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ADEA or AKAM or BLZE
Which Stock Would AI Choose? Adeia Inc. (ADEA) vs. Akamai Technologies, Inc. (AKAM) vs. Backblaze, Inc. (BLZE) Stock Comparison
Key Takeaways
- ADEA leads with exceptional YTD return of 64% and 1-year gain of 132%, driven by strong Q1 earnings beat and new licensing deals, though recent volatility shows a sharp intraday drop.
- AKAM offers stability in cloud security with YTD 35% return, recent surge on API innovations, and lower beta (0.45), appealing for risk-averse tech exposure.
- BLZE exhibits high volatility (beta 1.41) but posted 63% YTD return, fueled by 24% B2 Cloud Storage growth and Q1 earnings surprise, positioning it for AI/data demand.
- All three reported positive Q1 earnings surprises, highlighting resilience amid tech sector momentum in semiconductors, security, and storage.
- ADEA trades at attractive P/E of 28.5 with profitability; AKAM at higher 38.5 P/E reflects scale; BLZE remains unprofitable but shows revenue acceleration.
- Market caps vary: AKAM ($17B) dominates scale, ADEA ($3B) mid-cap growth, BLZE ($455M) high-upside small-cap.
Introduction
This stock comparison examines ADEA, AKAM, and BLZE—three technology firms spanning IP licensing, cybersecurity/cloud infrastructure, and cloud storage. Investors tracking tech subsectors like semiconductors, edge computing, and AI-driven data needs may find value in their relative performance. Amid recent market volatility, these stocks have shown strong year-to-date gains, with earnings beats underscoring operational strength. Traders can assess momentum, valuation sensitivity, and sector tailwinds for short-term plays, while long-term holders weigh growth drivers against risks in a high-interest-rate environment. This analysis draws on recent financial data for objective insights into stock positioning.
ADEA Overview and Recent Performance
Adeia Inc. (ADEA) operates as a media and semiconductor intellectual property (IP) licensing platform, monetizing patents for video distribution, consumer electronics, and semiconductors globally. Headquartered in San Jose, California, the company reported robust recent market activity, with shares achieving a year-to-date return of 64% and 132% over one year, outperforming the S&P 500 significantly.
In recent weeks, ADEA beat Q1 2026 earnings expectations with non-GAAP EPS of $0.38 versus $0.33 estimated, revenue of $104.8 million, and maintained ~60% adjusted EBITDA margins. New licensing agreements with L’Oréal, AMD, and Microsoft bolstered sentiment, alongside an S&P credit rating upgrade. However, shares experienced sharp volatility, dropping ~16% intraday amid CEO transition news (Paul Davis to step down by Q4 2026). Trading at a P/E of 28.5 (TTM) and market cap of $3.1 billion, ADEA reflects strong IP monetization but sensitivity to news flow.
AKAM Overview and Recent Performance
Akamai Technologies, Inc. (AKAM) provides cybersecurity, cloud computing, and content delivery network (CDN) solutions, enabling secure digital experiences via its edge-cloud platform. With a market cap of $17.4 billion, it serves global enterprises in a stable Software-Infrastructure niche.
Recent performance includes a 35% YTD return and 42% one-year gain. Shares surged over 11% in a single session on innovative API security features like Security Posture Center, outperforming the tech sector. Q4 2025 EPS of $1.84 beat estimates by 5%, with revenue up 7% YoY; Q1 2026 earnings are due May 7. Recognized as a Gartner Customers’ Choice for API Protection, sentiment benefits from AI-related security demand. Lower beta (0.45) signals reduced volatility versus peers. At P/E 38.5 (TTM), valuation reflects premium scale amid cloud growth.
BLZE Overview and Recent Performance
Backblaze, Inc. (BLZE) delivers cloud storage via B2 Cloud Storage and computer backup services, targeting AI, media, and enterprises with cost-effective, scalable solutions. The San Francisco-based firm holds a $455 million market cap in the high-growth Software-Infrastructure space.
Recent weeks saw explosive momentum, with shares up ~60% post-Q1 2026 earnings on May 4: revenue rose 12% YoY to $38.7 million (B2 up 24%), ARR up 13% to $158 million. EPS of $0.04 beat estimates, prompting analyst upgrades (e.g., Lake Street to $11 target). YTD return stands at 63%, 1-year at 65%, though beta 1.41 indicates volatility. New CRO appointment and network stats highlighting "elephant flows" (large data transfers) underscore AI/data demand. Lacking trailing P/E due to prior losses, forward metrics suggest path to profitability.
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Head-to-Head Comparison
ADEA, AKAM, and BLZE operate in tech ecosystems tied to content delivery, security, and storage, but diverge in models: ADEA’s asset-light IP licensing yields high margins (~60% EBITDA) versus AKAM’s service-heavy cloud (scale advantages) and BLZE’s consumption-based storage (growth via AI data surge).
Growth drivers contrast: BLZE’s 24% B2 revenue acceleration leads, fueled by AI workloads; ADEA by licensing wins; AKAM by security pivots. Recent momentum favors BLZE (+60% post-earnings) and AKAM (+11%), with ADEA volatile.
Risks: BLZE’s losses/high beta versus AKAM’s stability (low beta) and ADEA’s deal-dependency. Valuation: ADEA cheapest P/E (28x), AKAM premium (38x), BLZE sales-multiple attractive for growth. Sentiment tilts bullish on earnings momentum, with BLZE small-cap upside, AKAM defensiveness.
Tickeron AI Verdict
Tickeron’s AI currently favors BLZE for its superior recent momentum, 24% core revenue growth aligning with AI data trends, and post-earnings surge, offering probabilistic outperformance in high-growth storage. ADEA ranks second on profitability and IP catalysts; AKAM third for stability. Factors like trend consistency and catalysts position BLZE ahead in volatile tech, though relative stability may shift preferences.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ADEA’s FA Score shows that 3 FA rating(s) are green whileAKAM’s FA Score has 2 green FA rating(s), and BLZE’s FA Score reflects 1 green FA rating(s).
