← Fastly, Inc. Class A Common Stock overview

Fastly, Inc. Class A Common Stock vs F5 Networks: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Fastly, Inc. Class A Common Stock (FSLY)

Q3 202611 Jul – 23 Sep 2026

▲3

Fastly's Comcast edge win and strong margins drive bullish investor day outlook

Comcast edge delivery partnership Fastly's software is being embedded into Comcast's 200+ edge data centers, pushing streaming content closer to homes. This concrete customer win expands Fastly's edge delivery business and supports future revenue growth, lifting investor optimism.
A major new customer deal directly boosts demand for Fastly's services and is a key positive catalyst.
Record margins and accelerating growth Fastly reported 23.3% revenue growth, a record 65.8% gross margin, four straight profitable quarters, and positive free cash flow. Security and compute products are growing over 50% and 69%, showing the business is becoming more profitable and diversified.
Strong financial performance and improving profitability are core drivers of the stock's value.
Investor day targets and analyst upgrades Fastly set FY29 targets for 14-21% annual revenue growth and 20-22% operating margins. Analysts called the targets above expectations, with D.A. Davidson raising its price target to $23. The stock jumped 13% as investors gained confidence in the long-term plan.
Forward-looking targets and analyst reactions directly influence investor expectations and the stock price.
Competitive pressure and customer concentration Fastly faces competition from hyperscalers bundling edge and security services, and relies on a concentrated group of large customers. While the Comcast deal helps, these risks could limit growth and keep some analysts cautious.
This counterweight balances the positive news and explains why not all analysts are fully bullish.

August 202611 Jul – 23 Sep 2026

▲3

Fastly's Comcast edge win and strong margins drive bullish investor day outlook

Comcast edge delivery partnership Fastly's software is being embedded into Comcast's 200+ edge data centers, pushing streaming content closer to homes. This concrete customer win expands Fastly's edge delivery business and supports future revenue growth, lifting investor optimism.
A major new customer deal directly boosts demand for Fastly's services and is a key positive catalyst.
Record margins and accelerating growth Fastly reported 23.3% revenue growth, a record 65.8% gross margin, four straight profitable quarters, and positive free cash flow. Security and compute products are growing over 50% and 69%, showing the business is becoming more profitable and diversified.
Strong financial performance and improving profitability are core drivers of the stock's value.
Investor day targets and analyst upgrades Fastly set FY29 targets for 14-21% annual revenue growth and 20-22% operating margins. Analysts called the targets above expectations, with D.A. Davidson raising its price target to $23. The stock jumped 13% as investors gained confidence in the long-term plan.
Forward-looking targets and analyst reactions directly influence investor expectations and the stock price.
Competitive pressure and customer concentration Fastly faces competition from hyperscalers bundling edge and security services, and relies on a concentrated group of large customers. While the Comcast deal helps, these risks could limit growth and keep some analysts cautious.
This counterweight balances the positive news and explains why not all analysts are fully bullish.

Latest11 Jul – 23 Sep 2026

▲3

Fastly's Comcast edge win and strong margins drive bullish investor day outlook

Comcast edge delivery partnership Fastly's software is being embedded into Comcast's 200+ edge data centers, pushing streaming content closer to homes. This concrete customer win expands Fastly's edge delivery business and supports future revenue growth, lifting investor optimism.
A major new customer deal directly boosts demand for Fastly's services and is a key positive catalyst.
Record margins and accelerating growth Fastly reported 23.3% revenue growth, a record 65.8% gross margin, four straight profitable quarters, and positive free cash flow. Security and compute products are growing over 50% and 69%, showing the business is becoming more profitable and diversified.
Strong financial performance and improving profitability are core drivers of the stock's value.
Investor day targets and analyst upgrades Fastly set FY29 targets for 14-21% annual revenue growth and 20-22% operating margins. Analysts called the targets above expectations, with D.A. Davidson raising its price target to $23. The stock jumped 13% as investors gained confidence in the long-term plan.
Forward-looking targets and analyst reactions directly influence investor expectations and the stock price.
Competitive pressure and customer concentration Fastly faces competition from hyperscalers bundling edge and security services, and relies on a concentrated group of large customers. While the Comcast deal helps, these risks could limit growth and keep some analysts cautious.
This counterweight balances the positive news and explains why not all analysts are fully bullish.

