Fastly (FSLY.US) Latest News & Headlines | Longbridge

Fastly (FSLY) Receives a Hold from RBC Capital
Tip Ranks·16 hours ago
- RBC Capital analyst Rishi Jaluria maintained a Hold rating on Fastly with a price target of $25.00 on September 15. - The company's shares closed at $24.30 prior to the report. - Fastly currently holds an analyst consensus of Moderate Buy and a consensus price target of $26.50.
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Fastly Highlights 43% Security Growth as AI Traffic Fuels Edge Opportunity
Market Beat·1 day ago, 02:02 PM
- Fastly reported 183 million USD in revenue for the recent quarter, representing a 23 % year-over-year increase driven by strong performance in delivery and security offerings. - The company highlighted a 43 % surge in security revenue, supported by surging machine-to-machine traffic and expanded product suites including bot management and DDoS protection. - Management attributed the positive momentum to improved sales execution, customer commitments, and a net retention rate reaching a four-year high of 117 %.
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Fastly CEO Charles Lacey Compton III sells 50,392 shares worth $1.26 million
PUBT·1 day ago, 09:00 PM
- Fastly CEO Charles Lacey Compton III sold 50,392 Class A common shares on Sept. 14, 2026. - The shares were sold at a weighted average price of $24.93, totaling approximately $1.26 million. - Following this transaction, his directly held stake in the company decreased to 851,949 shares.
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Fastly Highlights Accelerating Growth, Record Margins and AI-Driven Compute Demand
Market Beat·Sep 14 at 09:02 AM
- Fastly reported a Q2 revenue of $ 183 million, representing a 23.3 % year-over-year increase, alongside record gross margins of 65.8 %. - The company experienced significant growth in security and compute segments, driven by expanded product offerings and rising artificial intelligence demand. - Management noted positive free cash flow, four consecutive profitable quarters, and stable pricing trends in the network services market.
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Weekly Recap | Fastly +12.48%, consensus target above spot
Weekly Review·Sep 12 at 08:15 AM
- Fastly accumulated a 12.48% increase to close at 23.16 USD this week, outperforming the S&P 500 by 13.28 percentage points amid heavy trading volume. - The company announced a partnership with Comcast on September 10 to improve Xfinity streaming performance, which was counterbalanced by the CTO selling approximately 76,000 USD worth of shares. - Wall Street maintains a consensus buy rating with a target price of 27 USD, while the stock continues to be driven by events rather than immediate fundamentals.
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Fastly CTO Artur Bergman disposes of 300 common shares worth $6,753
PUBT·Sep 10 at 08:51 PM
- Fastly CTO Artur Bergman sold 300 shares of Class A common stock at a price of USD 22.51 per share on Sept. 8, 2026. - The transaction totaled USD 6,753, leaving his indirect holdings at 1,639,745 shares. - The information regarding this stock disposition was officially filed through the U.S. Securities and Exchange Commission EDGAR system on Sept. 10, 2026.
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Why Is Comcast Stock Up on Thursday?
benzinga_article·Sep 10 at 05:26 PM
- Comcast Corp stock increased by 1.85 % to trade at $25.05 following strategic partnership announcements with Fastly and Equinix aimed at enhancing network and enterprise services. - The collaboration integrates Fastly's software across more than 200 edge compute centers to reduce streaming latency, while partnering with Equinix to automate enterprise last-mile connectivity ordering. - Despite the recent rebound, the stock remains down 25.07 % over the past 12 months, continuing to work through a longer-term bearish trend.
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Comcast partners with Fastly on edge content delivery to boost Xfinity streaming performance
PUBT·Sep 10 at 01:02 PM
- Comcast partnered with Fastly to embed programmable edge software across its nationwide network for enhanced streaming delivery. - The deployment utilizes over 200 edge compute centers to lower latency, increase capacity, and improve reliability for Xfinity customers during live events. - The platform also aims to support latency-sensitive applications like gaming and AI inference through real-time traffic optimization and edge security.
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The Great SaaS Reshuffling: How AI is Rewriting Valuations
Global Report·Sep 9 at 11:32 AM
- The software and SaaS industry is undergoing a valuation restructuring driven by the integration of AI into actual business revenues. - Fastly and HubSpot reported strong financial growth and strategic AI advancements, while Infosys expanded its AI services and secured major partnerships. - The market now demands proven incremental value from AI rather than mere narratives, requiring greater investor patience in the sector.
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Wall Street's Oddball Bin: Real Cash, AI Posers, and Market Ghosts
Global Report·Sep 9 at 10:12 AM
- Fastly and JFrog report strong 2026 Q2 financial growth driven by surging demand for cloud and AI infrastructure. - Liquidia achieves significant profitability through successful drug commercialization, while Kimberly-Clark maintains stable margins via cost-cutting. - Evolv Technologies and The OLB Group struggle with market skepticism or questionable strategy shifts alongside various inactive market shells.
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The Market Fold of 2026: Divergent Paths From AI Infrastructure to Consumer Retail
Global Report·Sep 9 at 09:17 AM
- In 2026, the financial market is experiencing severe divergence and liquidity tightening, causing investors to reject vague visions in favor of proven execution. - AI infrastructure firms like Boost Run and Digi Power X report surging revenues or new computing income amid soaring demand, while traditional players face stricter profitability demands. - Traditional consumer companies like Sprouts Farmers Market and Ralph Lauren demonstrate resilience and strong earnings, whereas volatile sectors like biotechnology and polysilicon manufacturing suffer from clinical setbacks and pricing pressures.
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Fastly CTO Artur Bergman disposes of $754,030 in common shares
PUBT·Sep 8 at 08:51 PM
- Fastly CTO Artur Bergman disposed of common shares totaling $754,030 on September 3, 2026. - The transactions involved the sale of 17,576 directly held Class A shares at USD 20.66 and 18,519 indirectly held shares between USD 20.66 and USD 21.08. - Following these transactions, his direct holdings stood at 1,896,249 shares.
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10 Information Technology Stocks Whale Activity In Today’s Session
benzinga_article·Sep 8 at 05:35 PM
- Benzinga's options scanner tracked notable whale trading activity across 10 information technology stocks during the session. - The reported transactions included both bullish and bearish positions involving various call and put option contracts with distinct expiration dates and strike prices. - This data highlights significant market movements and helps traders discover potential trading opportunities within the sector.
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Weekly Recap | Fastly -10.63%, insiders keep selling
Weekly Review·Sep 5 at 06:57 AM
- Fastly stock fell 10.63% to close at 20.59 USD this week, underperforming the S & P 500 by 10.72 percentage points. - The company experienced continuous insider stock sales by executives including the CEO, alongside a legal investigation announcement by Schubert Jonckheer and a new distribution partnership with Ingram Micro. - Institutional consensus rating remains a buy with a target price of 27 USD, while market attention shifts to upcoming macroeconomic data and potential further insider selling.
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Insider Selling: Fastly (NASDAQ:FSLY) CEO Sells 9,458 Shares
Market Beat·Sep 4 at 11:08 PM
- Fastly, Inc. CEO Charles Compton III sold 9,458 shares of company stock at an average price of $20.42, totaling $193,132.36 under a pre-arranged Rule 10b5-1 trading plan. - The transaction resulted in a 1.03% decrease in his total position, leaving him with a direct ownership of 904,777 shares valued at $18,475,546.34. - The insider selling event was officially disclosed in a filing with the SEC.
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