Fastly Inc

FSLY

Market cap $3.18B

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today announced that it will host investors and analysts at its 2026 Investor Day at the Nasdaq MarketSite in New York City on September 22, 2026. This half-day event will feature presentations by Fastly's executives who will provide updates on the company's strategy, product roadmap, financials, and business outlook. Fastly will host a live virtual webcast of the event beginning at 1:00 PM ET. To.

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.

Fastly joins DIMPACT to improve digital emissions measurement, helping customers cut environmental impact while strengthening its global edge cloud strategy.

During Q2 2026, Polen 5 Perspectives Small-Mid Growth Composite Portfolio returned 28.2% compared to the 24.0% return of the Russell 2500 Growth Index. The top contributors to relative performance in the period were Bloom Energy, Sandisk Corp, and DigitalOcean Holdings. The most significant detractors from the Portfolio's relative performance in the quarter were Fastly, Astera Labs (not owned), and BWX Technologies.

AppLovin currently demonstrates significantly stronger revenue performance, consistently reporting top-line figures well above Fastly while maintaining a clearer trajectory of upward expansion. Over the last eight quarters, AppLovin has experienced substantial quarter-over-quarter revenue expansion, while Fastly has maintained a much slower, more stable growth trend without major fluctuations.

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, will release financial results for the second quarter of 2026 after market close on Wednesday, August 5, 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 confir.

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today announced it has become a participant of DIMPACT, the coalition of leading organizations working to align industry changemakers and policymakers around meaningful, science-based solutions that reduce the environmental impacts of serving digital media products. As the first edge cloud platform provider to join the coalition, Fastly brings critical, real-world edge network data and infrastruct.

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced it has been recognized as a 2026 Gartner® Peer Insights™ Customers' Choice for Edge Distribution Platforms. This distinction is based entirely on verified peer reviews, where Fastly received overall high ratings across the board for its platform performance and reliability, dedication to customer experience, and ongoing customer support.Fastly received the highest overall rating.

Scott Lovett sold 41,716 shares for a total transaction value of ~$741,000, based on the reported share price of $17.77 as of June 17, 2026. The sale represented 2.91% of Lovett's direct holdings at the time of the transaction, reducing direct ownership to 1,392,778 shares.

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.