Latest News on AKAM

Financial News Based On Company


Advertisement
Advertisement

Akamai Technologies stock after-hours at EUR 96.40: minus 0.39 percent

https://www.ad-hoc-news.de/boerse/news/nachboerse/akamai-technologies-stock-after-hours-at-eur-96-40-minus-0-39-percent/70237157
Akamai Technologies stock traded at EUR 96.40 after-hours, down 0.39 percent. This follows the company's recent announcement of a seven-year, USD 11.6 billion agreement with Anthropic to support Anthropic's CPU workload demand through Akamai Cloud. The deal could potentially expand to USD 20 billion, with estimated capital expenditures of USD 5.5 billion for Akamai, including a USD 1.7 billion increase in 2026.

AKAM.GD Bond Profile: Coupon and Redemption

https://www.tradingview.com/symbols/FINRA-AKAM.GD/profile/
This article provides a detailed profile of the Akamai Technologies, Inc. bond (AKAM.GD), highlighting its coupon and redemption information. It covers key facts such as the issuer, issue and maturity dates, face value, and minimum denomination, along with a description of Akamai Technologies' business. The profile also includes details on the bond's classification, interest payment structure (1.00% fixed semi-annual coupon), upcoming payout schedule, and redemption information.

Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

https://www.tradingview.com/news/zacks:921b5eaba094b:0-should-you-stay-cautious-about-akam-stock-despite-ai-cloud-momentum/
Akamai Technologies (AKAM) is transforming into a cybersecurity and cloud infrastructure provider, with strong growth in its security and Cloud Infrastructure Services (CIS) segments, and a significant AI opportunity through its partnership with Anthropic. However, the company faces challenges including declining profitability, weakness in its traditional delivery business, and substantial capital expenditures for AI infrastructure, leading to a "Hold" rating from Zacks. These factors suggest investors should be cautious despite the long-term potential in AI and cloud.

Scholastic Corporation (SCHL) latest stock news and headlines

https://uk.finance.yahoo.com/quote/SCHL/news/
This article provides a collection of recent news headlines regarding Scholastic Corporation (SCHL). The headlines cover topics such as the company's stock performance, its acquisition of Cottage Door Press, Q3 and Q1 earnings results, and analyst questions. Investors are presented with various perspectives on Scholastic's financial health and strategic moves.

Akamai Technologies stock gained 1.86 percent on October 2 after Anthropic deal

https://www.ad-hoc-news.de/boerse/news/corporate-news/akamai-technologies-stock-gained-1-86-percent-on-october-2-after-anthropic/70226149
Akamai Technologies' stock rose 1.86% on October 2, 2026, closing at USD 108.92 after the company secured a seven-year, USD 11.6 billion cloud infrastructure agreement with Anthropic. While this deal expands Akamai's cloud opportunity, it also entails significant capital expenditures and a measurable dilution consideration for shareholders. Analysts currently maintain a consensus "Hold" rating on the stock.
Advertisement

F5, Inc. (FFIV) Stock Price, News, Quote & History

https://ca.finance.yahoo.com/quote/FFIV/
F5, Inc. (FFIV) is trading at $454.04, up 2.34% at market close, with an after-hours price holding steady. The company provides multicloud application security and delivery solutions and has shown strong performance, with a 77.87% YTD return and a 38.77% 1-year return. Analysts have an average price target of $436.10, and Morgan Stanley recently maintained an Equal-Weight rating while raising its price target to $415.

Akamai Technologies, Inc. (AKAM) stock price, news, quote and history

https://sg.finance.yahoo.com/quote/AKAM/latest-news/
This article provides an overview of Akamai Technologies, Inc. (AKAM) stock performance, current quotes, and recent news headlines. It highlights AKAM's stock price, its performance against the S&P 500, and recent news mentioning its involvement in AI deals and analyst price targets. The information suggests a positive trend for AKAM, especially in the context of the growing AI market.

F5, Inc. (FFIV) stock price, news, quote and history

https://au.finance.yahoo.com/quote/FFIV/
This article provides a comprehensive overview of F5, Inc. (FFIV) stock, including its current price, historical data, financial performance, and analyst insights. It details the company's offerings in multicloud application security and delivery solutions, its market capitalization, and key financial metrics. The report also compares FFIV's performance against the S&P 500 benchmark.

