Fastly: The Future Is Bright, But Watch For These Threats

Fastly, Inc. is rated Buy, driven by robust revenue growth, improving profitability, and strong management and analyst guidance. Management forecasts 2026 revenue of $700–$720 million and Non-GAAP EPS of $0.23–$0.29, implying a 100% earnings increase. Operational, legal, and short-interest risks remain material, including customer concentration, outages, and high capital intensity versus larger competitors.