Fastly's revenue grew 20.2% year-over-year to $190.2M in 2026Q3 and gross margin expanded from 51.3% in 2025Q2 to 63.3%, suggesting better infrastructure utilization is taking hold.
Price trend, volume and key moving averages
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.17+43.8% vs $0.12 | $190M+1.3% vs $188M |
Q3 2026 Aug 5, 2026 | $0.15+127.5% vs $0.07 | $183M+5.4% vs $174M |
Q2 2026 May 6, 2026 | $0.13+62.5% vs $0.08 | $173M+0.7% vs $172M |
Q1 2026 Feb 11, 2026 | $0.12+100.0% vs $0.06 | $173M+7.0% vs $161M |
A strong earnings report wasn't enough to stop the selling in Fastly (NASDAQ:FSLY), the edge cloud company whose big rally this year has reversed quickly. Fastly stock is down 41% over the past month to $15.32 in afternoon trading.
Fastly ups its 2026 outlook after record Q3 results, fueled by deeper platform adoption, AI security opportunities, stronger margins and disciplined spending.
FSLY beats Q3'26 earnings estimates as revenues rise 20.2%, fueled by security growth and customer expansion, prompting higher 2026 revenue and earnings forecasts.
Fastly, Inc. ( FSLY ) Q3 2026 Earnings Call November 4, 2026 4:30 PM EST Company Participants Vernon Essi - Head of IR Kip Compton - CEO & Director Richard Wong - Chief Financial Officer Conference Call Participants Aidan Daniels - KeyBanc Capital Markets Inc., Research Division Paramveer Singh - Oppenheimer & Co. Inc., Research Division Fatima Boolani - Citigroup Inc., Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Peter Levine - Evercore ISI Institutional Equities, Research Division Rudy Kessinger - D.A. Davidson & Co., Research Division Daniel Hibshman - Craig-Hallum Capital Group LLC, Research Division Timothy Daniel Shubsda - Piper Sandler & Co., Research Division Presentation Operator Good afternoon.
Benchmark FSLY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Fastly, Inc. (FSLY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $15.85 | $2.48B | -19.10 | 14.78% | -19.5% | -12.84% | — | |
| $268.75 | $95.39B | -926.72 | 29.85% | -8.21% | -13.86% | — | |
| $83.09 | $12.08B | 27.07 | 5.44% | 9.51% | 8.49% | — | |
| $197.66 | $31.96B | -732.07 | 23.31% | -1.88% | -2.76% | — | |
| $100.64 | $15.2B | 12.44 | 10.11% | 24.61% | 8.04% | 0.95% | |
| $30.99 | $10.65B | -36.03 | 21.08% | -25.31% | -25.26% | — |
Fastly, Inc. (FSLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Fastly, Inc. (FSLY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 9, 2026·SEC
May 6, 2026·SEC
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Fastly, Inc. (FSLY) stock FAQ — growth, dividends, profitability & financials explained
Fastly, Inc. (FSLY) reported $687.2M in revenue over the trailing twelve months. Revenue was $624.0M in fiscal year 2025. That is 495% more than the $104.9M of fiscal year 2017.
Fastly, Inc. (FSLY) grew revenue by 14.8% in fiscal year 2025, compared with the prior fiscal year.
No. Fastly, Inc. (FSLY) reported a net loss of $81.1M over the trailing twelve months.
Fastly, Inc. (FSLY) had a return on equity (ROE) of -12.8% in fiscal year 2025. A negative ROE means the company lost money over the period.
Fastly, Inc. (FSLY) generated $42.2M in free cash flow over the trailing twelve months.
