Fastly.
web infrastructure company
- Reports this week
- 1
- Active events
- 1
- Connections
- 88
What's happening
Active this week
Earlier this month
One to three months ago
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Param Singh upgraded Fastly to Outperform with a $35 price target.Well supported3 reports
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Jim Cramer discussed Fastly's stock performance on August 15, 2025.Some support2 reports
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Fastly listed on the Nasdaq stock exchange on June 16, 2026.Some support3 reports1 development inside
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Fastly shares traded on the Nasdaq stock exchange on September 24, 2026.Some support2 reports
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Fastly reported its financial performance on the Nasdaq exchange.Some support3 reports1 development inside
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Fastly shares jumped after the company released positive outlook targets during Investor Day.Some support1 report
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Fastly and Cloudflare are competing in the edge delivery and web security markets, with Cloudflare challenging Fastly's core offerings.Some support3 reports2 developments inside
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Fastly, Cloudflare, and Akamai are competing in the edge computing and content delivery markets, with Fastly holding its Investor Day at Nasdaq.Some support1 report
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Fastly stock saw multiple developments including an SEC transaction, a strong-buy rating from Freedom Capital, and a price objective increase from Royal Bank of Canada.Well supported10 reports1 development inside
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Artur Bergman, CTO of Fastly, sold 33,579 shares under a Rule 10b5-1 trading plan.Some support1 report
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Fastly and Fusemachines Inc. are technology companies currently being compared for investment opportunities.Some support1 report
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Geopolitical tensions in the Middle East are being discussed alongside the outline of Fastly's growth and profitability strategy in Wong.Some support1 report
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Tech companies Fastly and New Relic held a local customer day and co-participated in an industry event in Sydney.Some support1 report
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Research found that software bugs were responsible for 54% of cyber incidents in 2025.Some support1 report
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Companies Api and Fastly are involved in market analysis, with one company's headquarters based in Rochester.Some support1 report
Gone quiet
No new reports in 90+ days-
ISI reiterated an Outperform rating for Fastly amid a market valuation gap between Fastly and Cloudflare.Some support3 reports
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Fastly and Artificial Life are identified as computer and technology companies.Some support1 report
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Experian partnered with Fastly to establish a trust ecosystem.Some support1 report
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The Polen 5Perspectives Small Growth Strategy fund holds Fastly as a portfolio investment.Some support4 reports
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Fastly, SLR Consulting, and Jason Bell began a collaboration on July 1, 2026, to seek a common framework for digital emissions.Some support1 report
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Fastly and Skyfire announced integrated identity and payment infrastructure for AI agents, which was traded on the Nasdaq exchange.Some support1 report
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A sector decline has been reported, driven by growing fears regarding the costs and impact of AI investments.Some support1 report1 development inside
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Sanjit Singh questioned Fastly regarding its Revenue Per Order (RPO) surge on July 9, 2025.Speculative1 report
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Jerome Powell indicated possible interest rate cuts on August 29, 2025, amidst positive sentiment in the cloud sector, involving Fastly and Apple.Some support1 report
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William Blair analysts questioned Fastly's growth strategy on August 13, 2025.Some support1 report2 developments inside
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Fastly and Akamai Technologies both provide content delivery services.Speculative1 report
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Fastly announced support for hybrid workloads on Azure and highlighted its partner base, including Palo Alto Networks.Speculative1 report
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Both Fortinet and Fastly offer advanced security solutions for enterprise environments and are scaling their platforms.Some support2 reports
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Marc Andreessen's views are cited as driving demand for developer tools, specifically involving companies like GitLab and Fastly.Some support2 reports
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Fastly and Cloudflare are noted as peers in the software development segment and are establishing high technology.Well supported5 reports
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Automated Insights generated a story using Fastly data on August 7, 2025.Some support1 report
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Fastly was classified as operating within the Internet - Software industry.Some support2 reports
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Kip Compton was appointed as the CEO of Fastly on August 7, 2025.Some support1 report
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Richard Wong was appointed as the new CFO of Fastly on August 8, 2025.Well supported3 reports
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Fastly's stock trend was confirmed by higher earnings estimate revisions on August 14, 2025.Some support3 reports
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Fastly was reported to have higher infrastructure costs compared to ServiceNow.Some support1 report
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Fastly, MMM, and Navient were featured in a stock analysis on September 1, 2025, with warning signs noted for all three companies.Some support1 report
