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The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event is on tap.
AI is accelerating the edge computing leader's growth.
Fastly (NASDAQ:FSLY) outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion to $1.3 billion by 2029 at its Investor Day. Chief Executive Officer Kip Compton said the company
Key TakeawaysAI Security Pop: Fastly stock (FSLY) jumped 15% on Monday, September 21, after launching AI Firewall, AI Runtime Control, and API Security to police AI and agentic traffic at the edge. Street Snapshot: Twelve analysts split 4 buys, 1 outperform, 6 holds, and 1 underperform.
Fastly Inc. (NASDAQ:FSLY) climbed by 14.92 percent on Monday to end at $27.42 apiece as investors began positioning portfolios ahead of key business updates at its Investor Day meeting tomorrow, September 22. The rally was supported by earlier warnings from Anthropic Chief Executive Officer Dario Amodei that development of artificial intelligence must slow down and […]
Fastly launched new AI traffic controls this morning and the whole edge security category moved with it, including rivals that announced nothing at all. The question buyers are not asking loudly enough is whether availability and adoption are the same thing.
Fastly (FSLY) is in focus after Comcast announced a content and application delivery partnership that will embed Fastly’s edge software into more than 200 AI powered data processing centers across its nationwide network. Fastly’s share price has moved sharply over the past year, with a 90 day share price return of 33.3% and a year to date share price return of 134.15%. The 1 year total shareholder return of 176.48% and 3 year total shareholder return of 28.97% point to building momentum...
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
Fastly is surging 7% on a session when the cloud sector and broad market are both sliding, and no news, analyst call, or catalyst explains the move. The reason behind the rally matters a lot given where the stock sits after a 123% run this year.
Cloud demand and AI adoption are fueling FIVN, FSLY and QLYS, with strong growth and improving earnings estimates.
Does Fastly (FSLY) have what it takes to be a top stock pick for momentum investors? Let's find out.
FSLY's Q2 earnings top estimates and 23% revenue growth, powered by security and AI demand, prompt a higher 2026 outlook as margins hit a record.
Fastly (FSLY) delivered earnings and revenue surprises of +114.29% and +5.34%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Edge cloud platform Fastly (NASDAQ:FSLY) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 23.3% year on year to $183.3 million. On top of that, next quarter’s revenue guidance ($187 million at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its non-GAAP profit of $0.15 per share was significantly above analysts’ consensus estimates.
Fastly joins DIMPACT to improve digital emissions measurement, helping customers cut environmental impact while strengthening its global edge cloud strategy.
Fastly (FSLY) is back in focus after quarterly revenue of $173 million and raised full year guidance exceeded analyst expectations, even as the stock has fallen 35.8% since the earnings release. See our latest analysis for Fastly. Over the past year, Fastly’s share price return has been volatile, with a 7 day share price gain of 8.05% and a 1 day decline of 3.64% following strong earnings. The 1 year total shareholder return of 191.95% and 3 year total shareholder return of 11.94% point to...
Shares of edge cloud platform Fastly (NASDAQ:FSLY) jumped 7.5% in the afternoon session after the United States and Iran agreed to halt their tit-for-tat military exchanges, easing fears of a wider Middle East conflict that had rattled markets over the weekend.
Wondering if Fastly at around US$20.77 is still offering value after a strong run, or if the easy money has already been made? This article focuses squarely on what the current price might imply. The stock has had a mixed ride recently, rising 18.0% over the past week and 103.8% year to date, even though it is down 26.0% over the past month and still lower by 63.0% over five years. The 1 year return sits at 169.0%. Recent headlines have focused on Fastly's position in edge computing and...
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's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.
Fastly delivers edge cloud infrastructure and security solutions for enterprises across digital publishing, retail, and financial services.
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.
Investing.com -- Fastly was under the investors’ spotlight on Friday after Wall Street analysts turned bullish on the stock.
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. The call lands in the wake of a 38% one-day decline that followed an in-line quarter, making this a clearly contrarian view. Raymond James argues the market ... Raymond James Just Upgraded Fastly to Outperform: AI Traffic Inflection Powers $23 Price Target
Fastly shares fall even as first-quarter earnings beat expectations. AI agentic traffic revenue is the key.
Fastly Inc. (NASDAQ:FSLY) is one of the 10 Stocks Turning Heads With Double-Digit Gains. Fastly grew its share prices by 17.72 percent on Tuesday to close at $32.36 apiece, as investors loaded portfolios ahead of the results of its first quarter earnings performance, which came shortly after market close. Earlier, the company announced targets of […]
Fastly, Inc. (NASDAQ:FSLY) is one of the 10 Best Edge Computing Stocks to Buy Right Now. On April 14, 2026, Evercore ISI initiated coverage of Fastly, Inc. (NASDAQ:FSLY) with an Outperform rating and a $32 price target. The firm said the company’s narrative has shifted in 2026 from slowing, delivery-driven growth and profitability concerns to […]
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