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

On February 12, 2026, Fastly, Inc. (NASDAQ:FSLY) reported fourth-quarter gross of $172.61 million, up of the $161.36 cardinal statement estimate. CEO Kip Compton said the 4th marked “an inflection successful Fastly's growth” with grounds revenue, gross margin, and operating profit. He added that 2025 reflected important advancement successful the company’s translation and said AI is expected to service arsenic an expanding tailwind successful 2026. Fastly sees fiscal 2026 gross successful a scope of $700 cardinal to $720 million, compared with statement estimates of $667.79 million.

Ahead of the report, connected February 9, 2026, DA Davidson lowered its terms people connected Fastly, Inc. (NASDAQ:FSLY) to $9 from $11.50 and maintained a Neutral rating. The steadfast said it was constructive connected the quarterly setup, citing caller stock terms enactment and absorption commentary astir postulation maturation and pricing during intra-quarter discussions and capitalist meetings. Earlier, connected January 16, 2026, Citi expert Fatima Boolani reduced her terms people to $10 from $12 and kept a Neutral standing arsenic portion of a broader 2026 outlook for infrastructure software. Citi said it expects the sector’s 2025 momentum to proceed into the caller year.

Fastly, Inc. (NASDAQ:FSLY) operates an borderline unreality level that processes, delivers, and secures applications crossed the United States and planetary markets.

While we admit the imaginable of FSLY arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.