11:14 AM EST, 02/05/2026 (MT Newswires) -- Akamai Technologies ( AKAM ) faces an "outsized opportunity" to accelerate revenue growth in its security and compute infrastructure businesses, Oppenheimer said Thursday in a report.

The company is expected to deliver better-than-expected Q4 results and to maintain a conservative outlook for 2026, the report said. Demand for the company's compute infrastructure portfolio remains robust, and growth may accelerate to 40% through 2026, Oppenheimer said.

Security revenue is projected to grow 9% in Q4, supported by steady adoption of the Guardicore and Noname offerings, the report said.

Improvements in content-delivery-network pricing are expected to ease revenue headwinds in the delivery segment, and Akamai ( AKAM ) continues to expand its portfolio to address emerging AI inference workloads, the report said.

Oppenheimer raised its price target on Akamai ( AKAM ) stock to $115 from $100 and reiterated its outperform rating.

Q4 results are due Feb. 19.

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