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Fastly formed partnerships with Neiman Marcus and Universal Music Group, while also granting RSUs to Richard Wong.Some support3 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Fastly
Events traced to Fastly, step by step, newest first- Cloudflare's AI cloud push may intensify competition for FastlyCloudflare's AI cloud push may intensify competition for FastlyLikely
- PHP vulnerability crisis may shift demand toward Fastly and competitorsThe PHP vulnerability crisis may shift customer demand toward secure web infrastructure providersPossible
Around Fastly this week
News at the entities that move Fastly most-
SEC StructuralDirector Arne Wilhelmsen sold shares of Royal Caribbean Cruises Ltd. and disclosed the transaction to the SEC.Moves Fastly
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Cloudflare OperationalNRG Energy and Cloudflare are key players benefiting from the boost in the AI infrastructure sector, with investors monitoring Nvidia's performance.Moves Fastly
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OpenAI OperationalOpenAI is in talks with BlackRock and UAE investment funds, while AI spending concerns are impacting technology stocks, including Tesla.Moves Fastly
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Royal Bank of Canada Mentioned togetherRBC and Citigroup boosted price objectives on Lockheed Martin shares, with MarketBeat aggregating the analyst ratings.Moves Fastly
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MarketBeat Mentioned togetherMarketBeat provided consensus ratings and target prices regarding Duke Capital Limited on August 12, 2026.Moves Fastly
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Microsoft OperationalDawn Sizer is identified as a solution provider for the Redmond-based technology giant Microsoft.Moves Fastly
Connections
The 38 strongest of 88, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Cloudflare Operational
Fastly and Cloudflare are direct competitors in the edge computing and content delivery network markets, vying for market share.
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SEC Structural
Fastly is subject to mandatory financial disclosure and regulatory oversight by the SEC.
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Richard Wong Structural
Fastly employs Richard Wong as its Chief Financial Officer and granted him stock compensation.
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Akamai Technologies Operational
Fastly and Akamai Technologies are direct competitors providing content delivery services in the same sector.
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Universal Music Group Structural
Universal Music Group relies on Fastly's edge cloud platform for its operational needs.
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Neiman Marcus Structural
Neiman Marcus utilizes Fastly's edge cloud platform for its operational needs.
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Skyfire Operational
The companies are partnered to provide integrated identity and payment infrastructure for AI agents.
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Datadog Operational
The companies are direct competitors and industry peers operating in the observability and security market.
Show all 38 connections
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Microsoft Operational
Microsoft and Fastly are active competitors in the high-tech sector, with Fastly utilizing the Azure cloud platform.
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Param Singh Mentioned together
Param Singh, an analyst, has issued multiple positive rating upgrades and recommendations for Fastly.
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OpenAI Operational
OpenAI's traffic generation directly impacts and puts operational pressure on Fastly's infrastructure.
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Royal Bank of Canada Mentioned together
Royal Bank of Canada provides financial ratings and price objectives regarding Fastly.
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Api Operational
Market analysis indicates that the two companies are direct competitors due to shared business models and market presence.
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Jeffrey Ford Transactional
Jeffrey Ford, identified as an insider, sold shares of Fastly under a pre-arranged 10b5-1 trading plan.
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MarketBeat Mentioned together
MarketBeat provides consensus ratings and target prices for Fastly stock.
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Experian Operational
Fastly and Experian have partnered to build a trust ecosystem.
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Jio Platforms Operational
Fastly and Jio Platforms maintain an active partnership focused on enhancing Jio's Content Delivery Network (JioCDN).
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Davidson Mentioned together
Davidson raised its price objective for Fastly.
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Jio Operational
Jio and Fastly have an expanded partnership where Fastly's services power Jio's Content Delivery Network.
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Benzinga Mentioned together
Benzinga reports Fastly's quarterly earnings data, linking the company's performance to the media platform's content.
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ISI Mentioned together
ISI provided an Outperform rating for Fastly stock.
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Varonis Systems Mentioned together
Both stocks were observed to jump in response to market calls regarding an AI slowdown.
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Sydney Shared context
Fastly operates from its base in Sydney, Australia, utilizing the city as its primary operational hub.
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Wong Shared context
The company Fastly operates within the geographical context of Wong.
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Bank of America Transactional
Bank of America raised its price target on Fastly.
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Freedom Capital Mentioned together
Freedom Capital has issued investment recommendations regarding Fastly's market prospects.
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Jim Cramer Mentioned together
Jim Cramer publicly discusses Fastly's stock performance and improved performance.
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Middle East Shared context
Fastly's market operations are influenced by geopolitical tensions and conflict fears associated with the Middle East.
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Raymond James Financial Mentioned together
Raymond James Financial issued an outperform rating on Fastly.
