The company's security revenue grew by 32%, driven by products designed to address the challenges posed by AI traffic. Additionally, Fastly is guiding for 2026 revenue to be between $700 million and $720 million, above Wall Street's previous estimates.

As of Feb. 20, 2026, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Fastly (FSLY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Returning from the Presidents' Day holiday, Wall Street opened the week with familiar worries weighing on software and tech stocks, as investors continued to grapple with potential AI-driven disruption.

Fastly has staged a dramatic turnaround, with shares nearly doubling YTD and Q4 results highlighting accelerating revenue and improved customer expansion. FSLY is evolving from a pure CDN to a full-stack internet services provider, leveraging AI-driven compute and observability offerings for future growth. Enterprise traction is strengthening, offsetting churn in smaller accounts, with blue-chip customers like JetBlue, Duolingo, and Wayfair anchoring expansion.

Fastly delivered a blowout Q4 2025, achieving its first full year of non-GAAP net profit and positive free cash flow. FSLY's AI-driven offerings, notably the AI accelerator, fueled a 55% surge in RPO to $354M and robust enterprise adoption. Management guided for $700–720M FY 2026 revenue, well above consensus, yet RPO growth suggests guidance may be conservative.

Fastly (FSLY) – an edge cloud platform for application processing and security – has achieved a 5-day winning streak, resulting in total gains of 102% during this time. The company's market capitalization has increased by approximately $1.2 billion over the last 5 days, currently reaching $2.4 billion.

Fastly (FSLY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Fastly (FSLY) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Fastly stock price surged to its highest level since February 2024 as the company's recovery accelerated. FSLY jumped to a high of $18.25, up by over 273% from its lowest level in 2025 as its turnaround gained steam.