FSLY stock forecast, quote, news & analysis
Fastly Inc is a cloud computing company that provides an edge cloud platform designed to deliver, secure, and optimize digital experiences over the internet... Show more
Why Fastly (FSLY) Stock Is Up +15.8% in the Last 30 Days
Key Takeaways
- Fastly shares climbed approximately 15.8% over the trailing 30-day period, rising from $17.90 on June 18 to $20.72 as of July 17, 2026.
- Multiple analyst initiations and upgrades — including Buy ratings from Canaccord Genuity and Freedom Broker with $27 price targets — provided strong bullish momentum.
- The company's Q1 2026 earnings beat, featuring 20% year-over-year revenue growth and a record non-GAAP gross margin of 65.1%, continued to support positive sentiment.
- Fastly's rapidly expanding security segment (up 47% YoY) and compute segment (up 67% YoY) are reshaping the revenue mix toward higher-margin software subscriptions.
- Institutional ownership remains robust at roughly 79.7%, signaling sustained confidence among professional investors despite ongoing insider selling under pre-arranged trading plans.
Fastly (FSLY) Company Overview and Market Position
Fastly, Inc. operates a programmable edge cloud platform that helps global enterprises accelerate, secure, and optimize digital experiences. The company's suite of services spans content delivery (CDN), edge compute, web application firewall (WAF), bot management, DDoS protection, and observability — all built on a high-performance architecture that gives developers deep programmability at the network edge. Founded in 2011 by Artur Bergman, Fastly has evolved from a pure-play CDN provider into a comprehensive edge cloud platform serving marquee customers such as Reddit, Universal Music Group, and SeatGeek. With a market capitalization of approximately $3.2 billion, Fastly competes in a $22 billion addressable market alongside AKAM, NET, and the hyperscale cloud platforms. Investors follow the stock closely for its exposure to structural tailwinds in AI-driven edge computing, application security consolidation, and the expanding volume of latency-sensitive internet traffic.
Fastly (FSLY) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, Fastly shares rallied from $17.90 (closing price on June 18, 2026) to $20.72 as of July 17, 2026, representing a gain of approximately 15.8%. The stock broke above its 50-day moving average of roughly $18.29 during this period and has sustained momentum as bullish analyst coverage compounded with favorable macro conditions. The advance was not linear — the stock briefly dipped to $16.38 on June 24 before staging a sharp recovery that accelerated through mid-July.
The broader quarterly picture tells a more complex story. After hitting a 52-week high of $34.82 in April 2026, Fastly experienced a significant pullback through May and June, with shares bottoming near $15.74 on June 25 — a decline of over 50% from the April peak. The recent 30-day recovery represents a partial rebound from that sell-off, with the stock still trading roughly 40% below its spring highs. This volatility reflects the market's ongoing recalibration of growth-software valuations amid shifting interest-rate expectations and sector rotation between semiconductor and software names.
What Drove FSLY Stock Price in the Last 30 Days
The primary catalyst behind Fastly's 30-day surge was a wave of fresh analyst coverage. On July 17, Canaccord Genuity initiated coverage with a Buy rating and a $27 price target, implying roughly 33% upside from prevailing levels. On the same day, Freedom Broker launched coverage with an identical Buy rating and $27 target, citing Fastly's accelerating workload capture in security and compute, and its strategic pivot toward high-margin software subscriptions. These initiations followed Raymond James' upgrade to Outperform with a $23 target in early May, reinforcing the bullish narrative around the company's transformation.
Investor sentiment also benefited from the continued digestion of Fastly's Q1 2026 results reported on May 6. The company delivered revenue of $173 million (up 20% YoY), non-GAAP EPS of $0.13 versus consensus of $0.08, and record non-GAAP gross margins of 65.1%. Security revenue surged 47% year-over-year, while the compute and observability segment grew 67%. Remaining performance obligations reached $369 million, up 63% YoY, signaling robust future revenue visibility.
