Market news

Fastly (NasdaqGS:FSLY) has partnered with Comcast to embed its delivery software directly inside Comcast’s nationwide network for live streaming. The new model is being used to serve NBCUniversal’s Peacock, targeting major live events that attract heavy concurrent viewing. Fastly’s software running at the edge of Comcast’s footprint is intended to support future use cases including gaming, cybersecurity, and AI inference. This embedded Fastly and Comcast delivery model for Peacock’s live...

The provider of global edge cloud platforms reported a notable executive stock sale.

Fastly, Inc. (NASDAQ:FSLY) is seeking to become more than a content delivery network. At its Investor Day event on September 22, the company highlighted a platform strategy built around delivery, security, compute, and observability. The timing of this strategy couldn’t be better. AI-generated traffic is creating a new source of demand for infrastructure capable of […]

Zscaler is bleeding sales leadership at the worst possible moment, and Fastly is sitting on a massive rally that one analyst thinks rests on a faulty assumption about how AI traffic actually pays the bills.

Key Stats for Fastly StockToday’s Performance: -8%52-Week Range: $8 to $35Valuation Model Target Price: Around $28Street Analyst Target Price: Around $28What Happened?Fastly stock (NASDAQ: FSLY) is trying to prove that its transformation from a traditional content-delivery network into a broader security, compute, and AI-edge platform can turn rapidly growing machine traffic into profitable growth. That debate intensified today as Fastly stock fell about 8%, giving back part of its recent rally

Fastly shares traded lower after analysts raised price targets, while an analyst questioned whether AI agents can materially boost near-term revenue growth.

Fastly (FSLY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Fastly stock carved out one of the sharpest runs in mid-cap software this year, then held an Investor Day that handed sellers exactly the moment they were waiting for. Here is what the peer group's calm tape reveals about where the pressure is really coming from.

Detailed price information for Uipath Inc Cl A (PATH-N) from The Globe and Mail including charting and trades.

Detailed price information for Elastic N.V. (ESTC-N) from The Globe and Mail including charting and trades.

Detailed price information for Apple Inc (AAPL-Q) from The Globe and Mail including charting and trades.

Fastly, Inc. recently expanded its Fastly for AI portfolio with AI Runtime Control, AI Firewall, and new API Security tools to give organizations real-time visibility and control over AI traffic across models, applications, and enterprise APIs on its global edge platform. By unifying AI governance, security, and routing at the edge, Fastly is positioning its existing network to support increasingly complex AI and agent workloads without requiring customers to lock into a single model...

Fastly Inc. (NASDAQ:FSLY) saw its share prices climb by 13.69 percent on Wednesday to close at $29.65 apiece after outlining its growth targets over the next three years, thanks to rosy prospects from AI. In its recently concluded Investor Day, Fastly Inc. (NASDAQ:FSLY) said that it is targeting a compounded annual growth rate of 14 […]

Shares of edge cloud platform Fastly (NASDAQ:FSLY) jumped 15.9% in the afternoon session after Wall Street digested multi-year margin targets from its Investor Day and the launch of its artificial intelligence security suite.

Fastly (FSLY) stock jumps 13% after investor day: FY29 targets, analyst ratings & price targets, plus AI/security growth outlook.

Fastly just turned a monster year-to-date run into a two-day slide that started at its own Investor Day, and now holders sitting on triple-digit gains face a decision that pure momentum investing was never designed to answer.

Fastly (FSLY) stock stays a Strong Buy: Q2 2026 beats, raised 2026 guidance, stronger security mix and margins. Read here for a detailed investment analysis.

Fastly (NASDAQ:FSLY) outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion to $1.3 billion by 2029 at its Investor Day. Chief Executive Officer Kip Compton said the company

Fastly Investor Day takes focus as shares rise premarket, with AI security, strong momentum and margin expectations in view

Fastly, Inc. (NASDAQ:FSLY) shares traded higher Tuesday morning as investors looked ahead to the company’s Investor Day, while its new AI security products added to investor interest. Fastly Investor Day Takes Center Stage Fastly’s Tuesday Investor Day puts management’s strategy, product roadmap and financial outlook in focus. Investors will be watching for updates on revenue growth, margins and demand across its security and edge cloud businesses. Shares jumped nearly 15% Monday, suggesting tra

Key TakeawaysAI Security Pop: Fastly stock (FSLY) jumped 15% on Monday, September 21, after launching AI Firewall, AI Runtime Control, and API Security to police AI and agentic traffic at the edge. Street Snapshot: Twelve analysts split 4 buys, 1 outperform, 6 holds, and 1 underperform.

Fastly Inc. (NASDAQ:FSLY) climbed by 14.92 percent on Monday to end at $27.42 apiece as investors began positioning portfolios ahead of key business updates at its Investor Day meeting tomorrow, September 22. The rally was supported by earlier warnings from Anthropic Chief Executive Officer Dario Amodei that development of artificial intelligence must slow down and […]

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

The specialized edge cloud infrastructure provider disclosed a notable insider stock sale.

Detailed price information for Sentinelone Inc Cl A (S-N) from The Globe and Mail including charting and trades.

Fastly (FSLY) is in focus after Comcast announced a content and application delivery partnership that will embed Fastly’s edge software into more than 200 AI powered data processing centers across its nationwide network. Fastly’s share price has moved sharply over the past year, with a 90 day share price return of 33.3% and a year to date share price return of 134.15%. The 1 year total shareholder return of 176.48% and 3 year total shareholder return of 28.97% point to building momentum...

Detailed price information for Fastly Inc (FSLY-Q) from The Globe and Mail including charting and trades.

A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day. As detailed by CNBC, major market averages initially dropped on Wednesday following the Federal Reserve's first interest rate hike in three years, then staged a strong tech-led comeback on Thursday, before falling once more. According to market commentators, aft