
Bergman maintains a 3.0% ownership stake through direct and indirect holdings totaling 5.5 million shares. Stock has surged 197% over the past year.
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Bergman maintains a 3.0% ownership stake through direct and indirect holdings totaling 5.5 million shares. Stock has surged 197% over the past year.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Looking back on content delivery stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Fastly (NASDAQ:FSLY) and its peers.

Fastly (NASDAQ:FSLY) CFO Rich Wong said the edge cloud provider has accelerated revenue growth, expanded margins and generated positive free cash flow as management reshaped operating processes during his first 13 months at the company. Speaking at Citi’s TMT Conference, Wong said Fastly reported $
Key Takeaways for Fastly Stock as of September 2026Conference Pop: Fastly stock jumped 6% to close at $23 on September 9 after CFO Rich Wong’s presentation at Citi’s Global TMT Conference reset investors’ growth narrative. Analyst Split: Twelve analysts cover Fastly stock right now, split 4 buys, 1 outperform, 6 holds and 1 underperform, and the $27 mean target sits 19% above the close.

Shares of edge cloud platform Fastly (NASDAQ:FSLY) jumped 5.5% in the afternoon session after management presented at the Citi 2026 Global TMT Conference, highlighting its accelerating growth strategy and transition toward sustained profitability.

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.

Fastly (FSLY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

Fastly stock has delivered a sharp 202.8% gain over the past year, yet on broad valuation checks it screens as expensive rather than a clear bargain. After such a strong run, investors are weighing how much of Fastly’s future potential is already reflected in the current share price. Fastly’s 202.8% 1-year return highlights how quickly sentiment has shifted. This raises the risk that expectations embedded in the stock have moved ahead of the underlying business. Expectations for continued...

In August 2026, Fastly, Inc. amended its 2021 Credit Agreement, increasing its senior secured revolving facility from US$60.0 million to US$100.0 million, extending potential maturity to August 17, 2029, and lowering borrowing costs by 0.25 percentage points while adjusting commitment fees based on usage levels. This refinancing package strengthens Fastly’s liquidity toolkit and introduces incentive-based maturity and liquidity thresholds tied to its 7.75% convertible senior notes due 2028,...

Fastly (FSLY) recently amended its credit agreement, expanding its senior secured revolving facility from US$60.0 million to US$100.0 million and extending the facility’s potential maturity into 2029, subject to liquidity conditions. That credit agreement amendment lands at a time when Fastly’s share price has been strong, with a 1-day share price return of 5.8%, 30-day share price return of 18.46% and year to date share price return of 141.81%, while the 1-year total shareholder return of...

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

The CFO's sale came after the stock surged 276% over the past year.

Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 5.6% in the afternoon session after competitive pressure from artificial intelligence continued to weigh on the software sector following a Bloomberg report that Anthropic expects its upcoming initial public offering to match or beat the size of SpaceX’s record-setting debut.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

Loop's disposition reduced her direct holdings by 7% under a Rule 10b5-1 trading plan, following a 316% one-year return for the stock.

Cloud demand and AI adoption are fueling FIVN, FSLY and QLYS, with strong growth and improving earnings estimates.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

DigitalOcean is surging while the rest of cloud infrastructure slides lower, and the catalyst is a product launch built entirely on software the company did not write. Whether that distinction matters to investors depends on a question the press release does not answer.

The past six months have been a windfall for Fastly’s shareholders. The company’s stock price has jumped 69.3%, hitting $29.91 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Fastly (NasdaqGS:FSLY) filed a new omnibus shelf registration statement, allowing the company to issue debt, preferred stock, common stock, and warrants. The universal shelf provides Fastly with flexibility to raise capital through multiple securities over time as funding needs arise. The filing is a material corporate event that can influence the company’s future capital structure and potential shareholder dilution. For readers tracking how other companies are positioning their balance...

Fastly’s Q2 results for 2026 reflected a period of robust growth and operational improvement, though the market responded negatively. Management attributed the quarter’s performance to an expanding security business, increased adoption of its unified platform, and a notable rise in AI-driven and machine-generated traffic. CEO Charles Compton emphasized the significance of Fastly’s unified approach, stating the company’s “platform strategy is foundational to our success,” while also highlighting

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

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

AI traffic acceleration and customer consolidation drove 23% revenue growth.
Fastly (NASDAQ:FSLY) executives outlined the company’s efforts to broaden its security portfolio, improve go-to-market execution and capitalize on demand related to artificial intelligence at KeyBanc Capital Markets’ Technology Leadership Forum. Rich Wong, Fastly’s chief financial officer, said the
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