Fastly Inc is a technology company that specializes in providing an advanced content delivery network (CDN) and edge cloud platform designed to help businesses enhance the performance and security of their digital content. By leveraging its infrastructure, Fastly enables real-time data processing and analytics, allowing companies to deliver faster and more reliable web experiences to their users. The company's services are particularly beneficial for enterprises needing to optimize their online applications and ensure seamless content delivery across various devices and locations, ultimately improving user engagement and satisfaction. Read More
Wall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on.
But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
Shares of edge cloud platform Fastly (NYSE:FSLY) jumped 3.2% in the morning session after a wave of positive sentiment in the cloud sector as peer Snowflake (SNOW) posted strong quarterly results.
Fastly trades at $7.27 and has moved in lockstep with the market. Its shares have returned 8.1% over the last six months while the S&P 500 has gained 10.3%.
Shares of edge cloud platform Fastly (NYSE:FSLY) jumped 3.1% in the afternoon session after Federal Reserve Chair Jerome Powell opened the door to possible interest rate cuts. The broader market surged after Federal Reserve Chair Jerome Powell indicated that interest rate cuts could be on the horizon as the labor market shows signs of weakening. This news sparked a significant rally, with the Dow Jones Industrial Average, S&P 500, and the tech-heavy Nasdaq Composite all jumping by approximately 1.5% or more. The positive sentiment was widespread, as the prospect of lower interest rates is generally seen as beneficial for economic growth and corporate profitability. As a technology company, Fastly was carried higher by this strong market-wide momentum.
Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today released its Q2 2025 Threat Insights Report, exposing a striking shift in the nature and scale of automated web traffic. Analysis of traffic from mid-April to mid-July shows that AI crawlers made up almost 80% of all AI bot traffic observed, with Meta generating more than half and eclipsing both Google and OpenAI combined.
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names.
But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.
A number of stocks fell in the afternoon session after a hotter-than-expected wholesale inflation report revived concerns about persistent inflation and tempered hopes for a Federal Reserve interest rate cut. The Producer Price Index (PPI) for July jumped 3.3% from a year earlier, surprising economists who had forecasted a 2.5% rate. This data revived concerns about persistent inflation and forced traders to reconsider the likelihood of a near-term interest rate cut by the Federal Reserve. High-growth technology stocks, which dominate the SaaS landscape, are particularly sensitive to interest rate fluctuations.
A number of stocks jumped in the afternoon session after the SaaS sector continued to rally as favorable inflation data bolstered hopes for a Federal Reserve interest rate cut. This optimism was largely driven by a benign July Consumer Price Index (CPI) report, which solidified investor expectations for a Federal Reserve interest rate cut. Following the release of the inflation data, which showed a year-over-year increase of 2.7%, the probability of a rate cut in September surged to over 96%. Lower interest rates are typically beneficial for growth-oriented technology stocks, as they can reduce borrowing costs and increase the present value of future earnings. Adding to the positive sentiment was a 90-day delay in the imposition of higher tariffs on Chinese goods, which reduced trade-related uncertainty for the technology sector.
Fastly’s second quarter was met with a significant positive market reaction, reflecting stronger-than-expected revenue growth and improving operating margins. Management attributed the outperformance to new customer acquisitions, effective competitive takeout strategies, and disciplined pricing. CEO Charles Compton highlighted the impact of Fastly’s expanded security offerings, which now account for a higher share of total revenue, and cited improved network efficiency as another contributor. Fastly also reported progress in diversifying its customer base, with revenue outside its top 10 customers outpacing overall growth.
Content delivery company Fastly (NYSE:FSLY) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 12.3% year on year to $148.7 million. Guidance for next quarter’s revenue was optimistic at $151 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP loss of $0.03 per share was $0.02 above analysts’ consensus estimates.
Content delivery company Fastly (NYSE:FSLY) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 12.3% year on year to $148.7 million. Guidance for next quarter’s revenue was optimistic at $151 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP loss of $0.03 per share was $0.02 above analysts’ consensus estimates.
Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today announced the appointment of Richard “Rich” Wong as Chief Financial Officer (CFO), effective August 11, 2025. Wong will succeed Ronald “Ron” W. Kisling who is leaving to pursue new opportunities. Kisling will remain at Fastly in an advisory capacity through September 15, 2025 to help ensure a smooth transition of responsibilities. In addition, Scott R. Lovett, Fastly’s current Chief Revenue Officer, has been appointed President, Go to Market, effective immediately.
Shares of content delivery company Fastly (NYSE:FSLY)
fell 5% in the afternoon session after the White House announced a new round of steep global tariffs, sparking concerns of a trade war and its impact on the U.S. and global economies. This move creates significant uncertainty for businesses and investors. The new tariffs, with rates of up to 41% on imports from 68 countries and the European Union, prompted a broad market sell-off, with the tech-heavy Nasdaq index showing notable weakness. Adding to the bearish sentiment was a weaker-than-expected July jobs report, which revealed that employers created only 73,000 jobs, far below economists' expectations. This combination of trade fears and signs of a slowing labor market has created a "risk-off" environment, leading investors to pull back from growth-oriented sectors like software and technology.
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today announced that management will be participating in fireside chats at the following investor conferences:
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the software development industry, including JFrog (NASDAQ:FROG) and its peers.
