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NASDAQ:FSLY 6 November 2025 - 13 February 2026

Fastly stock jumps again in premarket after upbeat 2026 outlook — what to watch for FSLY

Fastly stock jumps again in premarket after upbeat 2026 outlook — what to watch for FSLY

Fastly shares jumped 5.1% to $16.86 premarket Friday after a 72.3% surge Thursday, following fourth-quarter revenue growth of 23% to $172.6 million and adjusted profit of 12 cents per share. The company raised $180 million in convertible notes and reported a 55% rise in contracted revenue. Morgan Stanley disclosed a 5.4% stake. Analysts cited AI-driven traffic and customer concentration as key factors.
Fastly (FSLY) Soars After Record Q3: Security Revenue +30%, Guidance Raised; Shares Jump ~26% on Nov. 6, 2025

Fastly (FSLY) Soars After Record Q3: Security Revenue +30%, Guidance Raised; Shares Jump ~26% on Nov. 6, 2025

Fastly shares surged 26% intraday after reporting record Q3 revenue of $158.2 million, up 15% year over year, and raising guidance for Q4 and FY2025. Security revenue jumped 30% to $34 million, now 21% of total sales. Non-GAAP gross margin reached 62.8%, and free cash flow turned positive at $18.1 million. RBC and Piper Sandler raised price targets, citing improved fundamentals.
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