SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

AKAM

状态日期:2026-05-27

观察
中高中正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

总览股票跟踪推文AI关注我

看多

60D / 252D

信号分数

32

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

5.4%

稳定

概览

核心结论

作者立场:中性;价格动量:看多。最新证据:2026 Newsletter. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 6 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2026-01-01 20:50

来源

llm

更新时间

2026-01-01 20:50

作者立场:中性;价格动量:看多。最新证据:2026 Newsletter.

当前观点证据

2026-01-01 20:50中性

2026 Newsletter.

Serenity 变化

时间线

首次提出2026-01-01 20:50中性
原推

2026 Newsletter.

  1. 2026-01-01 20:50中性事实更新

    2026 Newsletter.

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 6

复核时间:2026-05-27

证据

证据摘要

最新期 2025营收 4BBeta 0.45披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

4B

营收同比

5.4%

毛利率

54.7%

2022

营收 4BYoY 4.5%经营 18.7%净利 14.5%

2023

营收 4BYoY 5.4%经营 16.7%净利 14.4%

2024

营收 4BYoY 4.7%经营 13.4%净利 12.7%

2025

营收 4BYoY 5.4%经营 14.9%净利 10.7%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-20 06:28globenewswire.com
Financial Services at Risk: DDoS Attacks Are Bigger, Longer, and More Complex, Akamai Research Finds
2026-05-19 23:11globenewswire.com
Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes
2026-05-19 23:11globenewswire.com
Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes

近期披露

披露信息

Filing body read (8-K 2026-05-22) Akamai completed a $3.5 billion private offering of 0.00% convertible senior notes due 2030 and 2032, paired with note hedges, warrants, a $350 million share repurchase, and planned use of remaining proceeds for CIS capital expenditures and general corporate purposes. Material changes: Completed sale of $1.75 billion of 0.00% Convertible Senior Notes due 2030 and $1.75 billion of 0.00% Convertible Senior Notes due 2032 in a Rule 144A private placement.; Initial purchasers exercised in full their options to buy an additional $250.0 million principal amount of each 2030 Notes and 2032 Notes.; Created senior unsecured obligations with no regular interest and no principal accretion; maturities are May 15, 2030 and May 15, 2032.. Risks: Potential dilution from warrant transactions if Akamai's stock price exceeds the relevant warrant strike price.; Potential cash obligation to repurchase Notes at 100% of principal plus accrued and unpaid special interest after a Fundamental Change.; Potential acceleration of principal and any special interest upon events of default if declared by the trustee or holders of at least 25% of the applicable series.. Next checks: Review Exhibit 4.1 and Exhibit 4.2 indentures for detailed covenants, conversion adjustment provisions, Fundamental Change definitions, and events of default.; Review Exhibit 10.1 call option confirmations and Exhibit 10.2 warrant confirmations for hedge coverage, warrant strike prices, settlement mechanics, and counterparty terms.; Confirm total net proceeds after discounts, fees, hedge costs, warrant proceeds, and repurchase use if available in related offering documents..

2026-05-228-K
d144441d8k.htm
2026-05-208-K

近期推文

作者立场

立场

中性

价格动量

看多

2026-01-01 20:50中性

2026 Newsletter.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

0.45

敏感度

defensive

情绪风险

中

估值风险

正常

背景

行业与主题

technology-software---infrastructure

ai-infrastructureenergy-powersoftware-internetconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: Akamai completed a $3.5 billion private offering of 0.00% convertible senior notes due 2030 and 2032, paired with note hedges, warrants, a $350 million share repurchase, and planned use of remaining proceeds for CIS capital expenditures and general corporate purposes.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to AKAM, not only Software - Infrastructure

背景

行业背景

technology-software---infrastructure

提及 14新闻 42股票 23
股票池

AKAM

观察中高中正常

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

32

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

6

8-K

收入同比

5.4%

稳定

Beta

0.45

defensive

llm · 2026-01-01 20:50

Serenity 时间线

首次提出2026-01-01 20:50中性
原推

2026 Newsletter.

  1. 2026-01-01 20:50中性事实更新

    2026 Newsletter.

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

4B

营收同比

5.4%

毛利率

54.7%

营收趋势

营收趋势线
5B2B0

需要继续工作的地方

研究问题

  • SEC event bus dilution: Akamai completed a $3.5 billion private offering of 0.00% convertible senior notes due 2030 and 2032, paired with note hedges, warrants, a $350 million share repurchase, and planned use of remaining proceeds for CIS capital expenditures and general corporate purposes.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to AKAM, not only Software - Infrastructure

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-software---infrastructure

提及 14新闻 42股票 23
d227940d8k.htm
2026-05-188-K
d123781d8k.htm
2021 营收: 3B2022 营收: 4B2023 营收: 4B2024 营收: 4B2025 营收: 4B2021 趋势线: 3B2022 趋势线: 4B2023 趋势线: 4B2024 趋势线: 4B2025 趋势线: 4B20212022202320242025

