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Fastly, Inc.
FSLYTechnologyNASDAQUS
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Fastly (FSLY) reported earnings 30 days ago. What's next for the stock?
Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript
FSLY and NET emerge as key beneficiaries of the AI-driven Internet infrastructure boom, but their growth strategies, scale advantages and valuation profiles present very different opportunities.
Fastly is delivering robust growth and margin expansion, driven by AI-native products like Fastly Compute and strong security offerings. FSLY's consumption-based pricing model shields it from SaaS sector headwinds, supporting rising net retention rates even in a challenging macro environment. Security products now comprise 22% of revenue, growing nearly 50% y/y, further diversifying FSLY's growth drivers beyond AI compute.
Fastly's cross-sell push is lifting security revenues and retention, turning customers into multi-product users, hinting at more wallet share.
Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.
FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.
Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.
Fastly (FSLY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Fastly NYSE: FSLY reported a stronger-than-expected start to 2026, with first-quarter revenue rising 20% year over year to $173 million, near the high end of its guidance range, as growth in security and compute helped offset normal seasonal patterns in its network services business.
Fastly (FSLY) is rated a buy, with a fair value estimate of $30 versus a current price of $20.50, driven by accelerating growth and robust fundamentals. FSLY posted Q1 2026 revenue of $173M (+20% YoY), security revenue up 47% YoY, net retention rate at 113%, and RPO up 63% YoY to $369M. Management raised 2026 revenue guidance to $710–$725M and EPS guidance by 15%, signaling fundamental earnings model reset and durable growth trajectory.
Fastly Q1 2026 swings to 13 cents non-GAAP EPS on 19.8% revenue growth as security and compute surged; lifts 2026 outlook.
Shares of Fastly (NYSE:FSLY) just earned a strong endorsement from Raymond James, which upgraded the edge cloud platform to Outperform from Market Perform with a $23 price target.
Pre-Market Stock Futures: Futures are trading higher as we get set to end what has been one of the wildest weeks on Wall Street in some time. After blowing through all-time highs for the umpteenth time on Wednesday, stocks started higher again on Thursday but started to sell off after the noon hour. While most... Here Are Friday's Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, Epam Systems, HubSpot, Nike, Shake Shack, Tapestry, Qualcomm, and More
Record quarterly results, surging security revenue, and a divided Wall Street set the stage for this volatile name, today, May 7, 2026.
FSLY security revenues jump 47% to a record $38.8M, now 22% of sales, as newer tools beyond Next-Gen WAF gain traction.
Piper Sandler analyst James Fish lowered his price target on Fastly (NYSE:FSLY) stock to $27 from $30, while keeping a Neutral rating after a Q1 FY2026 print the firm described as “more in-line vs.
Fastly Inc. (NASDAQ: FSLY) is trading lower on Thursday as traders digest Q1 results and updated guidance after sharp post-earnings reset.
Fastly (FSLY) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to a loss of $0.05 per share a year ago.
Fastly, Inc. (FSLY) Q1 2026 Earnings Call Transcript
The headline numbers for Fastly (FSLY) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Fastly Inc (NASDAQ: FSLY) shares are tumbling in Wednesday's after-hours session on the heels of the company's first-quarter results.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced financial results for its first quarter ended March 31, 2026. “Our first quarter performance demonstrates continued discipline and velocity as we delivered record revenue, gross margin, and RPO,” said Kip Compton, CEO at Fastly. “Driven by an accelerated innovation roadmap, we delivered 47% year-over-year security revenue growth. This performance reflects expansion within our in.
Fastly heads into Q1 earnings with strong security growth and AI momentum, but competition, pricing pressure, and valuation concerns cloud the near-term outlook.
FSLY rides on surging network traffic to boost revenue growth but faces volatility and rising competition from Cloudflare and Akamai.
Launched on 09/06/2019, the WisdomTree Cloud Computing ETF (WCLD) is a smart beta exchange traded fund offering broad exposure to the Technology ETFs category of the market.
Fastly is leaning on security and edge compute to capture AI-related traffic, but its usage-based model keeps revenue and margins volatile into 2026.
Fabrinet's robust revenue growth and structural advantages contrast with Fastly's traffic-dependent, less predictable model.
Fastly has transitioned from a volatile turnaround story to a rerating candidate, delivering record revenue, gross margin, operating profit, and RPO in one quarter. FSLY's growth is now supported by accelerating traffic, disciplined pricing, strategic multi-product relationships, and visible revenue commitments, strengthening the bull case. Operating leverage is materializing, with improved financial metrics indicating sustainable profitability and scalability for FSLY.
This edge cloud platform provider, serving major enterprise clients, reported a notable insider sale amid substantial share price gains.
FSLY looks pricey after a 148% YTD surge as growth slows and capex rises, even as AI traffic and security offerings expand.
Evercore started coverage at outperform, pointing to strong demand for edge computing and security tools. Craig-Hallum downgraded Fastly to hold, citing a stock price that already reflects fair value.
For months, a wall of worry including, the Middle East conflict, power grid exhaustion, and private credit fears have plagued AI stocks. But the tide has turned as geopolitical fears subside, bottlenecks unwind, and demand soars.
