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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.
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...
Fastly (FSLY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Software is rapidly reducing operating expenses for businesses. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital. But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 7.1% over the last six months. This drawdown is a stark contrast from the S&P 500’s 11% gain.
BlackBerry (NYSE:BB) stock is up more than 110% this year, and for the first time in a long time, Wall Street has a real reason to care.
In May 2026, several Fastly executives, including the CEO, CFO, CTO and President Go to Market, sold shares largely to cover tax obligations from vesting restricted stock units while retaining substantial holdings. Away from these routine insider transactions, Fastly reported strong growth in its Compute and Observability business, driven by rising demand for AI workloads at the edge. With Fastly highlighting accelerating AI-driven edge Compute growth, we’ll explore how this development...
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
A number of stocks fell in the morning session after the April PPI report sent Treasury yields to 10-month highs, with the 10-year yield rising to 4.49%.
Fastly’s first quarter was marked by strong growth in security and compute product lines, with management attributing the performance to broad-based customer adoption and expansion of its platform. CEO Kip Compton highlighted that security revenue grew 47% year-over-year and now accounts for 22% of total revenue, citing particularly robust uptake of products like DDoS Protection, Bot Management, and API Discovery. Despite these positives, the market reacted sharply to the results, reflecting con
Fastly’s recent share performance at a glance Fastly (FSLY) has drawn investor attention after the stock fell 3.4% in the latest session, extending declines of 9.3% over the past week and 15.6% over the past month. See our latest analysis for Fastly. The recent pullback adds to a 15.6% 1 month share price return decline, yet Fastly’s year to date share price return of 73.5% and 1 year total shareholder return of 119.9% still point to strong longer term momentum. If you are weighing what to...
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. Chief Executi
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
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