Opendoor Surges as Q4 Earnings Exceed Expectations Amid Economic Data Anticipation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy AKAM?
Source: seekingalpha
- Opendoor's Strong Performance: Opendoor Technologies (OPEN) shares surged 14% after Q4 revenue and adjusted EBITDA exceeded expectations, with a notable 46% quarter-over-quarter increase in homes purchased, indicating positive progress in its turnaround strategy, and the company aims for positive adjusted net income by the end of 2026.
- Revenue Forecast Decline: Despite Opendoor's strong performance, it expects Q1 revenue to fall approximately 10% sequentially to around $662 million, below consensus, and forecasts an adjusted EBITDA loss in the low-to-mid $30 million range, although the contribution margin is projected to be the strongest since Q2 2024.
- GRAIL Trial Setback: GRAIL (GRAL) shares plummeted 47% after the NHS-Galleri trial failed to meet its primary endpoint, although it showed favorable trends in a pre-specified group of 12 high-mortality cancers; investors reacted negatively to the missed primary goal, despite plans for further analysis at the ASCO 2026 meeting.
- Akamai's Weak Guidance: Akamai Technologies (AKAM) shares fell 9% as weak earnings guidance overshadowed a Q4 beat, with Q1 adjusted EPS expected between $1.50 and $1.67, below the $1.75 estimate, and FY2026 adjusted EPS guidance also missing consensus expectations.
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Analyst Views on AKAM
Wall Street analysts forecast AKAM stock price to rise
11 Analyst Rating
6 Buy
5 Hold
0 Sell
Moderate Buy
Current: 102.080
Low
89.00
Averages
103.73
High
115.00
Current: 102.080
Low
89.00
Averages
103.73
High
115.00
About AKAM
Akamai Technologies, Inc. is a cybersecurity and cloud computing company. The Company develops and provides solutions for global enterprises to build, secure and accelerate their applications and digital experiences. Akamai Connected Cloud, the Company's platform, is comprised of an edge and cloud architecture and underlying network for cloud computing, security and content delivery services. Its cloud computing services include compute, storage, networking, database and container management services that are required to build, deploy and secure applications and workloads. Its security solutions are designed to keep infrastructure, websites, applications, application programming interfaces and users safe from a multitude of cyberattacks and online threats while improving performance. Its content delivery solutions consist of Web and mobile performance focused solutions and media delivery solutions. It also provides services and support for its customers as they utilize its solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Global Stock Markets Retreat as Oil Prices Surge
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- Surge in Oil Prices: WTI crude oil prices rose over 4% to an 8.5-month high due to threats from Iran to close the Strait of Hormuz, intensifying fears of energy supply disruptions and potential inflationary pressures in the economy.
- Natural Gas Price Spike: European natural gas prices surged more than 22% to a three-year high after Qatar's Ras Laffan plant was targeted by an Iranian drone attack, posing significant risks to global liquefied natural gas supply and market stability.
- Economic Data Expectations: This week, the ADP employment change is expected to increase by 50,000, while the ISM services index is projected to slip slightly, with markets closely monitoring these indicators to assess economic health and potential implications for Federal Reserve monetary policy decisions.
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- Unified Platform Development: This deployment creates a unified platform that intelligently routes AI inference workloads to optimized compute resources, significantly reducing latency and data egress issues, which enhances user experience.
- AI Inference Cloud Strategy: Akamai's recent launch of the AI Inference Cloud redefines how AI is utilized by bringing it closer to users and devices, with projections indicating a 45%-50% revenue growth in CIS for 2026.
- Optimistic Market Outlook: With the momentum of the AI Inference Cloud accelerating, Akamai is positioned favorably in future market competition, further solidifying its leadership in the AI and cloud computing sectors.
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- Latency Reduction: The new architecture supports rapid inference by reducing latency and data egress issues associated with centralized data centers, addressing the primary barrier faced by 56% of organizations in AI deployment, thereby enhancing the company's competitive position in the inference era.
