Fastly (NYSE:FSLY) Updates FY 2026 Earnings Guidance

Fastly (NYSE:FSLY) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.230-0.290 for the period, compared to the consensus earnings per share estimate of -0.170. The company issued revenue guidance of $700.0 million-$720.0 million, compared to the consensus revenue estimate of $645.8 million. Fastly also updated its Q1 2026 guidance to 0.070-0.100 EPS.

Fastly Price Performance

FSLY stock traded up $5.81 during trading on Thursday, hitting $15.12. The company had a trading volume of 36,644,340 shares, compared to its average volume of 4,903,654. The business has a 50 day moving average of $9.79 and a 200 day moving average of $9.01. The firm has a market capitalization of $2.26 billion, a price-to-earnings ratio of -15.75 and a beta of 1.03. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.16. Fastly has a fifty-two week low of $4.65 and a fifty-two week high of $15.65.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on FSLY shares. Citigroup decreased their price objective on shares of Fastly from $12.00 to $10.00 and set a “neutral” rating for the company in a report on Friday, January 16th. KeyCorp upgraded Fastly from a “sector weight” rating to an “overweight” rating and set a $14.00 target price for the company in a research report on Monday, December 15th. Wall Street Zen upgraded Fastly from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. DA Davidson dropped their price objective on Fastly from $11.50 to $9.00 and set a “neutral” rating on the stock in a research note on Monday. Finally, Oppenheimer began coverage on Fastly in a research note on Monday, November 17th. They set a “market perform” rating for the company. Three investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $10.71.

Insiders Place Their Bets

In other news, CEO Charles Lacey Compton III sold 4,638 shares of the company’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $8.81, for a total transaction of $40,860.78. Following the completion of the sale, the chief executive officer directly owned 612,232 shares of the company’s stock, valued at $5,393,763.92. This represents a 0.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CTO Artur Bergman sold 20,000 shares of Fastly stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $8.84, for a total value of $176,800.00. Following the completion of the transaction, the chief technology officer directly owned 2,540,214 shares in the company, valued at $22,455,491.76. This represents a 0.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 706,530 shares of company stock valued at $7,298,947 in the last quarter. Insiders own 6.70% of the company’s stock.

Key Headlines Impacting Fastly

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Management issued upbeat FY2026 guidance — EPS of $0.23–$0.29 (consensus -$0.17) and revenue $700M–$720M (consensus ~$646M), signaling a stronger profitability and revenue trajectory than expected. Fastly Announces Both Record Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management gave stronger Q1 2026 guidance — EPS $0.07–$0.10 (consensus -$0.03) and revenue $168M–$174M (consensus ~$161M), reducing near-term execution risk and supporting a re-rating. Fastly Announces Both Record Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Company reported record Q4 and full‑year revenue, gross margin and operating profit — the quarter beat expectations and is the core catalyst behind the stock strength. Fastly Announces Both Record Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Street commentary positions Fastly as an “underrated AI play,” with analysts pointing to LLM-driven traffic and edge compute demand as secular support for revenue/usage growth. Fastly Stock Soars 34% After Earnings. Why It’s an Underrated AI Play.
• Neutral Sentiment: Post‑earnings writeups and the full call transcript are available — investors should review management commentary on margin drivers, in‑line product revenue trends and assumptions behind the guidance. Fastly, Inc. (FSLY) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Broader market context: U.S. futures were firmer following the jobs report, providing a supportive tape for technology names on the day. Stock Market Today: Dow Jones, S&P 500 Futures Gain After Strong Job Report—Micron, Novocure, Fastly In Focus
• Negative Sentiment: Some analysts remain cautious — DA Davidson trimmed its target to $9 (from $11.50) before the print, reflecting lingering concerns on valuation and execution cadence despite the beat. Fastly price target lowered to $9 from $11.50 at DA Davidson
• Negative Sentiment: Insider selling: CTO Artur Bergman sold 20,000 shares on Feb. 9 (part of a series of recent sales). It’s a modest ownership reduction but worth noting for investor optics. SEC Form 4 – Artur Bergman

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in FSLY. Creative Planning grew its position in Fastly by 30.9% in the second quarter. Creative Planning now owns 33,678 shares of the company’s stock worth $238,000 after acquiring an additional 7,959 shares in the last quarter. Jones Financial Companies Lllp lifted its stake in shares of Fastly by 963.6% in the 1st quarter. Jones Financial Companies Lllp now owns 60,838 shares of the company’s stock valued at $385,000 after purchasing an additional 55,118 shares during the last quarter. Amundi boosted its holdings in Fastly by 11.3% in the first quarter. Amundi now owns 46,624 shares of the company’s stock worth $277,000 after purchasing an additional 4,724 shares in the last quarter. Prudential Financial Inc. boosted its holdings in Fastly by 72.0% in the second quarter. Prudential Financial Inc. now owns 17,395 shares of the company’s stock worth $123,000 after purchasing an additional 7,280 shares in the last quarter. Finally, Bank of Nova Scotia acquired a new position in Fastly during the second quarter worth $122,000. 79.71% of the stock is owned by hedge funds and other institutional investors.

Fastly Company Profile

Fastly, Inc operates an edge cloud platform designed to accelerate, secure and enable modern digital experiences. The company offers a suite of services including a content delivery network (CDN), edge compute, load balancing, web application firewall (WAF) and DDoS protection. Fastly’s real-time architecture allows customers to seamlessly deploy software logic at the network edge, reducing latency by bringing applications and content closer to end users.

Founded in 2011 by Artur Bergman, Fastly has evolved from a pure-play CDN provider into a comprehensive edge cloud platform.