Akamai Technologies (AKAM) lost one-fifth of its value last week. Investors did not like its fourth-quarter earnings results or 2025 targets. Still, the stock is richly valued.
Akamai posted revenue of $1.02 billion (+2.5% Y/Y). Non-GAAP EPS was $1.66. However, its future in the content delivery network space is in question. Wall Street analysts rushed to cut their price targets. For example, Bank of America’s analyst, Madeline Brooks, said that Akamai likely faces a year of transition.
For the full year of 2025, the firm is forecasting annual recurring revenue of 40%-45% in cloud infrastructure services. Its security and cloud computing sectors remain a high-growth area. Investors should consider Cloudflare (NET) instead. This firm demonstrates consistently strong growth.
GE Vernova (GEV) dropped by 11.84% last week to close at $327.88. Its high is $447.50. On Feb. 11, the firm closed its wind turbine blade plant in Brazil. That would affect around 1,000 workers. GEV acquired the plant in 2017, consistently cutting output throughout the years.
Nu Holdings (NU) closed at $10.82, down by 18.89% on Feb. 21. It reported a Q4 revenue increase of 24.6% Y/Y, to $2.99 billion. While net income increased to $610.1 million, investors sold the stock on strong results. This was an overreaction and a “sell on the news” event. NU is an attractive stock.
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