- Localized Optimization: Akamai's GPU clusters enable on-site optimization of large language models, ensuring data privacy and regional compliance, which further enhances the company's flexibility and adaptability in AI applications.
- Cost Savings: Compared to traditional hyperscaler infrastructure, Akamai's AI inference platform can reduce latency by up to 2.5 times, helping businesses save as much as 86% on AI inference costs, significantly improving return on investment.
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- Damage Assessment: The strikes caused structural damage and power disruptions, leading to fire incidents, with AWS indicating that the recovery process will be prolonged due to the complex nature of the physical damage.
- Service Impact: Several applications, including AWS's EC2 virtual servers, S3 storage service, and DynamoDB database service, experienced elevated error rates and degraded availability, affecting customers' workloads in the impacted areas.
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- Historical Context: NetBlocks attributes this blackout to a 'regime-imposed' nationwide shutdown, reminiscent of a similar incident in January that lasted weeks and obscured severe human rights violations, indicating the government's tendency to employ such tactics during public protests to maintain control.
- Cyber Attack Threats: U.S. and Israeli cyberattacks have targeted Iranian internet infrastructure, with multiple government-aligned news websites hacked, and even the popular religious calendar app BadeSaba, with over 5 million downloads, compromised, indicating a psychological warfare strategy against the populace.
- Potential Cyber Retaliation: As Iran retaliates with strikes against U.S. and allied targets, analysts warn that Iranian-aligned groups may initiate cyber attacks, with CrowdStrike's head noting observed activities consistent with Iranian threat actors, suggesting that more aggressive cyber operations may be forthcoming.
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- Tariff Increase: President Trump signed an executive order raising global tariffs from 10% to 15%, a move that could curb global economic growth and negatively impact the stock market, particularly as it faces existing pressures.
- AI Risk Impact: A report from Citrini Research detailing potential risks of artificial intelligence on the global economy led to declines in software and payment stocks, with Datadog and Atlassian seeing drops of over 11% and 10%, respectively, indicating market concerns over tech stocks.
- Economic Data Highlights: Despite the stock market downturn, the U.S. January Chicago Fed National Activity Index rose by 0.39 to 0.18, surpassing expectations, suggesting that the economic fundamentals remain strong and may provide support for a future market rebound.
See More
Global Stock Markets Retreat as Oil Prices Surge
- Market Decline: The S&P 500 index fell by 0.94%, reaching a 3.25-month low, reflecting investor concerns over escalating tensions in Iran, which may impact future investment decisions and market stability.
- Surge in Oil Prices: WTI crude oil prices rose over 4% to an 8.5-month high due to threats from Iran to close the Strait of Hormuz, intensifying fears of energy supply disruptions and potential inflationary pressures in the economy.
- Natural Gas Price Spike: European natural gas prices surged more than 22% to a three-year high after Qatar's Ras Laffan plant was targeted by an Iranian drone attack, posing significant risks to global liquefied natural gas supply and market stability.
- Economic Data Expectations: This week, the ADP employment change is expected to increase by 50,000, while the ISM services index is projected to slip slightly, with markets closely monitoring these indicators to assess economic health and potential implications for Federal Reserve monetary policy decisions.
See More
Akamai Acquires NVIDIA GPUs to Enhance Cloud Infrastructure
- Acquisition of NVIDIA GPUs: Akamai has purchased thousands of NVIDIA Blackwell GPUs to enhance its global distributed cloud infrastructure, aiming to improve capabilities in AI R&D, fine-tuning, and post-training optimization, thereby increasing overall computational efficiency.
- Unified Platform Development: This deployment creates a unified platform that intelligently routes AI inference workloads to optimized compute resources, significantly reducing latency and data egress issues, which enhances user experience.
- AI Inference Cloud Strategy: Akamai's recent launch of the AI Inference Cloud redefines how AI is utilized by bringing it closer to users and devices, with projections indicating a 45%-50% revenue growth in CIS for 2026.
- Optimistic Market Outlook: With the momentum of the AI Inference Cloud accelerating, Akamai is positioned favorably in future market competition, further solidifying its leadership in the AI and cloud computing sectors.