Additional supportive developments included Fastly's July 8 announcement that it joined DIMPACT, a coalition focused on reducing the environmental footprint of digital media distribution — reinforcing the company's ESG positioning. Macro conditions also turned more favorable: the de-escalation of US-Iran military tensions eased oil-driven inflation fears, reducing the probability of additional Fed rate hikes and lifting high-duration growth-software names. The company's scheduled Q2 2026 earnings release on August 5 and a planned Investor Day on September 22 at the Nasdaq MarketSite further focused attention on the stock's near-term catalysts.
What Drove FSLY Stock Performance Over the Last Quarter
Fastly's quarterly performance was dominated by a sharp correction from unsustainable April highs followed by a stabilization and recovery phase. The stock's April peak above $34 reflected exuberance around the company's AI Accelerator product launch and a successful Q4 2025 earnings cycle that delivered the first full year of non-GAAP profitability. However, a broader software-sector sell-off — triggered in part by fears that generative AI agents would erode traditional SaaS subscription models — weighed heavily on Fastly and peers. Accenture's near-20% single-day drop after cutting its growth outlook and citing AI-driven demand compression was a notable sector-wide catalyst that dragged software names lower.
Compounding the pressure, Fastly insiders — including CEO Kip Compton and CTO Artur Bergman — sold shares in May and June under pre-arranged 10b5-1 trading plans, totaling approximately $4.8 million in insider sales over three months. While these transactions were scheduled in advance, they contributed to cautious near-term sentiment. Nevertheless, institutional investors continued to accumulate: firms including Range Financial Group, Stephens Inc., and PNC Financial Services Group initiated or increased positions during Q1 2026, and overall institutional ownership remained near 80% throughout the quarter. The stock's recovery from its late-June trough near $15.74 has been underpinned by analyst re-ratings and renewed confidence in Fastly's multi-product platform strategy.
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FSLY Stock Forecast Drivers: What Investors Should Watch Next
The most immediate catalyst is Fastly's Q2 2026 earnings report, scheduled for August 5 after market close. Management guided for Q2 revenue between $170 million and $176 million, with non-GAAP gross margins around 64% and non-GAAP operating income of $12 million to $16 million. Investors will scrutinize whether security and compute segment growth rates are sustaining their momentum and whether the company's remaining performance obligations continue to expand. Full-year 2026 guidance calls for $710 million to $725 million in revenue and $40 million to $50 million in free cash flow — metrics that will serve as critical benchmarks.
Beyond earnings, the September 22 Investor Day represents a key opportunity for management to articulate the longer-term vision around AI-driven edge computing, the competitive positioning of Compute@Edge, and the path to GAAP profitability. Macroeconomic factors — particularly the trajectory of Federal Reserve policy, oil prices, and the ongoing software-versus-semiconductor rotation — will continue to influence Fastly's valuation multiple. Competitive dynamics with NET and AKAM also warrant close attention, as does the pace of enterprise adoption for Fastly's Next-Gen WAF and Bot Management cross-sell initiatives.
Disclaimer
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FSLY in upward trend: price rose above 50-day moving average on July 08, 2026
FSLY moved above its 50-day moving average on July 08, 2026 date and that indicates a change from a downward trend to an upward trend. In of 40 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on July 24, 2026. You may want to consider a long position or call options on FSLY as a result. In of 90 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for FSLY just turned positive on June 29, 2026. Looking at past instances where FSLY's MACD turned positive, the stock continued to rise in of 43 cases over the following month. The odds of a continued upward trend are .
The 10-day moving average for FSLY crossed bullishly above the 50-day moving average on July 14, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where FSLY advanced for three days, in of 271 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 211 cases where FSLY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 64 cases where FSLY's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where FSLY declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
FSLY broke above its upper Bollinger Band on July 08, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.239) is normal, around the industry mean (77.731). P/E Ratio (0.000) is within average values for comparable stocks, (76.057). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (1.525). Dividend Yield (0.000) settles around the average of (0.049) among similar stocks. P/S Ratio (4.632) is also within normal values, averaging (52.025).
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. FSLY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. FSLY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 96, placing this stock worse than average.
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General Information
a providesr of real-time content delivery network services
Industry PackagedSoftware