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February 9, 2012
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| 11:09 EDT |  | AKAM |
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| 10:32 EDT |  | AKAM |
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| 09:48 EDT |  | AKAM |
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| 09:29 EDT | | AKAM |
| theflyonthewall.com: | Pre-market top 5 gainers | | The following stocks were the top percentage gainers before the open on solid volume of at least 50,000 shares, trading at over $10. TLEO 17%, AKAM 12.8%, CSOD 6.8%, BAC 2%, YHOO 1.8%. :theflyonthewall.com |
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| 09:04 EDT | | AKAM |
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| 08:59 EDT |  | AKAM |
| theflyonthewall.com: | Akamai target raised to $43 from $32 at Stifel Nicolaus | | Stifel raised its target on Akamai after the company reported stronger than expected Q4 results and provided higher than expected Q1 revenue guidance. The firm maintains a Buy rating. :theflyonthewall.com |
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| 08:30 EDT | | AKAM |
| theflyonthewall.com: | Akamai continues to be a multi-year growth story, says Cowen | | Cowen said Akamai reported strong Q4 results citing record on-line spending and advertising during the holiday season. The firm also noted a strong pricing environment and bookings and believes there will be further multiple expansion as the company launches new products. Shares are Outperform rated. :theflyonthewall.com |
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| 08:22 EDT | | AKAM |
| theflyonthewall.com: | Akamai gaps up after stronger earnings, resistance is at $40.22 | | :theflyonthewall.com |
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February 8, 2012
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| 16:25 EDT | | AKAM |
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| 16:12 EDT | | AKAM |
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| 16:01 EDT |  | AKAM |
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| 16:00 EDT |  | AKAM |
| theflyonthewall.com: | Akamai February 35 standard straddle priced for 10% move | | :theflyonthewall.com |
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| 14:55 EDT | | AKAM |
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| 13:54 EDT | | AKAM |
| theflyonthewall.com: | Earnings Preview: Akamai's Q4 results should be in-line with guidance | | Akamai (AKAM) is expected to report Q4 earnings after the market close on Wednesday, February 8, with a conference call scheduled for 4:30 pm ET. The consensus estimate is 40c for EPS and $311.26M for revenue, according to First Call. Akamai's positive earnings surprise for the past four quarters averages at a modest 3.6%. Guidance for Q4: revenues in the range of $303M-$315M, representing 6%-11% year-over-year growth. EPS is expected to be 37c-41c, including tax charges of $25M-$30M, based on a full-year GAAP tax rate of about 36%. Akamai expects gross margins "flat to slightly higher" than Q3’s 79.8%. Operating expenses are expected to increase approximately $10M year-over-year. The adjusted EBITDA margin is expected in the range of 43%-44%. Capex for Q4 is forecast at approximately $50M, and 16% of revenues for FY11. Citigroup is looking for $311M in revenue, $135M in EBITDA, and 40c in normalized EPS, which is generally in-line with consensus. Based on Citigroup's intra-quarter channel checks and its model sensitivity work, the firm views Street Q4 and Q1 estimates as reasonable. For Q4, Citigroup is expecting a modest deceleration in Akamai's reported revenue growth –- 9% year-over-year in Q4 vs. 11% year-over-year in Q3. Consensus for Q1: 39c on $304.82M in revenue. Consensus for FY12: $1.67 on $1.28B in revenue. :theflyonthewall.com |
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| 11:57 EDT | | AKAM |
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| 08:47 EDT | | AKAM |
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February 7, 2012
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| 14:59 EDT | | AKAM |
| theflyonthewall.com: | Akamai February volatility elevated at 84 into Q4 results and outlook | | Akamai February call option implied volatility is at 84, March is at 57; compared to its 26-week average of 53 according to Track Data, suggesting larger near term price movement into the expected release of Q4 results on February 8. :theflyonthewall.com |
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February 3, 2012
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| 08:08 EDT | | AKAM |
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February 2, 2012
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| 10:19 EDT |  | AKAM |
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February 1, 2012
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| 16:14 EDT | | AKAM |
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| 09:19 EDT |  | AKAM |
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January 26, 2012
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| 09:11 EDT | | AKAM |
| theflyonthewall.com: | Akamai should report better than expected results, says JMP Securities | | JMP Securities believes that Akamai's new pricing levels are already reflected in the stock, while price declines should be less acute in 2012 than they were in 2011. The firm maintains a $36 target and Outperform rating. :theflyonthewall.com |
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