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) Is Up +44% in the Last 30 Days
Key Takeaways
- FSLY stock surged +44% over the past 30 days, driven by strong enterprise growth momentum and positive analyst updates.
- Over the past quarter, the stock rocketed +220%, fueled by exceptional Q4 2025 earnings beat and upbeat 2026 guidance.
- Key catalysts include AI infrastructure tailwinds, leadership appointments, and partnerships like LALIGA for anti-piracy innovation.
- Analyst actions, such as Piper Sandler doubling its price target to $30, boosted market sentiment.
- Broader tech sector recovery and edge cloud demand have supported the volatile but upward price trend.
Fastly (FSLY) Company Overview and Market Position
Fastly, Inc. (FSLY) is a leading provider of an edge cloud platform that enables businesses to deliver fast, secure, and engaging digital experiences. The company's core business model revolves around content delivery networks (CDN), edge computing, load balancing, image and video optimization, and cloud security services. Operating in the competitive cloud infrastructure industry, Fastly differentiates itself with a programmable edge network that processes data closer to end-users, reducing latency and enhancing performance.
Key competitors include Cloudflare (NET), Akamai, and Amazon Web Services' CloudFront. Fastly's focus on developer-friendly tools, AI accelerators, and high-performance edge compute has strengthened its position among enterprise clients, who now represent over 90% of revenue. These fundamentals, particularly growing demand for AI-driven edge services, underpin the recent stock price rally as investors recognize improved execution and profitability.
Fastly (FSLY) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, FSLY stock has climbed +44%, rising from approximately $22.74 to around $32.75. The movement has been trend-driven and volatile, with sharp intraday swings amid high trading volumes often exceeding 10 million shares. Key peaks hit 52-week highs near $34.82, reflecting sustained buying interest.
For the past quarter, the stock delivered a robust +220% gain, advancing from roughly $9.31 to current levels. This period featured explosive growth post-earnings, interspersed with pullbacks, but overall upward momentum dominated, outpacing broader market trends in software and application stocks.
What Drove FSLY Stock Price in the Last 30 Days
The 30-day surge was propelled by a series of positive developments amplifying post-earnings momentum. Piper Sandler raised its price target to $30 from $14, citing stronger execution, while RBC Capital reaffirmed a Hold but acknowledged enterprise growth. Fastly appointed Joan Jenkins as Chief Marketing Officer (CMO), an AI-focused leader expected to accelerate market leadership and growth.
Partnership announcements, such as with LALIGA to combat piracy using edge technology, highlighted real-world applications. Enterprise revenue strength and AI tailwinds, including semantic caching for large language models (LLMs), drew investor attention. Sector sentiment shifted positively amid tech recovery, with FSLY outperforming peers, leading to new 52-week highs and elevated volumes.
What Drove FSLY Stock Performance Over the Last Quarter
The quarter's +220% advance stemmed from transformative Q4 2025 results reported in February, where revenue hit $172.6 million (+23% YoY), beating estimates by 6.9%, and adjusted EPS reached $0.12 versus expected $0.06. This marked Fastly's first profitable fiscal year, with positive free cash flow and RPO (remaining performance obligations) up 55% to $354 million.
2026 guidance exceeded expectations: revenue $700-720 million (+14% midpoint) and EPS $0.23-0.29. AI as a tailwind, enterprise customer growth to 628, and analyst upgrades (e.g., William Blair to Outperform) sustained the rally. Macro factors like tech sector rebound and edge computing demand outweighed insider sales, with institutional inflows supporting the cumulative uptrend.
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FSLY Stock Forecast Drivers: What Investors Should Watch Next
Investors should monitor upcoming Q1 2026 earnings for validation of guidance, particularly enterprise revenue growth and AI contribution. Industry trends in edge computing and agentic AI adoption will be key, alongside competitive dynamics from Cloudflare (NET) and Akamai. Macro factors like interest rates and tech demand cycles could influence sentiment. Strategic moves, such as new partnerships or product launches (e.g., AI accelerators), and analyst updates remain critical. Risks include execution on profitability targets and potential volatility from insider activity or sector rotations.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
FSLY in upward trend: price may jump up because it broke its lower Bollinger Band on May 07, 2026
FSLY may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 31 cases where FSLY's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 6 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where FSLY advanced for three days, in of 278 cases, the price rose further within the following month. The odds of a continued upward trend are .
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on May 07, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on FSLY as a result. In of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Moving Average Convergence Divergence Histogram (MACD) for FSLY turned negative on May 07, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 42 similar instances when the indicator turned negative. In of the 42 cases the stock turned lower in the days that followed. This puts the odds of success at .
FSLY moved below its 50-day moving average on May 07, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for FSLY crossed bearishly below the 50-day moving average on May 11, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over 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 .
The Aroon Indicator for FSLY entered a downward trend on May 14, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying 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 (2.621) is normal, around the industry mean (19.884). P/E Ratio (0.000) is within average values for comparable stocks, (67.658). FSLY's Projected Growth (PEG Ratio) (0.000) is slightly lower than the industry average of (1.641). Dividend Yield (0.000) settles around the average of (0.037) among similar stocks. P/S Ratio (3.747) is also within normal values, averaging (57.550).
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 Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
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