TickerTalks
Browse all tickers →
TickerTalks›$FSLY
FSFSLY

Fastly, Inc.

$FSLY·$3.1B·Software - Application·Technology
$20.72+2.0%YTD+100.6%1Y+202.5%
Mentions · last 7 days
2026-07-11: 29 posts2026-07-12: 63 posts2026-07-13: 175 posts2026-07-14: 116 posts2026-07-15: 176 posts2026-07-16: 159 posts2026-07-17: 140 posts863+33%
Price updated 4h ago·X counts updated 4h ago
FSFSLY
$FSLYFastly, Inc.
$20.72+1.97%863 posts+33%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FSLY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Edge-AI CDN up 192% in a year with a $20 neckline test — the setup is decisively binary into August 5.

Fastly is the edge-compute + CDN + security platform whose 2026 tape has ripped 192% t12m on the edge-AI narrative. The stock is coiled at 48% of the 52-week range with a specific $20 neckline test into August 5 earnings.

  • The core business is showing real growth: Q1 2026 revenue grew 20% YoY to $173M, gross margin held at 63%, though operating margin was -14% as the R&D + edge-compute investment is still front-loaded — the growth is real, but profitability is not yet there.
  • The edge-AI narrative is the specific bull-thesis lever: Fastly is grouped with AKAM and DOCN as edge-AI darlings, and login-activity trackers show YoY growth of +27.5% with a user mix shifting toward larger enterprise accounts — real business-mix improvement, not just narrative.
  • The technical setup is coiled: double bottom near $17-$17.50 with a $20 neckline resistance to break gives a specific chart structure, and the cybersecurity peers add tape support — the setup is binary into the August 5 print.

The August 5 Q2 earnings are the near-term arbiter — Q2 revenue growth trajectory (need continued 20%+), enterprise-customer mix commentary, and any specific edge-AI monetization progress extend the coiling setup toward $25. A revenue deceleration or continued operating-margin drag confirms the too-early bear framing.

Agrees with X sentimentX is bullish, cites Fastly forming a double bottom near $17-$17.50 with a $20 neckline resistance to break, login-activity trackers showing YoY growth of +27.5%, user mix shifting toward larger enterprise accounts, and grouping with AKAM and DOCN as edge-AI darlings. Mechanics validate: Q1 revenue +20% YoY at 63% gross margin. The tension is -14% operating margin — the August 5 print has to show margin trajectory improvement.

What to watch: The August 5 Q2 earnings. Watch Q2 revenue growth (need continued 20%+), enterprise-customer mix commentary, and edge-AI monetization progress. Revenue deceleration or continued operating-margin drag confirms too-early bear framing; steady growth + margin trajectory extends toward $25.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-13

Fastly is described as forming a double bottom near $17-$17.50 with a $20 neckline resistance to break, and login-activity trackers show YoY growth of +27.5% with a user mix shifting toward larger enterprise accounts. Traders group FSLY with AKAM and DOCN as edge-AI darlings, and cybersecurity peers add tape support.

Read the AI verdict + X sentiment for $FSLY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Programmable edge cloud delivering CDN, web application firewall, and compute-at-edge services for developers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $FSLY.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $FSLY

Neutral — Programmable edge cloud delivering CDN, web application firewall, and compute-at-edge services for developers; limited exposure means the AI agent bifurcation — contract expansion vs. user substitution is not a near-term catalyst or headwind.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-26.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-15.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-10.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$0.13$0.08+62.5%
Q4 2025Feb 11, 2026$0.12$0.06+100.0%
Q3 2025Nov 5, 2025$0.07$0.06+22.0%
Q2 2025Aug 6, 2025$-0.03$-0.05+40.0%
Next earningsWed, Aug 5·consensus EPS $0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$173.0M+19.8%62.5%-13.8%$-0.13$3.6M
Q4 FY25$172.6M+22.8%61.4%-8.6%$-0.10$12.2M
Q3 FY25$158.2M+15.3%58.4%-18.2%$-0.20$18.2M
Q2 FY25$148.7M+12.3%51.3%-24.6%$-0.26$20.7M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$718.1M$717.0M – $719.7M$0.32$0.30 – $0.389
FY27$799.6M$781.7M – $823.5M$0.39$0.33 – $0.489
FY28$884.1M$878.8M – $889.3M$0.47$0.46 – $0.484
FY29$938.6M$924.5M – $956.8M$0.53$0.52 – $0.543
FY30$1.0B$986.2M – $1.0B$0.57$0.56 – $0.583

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.49%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 17Scott R. LovettPresident41.7K sh$741KSellJun 16Scott R. LovettPresident34.9K sh$634KSellJun 3Compton Charles Lacey IiiCEO9.3K sh$194KSellJun 3Artur BergmanCTO7.9K sh$165KSellMay 29Artur BergmanCTO6.2K sh$106KSellMay 29Scott R. LovettPresident19.6K sh$333KSellMay 29Compton Charles Lacey IiiCEO15.0K sh$255KSellMay 29Christopher B PaisleyDirector1.0K sh$17KSellMay 28Artur BergmanCTO1.1K sh$18KSellMay 27Artur BergmanCTO852 sh$15K
1–10 of 39
+ 17 other (16 awards · 1 gift) in window

See when $FSLY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 93
AI summary

Jeffrey Ford, newly designated Principal Accounting Officer of Fastly, Inc., filed an initial Form 3 on June 9, 2026 disclosing direct ownership of 1,089 shares of Fastly Class A common stock, effective June 3, 2026. Routine Section 16 initial officer disclosure; no derivative securities reported.

8-KOfficer or director changeJun 98-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Fastly, Inc. appointed Jeffrey Ford (age 47, Chief Accounting Officer since September 2025) as principal accounting officer effective June 3, 2026; Ford will not hold executive officer status. CFO Richard Wong simultaneously ceases serving as principal accounting officer but retains the CFO title. Ford's prior experience includes CAO at LivePerson, Controller at Stripe, VP Accounting at CrowdStrike, and over 20 years at KPMG. This filing also covers an annual meeting stockholder vote (Item 5.07) but results are not captured in the excerpt. This is an administrative internal accounting oversight realignment with no financial impact.

8-KMaterial eventMar 58-K — Item 4.01
8-KPress release / Reg FDFeb 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 14 other (7 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fastly Announces Upcoming Investor Daybusinesswire.com·2d agoFastly Is About To Bounce (Technical Analysis)seekingalpha.com·2d agoFSLY Expands Sustainability Strategy With DIMPACT Partnershipzacks.com·4d agoAppLovin vs. Fastly: A Look at Recent Revenue Trends for These Tech Companiesfool.com·6d agoFastly to Announce Second Quarter 2026 Financial Resultsbusinesswire.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ZETA$MSTR$BULL$CRM$NOW$SNOW$UBER$SOUN
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport