Fastly joins DIMPACT to improve digital emissions measurement, helping customers cut environmental impact while strengthening its global edge cloud strategy.

zacks.com - 2026-07-14 12:01:12

AppLovin currently demonstrates significantly stronger revenue performance, consistently reporting top-line figures well above Fastly while maintaining a clearer trajectory of upward expansion. Over the last eight quarters, AppLovin has experienced substantial quarter-over-quarter revenue expansion, while Fastly has maintained a much slower, more stable growth trend without major fluctuations.

fool.com - 2026-07-11 18:11:01

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, will release financial results for the second quarter of 2026 after market close on Wednesday, August 5, 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 confir.

businesswire.com - 2026-07-09 17:00:00

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today announced it has become a participant of DIMPACT, the coalition of leading organizations working to align industry changemakers and policymakers around meaningful, science-based solutions that reduce the environmental impacts of serving digital media products. As the first edge cloud platform provider to join the coalition, Fastly brings critical, real-world edge network data and infrastruct.

businesswire.com - 2026-07-08 08:00:00

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced it has been recognized as a 2026 Gartner® Peer Insights™ Customers' Choice for Edge Distribution Platforms. This distinction is based entirely on verified peer reviews, where Fastly received overall high ratings across the board for its platform performance and reliability, dedication to customer experience, and ongoing customer support.Fastly received the highest overall rating.

businesswire.com - 2026-07-07 08:00:00

Scott Lovett sold 41,716 shares for a total transaction value of ~$741,000, based on the reported share price of $17.77 as of June 17, 2026. The sale represented 2.91% of Lovett's direct holdings at the time of the transaction, reducing direct ownership to 1,392,778 shares.

fool.com - 2026-06-27 09:29:01

Fastly remains a compelling AI-driven edge cloud platform despite a sharp post-earnings sell-off tied to disappointing Q2 guidance. FSLY achieved 20% year-over-year revenue growth in Q1'26 and posted its fifth consecutive quarter of positive free cash flow. Shares trade at a discounted 3.6X forward P/S, well below Cloudflare and Akamai, reflecting market overreaction to near-term deceleration.

seekingalpha.com - 2026-06-16 14:32:03

Fastly trades at 4.3x EV/NTM revenue despite 20% revenue growth—the peer floor for comparable growth names is 5.5-6x, making the discount hard to justify on fundamentals alone. NRR accelerated from 100% to 113% in four consecutive quarters while RPO surged 63% YoY—both metrics signal the platform strategy is working, not hoping. Security revenue grew 47% YoY for the fourth straight quarter and now represents 22% of total revenue, directly driving a 9-point gross margin expansion since Q1 2025.

seekingalpha.com - 2026-06-12 04:49:57

Fastly (NASDAQ: FSLY), a leader in global edge cloud platforms, and Skyfire, the agentic commerce platform providing identity and payment infrastructure for AI

gurufocus.com - 2026-06-10 09:00:00

SAN FRANCISCO--(BUSINESS WIRE)--Fastly (NASDAQ: FSLY), a leader in global edge cloud platforms, and Skyfire, the agentic commerce platform providing identity and payment infrastructure for AI agents, today announced a new partnership that enables trusted agentic commerce at the edge. Skyfire has integrated its identity and payment-backed credentials into Fastly's programmable edge cloud platform so enterprises can now securely identify, verify, and transact with AI agents in real time and at gl.

businesswire.com - 2026-06-10 08:00:00

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today released new research showing that AI-generated traffic is emerging as a distinct layer of internet activity, requiring organizations to rethink how they manage automated requests, protect infrastructure, and capture value from machine interactions. Analysis of traffic across Fastly's global network found that AI requests grew approximately 30% between January and May 2026, which is about 6.

businesswire.com - 2026-06-09 08:00:00

Fastly (FSLY) reported earnings 30 days ago. What's next for the stock?

zacks.com - 2026-06-05 12:35:59

Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript

seekingalpha.com - 2026-06-02 22:11:52

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.

zacks.com - 2026-05-28 10:40:47

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.

seekingalpha.com - 2026-05-28 05:00:00

Fastly's cross-sell push is lifting security revenues and retention, turning customers into multi-product users, hinting at more wallet share.

zacks.com - 2026-05-26 12:51:23

Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.

zacks.com - 2026-05-19 12:01:22

FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.

zacks.com - 2026-05-14 11:21:06

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.

zacks.com - 2026-05-12 10:11:14

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.

zacks.com - 2026-05-11 13:01:14

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.

marketbeat.com - 2026-05-10 08:10:32

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.

seekingalpha.com - 2026-05-09 11:31:22

Fastly Q1 2026 swings to 13 cents non-GAAP EPS on 19.8% revenue growth as security and compute surged; lifts 2026 outlook.

zacks.com - 2026-05-08 14:41:14

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.

247wallst.com - 2026-05-08 10:41:39

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

247wallst.com - 2026-05-08 08:06:45

Record quarterly results, surging security revenue, and a divided Wall Street set the stage for this volatile name, today, May 7, 2026.

fool.com - 2026-05-07 17:29:13

FSLY security revenues jump 47% to a record $38.8M, now 22% of sales, as newer tools beyond Next-Gen WAF gain traction.

zacks.com - 2026-05-07 12:01:00

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.

247wallst.com - 2026-05-07 11:06:11

Fastly Inc. (NASDAQ: FSLY) is trading lower on Thursday as traders digest Q1 results and updated guidance after sharp post-earnings reset.

feeds.benzinga.com - 2026-05-07 09:59:02

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.

zacks.com - 2026-05-06 22:45:48

Fastly, Inc. (FSLY) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-06 22:01:20

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.

zacks.com - 2026-05-06 20:02:05

Fastly Inc (NASDAQ: FSLY) shares are tumbling in Wednesday's after-hours session on the heels of the company's first-quarter results.

feeds.benzinga.com - 2026-05-06 17:14:23

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.

businesswire.com - 2026-05-06 16:05:00

Fastly heads into Q1 earnings with strong security growth and AI momentum, but competition, pricing pressure, and valuation concerns cloud the near-term outlook.

zacks.com - 2026-05-04 15:35:13

FSLY rides on surging network traffic to boost revenue growth but faces volatility and rising competition from Cloudflare and Akamai.

zacks.com - 2026-04-30 15:25:23

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.

zacks.com - 2026-04-30 07:21:09

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.

zacks.com - 2026-04-28 15:21:14

Fabrinet's robust revenue growth and structural advantages contrast with Fastly's traffic-dependent, less predictable model.

zacks.com - 2026-04-28 10:47:32

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.

seekingalpha.com - 2026-04-27 15:31:11

This edge cloud platform provider, serving major enterprise clients, reported a notable insider sale amid substantial share price gains.

fool.com - 2026-04-25 13:57:01

FSLY looks pricey after a 148% YTD surge as growth slows and capex rises, even as AI traffic and security offerings expand.

zacks.com - 2026-04-23 13:40:20

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.

fool.com - 2026-04-15 00:15:54