FSLY

Fastly, Inc. (FSLY) | Rumor.io

Fastly

FSLY

Attention (50-day avg)0.01%

Attention rank (50-day avg)#346

Bullish sentiment (50-day avg)90%

Price to earnings ratio-30

Market capitalization4B

Earnings per share-0.53

Dividend yield (TTM)—

Revenue (annual)624M

Net income (annual)-121.7M

Social

What share of all stock conversation is about FSLY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% 0	0.04% +0.04	0.01% -0.01	0.02% +0.01

Sep 29

Fastly, Inc. (FSLY) has been expanding its partnership with Comcast/Peacock, with its edge technology now used to deliver major live sports, including NFL, NBA, and MLB, which validates its real-world deployment at scale.
The company's edge computing and content delivery network (CDN) has been identified as one of the most volatile stocks, with significant price swings in 2026, including a 290.9% increase in just over a month.
Fastly's edge network, security products, and AI ambitions are being analyzed for their potential to turn the company's business into durable growth, with the full analysis available on the next gen financial terminal.

Generated by AI

Sentiment

Of the messages about FSLY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	75% -25	88.36% -9.85	90.2% +5.73	82.28% +4.41
Bearish	25% new	11.64% +9.85	9.8% -5.73	17.72% -4.41

Bullish· Sep 24

Fastly, Inc. ($FSLY) has shown significant price appreciation, with a 48% increase since a notable tweet, indicating potential for further growth.
The company's AI/edge story and recent deal with Akamai could contribute to its upside, with key technical points to watch including a VWAP of $28.27 and resistance at $28.46.
Fastly's recent announcement and partnership with Akamai have led to a surge in price, with some analysts predicting a potential $50 valuation for the company.

Bearish· Sep 24

The CEO's selling of shares during the stock's rise may indicate a lack of confidence in the company's prospects, potentially leading to a price correction.
Fastly's edge cloud platform faces intense competition, with software companies typically trading at lower multiples, suggesting the stock may be overvalued at 7x sales.
The company's aggressive options flow is bearish, with a large number of calls being sold, and a signed net delta of -7,130, indicating a strong likelihood of a price drop.

Generated by AI

Topics

Of the messages about FSLY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	73.33%	22.36%	30.83%	11.72%
Announcements	0%	0.53%	18.01%	2%
Earnings	0%	12.15%	7.97%	14.35%
Analysts	26.67%	52.29%	34.3%	35.2%
Controversies	0%	0%	0%	0.02%
Macro	0%	12.68%	8.89%	36.71%

Earnings· Aug 5

Fastly, Inc. ($FSLY) reported Q2 2026 earnings, beating estimates with revenue of $183.3M (+23% YoY) and EPS of $0.15 (+114% YoY).
The company raised full-year revenue guidance to $183M-$190M and adjusted EPS to $0.50-$0.54.
Fastly's Q2 performance was driven by high growth, record margins, and big raises, with non-GAAP gross margin reaching 65.8% (+680bps YoY) and adjusted operating income flipping to a profit of $27.0M.

Analysts· May 2

Bank of America downgraded Fastly to Underperform from Buy with a price target of $8, down from $18.
DA Davidson downgraded Fastly to Neutral from Buy with a price target of $8.50, down from $24.
Multiple analysts, including Bank of America and DA Davidson, lowered their price targets for Fastly, citing concerns about negative catalysts and reduced revenue guidance.

Announcements· May 6

Fastly (FSLY) reported Q1 2026 earnings with revenue of $173.0M, a 20% year-over-year increase, and non-GAAP gross margin of 65.1%.
The company's security revenue grew 47% year-over-year to $38.8M, and its RPO increased 63% year-over-year to $369M.
Fastly raised its FY26 guidance to $710.0M-$725.0M, citing accelerated innovation and robust new business wins.