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SLR Consulting Operational
Fastly and SLR Consulting are actively collaborating to seek a common framework for digital emissions.
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Google Operational
Fastly and Google are mentioned as competitors within the context of market growth.
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North America Shared context
Fastly operates as a service provider within the geographic and market context of North America.
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Nasdaq Shared context
Fastly is a publicly traded company listed on the Nasdaq stock exchange.
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PayPal Operational
Fastly and PayPal are noted as competitors within the context of market growth.
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Europe Shared context
Fastly operates and provides services across the European market.
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New Relic Mentioned together
Fastly and New Relic were observed co-participating in an industry event.
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Amazon Mentioned together
Fastly and Amazon are co-mentioned in the context of general market growth.
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Twilio Shared context
Both Fastly and Twilio operate within the software development segment.
History
Events by the month they beganNovember 2026
1 eventOctober 2026
2 eventsSeptember 2026
7 events- Fastly shares traded on the Nasdaq stock exchange on September 24, 2026.
- Fastly reported its financial performance on the Nasdaq exchange.
- Fastly shares jumped after the company released positive outlook targets during Investor Day.
- Fastly, Cloudflare, and Akamai are competing in the edge computing and content delivery markets, with Fastly holding its Investor Day at Nasdaq.
- Artur Bergman, CTO of Fastly, sold 33,579 shares under a Rule 10b5-1 trading plan.
- Fastly and Fusemachines Inc. are technology companies currently being compared for investment opportunities.
- Geopolitical tensions in the Middle East are being discussed alongside the outline of Fastly's growth and profitability strategy in Wong.
Show 3 earlier months
August 2026
5 events- Fastly stock saw multiple developments including an SEC transaction, a strong-buy rating from Freedom Capital, and a price objective increase from Royal Bank of Canada.
- Tech companies Fastly and New Relic held a local customer day and co-participated in an industry event in Sydney.
- Research found that software bugs were responsible for 54% of cyber incidents in 2025.
- Companies Api and Fastly are involved in market analysis, with one company's headquarters based in Rochester.
- ISI reiterated an Outperform rating for Fastly amid a market valuation gap between Fastly and Cloudflare.
July 2026
4 events- Fastly and Artificial Life are identified as computer and technology companies.
- Experian partnered with Fastly to establish a trust ecosystem.
- The Polen 5Perspectives Small Growth Strategy fund holds Fastly as a portfolio investment.
- Fastly, SLR Consulting, and Jason Bell began a collaboration on July 1, 2026, to seek a common framework for digital emissions.
June 2026
21 events- Jim Cramer discussed Fastly's stock performance on August 15, 2025.
- Fastly listed on the Nasdaq stock exchange on June 16, 2026.
- Fastly and Cloudflare are competing in the edge delivery and web security markets, with Cloudflare challenging Fastly's core offerings.
- Fastly and Skyfire announced integrated identity and payment infrastructure for AI agents, which was traded on the Nasdaq exchange.
- A sector decline has been reported, driven by growing fears regarding the costs and impact of AI investments.
- Sanjit Singh questioned Fastly regarding its Revenue Per Order (RPO) surge on July 9, 2025.
- Jerome Powell indicated possible interest rate cuts on August 29, 2025, amidst positive sentiment in the cloud sector, involving Fastly and Apple.
- William Blair analysts questioned Fastly's growth strategy on August 13, 2025.
- Fastly and Akamai Technologies both provide content delivery services.
- Fastly announced support for hybrid workloads on Azure and highlighted its partner base, including Palo Alto Networks.
- Both Fortinet and Fastly offer advanced security solutions for enterprise environments and are scaling their platforms.
- Marc Andreessen's views are cited as driving demand for developer tools, specifically involving companies like GitLab and Fastly.
- Fastly and Cloudflare are noted as peers in the software development segment and are establishing high technology.
- Automated Insights generated a story using Fastly data on August 7, 2025.
- Fastly was classified as operating within the Internet - Software industry.
- Kip Compton was appointed as the CEO of Fastly on August 7, 2025.
- Richard Wong was appointed as the new CFO of Fastly on August 8, 2025.
- Fastly's stock trend was confirmed by higher earnings estimate revisions on August 14, 2025.
- Fastly was reported to have higher infrastructure costs compared to ServiceNow.
- Fastly, MMM, and Navient were featured in a stock analysis on September 1, 2025, with warning signs noted for all three companies.
- Fastly formed partnerships with Neiman Marcus and Universal Music Group, while also granting RSUs to Richard Wong.