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Fastly (FSLY) delivered earnings and revenue surprises of +62.50% and +0.76%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
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.
A copy of today's earnings press release, related financial tables and supplements, all of which are furnished in our 8-K filing today, can be found in the Investor Relations portion of Fastly, Inc.’s website, along with the investor presentation. During this call, we will make forward-looking statements related to the expected performance of our business, future financial results, products and services, sales and growth strategy, long-term growth, and overall future prospects.
Fastly shares fall even as first-quarter earnings beat expectations. AI agentic traffic revenue is the key.
Edge cloud platform Fastly (NASDAQ:FSLY) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 19.8% year on year to $173 million. Guidance for next quarter’s revenue was better than expected at $173 million at the midpoint, 0.6% above analysts’ estimates. Its non-GAAP profit of $0.13 per share was 50.2% above analysts’ consensus estimates.
In the days leading up to its recently released first-quarter results, Fastly attracted attention as investors anticipated revenue growth of 16% to 20.4% year on year and a shift from a non-GAAP net loss to net income per share. Investor optimism was further reinforced by strong AI-related earnings from peer DigitalOcean, which highlighted broader enthusiasm for edge infrastructure providers like Fastly. With that backdrop and rising expectations for improved profitability, we’ll now examine...
Fastly Inc. (NASDAQ:FSLY) is one of the 10 Stocks Turning Heads With Double-Digit Gains. Fastly grew its share prices by 17.72 percent on Tuesday to close at $32.36 apiece, as investors loaded portfolios ahead of the results of its first quarter earnings performance, which came shortly after market close. Earlier, the company announced targets of […]
Fastly heads into Q1 earnings with strong security growth and AI momentum, but competition, pricing pressure, and valuation concerns cloud the near-term outlook.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Rimini Street (RMNI) delivered earnings and revenue surprises of -60.00% and +2.24%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
FSLY rides on surging network traffic to boost revenue growth but faces volatility and rising competition from Cloudflare and Akamai.
Fastly (FSLY) is back in focus after investors reacted to its upcoming quarterly earnings release and its new AI powered partnership with LALIGA to tackle piracy and illegal sports streaming. See our latest analysis for Fastly. The recent 1 day share price return of 7.15% and 7 day gain of 5.73% sit against a 30 day share price decline of 9.19%. However, Fastly’s 90 day share price return of 185.30% and very large 1 year total shareholder return of 356.57% show that momentum has been strong...
Fastly Inc. (NASDAQ:FSLY) is one of the small-cap stocks that are on fire right now. On April 9, Fastly and LALIGA partnered to develop a joint anti-piracy innovation project aimed at detecting and eliminating illegal live sports streams in real time. This collaboration addresses an economic challenge, as LALIGA estimates that piracy costs its clubs […]
Fastly, Inc. (NASDAQ:FSLY) is one of the 10 Best Edge Computing Stocks to Buy Right Now. On April 14, 2026, Evercore ISI initiated coverage of Fastly, Inc. (NASDAQ:FSLY) with an Outperform rating and a $32 price target. The firm said the company’s narrative has shifted in 2026 from slowing, delivery-driven growth and profitability concerns to […]
Fastly is leaning on security and edge compute to capture AI-related traffic, but its usage-based model keeps revenue and margins volatile into 2026.
Fabrinet's robust revenue growth and structural advantages contrast with Fastly's traffic-dependent, less predictable model.
Fastly Inc. (NASDAQ:FSLY) is one of the 10 Stocks Racking Up Monster Gains. Fastly snapped a three-day losing streak on Monday, surging 8.59 percent to close at $25.80 apiece, as investors repositioned portfolios ahead of the results of its first-quarter earnings performance. In a notice to investors, Fastly Inc. (NASDAQ:FSLY) said that it would release […]
This edge cloud platform provider, serving major enterprise clients, reported a notable insider sale amid substantial share price gains.
Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services. Companies continue shifting workloads to the cloud, and AI‑driven infrastructure spending has added another layer of momentum. The profit engine behind software, IT services, and cloud platforms has expanded meaningfully over the past few years as that migration continues. The ... 3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026