Fastly, Inc. logo FSLY - Fastly, Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY 0
BUY 5
HOLD 11
SELL 1
STRONG
SELL 0
| PRICE TARGET: $23.43 DETAILS
HIGH: $32.00
LOW: $13.00
MEDIAN: $24.00
CONSENSUS: $23.43
UPSIDE: 14.52%

Stock News

Fastly Announces Upcoming Investor Day

Fastly Announces Upcoming Investor Day

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today announced that it will host investors and analysts at its 2026 Investor Day at the Nasdaq MarketSite in New York City on September 22, 2026. This half-day event will feature presentations by Fastly's executives who will provide updates on the company's strategy, product roadmap, financials, and business outlook. Fastly will host a live virtual webcast of the event beginning at 1:00 PM ET. To.

Jul 16, 2026 04:00 AM • businesswire.com
AppLovin vs. Fastly: A Look at Recent Revenue Trends for These Tech Companies

AppLovin vs. Fastly: A Look at Recent Revenue Trends for These Tech Companies

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.

Jul 11, 2026 02:11 PM • fool.com
Fastly to Announce Second Quarter 2026 Financial Results

Fastly to Announce Second Quarter 2026 Financial Results

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.

Jul 09, 2026 01:00 PM • businesswire.com
Fastly Joins DIMPACT to Collaborate on Digital Sustainability

Fastly Joins DIMPACT to Collaborate on Digital Sustainability

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.

Jul 08, 2026 04:00 AM • businesswire.com
Fastly Named a 2026 Gartner® Peer Insights™ Customers' Choice for Edge Distribution Platforms

Fastly Named a 2026 Gartner® Peer Insights™ Customers' Choice for Edge Distribution Platforms

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.

Jul 07, 2026 04:00 AM • businesswire.com
Fastly: A 20% Grower Priced Like A Mature CDN

Fastly: A 20% Grower Priced Like A Mature CDN

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.

Jun 12, 2026 12:49 AM • seekingalpha.com
Fastly and Skyfire Partner to Enable Trusted Agentic Commerce with Verified Identity at the Edge

Fastly and Skyfire Partner to Enable Trusted Agentic Commerce with Verified Identity at the Edge

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.

Jun 10, 2026 04:00 AM • businesswire.com
AI Traffic Grew 6.5x Faster Than Human Traffic This Year, Creating New Business Challenges and Opportunities

AI Traffic Grew 6.5x Faster Than Human Traffic This Year, Creating New Business Challenges and Opportunities

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.

Jun 09, 2026 04:00 AM • businesswire.com
Fastly: Transformation Underway As Margins Rise

Fastly: Transformation Underway As Margins Rise

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.

May 28, 2026 01:00 AM • seekingalpha.com

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