about a potential takeover. The same private equity firm - which isn't identified by StreetInsider - spoke with banks over the summer to secure the financing needed to make a formal bid for Akamai. It's unclear if Akamai is open to being taken private, StreetInsider says.
Wall Street has reacted favorably to the report, and Akamai's stock has gone up $3.52, or 4.38%, to $83.84 per share Monday afternoon, which is the highest the company's stock has traded since Sept. 20. Akamai didn't immediately respond to Information Security Media Group's request for comment.
How We Got Here
The acquisition rumors around Akamai began swirling in May after the company's stock nose-dived due to the company missing analyst expectations for both sales and profitability in the first quarter of 2022 and lowering its revenue and net income outlook for the entire year. Even with Monday's rally, Akamai stock is trading more than 32% below its peak of $123.92 on April 20.
On May 19, Seeking Alpha reported that an unidentified buyer might be interested in acquiring Akamai. Then on July 21, StreetInsider reported that a private equity firm was in talks to secure financing for a potential offer for Akamai and speculated that activist investment firm Elliott Management might be interested. And just last week, Seeking Alpha said Akamai is nearing a deal with the suitor that previously had interest.
Analysts expect Akamai shareholders would receive a healthy premium from a take-private offer. Truist analyst Greg Miller said Monday that Akamai could be worth more than $150 per share, while Cowen analyst Michael Elias said in July that the company could deliver an attractive internal rate of return of 20% at the price of $130 per share. A $150 per share bid would value Akamai at $24.14 billion.
"Akamai has been the subject of M&A speculation in the past thus we are not surprised by today's report," Elias wrote July 21. "However, we do believe today's report provides more specifics than prior reports have, suggesting that there may be more credence to this most recent round of speculation."
Akamai is the sixth-longest publicly traded company in all of cybersecurity, behind only mainstays such as NortonLifeLock, Check Point and Trend Micro. But after nearly 23 years on the Nasdaq stock exchange, Akamai's time as a public company could soon be coming to an end.
A Tale of Three Business Units
Akamai has three business units, and each has a dramatically different growth profile. The company's security revenue grew by 26% in 2021 to $1.33 billion and is up an additional 20% in the first half of 2022 to $762.2 million. Akamai has made aggressive moves around security since early 2021, buying microsegmentation firm Guardicore for $600 million and IoT security firm Inverse for $17.1 million (see: Akamai, Cloudflare, Imperva Top App & API Defense Gartner MQ).
The company's newly created compute division has enjoyed even more dramatic success in the first half of 2022, with revenue skyrocketing by 54% to $183.9 million. Akamai's compute division consists of long-standing edge application and net storage capabilities as well as Amazon Web Services cloud computing alternative Linode, which the company acquired for $900 million in February.
Conversely, Akamai's largest business unit, which is focused on the company's content delivery network practice, continues to struggle, with sales tumbling 8% in the first half of 2022 to $860.8 million.
https://www.bankinfosecurity.com/blogs/what-makes-akamai-app…
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