Fastly Inc.’s stocks have been trading up by 60.1 percent, driven by positive investor sentiment and robust market performance.
Key Takeaways
- Fastly delivers impressive growth, boasting record financial performance for Q4 and the fiscal year 2025.
- Earnings per share and revenue both exceed market expectations, with notable year-over-year improvement.
- Revenue projections for 2026 are significantly higher than market forecasts, signaling potential strong stock performance.
- Strategic advancements in AI are set to fuel Fastly’s growth, as indicated by the CEO.
- Anticipated adjusted earnings per share for 2026 set to surpass consensus estimates, suggesting a positive market outlook.
Live Update At 10:03:50 EST: On Thursday, February 12, 2026 Fastly Inc. stock [NASDAQ: FSLY] is trending up by 60.1%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
Quick Financial Overview
Recently, Fastly unleashed their financial prowess. For Q4 of 2025, the company outperformed market estimates significantly. Their revenue skyrocketed to a whopping $172.61 million, a solid climb over the expected $161.36 million. Earnings weren’t left behind either; they doubled the estimates with an adjusted EPS of 12 cents, compared to the forecasted 6 cents. That’s not just crunching numbers – it’s breaking expectations.
Peering into 2026, Fastly projects an impressive revenue band of $700M to $720M. This easily shatters the FactSet consensus estimate of $667.8M. Clearly, they’ve set a high bar. Moreover, the anticipated adjusted EPS for FY26 sits comfortably between 23 to 29 cents, again above expectations of just 13 cents.
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In a personal tale, imagine working up a challenging puzzle, pieces scattered all over. For Fastly, revenue shows as a big chunk fitting perfectly to complete the profitability picture. Its gross margin soared to 55%, showing that each dollar earned is being used wisely.
Growth Fueled by AI Advancements
AI isn’t just another buzzword for Fastly. The CEO has highlighted Artificial Intelligence as a cornerstone for their evolving business strategy in 2026. Fastly aims to capitalize on AI to enhance their offerings, further boosting growth momentum. Their high-performance edge platform plays a crucial role – think of it as a sleek sports car on a digital highway, speeding data delivery, and optimizing security.
Financially speaking, Fastly’s strategies have led to a remarkable net income improvement, highlighted by an operating cash flow turning positive. This newfound solvent position paints a bright picture for the future. Imagine a sturdy ship, which having weathered many storms, now speeds smoothly across calm seas.
Conclusion
In summary, Fastly finds itself on solid ground, with strategic innovations paving the way for robust growth. Market confidence enjoys a boost, mirrored by stock performance upgrading, thanks to exceptional earnings results. As the company pushes forward with AI and an impressive revenue forecast for 2026, optimism among traders is likely to stay, acting as a catalyst for continued success. As Tim Bohen, lead trainer with StocksToTrade says, “I focus on momentum that’s visible right now. Speculation on future moves is outside my playbook.” His perspective underscores the importance of Fastly’s current trajectory and solid performance, emphasizing the visible momentum that traders prioritize.
The story of Fastly is one of ambition meeting execution. As they continue to thrive at the intersection of technology and innovation, the company sets a course for exciting, opportunity-filled horizons. Riding this wave, they seem well-poised for a prosperous journey going into 2026.
This is stock news, not investment advice. StocksToTrade News delivers real-time stock market updates tailored to highlight the key catalysts driving short-term price movements. Our coverage is designed for active traders and investors who thrive in fast-moving markets, with a focus on volatile sectors like penny stocks, AI stocks, Robinhood stocks and other momentum plays. From earnings reports and FDA approvals to mergers, new contracts, and unusual trading volume, we break down the events that can spark significant price action.
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