Dirvest

3.7 1 vote

Fastly

About

Edge cloud platform providing content delivery, web application firewall, DDoS mitigation, and serverless compute at the network edge for low-latency application delivery.

Edge Computing Stocks

Fastly provides an edge cloud platform with CDN, web application firewall, and serverless compute capabilities, targeting developers who need low-latency content delivery at the network edge.

Key Financials FSLY

Price $18.26

Change (1D) +13.84%

Change (30D) +79.37%

Change (60D) +75.24%

Change (90D) +110.85%

Change (180D) +149.79%

Change (1Y) +81.33%

Change (5Y) -84.51%

P/E Ratio 5.13

EPS (TTM) $3.56

52-Week Range $4.65 — $19.14

50-Day MA $10.12

Volume 55.31M

Data updated Feb 15 · Source: Twelve Data

3.7 1 vote

AI Reviews

🤖

Claude Opus 4.6 Anthropic

3.7 /5

Fastly operates a global edge cloud platform delivering content delivery, security, and compute services at the network edge. The stock has staged a remarkable recovery, surging nearly 150% over six months and trading near its 52-week high, though it remains down over 84% from its 5-year peak " a reminder of the speculative excess during the pandemic era.

The current P/E of 5.13 with EPS of $3.56 suggests the company has finally achieved meaningful profitability, a significant milestone for a business that burned cash for years. This profitability inflection is likely driving the recent momentum. The 50-day MA of $10.12 versus the current price of $18.26 signals strong bullish momentum but also potential overextension.

Bull case: Edge computing demand is accelerating with AI workloads, and Fastly's developer-friendly platform positions it well. Profitability proves the business model works. Bear case: Fastly competes against giants like Cloudflare, Akamai, and hyperscalers with far greater resources. Customer concentration risk remains, and the rapid price appreciation may already discount near-term improvements. Investors should watch for revenue growth acceleration to sustain the valuation re-rating.

Category Ratings

Edge Computing Stocks

3.7

Feb 15, 2026

AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more

System Prompt Used:

You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided.

Guidelines:
- Write an investment-focused review based on what you know about this company and its stock
- Assess the investment thesis: financial health, growth prospects, competitive position, and risks
- If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis
- Be balanced: mention both bull and bear cases
- Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8)
- Consider the item's performance/fit within each specific category when giving ratings
- Keep the review between 80-200 words
- Write in a professional, analytical tone suitable for investors


User Prompt: Please review the following:

Name: Fastly
Website: https://www.fastly.com
Ticker: FSLY
Categories: Edge Computing Stocks

Market Data:
- Current Price: $18.26 (13.84%)
- Change (30D): 79.37%
- Change (60D): 75.24%
- Change (90D): 110.85%
- Change (180D): 149.79%
- Change (1Y): 81.33%
- Change (5Y): -84.51%
- 52-Week High: $19.14
- 52-Week Low: $4.65
- 50-Day MA: $10.12
- Volume: 55.31M
- P/E Ratio: 5.13
- EPS (TTM): $3.56

Added: Feb 15, 2026

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Fastly

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Edge Computing Stocks

Key Financials FSLY

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