Fastly Inc is a cloud computing company that provides an edge cloud platform designed to deliver, secure, and optimize digital experiences over the internet. The company operates a unified platform that combines content delivery, edge computing, and security capabilities. Its services include content delivery networks, web and API protection, distributed denial of service mitigation, and real-time data processing at the edge. Its platform enables customers to improve the performance, scalability, and security of applications and digital content, and also supports cloud-native architectures, AI-driven workloads, and programmable edge computing solutions.
The chart shows the growth of an initial investment of $10,000 in Fastly, Inc. Class A Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Fastly, Inc. Class A Common Stock (FSLY) has returned 224.30% so far this year and 580.89% over the past 12 months. Looking at the last ten years, FSLY has achieved an annualized return of 4.53%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Fastly, Inc. Class A Common Stock (FSLY) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.45% | 108.05% | 54.82% | 11.75% | ||||||||
| 2025 | 8.50% | -31.97% | -7.86% | -10.30% | 21.33% | -3.29% | -2.72% | 15.13% | 14.77% | -0.72% | 40.99% | -11.09% |
| 2024 | 14.25% | -29.95% | -8.66% | -2.32% | -38.41% | -7.53% | 10.20% | -25.77% | 27.44% | -0.96% | 15.53% | 2.39% |
| 2023 | 23.66% | 34.20% | 27.40% | -14.91% | 10.60% | 0.70% | 15.75% | 31.15% | -20.16% | -23.11% | 14.63% | 6.65% |
| 2022 | -20.39% | -36.76% | -7.41% | -11.57% | -17.46% | -11.31% | -3.32% | -17.26% | 0.11% | -7.82% | 9.77% | -16.09% |
| 2021 | 25.32% | -33.04% | -10.95% | -8.57% | -26.12% | 26.84% | -19.32% | -9.99% | -8.53% | 23.44% | -19.46% | -14.04% |
| 2020 | 6.48% | -12.35% | -5.29% | 18.96% | 105.23% | 92.78% | 14.87% | -6.55% | 0.05% | -32.86% | 31.94% | 3.27% |
| 2019 | -3.26% | -2.50% | 5.85% | 45.02% | -22.58% | -16.79% | -0.15% | -1.71% |
The charts below present risk-adjusted performance metrics for Fastly, Inc. Class A Common Stock (FSLY) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of FSLY compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Fastly, Inc. Class A Common Stock volatility is 6.43%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 1.50B | 1.45B | 1.53B | 1.90B | 2.16B | 1.22B | 320.97M |
| Temporary Equity Attributable To Parent (USD) | - | - | - | - | - | - | - |
| Temporary Equity (USD) | - | - | - | - | - | - | - |
| Equity Attributable To Parent (USD) | 929.58M | 965.25M | 979.49M | 955.16M | 1.01B | 1.06B | 257.65M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - |
| Equity (USD) | 929.58M | 965.25M | 979.49M | 955.16M | 1.01B | 1.06B | 257.65M |
| Other Non-current Liabilities (USD) | - | - | - | - | 79.99M | - | - |
| Long-term Debt (USD) | - | - | - | - | 933.21M | - | - |
| Noncurrent Liabilities (USD) | 375.90M | 381.65M | 398.01M | 788.63M | 1.01B | 64.00M | 26.20M |
| Other Current Liabilities (USD) | 129.78M | 85.71M | 127.17M | 127.33M | 109.07M | 67.10M | 23.79M |
| Wages (USD) | 46.61M | 12.70M | 14.92M | 20.20M | 13.54M | 17.84M | 8.73M |
| Accounts Payable (USD) | 17.61M | 6.04M | 5.61M | 4.79M | 9.26M | 9.15M | 4.60M |
| Current Liabilities (USD) | 194.00M | 104.46M | 147.69M | 152.32M | 131.87M | 94.09M | 37.12M |
| Liabilities (USD) | 569.90M | 486.11M | 545.70M | 940.96M | 1.15B | 158.09M | 63.32M |
| Other Non-current Assets (USD) | 967.00M | 968.29M | 999.04M | 1.18B | 1.26B | 740.97M | 10.48M |
| Intangible Assets (USD) | 25.77M | 42.88M | 62.48M | 82.90M | 102.60M | 121.74M | 1.13M |
| Fixed Assets (USD) | - | - | - | - | 166.96M | 95.98M | 60.04M |
| Noncurrent Assets (USD) | 992.77M | 1.01B | 1.06B | 1.26B | 1.53B | 958.70M | 71.65M |
| Other Current Assets (USD) | 489.97M | - | - | - | - | - | - |
| Prepaid Expenses (USD) | 16.74M | - | - | - | - | - | - |
| Current Assets (USD) | 506.71M | 440.20M | 463.67M | 636.48M | 624.65M | 261.26M | 249.32M |
| Assets (USD) | 1.50B | 1.45B | 1.53B | 1.90B | 2.16B | 1.22B | 320.97M |
The author highlights three lesser-known AI stocks worth watching: CoreWeave (AI infrastructure/data centers), TTM Technologies (circuit boards for data centers), and Fastly (content delivery and cybersecurity). All three show strong revenue growth, but only TTM is currently profitable. CoreWeave faces high debt and operational costs despite impressive sales growth, while Fastly is reducing losses. The author is monitoring these stocks for potential price dips before investing.