Controversies· Oct 14

Fastly's stock plummeted 27% after hours due to preliminary Q3 revenue guidance of $70M-$71.0M, below previous guidance of $73.5M-$75.5M, attributed to reduced usage by its largest customer, reportedly TikTok.
A shareholder class action lawsuit has been filed against Fastly's directors, citing potential wrongdoing and seeking compensation for investors.
The company's stock has been affected by the uncertain geopolitical environment surrounding TikTok, with some analysts speculating that the situation may impact other small and mid-tech companies with upcoming earnings.

Macro· Oct 29

Fastly's earnings report showed 40% growth y/y, despite losing TikTok as a client, and the company has gained more customers than ever before.
The market reacted harshly to the news, but the company's strong earnings and growth prospects make it a buy for both short-term and long-term holds.
Fastly's 42% growth and 58% margin are impressive, and the company has a high score on the rule of 40 gauge, making it a top performer in the cloud/tech sector.

Technical Analysis· Apr 10

$FSLY has seen a 10% drop, but is starting to bounce off support around $28.
The stock's recent sell-off has been brutal, but it hasn't yet tested the 8-week EMA, suggesting that longer-term holders with a profit cushion have nothing to worry about.
$FSLY is showing multiple bearish signals, including an ascending broadening wedge, high-volume sell-off, potential dilution, and insider sales, suggesting that the risk/reward currently favors the short side.

Generated by AI

Community

Of the messages about FSLY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	81.82%	34.56%	45.36%	40.44%
Newcomers	18.18%	65.44%	54.64%	59.56%

Regulars· Sep 25

Fastly's stock price is highly volatile, with potential for large percentage moves, making it a challenging stock to trade, especially for those without discipline.
Despite the stock's volatility, the company's growth drivers are emerging, and the market's conservative growth assumptions may be abandoned, leading to a potential rerating of the stock.
The stock's price is currently consolidating, and a break above $22-$23 could trigger a new leg higher, potentially driven by the next earnings report.

Newcomers· Sep 25

New users are comparing Fastly's cybersecurity capabilities with other companies in the sector, noting the rapid pace of change and the need for quick solutions.
Some users are identifying potential long-term investment opportunities in Fastly, citing its risk-reward profile and potential for growth.
The stock's performance is being closely watched, with users focusing on support levels, potential breakouts, and the upcoming Investor Day event, where margin targets are expected to be a key catalyst.

Generated by AI

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...

1d agoYahoo Finance

Fastly CEO Sells Over 50,000 Shares for $1.3 Million After the Stock's 222% One-Year Return | The Motley Fool

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

1d agoThe Motley Fool

Comcast, Fastly partner to enhance Peacock streaming capacity

1d agoInvesting.com

Fastly CTO Artur Bergman sells $2.12m in company stock

3d agoInvesting.com

Fastly (FSLY) Is Getting More Interesting. Meta’s Muse Is Part of the Reason

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 […]

3d agoYahoo Finance

Fastly CTO Artur Bergman sells $11.4m in stock

4d agoInvesting.com

Also Discussed

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1	Cloudflare, Inc. Class A Common StockNET	0.01%-0.19
2	Datadog IncDDOG	0.01%-0.01
3	AYX - Alteryx, Inc.	——
4	Twilio Inc. Class A Common StockTWLO	0%-0.06
5	Teladoc Health Inc.TDOC	0%+0
6	Zoom Communications, Inc. Class A Common StockZM	0%+0
7	DocuSign Inc.DOCU	0%0
8	Okta Inc. Class A Common StockOKTA	0.01%+0
9	Akamai Technologies Inc.AKAM	0%-0.49
10	Pinterest, Inc. Class APINS	0%0

Fastly, Inc.

Technology
Software - Application

Fastly Inc. Class A Common Stock represents ownership in Fastly, a technology company that provides real-time content delivery network services. Fastly’s platform is designed to help businesses deliver, secure, and optimize digital experiences across the internet through edge compute, edge delivery, edge security, and edge applications. Its services include load balancing, image optimization, video delivery, managed edge delivery, web and API protection, and real-time data processing at the edge. The company serves organizations that need fast, reliable, and scalable online performance for websites, applications, and digital content. Fastly’s cloud-based edge platform plays a role in supporting modern internet infrastructure for media, software, e-commerce, and other digital businesses. Fastly Inc. is headquartered in San Francisco, California.

