$FSLY

CrowdStrike (CRWD) and Fastly (FSLY) are compared for long-term investment potential. CrowdStrike shows strong financials but faces reputational and competitive risks, while Fastly is more affordable but has revenue concentration and operational risks. CrowdStrike reported record Q2 2027 results and raised its outlook, while Fastly posted record Q2 2026 revenue and margins. The author prefers CrowdStrike for its market leadership and profitability.

Fastly (FSLY) stock rose 8% to $24.18, outperforming the cloud sector and broader market. Nebius (NBIS) gained 1%, while CoreWeave (CRWV) fell 1%. Fastly's edge cloud services and recent Jio partnership may drive growth, but its rally could be vulnerable if the market cools.

Shares of Twilio, JFrog, Fastly, Palantir Technologies, and Snowflake rose in morning trading after a relief rebound driven by retreating yields and dip-buying. The bounce follows a pullback in cloud vendors due to AI spending concerns. JFrog's shares are up 49.4% year-to-date but remain below their 52-week high. According to CNBC, the 10-year U.S. Treasury yield decline provided relief to high-multiple subscription models.

Fastly and Jio Platforms Limited (JPL) expanded their partnership to enhance JioCDN, a Content Delivery Network serving businesses across India. JioCDN, powered by Fastly, supports Reliance Group's digital ecosystem, including JioHotstar and AJIO, according to a joint statement on October 13, 2026. The platform offers secure and resilient digital experiences, leveraging Jio's infrastructure and Fastly's edge cloud technology.

Fastly's stock fell 9.53% as investors took profits from its AI-driven rally, amid concerns over AI traffic's impact on profits and broader tech sell-offs due to rising Treasury yields. Despite improved revenue trends and guidance, the company faces accounting losses, infrastructure spending, and customer concentration risks. Year-to-date performance is 146.27% with a $3.98B market cap.

Fastly CTO Artur Bergman sold $1.08 million in company stock in October 2026, per a 10b5-1 plan. Shares sold at $26.62-$30.07; stock now trades at $25. Bergman still holds significant shares. Analysts have mixed views: Oppenheimer upgraded to Outperform ($35 target), DA Davidson maintained Neutral ($23 target), and RBC reiterated Sector Perform ($25 target).

A Fastly insider sold shares worth $1,083,322, according to a recent SEC filing. Fastly's stock is currently trading at $25.00 on the Nasdaq, with a 5-day change of -7.72% and a 1st Jan change of -1.11%. The company has seen a 145.58% increase over the past year.

Bergman Artur (Chief Technology Officer) sold 40,041 indirectly-held shares of Fastly, Inc. (FSLY) at an average of $27.06 ($26.62–$30.07, $1.08M total) across 4 trades over 2026-10-09 to 2026-10-12 under a Rule 10b5-1 trading plan.

Upstart (UPST), SoundHound AI (SOUN), and Fastly (FSLY) stocks fell 5.9%, 4.5%, and 4% respectively after a hotter-than-expected inflation report pushed Treasury yields higher. Upstart reported a slight improvement in its credit risk metric and increased loan origination volume in September. The company's stock is down 50.8% year-to-date.

Fastly (FSLY) was named a Leader in IDC's 2026 MarketScape for Web Application and API Protection. The company highlights its security portfolio, including Next-Gen WAF, Bot Management, and AI Firewall, with a 98.7% annual revenue retention rate in 2025 and 117% LTM net retention as of June 2026. IDC noted Fastly's proprietary engines for threat detection and its high retention rates.