Akamai tech EVP Sundaram Mani sells $169k in stock By Investing.com

https://in.investing.com/news/insider-trading-news/akamai-tech-evp-sundaram-mani-sells-169k-in-stock-93CH-5281362
Akamai Technologies' EVP and GM of Security, Sundaram Mani, sold 1,722 shares of common stock for $169,754 on March 9, 2026. Despite this executive sale, InvestingPro data indicates aggressive share buybacks by management, and the stock is currently considered slightly overvalued. The company recently reported strong Q4 results, significant growth in its Cloud and Infrastructure Services segment, and new AI compute service agreements involving NVIDIA Blackwell GPUs.

Akamai Technologies, Inc. (AKAM) stock price, news, quote and history

https://uk.finance.yahoo.com/quote/AKAM/latest-news/
This page provides an overview of Akamai Technologies, Inc. (AKAM) stock, including its current price, news, charts, and historical data. Recent news highlights Akamai's significant $11.6 billion deal with Anthropic for AI cloud services, which has positively impacted its stock performance. The article also includes a performance overview, comparing AKAM's trailing total returns against the S&P 500 benchmark.
Advertisement

Akamai Technologies Is Maintained at Buy by DA Davidson

https://www.moomoo.com/news/post/1000478149/akamai-technologies-is-maintained-at-buy-by-da-davidson
DA Davidson has reiterated its "Buy" rating on Akamai Technologies. This indicates a continued positive outlook on the company's stock performance from the analyst firm.

NetApp Unveils Novus, AI Data Engine Upgrades to Power Agentic AI

https://finance.yahoo.com/technology/ai/articles/netapp-unveils-novus-ai-data-000220713.html
NetApp has introduced Novus, a new disaggregated storage architecture designed for large AI factories and GPU clusters, capable of zettabyte-scale file systems and high performance. The company also expanded its AI Data Engine to discover and activate heterogeneous enterprise data across various storage systems and clouds, offering its new metadata capabilities free for the first six months. These announcements, alongside broader hybrid-cloud management tools and expanded partnerships, aim to address infrastructure constraints and data fragmentation for agentic AI initiatives.

Why Akamai Technologies (AKAM) Dipped More Than Broader Market Today

https://au.finance.yahoo.com/news/why-akamai-technologies-akam-dipped-211504622.html
Akamai Technologies (AKAM) stock closed down 1.94% today, underperforming the S&P 500, which fell 0.25%. This dip comes as investors await the company's upcoming earnings report, with an expected EPS decline of 10.22% but a revenue increase of 6.07% year-over-year. The stock currently holds a Zacks Rank #4 (Sell) and trades at a premium valuation compared to its industry.

Akamai vs. Cloudflare: Which Is Better for Long-Term Holding, AKAM or NET?

https://www.tradingkey.com/analysis/stocks/us-stocks/262194635-akamai-akam-cloudflare-net-ai-us-jay-tradingkey
Akamai (AKAM) and Cloudflare (NET) both leverage global edge networks, but differ in their business profiles and investment appeal. Akamai is a mature, GAAP-profitable company with strong cash flow and a lower valuation, recently securing a significant cloud contract with Anthropic. Cloudflare, conversely, exhibits faster revenue growth and robust enterprise adoption, commanding a premium valuation despite current GAAP losses. The choice between AKAM and NET depends on whether an investor prioritizes value and cash flow or high growth potential.

President Capital Adjusts Price Target on Akamai Technologies to $168 From $150, Keeps Buy Rating

https://www.moomoo.com/news/post/1000457420/president-capital-adjusts-price-target-on-akamai-technologies-to-168
President Capital has increased its price target for Akamai Technologies (AKAM) to $168, up from the previous $150. The firm has maintained its Buy rating on the company's stock. This adjustment reflects an updated outlook on Akamai Technologies' valuation.
Advertisement

Microsoft, Box, Dropbox among winners from OpenAI's DevDay announcements: RBC (OPENAI:Private)

https://seekingalpha.com/news/4648656-microsoft-box-dropbox-among-winners-from-openais-devday-announcements-rbc
RBC Capital Markets believes Microsoft, Box, and Dropbox will benefit from OpenAI's recent DevDay announcements, particularly from the new personal AI agent and enhanced enterprise integration features. The integration of GPT into platforms like Slack and Teams is expected to boost user engagement, while OpenAI's Codex Security Cloud could increase competition for vulnerability management vendors.