Website

Location

475 Brannan Street

San Francisco, CA, 94107

United States

Social

What share of all stock conversation is about FSLY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% 0	0.04% +0.04	0.01% -0.01	0.02% +0.01

Sep 29

Fastly, Inc. (FSLY) has been expanding its partnership with Comcast/Peacock, with its edge technology now used to deliver major live sports, including NFL, NBA, and MLB, which validates its real-world deployment at scale.
The company's edge computing and content delivery network (CDN) has been identified as one of the most volatile stocks, with significant price swings in 2026, including a 290.9% increase in just over a month.
Fastly's edge network, security products, and AI ambitions are being analyzed for their potential to turn the company's business into durable growth, with the full analysis available on the next gen financial terminal.

Generated by AI

Sentiment

Of the messages about FSLY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	75% -25	88.36% -9.85	90.2% +5.73	82.28% +4.41
Bearish	25% new	11.64% +9.85	9.8% -5.73	17.72% -4.41

Bullish· Sep 24

Fastly, Inc. ($FSLY) has shown significant price appreciation, with a 48% increase since a notable tweet, indicating potential for further growth.
The company's AI/edge story and recent deal with Akamai could contribute to its upside, with key technical points to watch including a VWAP of $28.27 and resistance at $28.46.
Fastly's recent announcement and partnership with Akamai have led to a surge in price, with some analysts predicting a potential $50 valuation for the company.

Bearish· Sep 24

The CEO's selling of shares during the stock's rise may indicate a lack of confidence in the company's prospects, potentially leading to a price correction.
Fastly's edge cloud platform faces intense competition, with software companies typically trading at lower multiples, suggesting the stock may be overvalued at 7x sales.
The company's aggressive options flow is bearish, with a large number of calls being sold, and a signed net delta of -7,130, indicating a strong likelihood of a price drop.

Generated by AI

Topics

Of the messages about FSLY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	73.33%	22.36%	30.83%	11.72%
Announcements	0%	0.53%	18.01%	2%
Earnings	0%	12.15%	7.97%	14.35%
Analysts	26.67%	52.29%	34.3%	35.2%
Controversies	0%	0%	0%	0.02%
Macro	0%	12.68%	8.89%	36.71%

Earnings· Aug 5

Fastly, Inc. ($FSLY) reported Q2 2026 earnings, beating estimates with revenue of $183.3M (+23% YoY) and EPS of $0.15 (+114% YoY).
The company raised full-year revenue guidance to $183M-$190M and adjusted EPS to $0.50-$0.54.
Fastly's Q2 performance was driven by high growth, record margins, and big raises, with non-GAAP gross margin reaching 65.8% (+680bps YoY) and adjusted operating income flipping to a profit of $27.0M.

Analysts· May 2

Bank of America downgraded Fastly to Underperform from Buy with a price target of $8, down from $18.
DA Davidson downgraded Fastly to Neutral from Buy with a price target of $8.50, down from $24.
Multiple analysts, including Bank of America and DA Davidson, lowered their price targets for Fastly, citing concerns about negative catalysts and reduced revenue guidance.

Announcements· May 6

Fastly (FSLY) reported Q1 2026 earnings with revenue of $173.0M, a 20% year-over-year increase, and non-GAAP gross margin of 65.1%.
The company's security revenue grew 47% year-over-year to $38.8M, and its RPO increased 63% year-over-year to $369M.
Fastly raised its FY26 guidance to $710.0M-$725.0M, citing accelerated innovation and robust new business wins.

