24/7 Wall Street·1d ago
Fastly Tumbles 7% as Investor Day Meets Profit Taking; Cloudflare and Akamai Edge HigherFastly (NYSE:FSLY) held its Investor Day on Tuesday, and its stock is falling hard into the very event holders had been racing toward.
Fastly is demonstrating a clear operational inflection, with revenue growth accelerating to 23.3% year-over-year in Q2 2026 and gross margin expanding to 63.3% from 51.3% a year earlier, suggesting successful execution on higher-margin security and compute ser...
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Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 5, 2025 | $0.07+22.0% vs $0.06 | $158M-1.9% vs $161M |
Fastly (NYSE:FSLY) held its Investor Day on Tuesday, and its stock is falling hard into the very event holders had been racing toward.
The transaction involved the sale of 33,579 shares for a total value of ~$825,000 based on weighted average execution prices. The sale represented approximately 0.61% of the total equity holdings attributed to the reporting person before the transaction.
Fastly (NASDAQ:FSLY) is at the center of a same-session bid across edge security and artificial intelligence (AI) traffic infrastructure, with two large peers rising alongside it on no news of their own.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced AI Runtime Control, AI Firewall, and new API Security capabilities designed to give organizations real-time visibility and control across their AI systems. Expanding the Fastly for AI portfolio, these new capabilities help organizations govern AI model access and usage, protect the AI applications powering their business, and control how AI agents access enterprise APIs, all on.
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 |
|---|---|---|---|---|---|---|---|
| $26.08 | $4.08B | -31.42 | 14.78% | -19.5% | -12.84% | — | |
| $352.95 | $125.27B | -1217.05 | 29.85% | -8.21% | -13.86% | — | |
| $118.34 | $17.2B | 38.55 | 5.44% | 9.51% | 8.49% | — | |
| $210.18 | $33.99B | -778.44 | 23.31% | -1.88% | -2.76% | — | |
| $94.60 | $14.28B | 11.69 | 10.11% | 16.75% | 7.58% | — | |
| $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.
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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 for fiscal year 2025. This represents a 555% increase from $104.9M in 2017.
Fastly, Inc. (FSLY) grew revenue by 14.8% over the past year. This is steady growth.
Fastly, Inc. (FSLY) reported a net loss of $81.1M for fiscal year 2025.
Fastly, Inc. (FSLY) has a return on equity (ROE) of -12.8%. Negative ROE indicates the company is unprofitable.
Fastly, Inc. (FSLY) generated $42.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
