Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Akamai Tech: Color on Investor Summit (60.53)<ul><li>RBC notes CFO Jim Benson noted EBITDA margins could remain in the high 30's for longer than the 1-2 years the company had previously indicated due to Akamai's investment initiatives. Long-term, the co expects to operate EBITDA margins in the 40-42% range. They don't believe these investments are due to sector or co maturity, or competitive pressures, but rather due to the co looking to pursue new growth opportunities. They are not changing their estimates, price target or Sector Perform rating. The after-hours price of $60.53, implies a 10x 2017 EBITDA multiple, versus a 3-year forward multiple range of 8x-14x. So valuation is becoming relatively more attractive.</li><li>Stifel lowers tgt to $62 from $65. Yesterday they attended Akamai's annual Investor Summit in Boston, where mgmt laid out its long-term strategic vision for the co and updated target financial model. Akamai reiterated its commitment to invest in long-term growth initiatives surrounding adjacent opportunities in the enterprise market, which it revealed is likely to constrict EBITDA / FCF margins for at least the next two years. This came as a negative surprise relative to prior expectations, and they are reducing estimates to reflect updated financial targets / timing; Hold.</li><li>DA Davidson believes the analyst day highlighted for investors Akamai's strong competitive position in the content delivery and security markets. With easier comparisons set to begin in Q1 2017 and new investments to support new revenue initiatives, they believe a faster revenue growth profile for the company will emerge. They reiterate their BUY recommendation.</li><li>AKAM fell % to its 200 day moving average this yesterday.</li></ul></td> </tr></table>"