Akamai: $11.6B Anthropic Deal Is Worth Far Less — And Potentially Far More — Than It Looks

https://seekingalpha.com/article/4950913-akamai-the-11-6-billion-anthropic-deal-is-worth-far-less-and-potentially-far-more-than-it-looks
Akamai's new seven-year, $11.6 billion contract with Anthropic, requiring $5.5 billion in CapEx, fundamentally changes its business profile and introduces significant concentration risk. Modeled IRRs range from 7.4% to 10.7%, suggesting the project is value-neutral at 25% operating margins compared to a 10% hurdle. The author rates AKAM a Hold, citing insufficient upside and an unfavorable risk-reward balance, with a base case valuation of $123/share, only 8% above current levels.

B2Gold Targets Goose Ramp-Up, Fekola Growth and Higher Shareholder Returns

https://finance.yahoo.com/markets/stocks/articles/b2gold-targets-goose-ramp-fekola-090225655.html
B2Gold's President and CEO, Mike Cinnamond, outlined the company's strategic priorities, including the ramp-up of the Goose project, growth at the Fekola complex, and increased shareholder returns. Key initiatives involve remediating and expanding the Goose crushing circuit to achieve 300,000 ounces annually by mid-2027 and advancing the Fekola Regional project to contribute an estimated 150,000 ounces annually. The company is also exploring extensions at Otjikoto and Masbate, while emphasizing a commitment to dividends and share buybacks.

Earnings Flash (JBL) Jabil Inc. Posts Q4 Core EPS $4.40 per Share, vs. FactSet Est of $4.07

https://www.marketscreener.com/news/earnings-flash-jbl-jabil-inc-posts-q4-core-eps-4-40-per-share-vs-factset-est-of-4-07-ce785ad2de8afe26
Jabil Inc. announced its Q4 core EPS reached $4.40 per share, surpassing FactSet's estimate of $4.07. The company also reported Q4 revenue of $10.62 billion. Additionally, Jabil provided guidance for Fiscal 2027, expecting net revenue of $44.5 billion and core EPS of $17.55, both exceeding current FactSet estimates.

AKAM5884677 Bond Profile: Coupon and Redemption

https://www.tradingview.com/symbols/FINRA-AKAM5884677/profile/
This article provides a detailed profile of the Akamai Technologies, Inc. bond with identifier AKAM5884677, maturing on February 15, 2029. It outlines key facts about the bond, including its 1.125% coupon rate, issue and maturity dates, and the issuer's business description. The profile also details the semi-annual coupon payment schedule, upcoming payouts, and the bond's redemption information.
Advertisement

Billionaire Investor Takes a Stake in Applied Digital (APLD)

https://www.benzinga.com/markets/mid-cap/26/09/62063963/billionaire-investor-takes-a-stake-in-applied-digital-apld
Billionaire investor Dan Loeb's Third Point acquired 22,000 shares of Applied Digital (APLD) in the second quarter, valued at approximately $0.8 million. Applied Digital is set to report Q1 2027 earnings on October 8, with analysts estimating a loss of 30 cents per share and revenue of $134.86 million. The company recently reported strong Q4 revenue and adjusted earnings, beating analyst estimates, and has significant contracted capacity for its digital infrastructure and AI data centers.

Akamai Technologies Price Target Maintained With a $150.00/Share by DA Davidson

https://www.moomoo.com/news/post/1000392003/akamai-technologies-price-target-maintained-with-a-150-00-share
DA Davidson has maintained its price target of $150.00 per share for Akamai Technologies. This indicates the analyst firm's continued confidence in the company's valuation at this level.

Report: Anthropic locks in $518B AI infrastructure commitments

https://www.techtarget.com/it-infrastructure/news/366651336/Report-Anthropic-locks-in-518B-AI-infrastructure-commitments
Anthropic has reportedly committed at least $518 billion to AI infrastructure over the next decade, with a significant portion being non-cancelable or payable regardless of usage. These commitments aim to provide demand visibility for infrastructure providers but face physical constraints like power and data center capacity availability. The long-term contracts are changing how infrastructure is financed and reserved, pushing commitments further up the supply chain.

