---
title: "Fastly stock tumbles 35%. An earnings beat pauses a monster rally."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285568650.md"
description: "Fastly shares fall sharply even as first-quarter earnings beat Wall Street expectations. AI agentic traffic revenue is the key."
datetime: "2026-05-07T14:11:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285568650.md)
  - [en](https://longbridge.com/en/news/285568650.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285568650.md)
---

# Fastly stock tumbles 35%. An earnings beat pauses a monster rally.

Fastly shares fall sharply even as first-quarter earnings beat Wall Street expectations. AI agentic traffic revenue is the key.

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