Fastly Inc (FSLY) Stock AnalysisFSLYFastly Inc

Fastly, Inc. provides a programmable edge cloud platform that helps the world’s brands deliver online experiences through edge compute, delivery, security, and observability offerings, improving site performance, and enhancing security at a global scale. The Company enables developers to deliver secure Websites and apps. The edge cloud is a category of Infrastructure as a Service (IaaS) that enables developers to build, secure, and deliver digital experiences at the edge of the Internet. Its network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its object storage is an Amazon S3-compatible large object storage solution that works seamlessly with both its CDN and Compute services. Its security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security services, and response security services. It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

Fastly Inc is a good buy right now due to its recent strong revenue growth of 23% year-over-year, reaching $183.3 million, and a significant increase in security revenue by 43%. The current price of $29.3 is well below the analyst price targets of $35 and $37, indicating potential upside. However, the company is still facing challenges with a negative net income of -15.59 million in Q2 2026, which is a risk to consider.