Why cybersecurity's future isn't AI vs. humans -- it's both

https://www.techtarget.com/cybersecurity/news/366651478/Why-cybersecuritys-future-isnt-AI-vs-humans-its-both
The article discusses how the future of cybersecurity is not a binary choice between AI or human defenders, but rather a symbiotic relationship between both. Experts at the Billington Cybersecurity Summit highlighted that AI augments human capabilities by processing vast amounts of data and accelerating threat response, while human judgment remains essential for interpreting risks and providing crucial oversight. The consensus is that while AI streamlines workflows, human expertise is vital for validating vulnerabilities and making strategic decisions.

meshIQ's AgentIQ puts AI agent runtime controls to the test

https://www.techtarget.com/it-strategy/news/366651533/meshIQs-AgentIQ-puts-AI-agent-runtime-controls-to-the-test
meshIQ has launched AgentIQ, a governance tool designed to evaluate and stop AI agent actions before they reach enterprise systems. The article discusses the importance of runtime controls for AI agents, emphasizing that these controls augment existing security mechanisms like IAM and PAM by applying them at the moment an AI agent proposes an action. It also highlights the challenges for CIOs in evaluating these new controls, particularly regarding unpredictable execution paths and the need for clear authorization boundaries as agents interact with various systems and other agents.
Advertisement

Akamai Welcomes SoftServe to Partner Connect Program

https://www.globenewswire.com/news-release/2026/09/29/3370623/0/en/akamai-welcomes-softserve-to-partner-connect-program.html
Akamai has announced that SoftServe, an AI and technology services company, has joined its Partner Connect program. This partnership aims to help enterprises optimize multicloud environments, reduce infrastructure costs, and accelerate edge AI deployments. SoftServe will offer services like custom language models, cloud strategy support, and AI inferencing optimized for distributed GPU networks, focusing on sectors like high-tech, healthcare, financial, and manufacturing.

Akamai and SoftServe aim to lower cloud costs and speed AI rollouts

https://www.stocktitan.net/news/AKAM/akamai-welcomes-soft-serve-to-partner-connect-pg71jsfu0nqw.html
Akamai has added SoftServe to its Partner Connect program to provide enterprises with cloud and AI services, focusing on optimizing multicloud environments, reducing infrastructure costs, and accelerating edge AI deployments. This collaboration offers custom language models, AI inferencing for distributed GPU networks, cloud strategy support, and specialized managed services across various industries. Both companies will exhibit at NVIDIA GTC Berlin 2026 to further showcase their joint offerings.

Akamai Technologies Inc. (AKAM) Stock Price | Live Quotes & Charts | NASDAQ

https://timothysykes.com/quote/AKAM/
This page provides live stock quotes and charts for Akamai Technologies Inc. (AKAM), showing its current stock price and daily change. It also includes sections for analyst ratings and earnings information, although specific data for these categories is currently unavailable. The article is hosted on a financial education platform by Timothy Sykes, which also contains disclaimers about the risks and profitability of day trading.

Form 4 Akamai Technologies Inc For: 29 September By Investing.com

https://ng.investing.com/news/stock-market-news/form-4-akamai-technologies-inc-for-29-september-93CH-2713130
This article reports on a Form 4 filing for Akamai Technologies Inc. dated September 29. A Form 4 is a document that must be filed with the U.S. Securities and Exchange Commission (SEC) by company insiders to report changes in their ownership of the company's stock. The article provides no further details about the filing content.

Form 4 Akamai Technologies Inc For: 29 September By Investing.com

https://za.investing.com/news/stock-market-news/form-4-akamai-technologies-inc-for-29-september-93CH-4481639
This article reports on a Form 4 filing for Akamai Technologies Inc. on September 29. It includes the company's stock symbol AKAM and briefly mentions its stock performance for the day. The article appears to be a standard financial news alert about regulatory filings.
Advertisement

AKAM6402124 Bond Profile: Coupon and Redemption

https://www.tradingview.com/symbols/FINRA-AKAM6402124/profile/
This article provides a detailed profile of the Akamai Technologies, Inc. bond AKAM6402124, which has a 0.25% coupon rate and matures on May 15, 2033. It outlines key facts about the issuer, bond characteristics, and details regarding coupon payments and redemption. The bond's next coupon payment is scheduled for May 16, 2033, with an outstanding amount of $1.73 billion USD.

