US · Technology · Software - Application
EPS came in at -0.07 against a street estimate of -0.14 — a beat of 50.0%.
Analysts rate Fastly, Inc. Class A Common Stock a hold (0 buy, 9 hold, 1 sell out of 10) with an average price target of $27.00.
CONFIDENT Fastly delivered Q2 revenue of $183M (+23% YoY), record 65.8% gross margin, and $27M operating income. Fifth consecutive NRR expansion to 117%. Security surged 43% YoY. Raised 2026 guidance to $732–746M revenue (+18% midpoint). Q2 2026 No geographic breakdown provided. APAC hiring planned to serve customers more directly. Analysts pressed on episodic event contribution, top-10 concentration, and AI traffic monetization. Management acknowledged top-10 concentration and slower other-customer growth but emphasized platform consolidation and go-to-market improvements in progress. Declined to quantify agentic traffic as % of total or separate economics. 2026-08-05…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 7.81% |
| Vanguard Portfolio Management, LLC | 6.92% |
| FMR Inc | 5.42% |
| Capital World Investors | 5.17% |
| Legal & General Group PLC | 5.06% |
| First Trust Advisors L.P. | 4.82% |
| D. E. Shaw & Co LP | 4.15% |
| Vanguard Capital Management, LLC | 3.76% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 FASTLY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Credit Facility commitment increased from $60.0 million to $100.0 million • Maturity date extende | 2026-08-17 |
| Quarterly report · Q2 2026 FASTLY, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $183.3 million (Q2 2026) vs. $148.7 million (Q2 2025) = 23% year-over-year growth • | 2026-08-05 |
| Results announced · Q3 2026 FASTLY Q2 2026 INVESTOR SUMMARY HEADLINE NUMBERS • Total revenue Q2 2026: $183.3 million, up 23% year-over-year • Security revenue: $41.7 million, u | 2026-08-05 |
| Board / officer change · Q2 2026 FASTLY, INC. - FORM 8-K SUMMARY (June 3, 2026) BUSINESS & SEGMENT HIGHLIGHTS • Fastly held its 2026 Annual Meeting of Stockholders on June 3, 2026, | 2026-06-09 |
| Quarterly report · Q1 2026 FASTLY, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $173.0 million for Q1 2026, up 19.8% from $144.5 million in Q1 2025 • Gross Profit: | 2026-05-06 |
| Results announced · Q2 2026 FASTLY Q1 2026 INVESTOR SUPPLEMENT SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $173.0 million, up 20% year-over-year from $144.5 million in Q1 | 2026-05-06 |
| Proxy statement · Q2 2026 FASTLY, INC. PROXY STATEMENT SUMMARY CEO COMPENSATION • Charles (Kip) Compton, Chief Executive Officer, total compensation: data from compensation t | 2026-04-22 |
| Annual report FY2025 FASTLY INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Fastly Inc., edge cloud infrastructure platform provider, NASDAQ ticker | 2026-02-25 |
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Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Fastly, Inc. Class A Common Stock — free to start.
Google PlayApp StoreData updated 2026-09-18.