Akamai and NVIDIA launch a new agentless cybersecurity solution for critical infrastructure, enhancing protection without performance loss.
Quiver AI Summary
Akamai has introduced a new security solution in collaboration with NVIDIA, designed to protect critical infrastructure from sophisticated cyberattacks. By integrating Akamai Guardicore Segmentation software with NVIDIA's BlueField Data Processing Units (DPU), the solution enables organizations to secure industrial control systems and un-agentable equipment without installing traditional software agents that could disrupt operations. This hardware-isolated approach allows for real-time enforcement of security policies, ensuring better protection for vital systems such as water plants and power grids while maintaining operational performance. The solution addresses the growing need to safeguard sensitive assets amid increasing cyber threats, particularly in the energy and transportation sectors. It is expected to be globally available in Q2 2026.
Potential Positives
- Akamai has introduced an innovative security solution in collaboration with NVIDIA, enhancing its offerings in the critical area of cybersecurity for operational technology and industrial control systems.
- The agentless approach allows organizations to protect legacy systems without the risk of operational disruption, addressing a significant pain point for industries reliant on sensitive infrastructure.
- This solution aligns with compliance demands and can potentially lower cyber insurance risk profiles for organizations in sectors like energy and transportation, which are prime targets for cyberattacks.
- The expected global availability of the solution in Q2 2026 positions Akamai favorably in the growing cybersecurity market, increasing its competitive edge and appeal to enterprise clients.
Potential Negatives
- The press release highlights the growing threat of cyberattacks targeting critical infrastructure, suggesting that organizations are currently at risk and may not have adequate protection in place.
- By partnering with NVIDIA to offer a new solution, Akamai may be viewed as acknowledging previous inadequacies in their own cybersecurity offerings for operational technology and industrial control systems.
- The mention of increased regulatory requirements could indicate potential financial or operational burdens for clients, reflecting on Akamai's ability to adapt to market demands.
FAQ
What is the new Akamai solution announced with NVIDIA?
Akamai has launched a new cybersecurity solution combining Guardicore Segmentation software and NVIDIA BlueField DPUs to protect industrial systems.
How does this solution enhance cybersecurity for critical infrastructure?
The solution provides hardware-isolated, agentless security that protects vital systems without installing software agents on sensitive equipment.
What advantages does the agentless approach offer?
The agentless method reduces risk by preventing system slowdowns and crashes, while enabling deep visibility and real-time security measures.
When will this Akamai and NVIDIA solution be available?
The joint solution is expected to be available globally in Q2 2026.
Why is this cybersecurity solution significant now?
Recent government assessments indicate that energy and transportation sectors are prime targets for cyberattacks, necessitating enhanced protection measures.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$AKAM Insider Trading Activity
$AKAM insiders have traded $AKAM stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $AKAM stock by insiders over the last 6 months:
- ROBERT BLUMOFE (Chief Technology Officer) has made 0 purchases and 4 sales selling 13,500 shares for an estimated $1,281,550.
- PAUL C JOSEPH (EVP - Global Sales) has made 0 purchases and 3 sales selling 15,000 shares for an estimated $1,272,575.
- MANI SUNDARAM (EVP and GM Security) sold 10,438 shares for an estimated $931,604
- ADAM KARON (COO & GM Edge Technology Group) sold 3,320 shares for an estimated $289,836
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AKAM Revenue
$AKAM had revenues of $1.1B in Q4 2025. This is an increase of 7.35% from the same period in the prior year.
You can track AKAM financials on Quiver Quantitative's AKAM stock page.
$AKAM Congressional Stock Trading
Members of Congress have traded $AKAM stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AKAM stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AKAM Hedge Fund Activity
We have seen 331 institutional investors add shares of $AKAM stock to their portfolio, and 412 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,069,562 shares (-89.9%) from their portfolio in Q4 2025, for an estimated $442,319,284
- POINT72 ASSET MANAGEMENT, L.P. added 3,797,143 shares (+inf%) to their portfolio in Q4 2025, for an estimated $331,300,726
- BLACKROCK, INC. removed 3,583,240 shares (-25.4%) from their portfolio in Q4 2025, for an estimated $312,637,690
- TWO SIGMA ADVISERS, LP added 1,539,700 shares (+511.0%) to their portfolio in Q4 2025, for an estimated $134,338,825
- TWO SIGMA INVESTMENTS, LP added 1,392,485 shares (+212.2%) to their portfolio in Q4 2025, for an estimated $121,494,316
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,381,838 shares (+76896.9%) to their portfolio in Q4 2025, for an estimated $120,565,365
- RUBRIC CAPITAL MANAGEMENT LP added 1,200,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $104,700,000
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$AKAM Analyst Ratings
Wall Street analysts have issued reports on $AKAM in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 01/09/2026
- Keybanc issued a "Overweight" rating on 12/15/2025
- Oppenheimer issued a "Outperform" rating on 11/17/2025
- DA Davidson issued a "Buy" rating on 10/16/2025
To track analyst ratings and price targets for $AKAM, check out Quiver Quantitative's $AKAM forecast page.