At $125.62 a share, an Akamai Technologies (AKAM) executive's trust sells under a trading plan

https://www.stocktitan.net/sec-filings/AKAM/form-4-akamai-technologies-inc-insider-trading-activity-8391c082c491.html
The MMMM Family Living Trust, of which Akamai Technologies EVP and GM Security Mani Sundaram is a trustee, sold 7,022 common shares of AKAM at a weighted average price of $125.62 per share on September 25, 2026. This sale was executed under a pre-adopted Rule 10b5-1 trading plan. After the transaction, the trust's reported position was 14,625 shares, with an additional 194 shares held in a 401(k) Plan.

Akamai Technologies (AKAM) marketing chief sells shares under a prearranged trading plan

https://www.stocktitan.net/sec-filings/AKAM/form-4-akamai-technologies-inc-insider-trading-activity-51f4c3245f41.html
Kim Salem-Jackson, Akamai Technologies' EVP, Chief Marketing Officer, sold 2,013 common shares at $128 per share on September 25, 2026. This transaction was conducted under a Rule 10b5-1 trading plan established on March 10, 2026. Following the sale, her direct holdings amounted to 57,197 shares, with an additional 196 shares held indirectly through a 401(k) Plan.

Akamai Technologies Inc. stock underperforms Monday when compared to competitors

https://www.marketwatch.com/data-news/akamai-technologies-inc-stock-underperforms-monday-when-compared-to-competitors-bb660fbc-f13cb6d2e4d1
Akamai Technologies Inc. (AKAM) stock fell by 4.34% on Monday, closing at $108.99, while the broader market also saw declines with the S&P 500 Index and Dow Jones Industrial Average dropping. The company's stock is now 34.13% below its 52-week high of $165.45. This performance indicates Akamai's underperformance compared to competitors in a generally down market.

Top soft skills for CIOs, and how to get them

https://www.techtarget.com/it-strategy/tip/Top-soft-skills-for-CIOs-and-how-to-get-them
This article outlines seven crucial soft skills for Chief Information Officers (CIOs) beyond technical expertise, including storytelling, stakeholder management, emotional intelligence, negotiation, change leadership, conflict navigation, and adaptability. It emphasizes that while technology is essential for appointment, soft skills determine a CIO's success in navigating complex organizational dynamics, leading teams, and driving meaningful change. The author suggests that these skills, though often challenging to acquire, are critical for ensuring technology initiatives are understood, adopted, and funded effectively within an organization.
Advertisement

International General Insurance (NASDAQ:IGIC) Sees Large Volume Increase - Here's What Happened

https://www.marketbeat.com/instant-alerts/price-international-general-insurance-nasdaq-igic-sees-large-volume-increase-heres-what-happened-2026-09-28/
International General Insurance (NASDAQ:IGIC) experienced a significant trading volume increase of 47%, with shares trading near $24.44. Analyst opinions are mixed, with RBC raising its price target to $30 (outperform) while Zacks downgraded to "strong sell," resulting in a consensus "Hold" rating. The company's revenue exceeded estimates but earnings per share missed expectations, and it offers a quarterly dividend of $0.075 per share, yielding 1.2%.

Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares (NASDAQ:XNDU) Hits New 12-Month Low - What's Next?

https://www.marketbeat.com/instant-alerts/price-xanadu-quantum-technologies-limited-class-b-subordinate-voting-shares-nasdaq-xndu-hits-new-12-month-low-whats-next-2026-09-28/
Xanadu Quantum Technologies Limited (NASDAQ:XNDU) saw its share price drop to a new 52-week low of $4.72, closing at $4.90, significantly below its 50-day moving average. Despite this, analysts have a "Moderate Buy" consensus rating with a target price of $33.00, though individual targets vary widely. The quantum computing company reported a quarterly loss of $0.14 per share on $1.51 million in revenue and maintains strong liquidity.

Otis Worldwide (NYSE:OTIS) Sets New 12-Month Low - Here's Why

https://www.marketbeat.com/instant-alerts/price-otis-worldwide-nyse-otis-sets-new-12-month-low-heres-why-2026-09-28/
Otis Worldwide (NYSE:OTIS) recently hit a new 52-week low of $65.13, trading below its 50-day and 200-day moving averages. Despite mixed analyst ratings (four Buy, four Hold, two Sell) and a consensus "Hold" rating with an average price target of $92.64, the company reported quarterly revenue of $3.86 billion and adjusted earnings of $1.01 per share. Otis maintains a quarterly dividend of $0.44, offering a 2.7% yield, and institutional investors hold a significant 88.03% stake in the company.

