Fastly could see meaningful upside as personal AI agents drive a surge in traffic and security needs at a low valuation. At a $3.8B market cap it trades at a far lower multiple than Cloudflare. Security, now 25% of revenue, grows 40% on DDoS protection, bot management and API discovery. Sell-side estimates of 12% growth for three years, with security slowing to 20% and 16% in 2027-28, look easy to beat at next week's investor day, where the CFO will give a multi-year framework and new products. … Show more

Fastly could be an insane turnaround as token economics move its way, positioning it as a pure-play winner of AI inference. The whole point of AI is to get cheaper, and as it does, the vast majority of data should move to local edge servers. x.com  x.com  x.com 

Fastly looks cheap at under 5x sales, but its growth is already down to 15% and slowing, which does not look like the makings of a winner. This is a preliminary view pending deeper work. x.com 

Fastly is forming a double bottom near $17-17.50 after its pullback from about $34, and a close above $20 would confirm the base and target $23.32, with a volume gap that could speed the move. The 20- and 50-day EMAs are converging near $19-20 as support, and the 200 EMA near $16.50 keeps the uptrend from February intact. In June, management raised full-year 2026 revenue guidance and launched AI developer tools. x.com 

Fastly is no longer a commoditizing CDN but a security and edge-compute platform that the AI traffic wave runs through, and the market still prices the old company. Q1 revenue rose 20% to a record $173M, accelerating from 15%; security grew 47% and compute/edge 67%. Gross margin hit a record 65.1%, adjusted EBITDA nearly quadrupled to $29.5M, RPO rose 63% to $369M, and full-year guidance was raised to $710-725M. A beat-and-raise with an AI tailwind fits what a software rotation rewards. x.com 

Fastly is off the screen for a while: someone liquidated it in size, making it a controversial name when there are many better setups elsewhere. The best charts don't keep checking back to the 21-day EMA, and only the first check back is worth buying. x.com 

Fastly is seeing an increase in traffic related to AI agents, according to the company, and its chart has moved opposite to the weak software sector. The stock is coming back into its 10-day moving average. x.com  x.com 

Akamai has catching up to do as an edge-network play on AI agents, with an overlooked AI-agent security angle. AI agents and LLMs constantly fetch data from websites and APIs, which needs fast edge networks; since that call, Akamai is up 20% versus Fastly's 48%. Its CFO recently discussed agentic security and shopping, and said a four-year, $600 million GPU deal with a US robotics-focused company lifts major wins to over $2.8 billion this year. Robots could be the leg to new highs. x.com  x.com  … Show more

Fastly is probably a long, even on the security angle alone. With its points of presence and edge network, it should only be a matter of time before its numbers are affected more meaningfully. x.com 

Agentic AI and the infrastructure supporting it is the main market theme right now. Fastly, Cloudflare, Akamai and DigitalOcean are the closest to pure plays on the rise of agentic AI, with Dell, Hewlett Packard Enterprise and Cisco also positioned on the infrastructure side. x.com  x.com