Fastly, Inc. Class A FSLY

Key TakeawaysCloudflare CEO Matthew Prince says automated traffic could become 1,000 times human traffic within five years if current trends continue. More than 20% of the web sits behind Cloudflare’s network, putting the company in the path of rising AI-agent and bot traffic.

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...

NEW YORK & PHILADELPHIA & SAN FRANCISCO, September 28, 2026--Comcast and Fastly are working with NBCUniversal to deliver live sports and other high-demand streaming events on Peacock from infrastructure located closer to viewers. The new approach runs Fastly’s content and application delivery software directly on Comcast’s highly distributed, nationwide network – expanding capacity and improving efficiency during Peacock’s biggest live moments, including marquee sports such as the NFL, NBA, MLB,

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 TakeawaysAI Reversal: Fastly stock fell 10% to $27 on Thursday, September 24. Street Lag: The 12 analysts TIKR tracks carry 4 buys, 1 outperform, 6 holds and 1 underperform, and their $28 mean target sits just 5% above where Fastly stock closed Thursday.

Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 4.2% in the pre-market session after soaring yields drove renewed pressure on tech stocks as investors took profits following its Investor Day event, having surged roughly 14.3% during the previous session when management outlined long-term financial targets through 2029.

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

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Investing.com -- Fastly (NYSE: FSLY) saw its stock drop 9% on Thursday, wiping out some of the 14% surge it enjoyed on Wednesday. The earlier spike was fueled by new data showing Fastly plays a major role in powering Meta’s new AI assistant, Muse. However, Citi analyst Fatima Boolani isn’t buying the hype and remains neutral on the stock.

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.

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.

BlackBerry (BB) sales over the past twelve months were roughly flat compared to a year earlier, yet its share price refused to sit still. So, does the valuation justify initiating a position, or should existing holders consider trimming gains? Part of the answer is clear: the stock price has outpaced sales growth. From here, future performance will largely hinge on execution across its software divisions business.