NEW YORK — Fastly Inc. (NYSE: FSLY) presents a nuanced investment case in 2026, with strong revenue momentum from its edge cloud platform and AI-driven security services supporting a selective buy for long-term growth investors, while Wall Street's consensus Hold rating and elevated valuation suggest caution for new positions amid execution risks.

As of early May 2026, Fastly shares trade near $32 after a strong run, reflecting investor enthusiasm for its specialized edge computing solutions. The company is scheduled to report first-quarter 2026 results after market close on May 6, with analysts expecting continued double-digit revenue growth and margin expansion.

Recent Performance and Fundamentals

Fastly delivered robust full-year 2025 results, with revenue reaching record levels and remaining performance obligations growing significantly. Management guided for 2026 revenue between $700 million and $720 million, signaling confidence in sustained demand for its platform. Security and network services continue to drive growth, benefiting from rising needs for low-latency content delivery and protection against sophisticated cyber threats.

The company's focus on developer-friendly edge computing positions it well in the expanding AI........

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