Fastly's Compute Revenues Surge: Is AI Demand Powering Growth?
Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.
FSLY - Fastly, Inc.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$23.43
DETAILS
HIGH:
$32.00
LOW:
$13.00
MEDIAN:
$24.00
CONSENSUS:
$23.43
UPSIDE:
43.57%
Stock News
Fastly Stock Plunges 42% After Q1 Earnings: Time to Stay Cautious?
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 Rise 20%: Can Growth Stay Near Record Highs?
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) Upgraded to Buy: Here's What You Should Know
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 Q1 Earnings Call Highlights
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, Inc.: The Edge Cloud Inflection Nobody Is Pricing Correctly
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.
FSLY Q1 Earnings Beat Estimates on Security and Compute Growth
Fastly Q1 2026 swings to 13 cents non-GAAP EPS on 19.8% revenue growth as security and compute surged; lifts 2026 outlook.
Raymond James Just Upgraded Fastly to Outperform: AI Traffic Inflection Powers $23 Price Target
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.
Here Are Friday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, Epam Systems, HubSpot, Nike, Shake Shack, Tapestry, Qualcomm, and More
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
Stock Market Today, May 7: Fastly Shares Plunge After Record Q1 Results Fail to Ease Growth Concerns
Record quarterly results, surging security revenue, and a divided Wall Street set the stage for this volatile name, today, May 7, 2026.
Fastly's Security Revenues Climb 47%: Is Diversification Paying Off?
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 Cuts Fastly Price Target as Core Delivery Slowdown Crushes the Q1 Print
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 Stock Crashes 35% Thursday: What's Driving The Move?
Fastly Inc. (NASDAQ: FSLY) is trading lower on Thursday as traders digest Q1 results and updated guidance after sharp post-earnings reset.
Fastly (FSLY) Q1 Earnings and Revenues Surpass Estimates
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
Fastly, Inc. (FSLY) Q1 2026 Earnings Call Transcript
Compared to Estimates, Fastly (FSLY) Q1 Earnings: A Look at Key Metrics
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 Stock Crashes After The Close: What To Know Now
Fastly Inc (NASDAQ: FSLY) shares are tumbling in Wednesday's after-hours session on the heels of the company's first-quarter results.
Fastly Announces Record First Quarter 2026 Financial 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.
Should You Buy, Sell, or Hold FSLY Stock Before Q1 Earnings Release?
Fastly heads into Q1 earnings with strong security growth and AI momentum, but competition, pricing pressure, and valuation concerns cloud the near-term outlook.
Fastly's Network Services Growth Accelerates: More Upside Ahead?
FSLY rides on surging network traffic to boost revenue growth but faces volatility and rising competition from Cloudflare and Akamai.
Price Targets
Fastly upgraded to Outperform from Market Perform at Raymond James
$23.00
(was $19.50)
Raymond James
Fastly price target lowered to $18 from $20 at RBC Capital
$18.00
(was $19.22)
Rishi Jaluria
·
RBC Capital
Fastly price target raised to $27 from $14 at KeyBanc
$27.00
(was $20.11)
Jackson Ader
·
KeyBanc
Fastly price target lowered to $27 from $30 at Piper Sandler
$27.00
(was $31.57)
James Fish
·
Piper Sandler
Fastly downgraded to Hold from Buy at Craig-Hallum
$24.00
(was $24.37)
Jeff Van Rhee
·
Craig-Hallum
Fastly initiated with an Outperform at Evercore ISI
$32.00
(was $24.37)
Evercore ISI
Fastly Inc. (FSLY) PT Raised to $20 at RBC Capital
$20.00
(was $19.99)
Rishi Jaluria
·
RBC Capital
Fastly price target raised to $12 from $10 at RBC Capital
$12.00
(was $15.00)
Rishi Jaluria
·
RBC Capital
Fastly price target raised to $13 from $9 at DA Davidson
$13.00
(was $15.37)
D.A. Davidson
Fastly price target raised to $14 from $11 at Piper Sandler
$14.00
(was $15.25)
Piper Sandler
Fastly price target lowered to $9 from $11.50 at DA Davidson
$9.00
(was $8.43)
D.A. Davidson
Fastly price target raised to $11 from $10 at Piper Sandler
$11.00
(was $10.19)
Piper Sandler
Fastly price target raised to $10 from $9 at RBC Capital
$10.00
(was $10.19)
RBC Capital
KeyBanc Upgrades Fastly Inc. (FSLY) to Overweight
$14.00
(was $10.07)
Jackson Ader
·
KeyBanc
Craig-Hallum upgrades Fastly to Buy from Hold
$10.00
(was $7.46)
Jeff Van Rhee
·
Craig-Hallum
Fastly Inc. (FSLY) PT Raised to $8 at Piper Sandler
$8.00
(was $7.56)
James Fish
·
Piper Sandler
Fastly Inc. (FSLY) PT Lowered to $5.50 at DA Davidson
$5.50
(was $5.62)
Rudy Kessinger
·
D.A. Davidson
Piper Sandler Downgrades Fastly Inc. (FSLY) to Neutral
$6.00
(was $6.84)
James Fish
·
Piper Sandler
Piper Sandler Upgrades Fastly Inc. (FSLY) to Overweight, '"The Magic of Possibility" as We Jump Into the "Fast" Lane'
$16.00
(was $12.53)
James Fish
·
Piper Sandler
Fastly Likely Gaining Share From Radware, Akamai, Cloudflare Under New Leadership, Analysts Say Post Q4 Beat
$11.50
(was $16.74)
Rich Hilliker
·
Credit Suisse