{
  "id": 9770666,
  "title": "RBC Capital maintains Sector Perform on Akamai stock after Anthropic deal",
  "url": "https://urgent.news/2026/09/25/rbc-capital-maintains-sector-perform-on-akamai-stock-after-anthropic",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-25T13:20:41.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/rbc-capital-maintains-sector-perform-on-akamai-stock-after-anthropic-deal-93CH-4917619"
  },
  "original_language": "en",
  "account": "Investing.com reports that RBC Capital has kept a Sector Perform rating on Akamai Technologies (NASDAQ:AKAM) and set a $135.00 price target following the company's announcement of a major cloud infrastructure agreement with Anthropic. The deal involves an $11.6 billion, seven-year committed capacity agreement with potential expansion to approximately $20 billion. Akamai's stock is currently trading at $110.41, with a market capitalization of $15.87 billion. RBC Capital increased its revenue and capital expenditure estimates for Akamai based on the deal's economics and expects continued sales execution. The agreement is seen as validation of Akamai's AI infrastructure strategy and expands the company's addressable market opportunity. RBC Capital views the risk-reward profile for Akamai shares as balanced.",
  "summary": null,
  "key_points": [
    "RBC Capital maintains Sector Perform rating on Akamai stock",
    "$11.6 billion, seven-year committed capacity agreement with Anthropic",
    "Expanded addressable market opportunity for Akamai"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Investing.com",
        "title": "Freedom Capital raises Nutex Health stock price target on growth outlook",
        "url": "https://urgent.news/2026/09/25/freedom-capital-raises-nutex-health-stock-price-target-on-growth",
        "published": "2026-09-25T14:50:48.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}