Why Is Fastly (FSLY) Up 2.1% Since Last Earnings Report?

Fastly (FSLY) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • a day ago

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

Seeking Alpha • Jun 3, 2026

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.

Seeking Alpha • May 28, 2026

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.

Zacks Investment Research • May 28, 2026

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.

Zacks Investment Research • May 26, 2026

Fastly to Present at Upcoming Investor Conference

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge platforms, today announced that management will be participating in a presentation at the William Blair 46th Annual Growth Stock Conference in Chicago on June 2nd at 5:40 p.m. ET. A webcast of the presentation will be available on Fastly's Investor Relations website at https://investors.fastly.com. About Fastly, Inc. Fastly's powerful and programmable edge cloud platform helps the world's top brands deliver onl.

Business Wire • May 26, 2026

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.

Zacks Investment Research • May 19, 2026

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.

Zacks Investment Research • May 14, 2026

Fastly's Q1 Revenues Rise 20%: Can Growth Stay Near Record Highs?

Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.

Zacks Investment Research • May 12, 2026

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.

Zacks Investment Research • May 11, 2026