Fastly Inc

FSLY

Market cap $2.86B

Shareholders should contact the firm immediately as there may be limited time to enforce your rights.   NEW YORK, Feb. 25, 2026 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Fastly, Inc. (NASDAQ: FSLY) breached their fiduciary duties to shareholders.

PLTR, HUBS, MDB, CALX and FSLY are AI-driven Internet Software stocks poised to ride solid IT spending and hybrid demand into 2026 growth.

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today published the findings from its fourth annual Global Security Research Report. It reveals that AI-first businesses – those integrating AI into key processes and offerings from the outset rather than as a secondary enhancement – are paying an AI tax by failing to modernize security in step with AI's rapid expansion across IT infrastructure. These businesses report taking nearly seven month.

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

The company's security revenue grew by 32%, driven by products designed to address the challenges posed by AI traffic. Additionally, Fastly is guiding for 2026 revenue to be between $700 million and $720 million, above Wall Street's previous estimates.

As of Feb. 20, 2026, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Fastly (FSLY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Returning from the Presidents' Day holiday, Wall Street opened the week with familiar worries weighing on software and tech stocks, as investors continued to grapple with potential AI-driven disruption.

Fastly has staged a dramatic turnaround, with shares nearly doubling YTD and Q4 results highlighting accelerating revenue and improved customer expansion. FSLY is evolving from a pure CDN to a full-stack internet services provider, leveraging AI-driven compute and observability offerings for future growth. Enterprise traction is strengthening, offsetting churn in smaller accounts, with blue-chip customers like JetBlue, Duolingo, and Wayfair anchoring expansion.

Fastly delivered a blowout Q4 2025, achieving its first full year of non-GAAP net profit and positive free cash flow. FSLY's AI-driven offerings, notably the AI accelerator, fueled a 55% surge in RPO to $354M and robust enterprise adoption. Management guided for $700–720M FY 2026 revenue, well above consensus, yet RPO growth suggests guidance may be conservative.