Fastly Inc

FSLY

Market cap $2.99B

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 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 push is lifting security revenues and retention, turning customers into multi-product users, hinting at more wallet share.

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.

Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.

FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.

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.

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 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 (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.