ISI reiterated an Outperform rating for Fastly amid a market valuation gap between Fastly and Cloudflare.

The entities involved

• Fastly →

  web infrastructure company

  • Fastly listed on the Nasdaq stock exchange on June 16, 2026.Thu 16:12
  • Fastly shares traded on the Nasdaq stock exchange on September 24, 2026.Thu 16:12
• Cloudflare →

  American internet infrastructure and website security company

  • Datadog, Dynatrace, Oracle, and Cloudflare are all operating in the competitive software industry, with Datadog and Dynatrace being direct peers in observability.Fri 20:35
  • Cloudflare is running its Project Galileo initiative.Fri 17:52
• ISI →
  • ADM Aéroports de Montréal project earned ISI certification on September 28, 2026.Mon 17:50
  • Alleged state forces are responsible for civilian disappearances in Balochistan, Pakistan.Mon 17:14

Related events

• Market analysis compares financial performance of two stocks: Envirotech and Cloudflare.Thu 09:33
• Cloudflare stock performance was tracked against the S&P 500 market index on September 15, 2026.Sep 17
• ISI monitors Meta's stock performance and product launches.Sep 11
• Cloudflare filed required 13F disclosures with the SEC while Norges Bank increased its investment in the company's stock.Sep 12