Fastly (FSLY) Upgraded to Buy: Here's What You Should Know
Fastly (FSLY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Fastly Q1 Earnings Call Highlights
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.
Fastly, Inc.: The Edge Cloud Inflection Nobody Is Pricing Correctly
Fastly (FSLY) is rated a buy, with a fair value estimate of $30 versus a current price of $20.50, driven by accelerating growth and robust fundamentals. FSLY posted Q1 2026 revenue of $173M (+20% YoY), security revenue up 47% YoY, net retention rate at 113%, and RPO up 63% YoY to $369M. Management raised 2026 revenue guidance to $710–$725M and EPS guidance by 15%, signaling fundamental earnings model reset and durable growth trajectory.
FSLY Q1 Earnings Beat Estimates on Security and Compute Growth
Fastly Q1 2026 swings to 13 cents non-GAAP EPS on 19.8% revenue growth as security and compute surged; lifts 2026 outlook.
Fastly's Security Revenues Climb 47%: Is Diversification Paying Off?
FSLY security revenues jump 47% to a record $38.8M, now 22% of sales, as newer tools beyond Next-Gen WAF gain traction.
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.
