Piper Sandler Cuts Fastly Price Target as Core Delivery Slowdown Crushes the Q1 Print
Piper Sandler analyst James Fish lowered his price target on Fastly (NYSE:FSLY) stock to $27 from $30, while keeping a Neutral rating after a Q1 FY2026 print the firm described as “more in-line vs.
Fastly (FSLY) Q1 Earnings and Revenues Surpass Estimates
Fastly (FSLY) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to a loss of $0.05 per share a year ago.
Fastly, Inc. (FSLY) Q1 2026 Earnings Call Transcript
Fastly, Inc. (FSLY) Q1 2026 Earnings Call Transcript
Compared to Estimates, Fastly (FSLY) Q1 Earnings: A Look at Key Metrics
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.
Should You Buy, Sell, or Hold FSLY Stock Before Q1 Earnings Release?
Fastly heads into Q1 earnings with strong security growth and AI momentum, but competition, pricing pressure, and valuation concerns cloud the near-term outlook.
Fastly's Network Services Growth Accelerates: More Upside Ahead?
FSLY rides on surging network traffic to boost revenue growth but faces volatility and rising competition from Cloudflare and Akamai.
FSLY's Edge Cloud Growth Story Faces Ongoing Volatility: What's Ahead?
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.
FN vs. FSLY: Which Digital Infrastructure Stock is the Better Buy?
Fabrinet's robust revenue growth and structural advantages contrast with Fastly's traffic-dependent, less predictable model.
Fastly Is Finally Earning Its Premium
Fastly has transitioned from a volatile turnaround story to a rerating candidate, delivering record revenue, gross margin, operating profit, and RPO in one quarter. FSLY's growth is now supported by accelerating traffic, disciplined pricing, strategic multi-product relationships, and visible revenue commitments, strengthening the bull case. Operating leverage is materializing, with improved financial metrics indicating sustainable profitability and scalability for FSLY.
Is Fastly Stock's 5.21X P/S Still Worth it? Buy, Sell or Hold?
FSLY looks pricey after a 148% YTD surge as growth slows and capex rises, even as AI traffic and security offerings expand.
Why Fastly Stock Plunged 14% on Tuesday
Evercore started coverage at outperform, pointing to strong demand for edge computing and security tools. Craig-Hallum downgraded Fastly to hold, citing a stock price that already reflects fair value.
Fastly Benefits From Strong Enterprise Growth: A Sign for More Upside?
FSLY rides on strong enterprise growth to record revenues, but rising competition and rich valuation raise questions about how much upside remains.
