Fastly stock reports Q2 revenue growth as AI products expand

Published on 10/05/2026 at 21:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fastly stock posted USD 183.32 million in Q2 revenue on August 5, 2026, above USD 173.94 million consensus. The October 5 quote was USD 25.81 on Nasdaq.

FSLY, US31188V1008, Illustration mit AI erstellt.

Fastly (ISIN US31188V1008) was trading at USD 25.81 on Nasdaq on October 5, 2026, at 3:24 p.m. ET, up 0.08 percent on the session. The latest reported quarter delivered USD 183.32 million in revenue and adjusted EPS of USD 0.15 against consensus of USD 173.94 million and USD 0.07, respectively, according to MarketBeat on September 23, 2026.

Revenue beat sets the baseline

Fastly's Q2 revenue was USD 9.38 million above the analyst estimate, a 5.39 percent premium to consensus. Adjusted EPS exceeded expectations by USD 0.08, giving the quarter a stronger comparison than revenue alone.

The same report listed fiscal 2026 adjusted EPS guidance at USD 0.50-0.54 and Q3 adjusted EPS guidance at USD 0.11-0.13. Those ranges frame the key test for Fastly: whether improving edge-cloud demand can translate into sustained profitability.

AI and streaming widen the case

On September 21, 2026, Fastly announced AI Runtime Control, AI Firewall and API Security for AI agents. The products are designed to govern model access, protect AI applications and control requests reaching enterprise APIs.

The company also expanded its commercial reach through a Comcast relationship. In a September 28, 2026 release, Fastly said its software would run within Comcast's distributed network to support Peacock's high-demand live events.

Consensus stays close to the quote

MarketBeat listed a Hold consensus from 15 analysts, with an average target of USD 26.73, a high target of USD 37.00 and a low target of USD 22.00. The average target lies 3.56 percent above the USD 25.81 Nasdaq quote, while the target spread shows materially different views on the AI opportunity.

Fastly's price sat between a 52-week low of USD 7.74 and a high of USD 34.82 on October 5, 2026. The company therefore combines a 153.5 percent year-to-date gain cited by MarketBeat with a valuation debate that remains centered on execution.

Fastly stock holds near USD 26

Fastly stock was trading at USD 25.81 on Nasdaq on October 5, 2026, with market capitalization of USD 4.0 billion and volume of 1,610,097 shares. The next earnings report is listed for November 4, 2026, by TradingView.