Controversies· Oct 14

Fastly's stock plummeted 27% after hours due to preliminary Q3 revenue guidance of $70M-$71.0M, below previous guidance of $73.5M-$75.5M, attributed to reduced usage by its largest customer, reportedly TikTok.
A shareholder class action lawsuit has been filed against Fastly's directors, citing potential wrongdoing and seeking compensation for investors.
The company's stock has been affected by the uncertain geopolitical environment surrounding TikTok, with some analysts speculating that the situation may impact other small and mid-tech companies with upcoming earnings.

Macro· Oct 29

Fastly's earnings report showed 40% growth y/y, despite losing TikTok as a client, and the company has gained more customers than ever before.
The market reacted harshly to the news, but the company's strong earnings and growth prospects make it a buy for both short-term and long-term holds.
Fastly's 42% growth and 58% margin are impressive, and the company has a high score on the rule of 40 gauge, making it a top performer in the cloud/tech sector.

Technical Analysis· Apr 10

$FSLY has seen a 10% drop, but is starting to bounce off support around $28.
The stock's recent sell-off has been brutal, but it hasn't yet tested the 8-week EMA, suggesting that longer-term holders with a profit cushion have nothing to worry about.
$FSLY is showing multiple bearish signals, including an ascending broadening wedge, high-volume sell-off, potential dilution, and insider sales, suggesting that the risk/reward currently favors the short side.

Generated by AI

Community

Of the messages about FSLY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	81.82%	34.56%	45.36%	40.44%
Newcomers	18.18%	65.44%	54.64%	59.56%

Regulars· Sep 25

Fastly's stock price is highly volatile, with potential for large percentage moves, making it a challenging stock to trade, especially for those without discipline.
Despite the stock's volatility, the company's growth drivers are emerging, and the market's conservative growth assumptions may be abandoned, leading to a potential rerating of the stock.
The stock's price is currently consolidating, and a break above $22-$23 could trigger a new leg higher, potentially driven by the next earnings report.

Newcomers· Sep 25

New users are comparing Fastly's cybersecurity capabilities with other companies in the sector, noting the rapid pace of change and the need for quick solutions.
Some users are identifying potential long-term investment opportunities in Fastly, citing its risk-reward profile and potential for growth.
The stock's performance is being closely watched, with users focusing on support levels, potential breakouts, and the upcoming Investor Day event, where margin targets are expected to be a key catalyst.

Generated by AI

Fastly

Social

Sep 29

Bullish· Sep 24

Bearish· Sep 24

Earnings· Aug 5

Analysts· May 2

Announcements· May 6

Controversies· Oct 14

Macro· Oct 29

Technical Analysis· Apr 10

Regulars· Sep 25

Newcomers· Sep 25

Fastly (FSLY) Embeds Its Delivery Software Inside A Nationwide Network

Fastly CEO Sells Over 50,000 Shares for $1.3 Million After the Stock's 222% One-Year Return | The Motley Fool

Comcast, Fastly partner to enhance Peacock streaming capacity

Fastly CTO Artur Bergman sells $2.12m in company stock

Fastly (FSLY) Is Getting More Interesting. Meta’s Muse Is Part of the Reason

Fastly CTO Artur Bergman sells $11.4m in stock

Also Discussed

Fastly, Inc.

Company Information

Location

Fastly (FSLY) Embeds Its Delivery Software Inside A Nationwide Network

Fastly CEO Sells Over 50,000 Shares for $1.3 Million After the Stock's 222% One-Year Return | The Motley Fool

Comcast, Fastly partner to enhance Peacock streaming capacity

Fastly CTO Artur Bergman sells $2.12m in company stock

Fastly (FSLY) Is Getting More Interesting. Meta’s Muse Is Part of the Reason

Fastly CTO Artur Bergman sells $11.4m in stock

Also Discussed

Social

Sep 29

Bullish· Sep 24

Bearish· Sep 24

Earnings· Aug 5

Analysts· May 2

Announcements· May 6

Controversies· Oct 14

Macro· Oct 29

Technical Analysis· Apr 10

Regulars· Sep 25

Newcomers· Sep 25