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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

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Fastly (NYSE:FSLY) reported record second-quarter revenue and improved profitability as customers expanded their use of its network, security and Compute products. The company also raised its full-year 2026 revenue and operating-profit outlook. Revenue for the second quarter rose 23% year over year

Fastly stock sinks despite market-beating Q2 earnings and upbeat future guidance. Evercore ISI and KeyBanc analysts recommend buying the dip in FSLY shares today.

Moby summary of Fastly, Inc.'s Q2 2026 earnings call

Fastly Inc (FSLY) reports record revenue of $183.3 million, up 23% year-over-year, with security revenue surging 43% and a record gross margin of 65.8%.

While the top- and bottom-line numbers for Fastly (FSLY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Fastly stock has delivered a very strong 299.2% return over the past year, yet the valuation checks and market multiples still lean toward the shares looking expensive rather than obviously cheap. Fastly's 299.2% one-year gain places a lot of optimism into the current share price and leaves less room for disappointment if expectations ease. The company's role in securing AI driven traffic at the network edge, highlighted by its recent move to join Experian's Agent Trust ecosystem, can...

Fastly (FSLY) stock is in focus after the company joined Experian's Agent Trust ecosystem, a collaboration aimed at verifying AI agents, supporting secure autonomous transactions, and extending Experian's trust framework to the network edge. See our latest analysis for Fastly. Fastly’s recent AI focused partnership arrives as the stock trades at US$24.95, with a strong year to date share price return of 144.85% and a 1 year total shareholder return of 291.07%. However, the 90 day share price...

In July 2026, Experian announced that Fastly had joined its Agent Trust ecosystem, integrating Fastly’s programmable edge platform to help enterprises verify AI agents, authorize transactions, and apply identity-based policies in real time before traffic reaches core infrastructure. This collaboration positions Fastly’s edge network as a key enabler of trusted AI commerce, extending Experian’s identity and fraud-prevention framework to the network edge where automated transactions can be...

Transcat (TRNS) delivered earnings and revenue surprises of +37.84% and +7.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Every investor has felt the itch to buy the one stock everyone else already owns. Fastly’s chart this year has that kind of pull, a steady climb that turns skeptics into buyers with each new high. One of Wall Street’s largest banks looked at that same chart and decided to stay out. BofA Global ...

Shares of edge cloud platform Fastly (NASDAQ:FSLY) jumped 3.7% in the afternoon session after the company joined Experian's Agent Trust™ ecosystem to help businesses verify AI agents and authorize transactions in real time. The collaboration with Experian, a global information services company, aims to enhance security and trust as autonomous commerce, or AI-driven transactions, continues to grow. By integrating with Experian's system, Fastly, a global edge cloud platform, is positioned as a key

Fastly, which delivers edge cloud solutions for digital businesses, reported a recent insider sale after a 202% one-year share price increase.

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

AppLovin's revenue has grown 2.5x in two years while Fastly sees a more modest uptick.

Fastly stock has surged 192.0% over the past year, yet there is a clear split between an intrinsic value estimate that points to upside and market multiples that suggest the shares already trade at a premium. Over the last 12 months, Fastly has returned 192.0%, which puts extra focus on whether the current price still leaves room for attractive long term returns. Recent product and partnership momentum around its edge cloud and security offerings can support revenue and cash flow...

Fastly recently reported that its quarterly revenue reached US$173 million, about 20% higher than a year earlier and modestly ahead of analyst expectations, alongside raising its full-year outlook and beating guidance on upcoming earnings per share. At the same time, Fastly joined the DIMPACT coalition to help media and streaming customers measure and cut the emissions tied to digital content delivery, aligning its edge cloud platform with growing demand for more transparent and efficient...

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Fastly (NASDAQ:FSLY) and its peers.

The stock's double-digit jump had nothing to do with its current numbers and everything to do with two letters: AI.

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

Fastly Inc. (NASDAQ:FSLY) is one of the underperforming tech stocks to buy according to analysts. On June 10, Fastly and Skyfire partnered to enable secure, trusted “agentic commerce” by integrating Skyfire’s identity and payment infrastructure directly into Fastly’s edge cloud platform. This solution allows enterprises to distinguish legitimate, revenue-generating AI agents from malicious traffic in […]

Fastly delivers edge cloud solutions for digital businesses — and a recent insider sale adds fresh context to its rapid share price rise.

Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 5.2% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

A number of stocks fell in the afternoon session as investors rotated from the high-multiple growth names that led the recent rally.

Fastly, Inc. (NasdaqGS:FSLY) released new research highlighting a rapid rise in AI-generated internet traffic. The company reports that machine-driven requests are growing far faster than human activity and are becoming a key layer of internet operations. Fastly states that this shift has direct implications for how enterprises manage traffic, secure applications, and design digital experiences. Fastly operates an edge cloud platform that helps customers deliver and secure digital content...

Recent price move puts Fastly in focus Fastly (FSLY) has moved back onto investors’ radar after a recent pullback. The stock is down 9.2% over the past month and 22.5% over the past 3 months, despite strong year to date gains. See our latest analysis for Fastly. That recent weakness comes after a strong recovery earlier in the year, with an 82.8% year to date share price return and a 130.6% 1 year total shareholder return. This suggests momentum has cooled but not reversed. If you are...