Fastly CEO Kip Compton sold 49,350 shares worth $1.2 million on March 11, 2026, as part of a pre-established Rule 10b5-1 trading plan adopted in August 2025. The sale is not concerning as Compton retained over 1 million shares. While the stock has surged 265.5% over the past year driven by AI-related traffic increases, its price-to-sales ratio of 6 is at a multi-year high, making it expensive. The analyst recommends waiting for a price drop before buying.
The Supreme Court ruled 6-3 that President Trump's sweeping global tariffs were unconstitutional, finding that the International Emergency Economic Powers Act does not authorize the president to impose tariffs without clear congressional authorization. The decision triggered a sharp rally across U.S. equities, with 10 stocks posting significant gains following the ruling that invalidates tariffs that had reached up to 145% on some products.
Fastly surged 13.87% on Friday following record Q4 earnings and stronger 2026 guidance, driven by growing AI cloud partnerships and agentic AI workloads. The company reported 23% YoY revenue growth to $172.6M and positive adjusted EPS of $0.12. Peers Cloudflare and Akamai Technologies also gained as investors recognize AI-driven edge traffic opportunities in the infrastructure sector.
Fastly stock surged 72% after reporting Q4 revenue of $172.6 million (23% YoY growth) and adjusted EPS of $0.12, double Wall Street expectations. The company's edge computing platform is benefiting from increased demand for AI-powered services. Management projects 14% revenue growth to $710 million in 2026, with AI expected to be a continued tailwind.
U.S. stock futures rose on Thursday following a strong January jobs report showing 130,000 jobs added, exceeding expectations. The report reduced expectations for Federal Reserve rate cuts, with markets pricing in only a 6% chance of a March cut. Key movers include Micron (up 3.3%), Novocure (up 33% on FDA approval), and Fastly (up 43% on strong earnings), while AppLovin fell 4.95% despite beating expectations.
Fastly stock surged 26.10% to $11.75 in extended trading after beating Q4 earnings expectations with EPS of 12 cents versus 6 cents estimate and revenue of $172.61 million versus $161.36 million estimate. The company also issued strong fiscal 2026 guidance with adjusted EPS of 23-29 cents and revenue of $700-720 million, both above analyst expectations. CEO Kip Compton highlighted record revenue, gross margin, and operating profit, with AI cited as a future growth tailwind.
Anthropic's launch of Claude Cowork, an AI tool designed to replace multiple software tools, triggered a significant sell-off in SaaS stocks. Software companies like Shopify, Monday.com, and Fastly dropped 15-23%, similar to the market's reaction to DeepSeek last year. However, analysts suggest the impact varies by company type—mission-critical, deeply integrated software providers are better positioned to weather AI disruption than single-function tools. Meanwhile, January job data showed the lowest openings since 2020 and highest layoffs since 2009, though unemployment remains historically average.
KeyBanc analyst Jackson Ader upgraded Fastly and Akamai, highlighting their potential for growth in security and compute services, with positive outlook for 2026.
The cybersecurity landscape is evolving with quantum computing threats, prompting companies to develop quantum-safe encryption solutions and secure communication platforms to protect against emerging cyber risks.