F5 Networks Inc (FFIV)

Q3 202622 Jun – 18 Aug 2026

▲4

F5's AI Security Push and Raised Outlook Drive Growth Story

AI Security Platform Launch and SurePath AI Acquisition F5 launched its AI Security Platform and acquired SurePath AI, expanding into enterprise AI security. This opens a new market and positions F5 to capture spending on AI risk management, supporting future revenue growth and lifting investor optimism.
This is a major new product and acquisition that directly expands F5's addressable market and growth narrative.
Raised 2026 Outlook on Strong Q3 Results F5 beat Q3 estimates and raised full-year 2026 revenue and earnings guidance, citing early AI deployments. This signals stronger-than-expected demand and execution, boosting confidence in future profits and pushing the stock higher.
Guidance raise is a direct positive catalyst for the stock and reflects underlying business momentum.
AI Guardrails Integration with NVIDIA F5 integrated its AI Guardrails with NVIDIA NeMo Guardrails, offering centralized AI security. This partnership strengthens F5's product ecosystem and credibility in AI security, potentially driving adoption and revenue growth.
New product integration with a major player enhances F5's competitive position in AI security.
Agentic-Ready AI Gateway for Cost Optimization F5 enhanced its AI Gateway to optimize AI costs and security, integrated into the AI Security Platform. This addresses enterprise demand for efficient AI operations, potentially increasing customer adoption and recurring revenue.
New product enhancement targets a key enterprise pain point (AI cost) and expands F5's AI offerings.

July 202622 Jun – 18 Aug 2026

▲4

F5's AI Security Push and Raised Outlook Drive Growth Story

AI Security Platform Launch and SurePath AI Acquisition F5 launched its AI Security Platform and acquired SurePath AI, expanding into enterprise AI security. This opens a new market and positions F5 to capture spending on AI risk management, supporting future revenue growth and lifting investor optimism.
This is a major new product and acquisition that directly expands F5's addressable market and growth narrative.
Raised 2026 Outlook on Strong Q3 Results F5 beat Q3 estimates and raised full-year 2026 revenue and earnings guidance, citing early AI deployments. This signals stronger-than-expected demand and execution, boosting confidence in future profits and pushing the stock higher.
Guidance raise is a direct positive catalyst for the stock and reflects underlying business momentum.
AI Guardrails Integration with NVIDIA F5 integrated its AI Guardrails with NVIDIA NeMo Guardrails, offering centralized AI security. This partnership strengthens F5's product ecosystem and credibility in AI security, potentially driving adoption and revenue growth.
New product integration with a major player enhances F5's competitive position in AI security.
Agentic-Ready AI Gateway for Cost Optimization F5 enhanced its AI Gateway to optimize AI costs and security, integrated into the AI Security Platform. This addresses enterprise demand for efficient AI operations, potentially increasing customer adoption and recurring revenue.
New product enhancement targets a key enterprise pain point (AI cost) and expands F5's AI offerings.

Latest22 Jun – 18 Aug 2026

▲4

F5's AI Security Push and Raised Outlook Drive Growth Story

AI Security Platform Launch and SurePath AI Acquisition F5 launched its AI Security Platform and acquired SurePath AI, expanding into enterprise AI security. This opens a new market and positions F5 to capture spending on AI risk management, supporting future revenue growth and lifting investor optimism.
This is a major new product and acquisition that directly expands F5's addressable market and growth narrative.
Raised 2026 Outlook on Strong Q3 Results F5 beat Q3 estimates and raised full-year 2026 revenue and earnings guidance, citing early AI deployments. This signals stronger-than-expected demand and execution, boosting confidence in future profits and pushing the stock higher.
Guidance raise is a direct positive catalyst for the stock and reflects underlying business momentum.
AI Guardrails Integration with NVIDIA F5 integrated its AI Guardrails with NVIDIA NeMo Guardrails, offering centralized AI security. This partnership strengthens F5's product ecosystem and credibility in AI security, potentially driving adoption and revenue growth.
New product integration with a major player enhances F5's competitive position in AI security.
Agentic-Ready AI Gateway for Cost Optimization F5 enhanced its AI Gateway to optimize AI costs and security, integrated into the AI Security Platform. This addresses enterprise demand for efficient AI operations, potentially increasing customer adoption and recurring revenue.
New product enhancement targets a key enterprise pain point (AI cost) and expands F5's AI offerings.