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What's Going On With Akami Technologies Stock Monday?

What's Going On With Akami Technologies Stock Monday?

週一Akami Technologies的股票發生了什麼?
Benzinga ·  12/03 01:43

Akami Technologies, Inc. (NASDAQ:AKAM) shares are trading higher on Monday. Oppenheimer analyst Timothy Horan upgraded Akamai from a Perform rating to an Outperform rating and announced a $120 price target.

阿克邁科技公司(納斯達克:AKAM)股票在週一上漲。分析師蒂莫西·霍蘭將阿克邁評級從「買入」上調爲「強於大盤」,並宣佈目標價爲120美元。

The Details: Horan cited a stronger market environment and a robust cloud compute and edge compute platform.

詳細信息:霍蘭指出市場環境更加強勁,以及強大的雲計算和邊緣計算平台。

In terms of a more attractive market environment, Horan highlighted that the Content Delivery Network (CDN) market has become more attractive due to reduced competition, as the number of players has decreased from six to three following the shutdown of Edgio.

關於更具吸引力的市場環境,霍蘭強調內容分發網絡(CDN)市場因爲競爭減少而變得更加吸引人,參與者數量已從六家減少到三家,原因是Edgio的關閉。

Furthermore, Akamai is acquiring Edgio for approximately $150 million, including transition costs, which the analyst believes will drive revenue and margin growth, with Edgio's revenues estimated to have 80% gross margins and 60% EBITDA margins, improving further next year.

此外,阿克邁以約15000萬美元收購Edgio,包括過渡成本,分析師認爲這將推動營業收入和利潤增長,Edgio的營業收入預計有80%的毛利率和60%的EBITDA利潤率,明年將進一步改善。

Next, Horan highlighted strong growth in cloud compute, which is becoming an increasingly significant portion of Akamai's revenue. Additionally, AI is driving higher demand for edge compute, while also being leveraged to enhance both security products and internal operations.

接下來,霍蘭強調雲計算的強勁增長,已成爲阿克邁營業收入中越來越重要的一部分。此外,人工智能推動了對邊緣計算的更高需求,同時也被利用來提升安防-半導體產品和內部運營。

Lastly, the analyst said Akamai's cloud and edge compute platforms are positioned to benefit from the growing demand for AI inferencing and the need for AI-driven cybersecurity solutions.

最後,分析師表示阿克邁的雲計算和邊緣計算平台有望受益於對人工智能推理的日益增長的需求以及對人工智能驅動的網絡安全概念解決方案的需求。

Related Link: Why Bitcoin's Institutionalization Is 'A Concern'

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AKAM Price Action: At the time of publication, Akami shares are moving 4.45% higher at $98.20, according to data from Benzinga Pro.

AKAm價格走勢:根據Benzinga Pro的數據,在發佈時,阿克邁股票上漲4.45%,至98.20美元。

Image: Courtesy of Akamai Technologies, Inc.

圖片:來自阿克邁科技公司。

譯文內容由第三人軟體翻譯。


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