Fastly, Inc. (FSLY)

US — Technology Sector
Peers: AMPL  YALA  HKD  TIXT  UPBD  RZLV  PDFS  UCTT  PRO  VMEO 

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News

Fastly (FSLY) Is Up 5.75% in One Week: What You Should Know
FSLY
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Does Fastly (FSLY) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Fastly (FSLY) Is Up 5.75% in One Week: What You Should Know
March Momentum: Why U.S. Equities are Primed for a Rally
AAOI, FSLY, MSFT, NVDA
Published: March 02, 2026 by: Zacks Investment Research
Sentiment: Neutral

While February tested investor patience with its choppy action and internal weakness, the data entering March tells a vastly different story.

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image for news March Momentum: Why U.S. Equities are Primed for a Rally
5 AI-Powered Internet Software Stocks to Boost Your Portfolio in 2026
CALX, FSLY, HUBS, MDB, PLTR
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive

PLTR, HUBS, MDB, CALX and FSLY are AI-driven Internet Software stocks poised to ride solid IT spending and hybrid demand into 2026 growth.

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image for news 5 AI-Powered Internet Software Stocks to Boost Your Portfolio in 2026
Earnings Estimates Moving Higher for Fastly (FSLY): Time to Buy?
FSLY
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

Fastly (FSLY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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image for news Earnings Estimates Moving Higher for Fastly (FSLY): Time to Buy?
Fastly Stock Retreats After Massive AI Earnings Rally
FSLY
Published: February 17, 2026 by: Benzinga
Sentiment: Negative

Returning from the Presidents' Day holiday, Wall Street opened the week with familiar worries weighing on software and tech stocks, as investors continued to grapple with potential AI-driven disruption.

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image for news Fastly Stock Retreats After Massive AI Earnings Rally
Fastly: The Rebound Rally Is Here, And It's Just Getting Started
FSLY
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive

Fastly has staged a dramatic turnaround, with shares nearly doubling YTD and Q4 results highlighting accelerating revenue and improved customer expansion. FSLY is evolving from a pure CDN to a full-stack internet services provider, leveraging AI-driven compute and observability offerings for future growth. Enterprise traction is strengthening, offsetting churn in smaller accounts, with blue-chip customers like JetBlue, Duolingo, and Wayfair anchoring expansion.

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image for news Fastly: The Rebound Rally Is Here, And It's Just Getting Started
Fastly: Major Inflection Point
FSLY
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive

Fastly delivered a blowout Q4 2025, achieving its first full year of non-GAAP net profit and positive free cash flow. FSLY's AI-driven offerings, notably the AI accelerator, fueled a 55% surge in RPO to $354M and robust enterprise adoption. Management guided for $700–720M FY 2026 revenue, well above consensus, yet RPO growth suggests guidance may be conservative.

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image for news Fastly: Major Inflection Point
Fastly (FSLY) Upgraded to Buy: Here's Why
FSLY
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

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.

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image for news Fastly (FSLY) Upgraded to Buy: Here's Why
Fastly, Inc. (FSLY) Hit a 52 Week High, Can the Run Continue?
FSLY
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Fastly (FSLY) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

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image for news Fastly, Inc. (FSLY) Hit a 52 Week High, Can the Run Continue?
The Agentic AI Revolution: Fastly's Moment
FSLY
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive

Fastly is set to have a breakout 2025 as the AI boom shifts from conversational AI to agentic AI that operates without human supervision.

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image for news The Agentic AI Revolution: Fastly's Moment
Halper Sadeh LLC Encourages Fastly, Inc. Shareholders to Contact the Firm to Discuss Their Rights
FSLY
Published: February 12, 2026 by: GlobeNewsWire
Sentiment: Neutral

Shareholders should contact the firm immediately as there may be limited time to enforce your rights. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.

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image for news Halper Sadeh LLC Encourages Fastly, Inc. Shareholders to Contact the Firm to Discuss Their Rights
Fastly Stock Eyes Best Day Ever After Beat-and-Raise
FSLY
Published: February 12, 2026 by: Schaeffers Research
Sentiment: Positive

Fastly Inc (NASDAQ:FSLY) is soaring to nearly two-year highs, last seen up 61.4% at $15.02 and trading at its highest levels since late February 2024.

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image for news Fastly Stock Eyes Best Day Ever After Beat-and-Raise
Fastly stock pops on quarterly earnings beat, strong guidance
FSLY
Published: February 12, 2026 by: Proactive Investors
Sentiment: Positive

Fastly Inc (NYSE:FSLY) shares surged nearly 64% on Thursday after the edge cloud company reported fourth quarter results and issued guidance that topped Wall Street expectations. For the fourth quarter of 2025, Fastly reported adjusted earnings of $0.12 per share, beating the consensus estimate of $0.06.

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image for news Fastly stock pops on quarterly earnings beat, strong guidance
4 Internet Stocks Poised to Top Estimates This Earnings Season
AKAM, FIVN, FSLY, SPOT
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

Here, we pick four Internet stocks - AKAM, FIVN, FSLY and SPOT - that are likely to pull off a beat this earnings season.

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image for news 4 Internet Stocks Poised to Top Estimates This Earnings Season
Fastly (FSLY) Surges 5.1%: Is This an Indication of Further Gains?
FSLY
Published: January 28, 2026 by: Zacks Investment Research
Sentiment: Positive

Fastly (FSLY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

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image for news Fastly (FSLY) Surges 5.1%: Is This an Indication of Further Gains?
Cloudflare vs. Fastly: Which CDN Player is a Safe Investment Bet?
FSLY, NET
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

NET's global edge, AI monetization and security scale give it an edge over FSLY as CDN competition heats up.