Fastly, Inc. (NYSE: FSLY - Get Free Report) shares saw strong trading volume on Friday. 10,530,306 shares traded hands during trading, a decline of 10% from the previous session's volume of 11,712,340 shares.The stock last traded at $23.6860 and had previously closed at $29.46. Key Headlines Impacting Fastly Here are the key news stories impacting
Fastly (FSLY), alongside Akamai (AKAM) and Cloudflare (NET), saw a sharp repricing during Friday trading after Anthropic introduced its Claude Managed Agents of
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, will release financial results for the first quarter of 2026 after market close on Wednesday, May 6, 2026. Fastly will host an investor conference call that day to discuss its results at 1:30 p.m. PT / 4:30 p.m. ET. To access the conference call, please pre-register and dial-in using this link at least 15 minutes prior to the 1:30 p.m. PT start time. Registrants will receive an email confirmati.
SAN FRANCISCO & MADRID--(BUSINESS WIRE)--Fastly (NASDAQ: FSLY), a leader in global edge cloud platforms, and LALIGA, Spain's Professional Football Association, today announced they have teamed up to develop technical solutions to address the illegal streaming of live sports, with special focus on LALIGA's matches. With LALIGA estimating that piracy costs its clubs between $700-$800 million (€600-€700 million) each year, the two companies are collaborating on a joint anti-piracy innovation proje.
FSLY rides on strong enterprise growth to record revenues, but rising competition and rich valuation raise questions about how much upside remains.
Here is how Fastly (FSLY) and Advantest Corp. (ATEYY) have performed compared to their sector so far this year.
CGNX, FSLY, G, CRUS and PEGA are 5 mid-cap picks after a sector pullback, as demand for AI-driven solutions and improving earnings outlooks signal future growth.
See how a prediction markets trading strategy helps traders anticipate earnings moves and capitalize on pricing gaps.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (Nasdaq: FSLY), a leading global edge cloud platform, today announced the appointment of marketing executive Joan Jenkins as Chief Marketing Officer (CMO). Jenkins will lead global marketing and focus on helping the company accelerate growth and further its leadership in security and edge computing, as well as scaling AI workloads. With extensive experience in AI-powered marketing and data-driven strategies, Jenkins' leadership will focus on accelera.
Fastly (FSLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Fastly is a cautious Buy, driven by successful cross-selling of high-margin security services and margin expansion. FSLY's edge architecture offers superior latency and logic capabilities versus AWS, supporting its competitive positioning in a specialized niche. Security vertical revenue grew 32% YoY, fueling net retention rate expansion to 110%, but future growth may slow as cross-selling saturates.
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.
Dive deep into the top setup of 2026: the breakaway gap.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced it has been named a Leader in “The Forrester Wave™: Edge Development Platforms, Q1 2026 report.” This report evaluates top platforms in the market that enable developers to build and deploy applications on distributed infrastructure closer to users and data sources. Fastly believes its recognition as a Leader reinforces its strong position among the top edge development platform.
The Agentic AI revolution is a multi-trillion-dollar investment opportunity. While many of the top Agentic AI companies are held privately, public investors can find backdoor means to invest in them.
Some Wall Street analysts expect shares of Palantir and Fastly to fall more than 55% from current levels. Both companies are delivering strong growth, but valuations may be running ahead of fundamentals.
Fastly, Inc. (NYSE: FSLY - Get Free Report) insider Scott Lovett sold 34,953 shares of the business's stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $22.28, for a total value of $778,752.84. Following the completion of the transaction, the insider owned 1,545,560 shares in the company, valued
Many mega-cap tech stocks have benefited from AI, but plenty of smaller businesses are seeing gains as well. Symbotic, Fastly, and Astera Labs are three companies enjoying AI-driven growth to consider investing in.
Shares of Fastly, Inc. (NYSE: FSLY - Get Free Report) have been assigned an average rating of "Hold" from the ten analysts that are presently covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, six have given a hold rating and three have issued a buy rating
CoreWeave is providing computing power for the AI revolution. TTM Technologies produces key tech components such as printed circuit boards used in a host of applications, including in data centers.
Fastly (NYSE:FSLY) stock rocketed 11% higher Wednesday trading, pushing shares to $26.88.
CEO Kip Compton sold 49,350 shares for a transaction value of ~$1.23 million on March 11, 2026. This represented 4.1% of Compton's direct holdings at the time, reducing direct ownership to 1,163,428 shares.
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Scott Lovett, Fastly's President of Go to Market, sold 73,715 shares for ~$1.55 million on March 4, 2026, at a weighted average price around $21.06 per share. This represented 4.46% of Lovett's direct holdings at the time, reducing direct ownership to 1,580,513 shares post-transaction.
Fastly's fourth-quarter revenue rose 23% year over year to about $173 million. Management guided for full-year 2026 revenue to grow roughly 14% year over year at the midpoint.
Fastly Inc (NASDAQ: FSLY) shares are moving higher Monday afternoon, up 145% over the past month, despite no company-specific news driving the session, as traders appear to continue reacting to the company's strong February earnings report.