- ADEA’s FA Score: 3 green, 2 red.
- AKAM’s FA Score: 2 green, 3 red.
- BLZE’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ADEA’s TA Score shows that 3 TA indicator(s) are bullish while AKAM’s TA Score has 6 bullish TA indicator(s), and BLZE’s TA Score reflects 5 bullish TA indicator(s).
- ADEA’s TA Score: 3 bullish, 5 bearish.
- AKAM’s TA Score: 6 bullish, 4 bearish.
- BLZE’s TA Score: 5 bullish, 4 bearish.
Price Growth
ADEA (@Packaged Software) experienced а +1.19% price change this week, while AKAM (@Computer Communications) price change was +2.15% , and BLZE (@Computer Communications) price fluctuated -6.02% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.73%. For the same industry, the average monthly price growth was -0.94%, and the average quarterly price growth was +43.76%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.90%. For the same industry, the average monthly price growth was +7.61%, and the average quarterly price growth was +10.99%.
Reported Earning Dates
ADEA is expected to report earnings on Aug 11, 2026.
AKAM is expected to report earnings on Aug 11, 2026.
BLZE is expected to report earnings on Aug 11, 2026.
Industries' Descriptions
@Packaged Software (-4.73% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
@Computer Communications (-1.90% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| ADEA | AKAM | BLZE | |
| Capitalization | 3.3B | 21.9B | 423M |
| EBITDA | 254M | 1.3B | 6.38M |
| Gain YTD | 73.598 | 72.928 | 50.858 |
| P/E Ratio | 27.42 | 50.97 | N/A |
| Revenue | 460M | 4.27B | 150M |
| Total Cash | 116M | 930M | 45.5M |
| Total Debt | 400M | 5.87B | 62.4M |
ADEA | AKAM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 40 | 21 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 25 Undervalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 57 | |
SMR RATING 1..100 | 39 | 73 | |
PRICE GROWTH RATING 1..100 | 36 | 3 | |
P/E GROWTH RATING 1..100 | 23 | 10 | |
SEASONALITY SCORE 1..100 | 65 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ADEA's Valuation (25) in the null industry is somewhat better than the same rating for AKAM (68) in the Internet Software Or Services industry. This means that ADEA’s stock grew somewhat faster than AKAM’s over the last 12 months.
ADEA's Profit vs Risk Rating (9) in the null industry is somewhat better than the same rating for AKAM (57) in the Internet Software Or Services industry. This means that ADEA’s stock grew somewhat faster than AKAM’s over the last 12 months.
ADEA's SMR Rating (39) in the null industry is somewhat better than the same rating for AKAM (73) in the Internet Software Or Services industry. This means that ADEA’s stock grew somewhat faster than AKAM’s over the last 12 months.
AKAM's Price Growth Rating (3) in the Internet Software Or Services industry is somewhat better than the same rating for ADEA (36) in the null industry. This means that AKAM’s stock grew somewhat faster than ADEA’s over the last 12 months.
AKAM's P/E Growth Rating (10) in the Internet Software Or Services industry is in the same range as ADEA (23) in the null industry. This means that AKAM’s stock grew similarly to ADEA’s over the last 12 months.
| ADEA | AKAM | BLZE | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 72% | 3 days ago 58% | 3 days ago 79% |
| Stochastic ODDS (%) | 3 days ago 74% | 3 days ago 60% | 3 days ago 83% |
| Momentum ODDS (%) | 3 days ago 74% | 3 days ago 53% | 5 days ago 67% |
| MACD ODDS (%) | 3 days ago 73% | 3 days ago 59% | N/A |
| TrendWeek ODDS (%) | 3 days ago 73% | 3 days ago 54% | 3 days ago 86% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 54% | 3 days ago 76% |
| Advances ODDS (%) | 7 days ago 71% | 7 days ago 57% | 13 days ago 78% |
| Declines ODDS (%) | 3 days ago 70% | 3 days ago 61% | 3 days ago 83% |
| BollingerBands ODDS (%) | 3 days ago 85% | 3 days ago 76% | 3 days ago 80% |
| Aroon ODDS (%) | 3 days ago 69% | 3 days ago 48% | 3 days ago 82% |
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ADEA and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADEA has been loosely correlated with APPN. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if ADEA jumps, then APPN could also see price increases.
| Ticker / NAME | Correlation To ADEA | 1D Price Change % | ||
|---|---|---|---|---|
| ADEA | 100% | -5.08% | ||
| APPN - ADEA | 46% Loosely correlated | +1.61% | ||
| NTCT - ADEA | 46% Loosely correlated | -1.23% | ||
| BLZE - ADEA | 45% Loosely correlated | -3.30% | ||
| AKAM - ADEA | 44% Loosely correlated | -3.08% | ||
| EVH - ADEA | 44% Loosely correlated | -3.41% | ||
More | ||||
BLZE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BLZE has been loosely correlated with RIOT. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if BLZE jumps, then RIOT could also see price increases.
| Ticker / NAME | Correlation To BLZE | 1D Price Change % | ||
|---|---|---|---|---|
| BLZE | 100% | -3.30% | ||
| RIOT - BLZE | 53% Loosely correlated | -4.59% | ||
| SPT - BLZE | 53% Loosely correlated | +4.17% | ||
| COIN - BLZE | 51% Loosely correlated | -7.82% | ||
| CLSK - BLZE | 49% Loosely correlated | -6.22% | ||
| AMPL - BLZE | 47% Loosely correlated | -1.14% | ||
More | ||||