Fastly, Inc. (FSLY) research: valuation against peers, fundamentals over time, risk and news coverage
FSLY
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Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- SPECIAL REPORTNEUTRALExecutives Cash Out Across Tech: CrowdStrike, C3.ai, Fastly Insiders Sell Big
CrowdStrike's CFO sold $125.5 million in shares this week, part of a broader cluster of insider sales at tech and healthcare names including C3.ai, Fastly, GigaCloud, Natera and Lumentum.
- BREAKING STORYBULLISHFastly Shares Jump After Meta's Muse AI Agent Drives Traffic Surge
Fastly stock surged after a traffic analysis linked the rally to Meta's Muse AI agent, which is seeing rapid user adoption.
- MARKET REPORTNEUTRALAI Infrastructure Trade Faces Its Next Test as Nvidia Earnings Loom
Positioning ahead of Nvidia's results is turning two-sided, while second-derivative AI plays in memory, edge delivery and analytics software attract fresh capital.
- SPECIAL REPORTBULLISHAI Infrastructure Demand Broadens Beyond Chips as Data Center, Observability Names Guide Higher
A cluster of management commentary from the Technology Leadership Forum 2026 reinforces the view that AI monetization is migrating down the stack — into colocation capacity, observability software and edge delivery. Equinix flagged capacity as the binding constraint on growth, Dynatrace tied observability expansion directly to AI workload complexity, and Fastly said edge cloud adoption is gaining traction. Separately, Monday.com's 20%+ July advance and a prominent wealth manager's 50% upside call on ASML after a 5% monthly drawdown highlight rotation into quality compounders on weakness.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.