FSLYFastly, Inc.

Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 5.6% in the afternoon session after competitive pressure from artificial intelligence continued to weigh on the software sector following a Bloomberg report that Anthropic expects its upcoming initial public offering to match or beat the size of SpaceX’s record-setting debut.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

Loop's disposition reduced her direct holdings by 7% under a Rule 10b5-1 trading plan, following a 316% one-year return for the stock.

Cloud demand and AI adoption are fueling FIVN, FSLY and QLYS, with strong growth and improving earnings estimates.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

DigitalOcean is surging while the rest of cloud infrastructure slides lower, and the catalyst is a product launch built entirely on software the company did not write. Whether that distinction matters to investors depends on a question the press release does not answer.

The past six months have been a windfall for Fastly’s shareholders. The company’s stock price has jumped 69.3%, hitting $29.91 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Fastly (NasdaqGS:FSLY) filed a new omnibus shelf registration statement, allowing the company to issue debt, preferred stock, common stock, and warrants. The universal shelf provides Fastly with flexibility to raise capital through multiple securities over time as funding needs arise. The filing is a material corporate event that can influence the company’s future capital structure and potential shareholder dilution. For readers tracking how other companies are positioning their balance...

Fastly’s Q2 results for 2026 reflected a period of robust growth and operational improvement, though the market responded negatively. Management attributed the quarter’s performance to an expanding security business, increased adoption of its unified platform, and a notable rise in AI-driven and machine-generated traffic. CEO Charles Compton emphasized the significance of Fastly’s unified approach, stating the company’s “platform strategy is foundational to our success,” while also highlighting

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

Does Fastly (FSLY) have what it takes to be a top stock pick for momentum investors? Let's find out.

AI traffic acceleration and customer consolidation drove 23% revenue growth.

Fastly (NASDAQ:FSLY) executives outlined the company’s efforts to broaden its security portfolio, improve go-to-market execution and capitalize on demand related to artificial intelligence at KeyBanc Capital Markets’ Technology Leadership Forum. Rich Wong, Fastly’s chief financial officer, said the

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Fastly (NYSE:FSLY) reported record second-quarter revenue and improved profitability as customers expanded their use of its network, security and Compute products. The company also raised its full-year 2026 revenue and operating-profit outlook. Revenue for the second quarter rose 23% year over year

Fastly stock sinks despite market-beating Q2 earnings and upbeat future guidance. Evercore ISI and KeyBanc analysts recommend buying the dip in FSLY shares today.

FSLY's Q2 earnings top estimates and 23% revenue growth, powered by security and AI demand, prompt a higher 2026 outlook as margins hit a record.

Moby summary of Fastly, Inc.'s Q2 2026 earnings call

Fastly Inc (FSLY) reports record revenue of $183.3 million, up 23% year-over-year, with security revenue surging 43% and a record gross margin of 65.8%.

While the top- and bottom-line numbers for Fastly (FSLY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Fastly stock has delivered a very strong 299.2% return over the past year, yet the valuation checks and market multiples still lean toward the shares looking expensive rather than obviously cheap. Fastly's 299.2% one-year gain places a lot of optimism into the current share price and leaves less room for disappointment if expectations ease. The company's role in securing AI driven traffic at the network edge, highlighted by its recent move to join Experian's Agent Trust ecosystem, can...

Fastly (FSLY) delivered earnings and revenue surprises of +114.29% and +5.34%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Edge cloud platform Fastly (NASDAQ:FSLY) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 23.3% year on year to $183.3 million. On top of that, next quarter’s revenue guidance ($187 million at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its non-GAAP profit of $0.15 per share was significantly above analysts’ consensus estimates.

Fastly (FSLY) stock is in focus after the company joined Experian's Agent Trust ecosystem, a collaboration aimed at verifying AI agents, supporting secure autonomous transactions, and extending Experian's trust framework to the network edge. See our latest analysis for Fastly. Fastly’s recent AI focused partnership arrives as the stock trades at US$24.95, with a strong year to date share price return of 144.85% and a 1 year total shareholder return of 291.07%. However, the 90 day share price...

In July 2026, Experian announced that Fastly had joined its Agent Trust ecosystem, integrating Fastly’s programmable edge platform to help enterprises verify AI agents, authorize transactions, and apply identity-based policies in real time before traffic reaches core infrastructure. This collaboration positions Fastly’s edge network as a key enabler of trusted AI commerce, extending Experian’s identity and fraud-prevention framework to the network edge where automated transactions can be...

Transcat (TRNS) delivered earnings and revenue surprises of +37.84% and +7.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Every investor has felt the itch to buy the one stock everyone else already owns. Fastly’s chart this year has that kind of pull, a steady climb that turns skeptics into buyers with each new high. One of Wall Street’s largest banks looked at that same chart and decided to stay out. BofA Global ...

Shares of edge cloud platform Fastly (NASDAQ:FSLY) jumped 3.7% in the afternoon session after the company joined Experian's Agent Trust™ ecosystem to help businesses verify AI agents and authorize transactions in real time. The collaboration with Experian, a global information services company, aims to enhance security and trust as autonomous commerce, or AI-driven transactions, continues to grow. By integrating with Experian's system, Fastly, a global edge cloud platform, is positioned as a key

Fastly, which delivers edge cloud solutions for digital businesses, reported a recent insider sale after a 202% one-year share price increase.

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

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

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.