利润趋势

净利润毛利营业利润
3B1B02021 净利润: 652M2022 净利润: 524M2023 净利润: 548M2024 净利润: 505M2025 净利润: 452M2021 毛利: 2B2022 毛利: 2B2023 毛利: 2B2024 毛利: 2B2025 毛利: 2B2021 营业利润: 783M2022 营业利润: 676M2023 营业利润: 637M2024 营业利润: 533M2025 营业利润: 628M20212022202320242025

利润率趋势

毛利率营业利润率净利率
72.2%36.1%0.0%2021 毛利率: 63.3%2022 毛利率: 61.7%2023 毛利率: 60.4%2024 毛利率: 59.4%2025 毛利率: 54.7%2021 营业利润率: 22.6%2022 营业利润率: 18.7%2023 营业利润率: 16.7%2024 营业利润率: 13.4%2025 营业利润率: 14.9%2021 净利率: 18.8%2022 净利率: 14.5%2023 净利率: 14.4%2024 净利率: 12.7%2025 净利率: 10.7%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20213B-63.3%22.6%18.8%
20224B4.5%61.7%18.7%14.5%
20234B5.4%60.4%16.7%14.4%
20244B4.7%59.4%13.4%12.7%
20254B5.4%54.7%14.9%10.7%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 中 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-20 06:28globenewswire.com
Financial Services at Risk: DDoS Attacks Are Bigger, Longer, and More Complex, Akamai Research Finds
2026-05-19 23:11globenewswire.com
Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes
2026-05-19 23:11globenewswire.com
Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes
2026-05-19 12:01zacks.com
Fastly's Compute Revenues Surge: Is AI Demand Powering Growth?
2026-05-19 06:30globenewswire.com
Akamai AI Brand Presence Optimizes Content and Raises Visibility in Agentic Search
2026-05-19 06:30globenewswire.com
Akamai AI Brand Presence Optimizes Content and Raises Visibility in Agentic Search
2026-05-19 05:15feeds.benzinga.com
Stock Market Today: S&P 500, Nasdaq 100 Futures Slip As Inflation Fears Grip Wall Street—XP, Atmos Energy, GE Aerospace In Focus
2026-05-18 16:01globenewswire.com
Akamai Announces Proposed Offering of Convertible Senior Notes
2026-05-15 09:00businesswire.com
Experian Expands Agent Trust Partner Ecosystem with Akamai to Advance Trusted AI Driven Commerce
2026-05-14 11:21zacks.com
Fastly Stock Plunges 42% After Q1 Earnings: Time to Stay Cautious?

新增披露摘要

披露信息

披露分析

Filing body read (8-K 2026-05-22) Akamai completed a $3.5 billion private offering of 0.00% convertible senior notes due 2030 and 2032, paired with note hedges, warrants, a $350 million share repurchase, and planned use of remaining proceeds for CIS capital expenditures and general corporate purposes. Material changes: Completed sale of $1.75 billion of 0.00% Convertible Senior Notes due 2030 and $1.75 billion of 0.00% Convertible Senior Notes due 2032 in a Rule 144A private placement.; Initial purchasers exercised in full their options to buy an additional $250.0 million principal amount of each 2030 Notes and 2032 Notes.; Created senior unsecured obligations with no regular interest and no principal accretion; maturities are May 15, 2030 and May 15, 2032.. Risks: Potential dilution from warrant transactions if Akamai's stock price exceeds the relevant warrant strike price.; Potential cash obligation to repurchase Notes at 100% of principal plus accrued and unpaid special interest after a Fundamental Change.; Potential acceleration of principal and any special interest upon events of default if declared by the trustee or holders of at least 25% of the applicable series.. Next checks: Review Exhibit 4.1 and Exhibit 4.2 indentures for detailed covenants, conversion adjustment provisions, Fundamental Change definitions, and events of default.; Review Exhibit 10.1 call option confirmations and Exhibit 10.2 warrant confirmations for hedge coverage, warrant strike prices, settlement mechanics, and counterparty terms.; Confirm total net proceeds after discounts, fees, hedge costs, warrant proceeds, and repurchase use if available in related offering documents..

近期披露

2026-05-228-K
d144441d8k.htm
2026-05-208-K
d227940d8k.htm
2026-05-188-K
d123781d8k.htm
2026-05-138-K
akam-20260513.htm
2026-05-0810-Q
akam-20260331.htm
2026-05-078-K
akam-20260507.htm
2026-02-2010-K
akam-20251231.htm
2026-02-198-K
akam-20260219.htm
2026-02-178-K
akam-20260211.htm
2025-11-0710-Q
akam-20250930.htm

beta / 动量 / 主题

大盘敏感度

Beta

0.45

状态

defensive

立场

中性

动量

看多

观察 · 正常

板块定位

行业

technology-software---infrastructure

ai-infrastructureenergy-powersoftware-internetconsumer