Fastly Inc

FSLY

Market cap $3.69B

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.

For months, a wall of worry including, the Middle East conflict, power grid exhaustion, and private credit fears have plagued AI stocks. But the tide has turned as geopolitical fears subside, bottlenecks unwind, and demand soars.

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SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, will release financial results for the first quarter of 2026 after market close on Wednesday, May 6, 2026. Fastly will host an investor conference call that day to discuss its results at 1:30 p.m. PT / 4:30 p.m. ET. To access the conference call, please pre-register and dial-in using this link at least 15 minutes prior to the 1:30 p.m. PT start time. Registrants will receive an email confirmati.

SAN FRANCISCO & MADRID--(BUSINESS WIRE)--Fastly (NASDAQ: FSLY), a leader in global edge cloud platforms, and LALIGA, Spain's Professional Football Association, today announced they have teamed up to develop technical solutions to address the illegal streaming of live sports, with special focus on LALIGA's matches. With LALIGA estimating that piracy costs its clubs between $700-$800 million (€600-€700 million) each year, the two companies are collaborating on a joint anti-piracy innovation proje.

FSLY rides on strong enterprise growth to record revenues, but rising competition and rich valuation raise questions about how much upside remains.

Here is how Fastly (FSLY) and Advantest Corp. (ATEYY) have performed compared to their sector so far this year.

CGNX, FSLY, G, CRUS and PEGA are 5 mid-cap picks after a sector pullback, as demand for AI-driven solutions and improving earnings outlooks signal future growth.

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (Nasdaq: FSLY), a leading global edge cloud platform, today announced the appointment of marketing executive Joan Jenkins as Chief Marketing Officer (CMO). Jenkins will lead global marketing and focus on helping the company accelerate growth and further its leadership in security and edge computing, as well as scaling AI workloads. With extensive experience in AI-powered marketing and data-driven strategies, Jenkins' leadership will focus on accelera.

Fastly (FSLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).