Akamai Technologies, Inc. vs Axon Enterprise Inc — how do they compare? Akamai Technologies, Inc. trades at $122.5 (market cap $16.77B), while Axon Enterprise Inc trades at $602.5 (market cap $51.69B). The key difference: Axon Enterprise Inc is far larger — about 3.1× Akamai Technologies, Inc.'s market cap. Which is the better fit depends on your goals.
| AKAM | AXON | |
|---|---|---|
Market Cap | $16.77B | $51.69B |
Sector | Technology | Technology |
52-Week High | $161.14 | $791.62 |
52-Week Low | $71.97 | $345.94 |
Enterprise Value | $22.75B | $52.83B |
Signals from Pluang's Aura AI — not financial advice
Akamai Technologies (AKAM) trades at $122.67, up 4.27% with strong earnings momentum after beating Q2 2026 estimates. The stock shows bearish technical signals but maintains solid fundamentals with $4.21B revenue and 57.45% gross margins. Recent analyst upgrades and a $600M cloud contract highlight growth potential in AI and cybersecurity services.
Outlook remains cautiously optimistic with a $150.11 consensus price target offering 22% upside, though margin compression and competitive pressures present risks. Institutional sentiment leans neutral with 49% hold ratings, requiring monitoring of Q3 earnings execution and infrastructure investment returns.
AXON trades at $599.78, up 0.58% on the day, consolidating after a strong uptrend. The stock shows bullish technical signals with support near $616 and resistance at $649. Fundamentally, Q2 2026 revenue grew 35% year-over-year to $904 million, marking the tenth consecutive quarter of growth above 30%, with a net income margin of 6.19%. Analyst consensus is strongly bullish with an $685 price target, though valuation multiples remain elevated.
The outlook is positive given robust revenue growth and AI-driven expansion, but the high P/E of 265 presents a significant risk. Investors face a trade-off between strong operational execution and demanding valuations. Near-term catalysts include Q3 2026 earnings and continued execution on the $15.1B future contracted bookings pipeline.
Trailing returns across standard periods
Latest headlines on both assets
Akamai operates a content delivery network, or CDN, which entails locating servers at the edges of networks so its customers, which store content on Akamai servers, can reach their own customers faster, more securely, and with better quality. Akamai has over 325,000 servers distributed over 4,000 points of presence in more than 1,000 cities worldwide. Its customers generally include media companies, which stream video content or make video games available for download, and other enterprises that run interactive or high-traffic websites, such as e-commerce firms and financial institutions. Akamai also has a significant security business, which is integrated with its core web and media businesses to protect its customers from cyberthreats.
Read more on AKAM →Axon develops technology and weapons for law enforcement and military use. Its ecosystem includes TASER devices, body cameras, and Evidence.com, a cloud-based platform for digital evidence management.
Read more on AXON →