Fastly, Inc. (FSLY)

NMS – Real Time Price. Currency in USD

17.11

+0.90 (5.52%)

At close: Jun 26, 2026, 4:00 PM EDT

17.10

-0.01 (-0.06%)

After-hours: Jun 26, 2026, 7:59 PM EDT

16.06.2026

Fastly: Shrinking AI Premium, Strong Buy

Fastly remains a compelling AI-driven edge cloud platform despite a sharp post-earnings sell-off tied to disappointing Q2 guidance. FSLY achieved 20% year-over-year revenue growth in Q1'26 and posted its fifth consecutive quarter of positive free cash flow. Shares trade at a discounted 3.6X forward P/S, well below Cloudflare and Akamai, reflecting market overreaction to near-term deceleration.

12.06.2026

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.

10.06.2026

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.

09.06.2026

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.

05.06.2026

Why Is Fastly (FSLY) Up 2.1% Since Last Earnings Report?

Fastly (FSLY) reported earnings 30 days ago. What's next for the stock?

03.06.2026

Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript

28.05.2026

Fastly vs. Cloudflare: Which Edge AI Infrastructure Stock Wins?

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.

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Press releases

10.06.2026

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

09.06.2026

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

06.05.2026

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.

09.04.2026

Did Fastly, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Fastly, Inc. (FSLY)

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Fastly, Inc. (FSLY)

Fastly: Shrinking AI Premium, Strong Buy

Fastly: A 20% Grower Priced Like A Mature CDN

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

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

Why Is Fastly (FSLY) Up 2.1% Since Last Earnings Report?

Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Fastly vs. Cloudflare: Which Edge AI Infrastructure Stock Wins?

Videos

No Data

Press releases

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

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

Fastly Announces Record First Quarter 2026 Financial Results

Did Fastly, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Fastly: Shrinking AI Premium, Strong Buy

Fastly: A 20% Grower Priced Like A Mature CDN

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

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

Why Is Fastly (FSLY) Up 2.1% Since Last Earnings Report?

Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Fastly vs. Cloudflare: Which Edge AI Infrastructure Stock Wins?

Videos

No Data

Press releases

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

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

Fastly Announces Record First Quarter 2026 Financial Results

Did Fastly, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

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Fastly, Inc. (FSLY)

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Company

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Fastly, Inc. (FSLY)

Fastly: Shrinking AI Premium, Strong Buy

Fastly: A 20% Grower Priced Like A Mature CDN

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

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

Why Is Fastly (FSLY) Up 2.1% Since Last Earnings Report?

Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Fastly vs. Cloudflare: Which Edge AI Infrastructure Stock Wins?

Videos

No Data

Press releases

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

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

Fastly Announces Record First Quarter 2026 Financial Results

Did Fastly, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Fastly: Shrinking AI Premium, Strong Buy

Fastly: A 20% Grower Priced Like A Mature CDN

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

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

Why Is Fastly (FSLY) Up 2.1% Since Last Earnings Report?

Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Fastly vs. Cloudflare: Which Edge AI Infrastructure Stock Wins?

Videos

No Data

Press releases

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

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

Fastly Announces Record First Quarter 2026 Financial Results

Did Fastly, Inc. Insiders Breach their Fiduciary Duties to Shareholders?