See More
Akamai Acquires NVIDIA Blackwell GPUs to Enhance AI Infrastructure
- Acquisition of NVIDIA GPUs: Akamai has announced the acquisition of thousands of NVIDIA Blackwell GPUs to enhance its global distributed cloud infrastructure, aiming to create a unified platform for AI R&D that improves the efficiency of AI inference workloads.
- Latency Reduction: The new architecture supports rapid inference by reducing latency and data egress issues associated with centralized data centers, addressing the primary barrier faced by 56% of organizations in AI deployment, thereby enhancing the company's competitive position in the inference era.
- Localized Optimization: Akamai's GPU clusters enable on-site optimization of large language models, ensuring data privacy and regional compliance, which further enhances the company's flexibility and adaptability in AI applications.
- Cost Savings: Compared to traditional hyperscaler infrastructure, Akamai's AI inference platform can reduce latency by up to 2.5 times, helping businesses save as much as 86% on AI inference costs, significantly improving return on investment.
See More
Amazon Data Centers Hit by Drone Strikes
- Facility Damage: Amazon Web Services (AWS) reported that two data centers in the UAE and one in Bahrain were taken offline due to drone strikes, significantly impacting service availability and stability in the region.
- Damage Assessment: The strikes caused structural damage and power disruptions, leading to fire incidents, with AWS indicating that the recovery process will be prolonged due to the complex nature of the physical damage.
- Service Impact: Several applications, including AWS's EC2 virtual servers, S3 storage service, and DynamoDB database service, experienced elevated error rates and degraded availability, affecting customers' workloads in the impacted areas.
- Customer Advisory: AWS advised customers in the Middle East to take steps to mitigate the impacts of the conflict, such as backing up data or migrating workloads to other AWS regions, in anticipation of potential instability in the future.
See More
Iran Faces Severe Internet Blackout Amid Conflict
- Current Internet Blackout: Iran is experiencing a near-total internet blackout lasting over 48 hours amid ongoing conflict with the U.S. and Israel, with connectivity at just 1% of normal levels, severely impacting over 90 million citizens and highlighting the government's strict control over information flow.
- Historical Context: NetBlocks attributes this blackout to a 'regime-imposed' nationwide shutdown, reminiscent of a similar incident in January that lasted weeks and obscured severe human rights violations, indicating the government's tendency to employ such tactics during public protests to maintain control.
- Cyber Attack Threats: U.S. and Israeli cyberattacks have targeted Iranian internet infrastructure, with multiple government-aligned news websites hacked, and even the popular religious calendar app BadeSaba, with over 5 million downloads, compromised, indicating a psychological warfare strategy against the populace.
- Potential Cyber Retaliation: As Iran retaliates with strikes against U.S. and allied targets, analysts warn that Iranian-aligned groups may initiate cyber attacks, with CrowdStrike's head noting observed activities consistent with Iranian threat actors, suggesting that more aggressive cyber operations may be forthcoming.
See More
US Stocks Plunge as Trade Policy Concerns Emerge
- Market Decline: On Monday, the S&P 500 Index fell by 1.04%, the Dow Jones Industrial Average dropped by 1.66%, and the Nasdaq 100 Index decreased by 1.21%, reflecting risk-off sentiment triggered by uncertainty over U.S. trade policy.
- Tariff Increase: President Trump signed an executive order raising global tariffs from 10% to 15%, a move that could curb global economic growth and negatively impact the stock market, particularly as it faces existing pressures.
- AI Risk Impact: A report from Citrini Research detailing potential risks of artificial intelligence on the global economy led to declines in software and payment stocks, with Datadog and Atlassian seeing drops of over 11% and 10%, respectively, indicating market concerns over tech stocks.
- Economic Data Highlights: Despite the stock market downturn, the U.S. January Chicago Fed National Activity Index rose by 0.39 to 0.18, surpassing expectations, suggesting that the economic fundamentals remain strong and may provide support for a future market rebound.
See More
