Benzinga · Sep 22, 2026
Fastly’s AI Security Push Adds Heat Ahead Of Investor Day
Fastly Investor Day takes focus as shares rise premarket, with AI security, strong momentum and margin expectations in view
FS
NASDAQ · FSLY
Fastly, Inc.
Technology · Software - Application
$29.65
Up+$3.57 (+13.69%)
Updated Sep 24, 2026, 2:10 AM
SID Score
6.3/10
Composite research score
Smart Money
—
Institutional and insider signal
- Market cap
- 1.56B
- P/E ratio
- -11.12
- Dividend yield
- 0.00%
- 52-week range
- $7.74 – $34.82
- Volume
- 30.28M
- Avg. volume
- 4.55M
Price performance
FSLY price history
1M range · 20 trading sessions · Daily adjusted prices
FSLY closed at $29.65 after 20 trading sessions, up 27.31% for the selected period.
- Last close
- $29.65
- Period change
- +27.31%
- Period low
- $20.43
- Period high
- $29.65
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 23, 2026 | $25.90 | $31.33 | $24.04 | $29.65 | 30.28M |
| Sep 22, 2026 | $28.02 | $28.835 | $24.66 | $26.08 | 14.97M |
| Sep 21, 2026 | $24.22 | $28.07 | $23.705 | $27.42 | 9.87M |
| Sep 18, 2026 | $24.875 | $24.98 | $23.06 | $23.86 | 7.84M |
| Sep 17, 2026 | $23.54 | $25.75 | $22.90 | $24.57 | 6.41M |
| Sep 16, 2026 | $23.84 | $24.8242 | $23.095 | $23.54 | 3.52M |
| Sep 15, 2026 | $24.75 | $25.405 | $23.63 | $24.30 | 5.29M |
| Sep 14, 2026 | $23.23 | $25.10 | $22.75 | $24.86 | 7.35M |
| Sep 11, 2026 | $22.70 | $23.38 | $21.90 | $23.16 | 6.4M |
| Sep 10, 2026 | $22.00 | $23.19 | $21.82 | $22.71 | 6.22M |
| Sep 9, 2026 | $22.69 | $24.59 | $22.085 | $22.71 | 10.75M |
| Sep 8, 2026 | $20.35 | $22.73 | $19.92 | $21.49 | 5.82M |
| Sep 4, 2026 | $20.86 | $21.03 | $20.37 | $20.59 | 2.42M |
| Sep 3, 2026 | $20.30 | $21.215 | $19.76 | $21.12 | 3.71M |
| Sep 2, 2026 | $20.56 | $20.835 | $20.11 | $20.43 | 3.56M |
| Sep 1, 2026 | $22.60 | $22.689 | $20.58 | $20.77 | 4.08M |
| Aug 31, 2026 | $23.00 | $23.1075 | $22.4547 | $22.79 | 4M |
| Aug 28, 2026 | $24.33 | $24.8085 | $22.78 | $23.04 | 4.02M |
| Aug 27, 2026 | $24.08 | $25.36 | $23.8216 | $24.64 | 4.22M |
| Aug 26, 2026 | $22.72 | $23.65 | $22.70 | $23.29 | 2.54M |
Latest FSLY news
The latest Smart Investors Daily articles mentioning FSLY.
Stock researchCompany · Overview
FSLY research
Overview
Company profile and research snapshot.
Company profile
Fastly operates a content delivery network, which is necessary for entities to provide faster and more reliable online content. Fastly's strategy differs from traditional CDNs, which focus on locating servers in as many locations as possible to store copies of files that consumers most use. Fastly is in far fewer sites than traditional CDNs, but it houses servers in the most network-dense data centers. Instead of simply storing static content, it allows its customers to program on its platform, enabling edge computing and better service of the more dynamic content that was traditionally not well served by CDNs. Fastly gears its service to the largest, most sophisticated enterprises rather than small companies and generated nearly three fourths of its revenue in the United States in 2024.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- $10.00
- Implied upside
- —
- Analysts
- —
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 6, 2026 | Piper Sandler | Neutral | — |
| Aug 6, 2026 | RBC Capital | Sector Perform | — |
| Aug 6, 2026 | Keybanc | Overweight | — |
| Jul 17, 2026 | Freedom Broker | Buy | — |
| Jul 17, 2026 | Canaccord Genuity | Buy | — |
News briefing
Generated Sep 23, 2026, 9:23 PM
Why Is FSLY Up 13.69% Today?
Fastly stock surged over 13% today following the company's announcement of new AI-powered security products, including an AI Firewall and AI Runtime Control platform designed to secure and scale artificial intelligence applications. The momentum reflects investor enthusiasm for the company's pivot toward AI security solutions ahead of its upcoming investor day presentation.
Bottom line: While Fastly's AI security launch represents a compelling strategic pivot with genuine market tailwinds, the surge is tempered by insider selling and weak hedge fund conviction, suggesting investors should await Tuesday's investor day presentation before drawing conclusions about sustainable growth prospects. Key metrics to monitor include adoption rates for the new AI products, enterprise customer feedback, and guidance revisions that would validate the market's current enthusiasm.
Yahoo · Sep 22, 2026
Fastly Stock Jumped 15% Yesterday on an AI Security Launch. Insiders Sold Millions First.
Key TakeawaysAI Security Pop: Fastly stock (FSLY) jumped 15% on Monday, September 21, after launching AI Firewall, AI Runtime Control, and API Security to police AI and agentic traffic at the edge. Street Snapshot: Twelve analysts split 4 buys, 1 outperform, 6 holds, and 1 underperform.
Yahoo · Sep 22, 2026
Fastly Inc. (FSLY) Jumps 15% Ahead of Tuesday’s Key Business Updates; Hedge Fund Conviction Weak
Fastly Inc. (NASDAQ:FSLY) climbed by 14.92 percent on Monday to end at $27.42 apiece as investors began positioning portfolios ahead of key business updates at its Investor Day meeting tomorrow, September 22. The rally was supported by earlier warnings from Anthropic Chief Executive Officer Dario Amodei that development of artificial intelligence must slow down and […]
Yahoo · Sep 22, 2026
RingCentral, Tenable, SentinelOne, AppLovin, and Fastly Shares Skyrocket, What You Need To Know
A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.
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