Akamai Technologies (AKAM) Soars 3.2%: Is Further Upside Left in the Stock?

https://finance.yahoo.com/markets/stocks/articles/akamai-technologies-akam-soars-3-132600493.html
Akamai Technologies (AKAM) shares rose 3.2% after securing an $11.6 billion, seven-year deal with Anthropic to support AI workload demands using Akamai Cloud's distributed AI infrastructure. Despite this significant contract, the consensus EPS estimate for the upcoming quarter has been marginally revised lower, and a negative trend in earnings estimate revisions doesn't typically lead to sustained price appreciation. The stock currently holds a Zacks Rank #3 (Hold), suggesting investors should monitor future developments to see if the recent jump translates into continued strength.

DA Davidson Adjusts PT on Akamai Technologies to $150 From $185, Maintains Buy Rating

https://www.marketscreener.com/news/da-davidson-adjusts-pt-on-akamai-technologies-to-150-from-185-maintains-buy-rating-ce785adcdc8bff2d
DA Davidson has adjusted its price target for Akamai Technologies (AKAM) to $150, down from $185, while maintaining a Buy rating on the stock. This update comes shortly after Akamai signed a significant deal with Anthropic, which Oppenheimer views as improving the company's cloud business visibility. The article also notes other recent analyst adjustments and news related to Akamai.
Advertisement

Copilot Reboot Sends Microsoft Soaring, but Trump's No to Iran Hangs Over Monday

https://www.chartmill.com/news/NKE/Chartmill-55413-Copilot-Reboot-Sends-Microsoft-Soaring-but-Trumps-No-to-Iran-Hangs-Over-Monday
Microsoft's stock surged after a major overhaul of its AI assistant, Copilot, adding $150 billion to its market value and driving the Dow and Nasdaq higher. However, President Trump's rejection of Iran's ceasefire proposal and the potential for renewed US strikes after the midterms introduced geopolitical uncertainty, threatening to reverse a cooling oil market. Meanwhile, consumer sentiment declined due to rising inflation expectations, and Apple faced a substantial patent infringement verdict.

Jabil Earnings Preview: What to Expect

https://www.inkl.com/news/jabil-earnings-preview-what-to-expect-jzaykqeh
Jabil Inc. (JBL) is expected to report its Q4 earnings on September 30, with analysts forecasting a 23.7% increase in diluted EPS to $3.86. The company has shown strong stock performance, up 50.7% over the past year, driven by its involvement in fast-growing tech markets like AI infrastructure. Analysts maintain a "Strong Buy" rating for JBL, anticipating significant future growth.

Albemarle Corp. (ALB) Stock Price Today: $108.19

https://pluang.com/en/asset/usstock/ALB/10463
Albemarle Corp. (ALB) is trading at $109.73, showing a 1.37% increase in the last session, but it remains in a bearish technical trend with support near $106. The company, the world's largest lithium producer, reported mixed earnings in 2025-2026 and faces a cautious outlook due to volatile lithium prices and near-term margin pressure. Analysts have a divided consensus with a target price of $202.63, but weak profitability and bearish technicals pose risks.

Royal London Asset Management Ltd. Raises Stock Position in Amazon.com, Inc. $AMZN

https://www.marketbeat.com/instant-alerts/filing-royal-london-asset-management-ltd-raises-stock-position-in-amazoncom-inc-amzn-2026-09-28/
Royal London Asset Management Ltd. increased its stake in Amazon.com, Inc. by 0.8% in Q2 2026, bringing its total holdings to 8.9 million shares valued at approximately $2.12 billion. Institutional investors own a significant 72.2% of Amazon, and Wall Street analysts largely maintain a "Buy" rating for the stock, with a consensus price target of $321.19. Despite strong earnings and revenue growth, investor concerns persist regarding the substantial AI infrastructure spending and its potential returns, as well as execution risks associated with international expansion.

