Fastly, Inc.
Fastly’s shares fell about 13% to $22.68 after Q2 results. The company reported Q2 revenue of $183.3m (up ~23% YoY) and net income of $26.2m, with record gross margin of 65.8% and operating margin of 14.7%. Security revenue was $41.7m (23% of revenue). Q3 revenue guidance was $184m to $190m.
Yahoo Finance reports that FSLY filed an S-3ASR with the SEC on Aug. 6, 2026, including related exhibits such as filing fees (Ex-23.1) and other listed materials. The filing is an offering registration document, which may be relevant for investors tracking FSLY’s capital-raising plans.
Fastly (FSLY) reported Q2 results on an earnings call, citing record revenue of $183.3M (+23% YoY) and record gross margin of 65.8%. Operating income rose to $27M, with positive free cash flow of $3.6M. It raised FY2026 revenue to $732M-$746M and non-GAAP operating profit to $88M-$96M, while noting event-driven variability and customer concentration.
Over the past 7 days, alphai's AI scored 14 news stories mentioning FSLY (Fastly, Inc.). Coverage has skewed bullish: 6 bullish, 6 neutral, and 2 bearish.
Recent FSLY coverage spans earnings, market movers and corporate actions.
In the last 30 days, FSLY insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($755K). The most active reporter was Compton Charles Lacey III, CEO, with 5 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Earnings show a profitability inflection, yet guidance and event-driven mix raise repeatability risk, likely keeping volatility elevated.
A newly filed S-3ASR can signal an upcoming equity or debt offering, which may affect near-term dilution and funding expectations.
Earnings call disclosed a profitable growth reacceleration plus raised 2026 guidance, but also flagged event-driven revenue variability, customer concentration, and higher CapEx.
Insider selling under a 10b5-1 plan is typically lower-signal than discretionary selling, but it can still affect near-term sentiment around Fastly’s valuation and momentum.
Guidance raise plus improving margins and retention metrics suggest improving fundamentals, supporting bullish repricing risk.
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’s shares fell about 13% to $22.68 after Q2 results. The company reported Q2 revenue of $183.3m (up ~23% YoY) and net income of $26.2m, with record gross margin of 65.8% and operating margin of 14.7%. Security revenue was $41.7m (23% of revenue). Q3 revenue guidance was $184m to $190m.
6 min readYahoo Finance reports that FSLY filed an S-3ASR with the SEC on Aug. 6, 2026, including related exhibits such as filing fees (Ex-23.1) and other listed materials. The filing is an offering registration document, which may be relevant for investors tracking FSLY’s capital-raising plans.
2 min readFastly (FSLY) reported Q2 results on an earnings call, citing record revenue of $183.3M (+23% YoY) and record gross margin of 65.8%. Operating income rose to $27M, with positive free cash flow of $3.6M. It raised FY2026 revenue to $732M-$746M and non-GAAP operating profit to $88M-$96M, while noting event-driven variability and customer concentration.
6 min readFastly Inc. (NASDAQ:FSLY) CEO and director Charles Lacey Compton III sold 14,868 shares on Aug. 4, 2026 at $25.00 each for about $371,700, under a Rule 10b5-1 plan adopted Aug. 27, 2025. Fastly’s shares have since fallen to $22.68. The article also cites Q2 2026 results and raised price targets.
4 min readFastly (FSLY) reported record Q2 2026 results on Aug. 5. Revenue rose 23% year over year to $183.3 million, GAAP gross margin improved to 63.3%, and the company posted $26.2 million net income on a non-GAAP basis. Remaining performance obligations increased 38% to $341 million and LTM net retention was 117%. Fastly also cited new AI and edge partnerships and raised Q3 and full-year 2026 guidance.
3 min readFastly reported Q2 2026 adjusted EPS of 15 cents versus a year-ago loss of 3 cents, beating the Zacks Consensus by 114.29%. Revenue rose 23.3% to $183.32 million, above consensus. Non-GAAP gross margin reached 65.8%. Fastly raised 2026 guidance to $732-$746 million revenue and 50-54 cents EPS, citing Security and AI-driven demand.
6 min readFastly (FSLY) shares fell about 35% from an April high after Q2 results and guidance raised questions about whether traffic gains from live events were temporary. Evercore ISI and KeyBanc raised price targets, citing contract timing and stable pricing. Evercore kept Outperform with a $32 target; KeyBanc targets $30 in 12 months.
6 min readFastly shares fell about 4% pre-open to around $25 after its Q2 2026 results. The company reported $183.3M revenue (+23% YoY), EPS of $0.15, and record non-GAAP gross margin of 65.8%. Despite beating estimates, Craig-Hallum reiterated Hold and a $24 target, citing valuation and higher capex concerns.
4 min readFastly reported Q2 EPS of 15 cents, above the 7 cents consensus, and revenue of $183.32 million, above the $173.95 million estimate, according to Benzinga Pro. The company cited non-GAAP gross margin of 65.8% and LTM NRR of 117%. Fastly raised FY adjusted EPS guidance to 50-54 cents and revenue to $732-$746 million. Shares fell 7.41% to $24.10 in extended trading.
4 min readFastly (NASDAQ:FSLY) reported Q2 CY2026 results with revenue up 23.3% year on year to $183.3 million, topping Wall Street estimates by 5.3%. Next-quarter revenue guidance is $187 million at the midpoint, above expectations. Non-GAAP EPS was $0.15. The article also cites free cash flow of $3.57 million and a stock price around $26.07.
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