Fastly, Inc. (FSLY) Reports Fourth-Quarter Revenue of $172.61 million, Ahead of Consensus

Fastly, Inc. (NASDAQ:FSLY) is among the 15 Best Small Cap Stocks to Buy According to Wall Street.

On February 12, 2026, Fastly, Inc. (NASDAQ:FSLY) reported fourth-quarter revenue of $172.61 million, ahead of the $161.36 million consensus estimate. CEO Kip Compton said the quarter marked “an inflection in Fastly's growth” with record revenue, gross margin, and operating profit. He added that 2025 reflected significant progress in the company’s transformation and said AI is expected to serve as an increasing tailwind in 2026. Fastly sees fiscal 2026 revenue in a range of $700 million to $720 million, compared with consensus estimates of $667.79 million.

Ahead of the report, on February 9, 2026, DA Davidson lowered its price target on Fastly, Inc. (NASDAQ:FSLY) to $9 from $11.50 and maintained a Neutral rating. The firm said it was constructive on the quarterly setup, citing recent share price action and management commentary around traffic growth and pricing during intra-quarter discussions and investor meetings. Earlier, on January 16, 2026, Citi analyst Fatima Boolani reduced her price target to $10 from $12 and kept a Neutral rating as part of a broader 2026 outlook for infrastructure software. Citi said it expects the sector’s 2025 momentum to continue into the new year.

Fastly, Inc. (NASDAQ:FSLY) operates an edge cloud platform that processes, delivers, and secures applications across the United States and international markets.

While we acknowledge the potential of FSLY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the

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