Fastly, Inc.
Fastly (FSLY) has seen analysts raise earnings estimates, with the current-quarter EPS estimate at $0.12 (+71.4% year over year) and the full-year EPS estimate at $0.53 (+307.7%). Over 30 days, four estimates rose for the quarter and six for the year, lifting consensus by 45.33% and 41.46%. The stock carries a Zacks Rank #2 (Buy).
Benzinga reports Jim Cramer’s comments alongside recent earnings updates. Vistra missed Q2 revenue and EPS estimates but grew adjusted EBITDA and reaffirmed full-year outlook. Recursion Pharmaceuticals reported worse-than-expected Q2 results. NextEra Energy had mixed Q2 results and reaffirmed guidance. Huntington Ingalls beat Q2 results and raised FY26 sales guidance. Fastly’s Q2 EPS beat estimates. Shares moved modestly.
Fastly (FSLY) reported Q2 2026 revenue of $183.3M, up 23% YoY and above guidance of $170M to $176M. Non-GAAP gross margin was 65.8% and non-GAAP operating income $27M. Adjusted EBITDA was $38.1M. Full-year 2026 revenue guidance raised to $732M to $746M and non-GAAP operating profit to $88M to $96M.
Over the past 7 days, alphai's AI scored 10 news stories mentioning FSLY (Fastly, Inc.). Coverage has skewed bullish: 10 bullish, 0 neutral, and 0 bearish.
Recent FSLY coverage spans earnings, financial news and market movers.
In the last 30 days, FSLY insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($845K). The most active reporter was Loop Paula with 1 filing. 67% of those filings were made under pre-arranged Rule 10b5-1 plans.
The article frames accelerating analyst estimate revisions as a near-term tailwind for Fastly’s stock.
Benzinga reports Jim Cramer’s comments alongside recent earnings updates. Vistra missed Q2 revenue and EPS estimates but grew adjusted EBITDA and reaffirmed full-year outlook. Recursion Pharmaceuticals reported worse-than-expected Q2 results. NextEra Energy had mixed Q2 results and reaffirmed guidance. Huntington Ingalls beat Q2 results and raised FY26 sales guidance. Fastly’s Q2 EPS beat estimates. Shares moved modestly.
Guidance raise plus margin and retention acceleration suggest improving operating leverage, but higher CapEx and supply-chain monitoring add execution risk.
Guidance raise plus shelf registration can support near-term upside while increasing dilution/financing overhang risk.
The article frames a delayed market repricing of Fastly’s Q2 beat and raised outlook, with a large same-day momentum move.
alphai scores every news story that mentions FSLY with an AI model for sentiment and relevance, and aggregates insider trades from Fastly, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Fastly (FSLY) has seen analysts raise earnings estimates, with the current-quarter EPS estimate at $0.12 (+71.4% year over year) and the full-year EPS estimate at $0.53 (+307.7%). Over 30 days, four estimates rose for the quarter and six for the year, lifting consensus by 45.33% and 41.46%. The stock carries a Zacks Rank #2 (Buy).
3 min readBenzinga reports Jim Cramer’s comments alongside recent earnings updates. Vistra missed Q2 revenue and EPS estimates but grew adjusted EBITDA and reaffirmed full-year outlook. Recursion Pharmaceuticals reported worse-than-expected Q2 results. NextEra Energy had mixed Q2 results and reaffirmed guidance. Huntington Ingalls beat Q2 results and raised FY26 sales guidance. Fastly’s Q2 EPS beat estimates. Shares moved modestly.
3 min readFastly (FSLY) reported Q2 2026 revenue of $183.3M, up 23% YoY and above guidance of $170M to $176M. Non-GAAP gross margin was 65.8% and non-GAAP operating income $27M. Adjusted EBITDA was $38.1M. Full-year 2026 revenue guidance raised to $732M to $746M and non-GAAP operating profit to $88M to $96M.
6 min readFastly (FSLY) reported second-quarter 2026 results, filed an omnibus shelf registration, and raised revenue guidance for Q3 and full-year 2026, according to the company. The article cites strong recent share performance and notes the stock trades above an average analyst target and a stated fair value of $4.97 versus a $28.53 close.
5 min readFastly (FSLY) shares rose about 21% to $27.69 after Q2 results beat expectations. Revenue was $183.3M (+23.3% YoY) and adjusted EPS was $0.15 vs $0.0663 estimate. Guidance was raised to $732M-$746M revenue and $0.50-$0.54 EPS. Datadog (DDOG) and Cloudflare (NET) also rose, while CoreWeave (CRWV) fell.
5 min readDaniels Richard Devon sold 11,080 shares of Fastly, Inc. (FSLY) at $22.90 ($0.25M total) on 2026-08-07.
1 min readFastly said its research shows AI traffic is growing 6.5x faster than human traffic this year, driving demand for identifying and securing automated traffic. Fastly partnered with Skyfire to enable real-time verification and commerce for AI agents at the edge, and released a C++ SDK for Fastly Compute. Q2 revenue rose 23% to $183.3M; non-GAAP net income was $26.2M. FY2026 revenue guidance is $732M to $746M.
4 min readFastly shares rose to the highest level since May 5, up 78% from a July low and 174% year to date. After Q2 results, revenue increased 23% to $183.3M, gross margin rose to 63.3%, and net loss narrowed to $15.6M. Management raised Q3 revenue guidance to $184M-$190M and full-year to $732M-$746M, above expectations.
5 min readFastly (FSLY) shares rose 21% to $28 on Aug. 10, five days after its Q2 2026 results. Fastly reported Q2 revenue of $183.3 million (+23% YoY) and adjusted EPS of $0.15 vs $0.07 consensus, with gross margin at 65.8%. The company raised full-year 2026 revenue guidance to $732-$746 million and adjusted EPS to $0.50-$0.54.
4 min readFastly, Inc. reported Q2 2026 revenue of $183.32 million and narrowed its net loss to $15.59 million. The company raised full-year 2026 revenue guidance to $732.0 million to $746.0 million and filed a new universal shelf registration for potential debt, preferred, common stock, and warrants. The update affects growth expectations and possible dilution risk.
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