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image for news Cloudflare vs. Fastly: Which CDN Player is a Safe Investment Bet?
Fastly, Inc. (FSLY) Presents at Raymond James TMT & Consumer Conference Transcript
FSLY
Published: December 08, 2025 by: Seeking Alpha
Sentiment: Neutral

Fastly, Inc. (FSLY) Presents at Raymond James TMT & Consumer Conference Transcript

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image for news Fastly, Inc. (FSLY) Presents at Raymond James TMT & Consumer Conference Transcript
Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript
FSLY
Published: December 03, 2025 by: Seeking Alpha
Sentiment: Neutral

Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript

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image for news Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript
Fastly, Inc. (FSLY) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
FSLY
Published: November 19, 2025 by: Seeking Alpha
Sentiment: Neutral

Fastly, Inc. ( FSLY ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 19, 2025 10:40 AM EST Company Participants Kip Compton - CEO & Director Richard Wong - Chief Financial Officer Conference Call Participants Rishi Jaluria - RBC Capital Markets, Research Division Presentation Rishi Jaluria RBC Capital Markets, Research Division Welcome back everyone. For those who don't know me, Rishi Jaluria.

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image for news Fastly, Inc. (FSLY) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
Fastly (FSLY) Upgraded to Buy: Here's What You Should Know
FSLY
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Fastly (FSLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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image for news Fastly (FSLY) Upgraded to Buy: Here's What You Should Know
Fastly: Finally Proving Its Growth Chops
FSLY
Published: November 06, 2025 by: Seeking Alpha
Sentiment: Positive

Fastly surged ~25% post-Q3 earnings, driven by a strong beat-and-raise and signs of a robust turnaround. FSLY's accelerating revenue growth, improved net retention, and expanding free cash flow signal a healthier business than current valuation reflects. New leadership, successful security products, and international expansion are fueling sales momentum and operational leverage.

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image for news Fastly: Finally Proving Its Growth Chops
Halper Sadeh LLC Encourages Fastly, Inc. Shareholders to Contact the Firm to Discuss Their Rights
FSLY
Published: October 27, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Fastly, Inc. (NYSE: FSLY) breached their fiduciary duties to shareholders. If you currently own Fastly stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights.

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image for news Halper Sadeh LLC Encourages Fastly, Inc. Shareholders to Contact the Firm to Discuss Their Rights
Fastly Recognized as a Gartner Ⓡ Peer Insights™ Customers' Choice for Seventh Consecutive Year, Trusted by Customers for Cloud Web Application and API Protection
FSLY
Published: October 01, 2025 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, announced today it was named a 2025 Gartner® Peer Insights™ Customers' Choice for Cloud Web Application and API Protection (WAAP). Fastly received overall high ratings and is the only vendor to earn this recognition for seven consecutive years. The Gartner Peer Insights platform contains user posts, reviews, ratings, surveys, polls and other similar user-generated types of content and programs de.

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image for news Fastly Recognized as a Gartner Ⓡ Peer Insights™ Customers' Choice for Seventh Consecutive Year, Trusted by Customers for Cloud Web Application and API Protection
Kuehn Law Encourages Investors of Fastly, Inc. to Contact Law Firm
FSLY
Published: September 26, 2025 by: PRNewsWire
Sentiment: Neutral

NEW YORK , Sept. 26, 2025 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Fastly, Inc. (NYSE: FSLY) breached their fiduciary duties to shareholders.

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image for news Kuehn Law Encourages Investors of Fastly, Inc. to Contact Law Firm
Fastly (FSLY) Soars 13.3%: Is Further Upside Left in the Stock?
FSLY
Published: September 16, 2025 by: Zacks Investment Research
Sentiment: Positive

Fastly (FSLY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

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image for news Fastly (FSLY) Soars 13.3%: Is Further Upside Left in the Stock?
Fastly (FSLY) Just Flashed Golden Cross Signal: Do You Buy?
FSLY
Published: August 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Fastly (FSLY) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, FSLY crossed above the 20-day moving average, suggesting a short-term bullish trend.

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image for news Fastly (FSLY) Just Flashed Golden Cross Signal: Do You Buy?
Fastly (FSLY) Crossed Above the 50-Day Moving Average: What That Means for Investors
FSLY
Published: August 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Fastly (FSLY) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, FSLY broke through the 50-day moving average, which suggests a short-term bullish trend.

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image for news Fastly (FSLY) Crossed Above the 50-Day Moving Average: What That Means for Investors
Fastly Posts Narrower Loss in Q2 Earnings, Revenues Rise Y/Y
FSLY
Published: August 07, 2025 by: Zacks Investment Research
Sentiment: Neutral

FSLY pops 10.6% pre-market as Q2 loss narrows and revenues jump 12.3%, topping estimates on both lines.

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image for news Fastly Posts Narrower Loss in Q2 Earnings, Revenues Rise Y/Y
Fastly Set to Report Q2 Earnings: How Should You Play the Stock?
FSLY
Published: August 04, 2025 by: Zacks Investment Research
Sentiment: Negative

FSLY expects steady Q2 revenue growth and a narrower loss, though margin pressure and macro risks may weigh.

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image for news Fastly Set to Report Q2 Earnings: How Should You Play the Stock?
FSLY Stock is Slipping: Can a Steady Enterprise Base Hold the Stock?
FSLY
Published: July 14, 2025 by: Zacks Investment Research
Sentiment: Neutral

FSLY's enterprise strength and AI-driven edge tools offer promise, but shares lag amid fierce cloud competition.

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image for news FSLY Stock is Slipping: Can a Steady Enterprise Base Hold the Stock?

About Fastly, Inc. (FSLY)

  • IPO Date 2019-05-17
  • Website https://www.fastly.com
  • Industry Software - Application
  • CEO Charles Compton
  • Employees 1100

Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.