Bluefin Capital Management LLC Sells 33,390 Shares of Amazon.com, Inc. $AMZN

https://www.marketbeat.com/instant-alerts/filing-bluefin-capital-management-llc-sells-33390-shares-of-amazoncom-inc-amzn-2026-09-28/
Bluefin Capital Management LLC significantly reduced its stake in Amazon.com, Inc. by selling 33,390 shares, representing a 95.4% cut, while retaining 1,610 shares valued at $384,000. Despite this reduction, institutional ownership in Amazon remains high at 72.2%, and analysts largely maintain a "Buy" rating with a consensus price target of $321.19. The article also discusses Amazon's strong quarterly revenue and EPS, driven by AWS and AI growth, but notes investor concerns about high capital spending and monetization challenges.
Advertisement

Amazon.com, Inc. $AMZN Stock Acquired by Ferguson Wellman Capital Management Inc.

https://www.marketbeat.com/instant-alerts/filing-amazoncom-inc-amzn-stock-acquired-by-ferguson-wellman-capital-management-inc-2026-09-28/
Ferguson Wellman Capital Management Inc. increased its stake in Amazon.com, Inc. by 1.5% in the second quarter, bringing its total holdings to 745,418 shares valued at $177.7 million. Amazon recently reported strong quarterly results with revenue of $200.61 billion and EPS of $5.75, significantly beating analyst estimates. Despite insider stock sales and concerns about AI spending monetization, analysts maintain a "Moderate Buy" rating for AMZN with an average price target of $321.19.

Amazon.com, Inc. $AMZN Shares Sold by Hollencrest Capital Management

https://www.marketbeat.com/instant-alerts/filing-amazoncom-inc-amzn-shares-sold-by-hollencrest-capital-management-2026-09-28/
Hollencrest Capital Management significantly reduced its stake in Amazon.com, Inc. ($AMZN) by 50.7% in the second quarter, selling over 37,000 shares but still retaining holdings valued at approximately $8.7 million. Despite this sale and concerns about AI infrastructure spending and Amazon's India expansion, analysts maintain a "Moderate Buy" rating for the stock, with a consensus price target of $321.19, following strong quarterly results where Amazon exceeded revenue and EPS expectations. Other institutional investors like Auto Owners Insurance Co, Bank of America Corp DE, and Bank of New York Mellon Corp increased their positions in AMZN.

Amazon.com, Inc. $AMZN Stock Acquired by New Mexico Educational Retirement Board

https://www.marketbeat.com/instant-alerts/filing-amazoncom-inc-amzn-stock-acquired-by-new-mexico-educational-retirement-board-2026-09-28/
The New Mexico Educational Retirement Board increased its stake in Amazon.com, Inc. by 8.7% in the second quarter, now holding 486,696 shares valued at approximately $116 million. This makes Amazon its fourth-largest holding, representing about 2.9% of its portfolio. While institutional investors own 72.2% of the company, Amazon faces bullish prospects from AWS, AI infrastructure, and expanding merchant services, alongside concerns about high AI capital spending potentially outpacing monetization and risks from its India quick-commerce investment.

Amazon.com, Inc. $AMZN Stock Holdings Lifted by Braun Stacey Associates Inc.

https://www.marketbeat.com/instant-alerts/filing-amazoncom-inc-amzn-stock-holdings-lifted-by-braun-stacey-associates-inc-2026-09-28/
Braun Stacey Associates Inc. increased its stake in Amazon.com, Inc. by 3.0% in the second quarter, bringing its total holdings to 461,472 shares valued at approximately $110 million. Institutional investors and hedge funds collectively own 72.2% of AMZN, with analysts maintaining a "Moderate Buy" consensus and an average price target of $321.19. Despite strong AWS and AI growth prospects and exceeding revenue and EPS estimates, concerns linger among investors regarding heavy capital spending and potential overcapacity.

AMD Just Hit $1 Trillion After A Blistering 194% Surge YTD — Beth Kindig Says The ‘Dark Horse’ Still Has Room To Run

https://www.tradingview.com/news/stocktwits:d07de7a59094b:0-amd-just-hit-1-trillion-after-a-blistering-194-surge-ytd-beth-kindig-says-the-dark-horse-still-has-room-to-run/
AMD's market capitalization recently surpassed $1 trillion, driven by a 194% surge year-to-date. I/O Fund Lead Tech Analyst Beth Kindig believes the company's AI opportunity is still underestimated, comparing its current GPU market position to its past CPU growth against Intel. AMD's upcoming Venice CPUs and Helios platform, combining Venice CPUs and MI450 GPUs, are expected to drive significant growth in the AI infrastructure market, leading BofA to raise its price target for AMD.
Advertisement
Advertisement
Advertisement
Advertisement

Sign Up free to view live trades and discussion forum to make more informed financial decisions. No credit card is required for sign up!
View Daily Trades
Join Discussion

Advertisement
Advertisement
Advertisement
Advertisement