$AKAM Price Targets
Multiple analysts have issued price targets for $AKAM recently. We have seen 13 analysts offer price targets for $AKAM in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- James Fish from Piper Sandler set a target price of $97.0 on 02/23/2026
- Amit Daryanani from Evercore ISI Group set a target price of $115.0 on 02/20/2026
- Patrick Colville from Scotiabank set a target price of $120.0 on 02/20/2026
- Michael Elias from TD Cowen set a target price of $100.0 on 02/20/2026
- William Power from Baird set a target price of $110.0 on 02/20/2026
- Roger Boyd from UBS set a target price of $110.0 on 02/20/2026
- Jackson Ader from Keybanc set a target price of $120.0 on 02/20/2026
Full Release
CAMBRIDGE, Mass., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) has announced a new solution powered by NVIDIA to protect most vital systems from increasingly sophisticated cyberattacks. By combining Akamai Guardicore Segmentation software with NVIDIA BlueField Data Processing Units (DPU), the companies are delivering a way to support the full operational technology (OT) and industrial control system (ICS) landscape, including “un-agentable” industrial equipment — the heavy machinery and control systems that power modern society. Organizations can implement this hardware-isolated, “agentless” security approach to help align with strict new regulatory requirements and lower their risk profile for cyber insurance.
Protecting critical infrastructure has historically been a challenge. Most cybersecurity tools require installing agents — small pieces of software — directly onto a computer. However, as cyberthreats increasingly target mission-critical environments, organizations are seeking better ways to protect critical assets, including the specialized controllers used in water plants, power grids, and factories. Many of these systems are too old or too delicate to run extra software without risking crashes or production slowdown. As a result, organizations have often been forced to leave sensitive infrastructure exposed and vulnerable.
By offloading user-configurable security processes from the host system to the NVIDIA BlueField DPU, the joint solution enables Zero Trust segmentation without requiring software agents on fragile or legacy systems. It delivers deep, out-of-band visibility across systems, networks, and applications without disrupting operations. Security policies can be enforced in real time and are capable of creating a strong protective boundary around critical operational systems. The result is trusted insight into operational activity and improved overall cyber resilience.
In addition to segmentation, the solution can identify anomalous network connections and indicators of compromise. The agentless approach allows organizations to filter threats and isolate compromised systems at the hardware level, mitigating and obstructing threat proliferation even if a facility’s main computer is breached. Because NVIDIA BlueField acts as an independent “bump-in-the-wire” protector, users can lock down sensitive industrial equipment with minimal impact on system performance or operational uptime of the machinery itself.
“Whether you are running a water plant or a high-performance computing (HPC) cluster, your priority is keeping the system moving at full speed. You can’t afford to let security software tax your performance,” said Ofer Wolf, Senior Vice President, Enterprise Security at Akamai. “In the past, these environments were extremely difficult to secure because the machines could not handle the overhead of traditional tools without risking a crash or slowing down vital calculations. Akamai and NVIDIA are changing that. By offloading segmentation and observability to the DPU, we’re giving organizations a way to stop attacks in their tracks while maximizing CPU power for the heavy lifting it was meant to do.”
“AI is fundamentally reshaping every business, and as automation scales, safeguarding enterprise data and resources is absolutely critical — but security cannot come at the expense of uptime or resilience,” said Kevin Deierling, Senior Vice President, Networking at NVIDIA. “By integrating Akamai’s segmentation capabilities directly into NVIDIA BlueField, organizations can enforce Zero Trust at the infrastructure layer, protecting their most sensitive operations without impacting system stability or production performance.”
This collaboration between Akamai and NVIDIA comes at a crucial time. Recent assessments from the U.S. federal government highlight that energy, and transportation sectors are now primary targets for adversaries looking to cause widespread disruption.
The joint solution is expected to be available globally in Q2 2026. For more information on the Akamai Guardicore Segmentation and NVIDIA BlueField integration, please visit the Akamai blog and NVIDIA blog .
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at
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Contacts
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This press release was published by a CLEAR® Verified individual.