Fastly Should Be Off To The Races
Fastly (FSLY) is rated a buy, driven by diversified demand across AI, cybersecurity, and IoT, not just AI hype. FSLY's programmable edge computing and consumption-based model appeal to AI developers, though pricing may deter some compared to Cloudflare. FSLY's 17.90% levered free cash flow margin and attractive price/sales ratio offset concerns about negative net income due to stock-based compensation.
Fastly Is About To Bounce (Technical Analysis)
Fastly is in technical breakout mode, trading above major resistance and bouncing off its 50-EMA, signaling bullish momentum. I expect FSLY's 200-EMA and anchored VWAP around $17 to provide a strong downside floor, with institutional demand supporting these levels. The options market anticipates a 14.5% move ahead of the August 5th earnings, with key levels at $22 resistance and $17 support.
FSLY Expands Sustainability Strategy With DIMPACT Partnership
Fastly joins DIMPACT to improve digital emissions measurement, helping customers cut environmental impact while strengthening its global edge cloud strategy.
Fastly: Shrinking AI Premium, Strong Buy
Fastly remains a compelling AI-driven edge cloud platform despite a sharp post-earnings sell-off tied to disappointing Q2 guidance. FSLY achieved 20% year-over-year revenue growth in Q1'26 and posted its fifth consecutive quarter of positive free cash flow. Shares trade at a discounted 3.6X forward P/S, well below Cloudflare and Akamai, reflecting market overreaction to near-term deceleration.
Fastly: A 20% Grower Priced Like A Mature CDN
Fastly trades at 4.3x EV/NTM revenue despite 20% revenue growth—the peer floor for comparable growth names is 5.5-6x, making the discount hard to justify on fundamentals alone. NRR accelerated from 100% to 113% in four consecutive quarters while RPO surged 63% YoY—both metrics signal the platform strategy is working, not hoping. Security revenue grew 47% YoY for the fourth straight quarter and now represents 22% of total revenue, directly driving a 9-point gross margin expansion since Q1 2025.
Why Is Fastly (FSLY) Up 2.1% Since Last Earnings Report?
Fastly (FSLY) reported earnings 30 days ago. What's next for the stock?
Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript
Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript
Fastly vs. Cloudflare: Which Edge AI Infrastructure Stock Wins?
FSLY and NET emerge as key beneficiaries of the AI-driven Internet infrastructure boom, but their growth strategies, scale advantages and valuation profiles present very different opportunities.
Fastly: Transformation Underway As Margins Rise
Fastly is delivering robust growth and margin expansion, driven by AI-native products like Fastly Compute and strong security offerings. FSLY's consumption-based pricing model shields it from SaaS sector headwinds, supporting rising net retention rates even in a challenging macro environment. Security products now comprise 22% of revenue, growing nearly 50% y/y, further diversifying FSLY's growth drivers beyond AI compute.
Fastly's Cross-Sell Strategy Pays Off: More Wallet Share Ahead?
Fastly's cross-sell push is lifting security revenues and retention, turning customers into multi-product users, hinting at more wallet share.
Fastly's Compute Revenues Surge: Is AI Demand Powering Growth?
Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.
Fastly Stock Plunges 42% After Q1 Earnings: Time to Stay Cautious?
FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.
