FSLY Fastly, Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:42
Aug 31
Aug 31
Compute flows lift Fastly usage revenue.
Content delivery/edge platforms such as Fastly are usage-based and can see quick revenue uplift as AI-driven compute and content delivery flows through to their reported numbers, giving them short-term acceleration potential.
LOW
12:04
Aug 17
Aug 17
The author highlights a broad basket of interesting names across Physical AI, NAND.
The author highlights a broad basket of interesting names across Physical AI, NAND, and other sectors without stating any explicit positions or directional calls, so all tickers are indexed as watch.
LOW
23:52
Aug 12
Aug 12
Cloudflare and Akamai are preferred over Fastly.
While Fastly has recovered well and is back in the game, Cloudflare and Akamai remain the preferred plays in the content delivery and edge computing space.
MED
14:01
Aug 10
Aug 10
Observes positive momentum in Fastly shares.
Observes positive momentum in Fastly after a tricky previous session, no new directional view stated.
LOW
14:51
Aug 07
Aug 07
FSLY long at gap lows support
Buy FSLY as a rare exception within a broadly unattractive software group, using gap lows as a technical support level for a defined-risk entry.
MED
13:54
Aug 07
Aug 07
Adds FSLY to swing focus list
Adds FSLY to a swing-trading focus list after favorable basket feedback; no entry level or catalyst stated.
LOW
13:39
Aug 07
Aug 07
FSLY predicted to make new local highs
Predicts FSLY will make new local highs soon; momentum/technical call, no concrete catalyst stated.
LOW
20:12
Aug 06
Aug 06
Seeking Alpha highlights Fastly's record Q2 revenue and raised guidance.
Seeking Alpha highlights Fastly's record Q2 revenue and raised guidance, but the Quant Strong Buy rating is a research score, not an explicit author position.
14:17
Aug 06
Aug 06
Buy FSLY dip; earnings beat, chart intact
Buy FSLY on a 9% post-earnings selloff; the author cites strong earnings as the catalyst and notes the daily chart structure remains intact, suggesting the down move is an overreaction and a dip-buying opportunity.
MED
18:51
Jul 29
Jul 29
Author highlights a basket of names showing relative strength that he brought higher on his.
Author highlights a basket of names showing relative strength that he brought higher on his focus list, but this is a momentum watchlist rather than an explicit position or forward call.
19:59
Jul 28
Jul 28
Author lists names showing relative strength that moved higher on their focus list.
Author lists names showing relative strength that moved higher on their focus list, a watchlist update without explicit position language or forward call.
LOW
23:08
Jul 27
Jul 27
Watch FSLY as a potential loser from security platform consolidation displacing point products.
Watch FSLY as a potential loser from security platform consolidation displacing point products and cloud-only architectures in regulated hybrid accounts.
MED
19:30
Jul 08
Jul 08
Author discloses core long positions held since specific entry prices and frames a new position.
Author discloses core long positions held since specific entry prices and frames a new position as worth a look, signaling conviction in a tight book.
LOW
18:24
Jul 08
Jul 08
Speaker flags FSLY as an Edge AI name they favor, suggesting a bullish setup is forming.
Speaker flags FSLY as an Edge AI name they favor, suggesting a bullish setup is forming; no concrete catalyst or explicit position disclosed.
MED
20:45
Jun 09
Jun 09
Author cites NAVN and FSLY as past examples of a concept explained in the parent post.
Author cites NAVN and FSLY as past examples of a concept explained in the parent post, not as current positions or forward calls.
LOW
21:07
May 26
May 26
The author promotes a verified track record of 15 out of 16 winning calls with an average +85%.
The author promotes a verified track record of 15 out of 16 winning calls with an average +85% return, implicitly endorsing all listed tickers as past bullish trade ideas.
08:54
May 08
May 08
The author sarcastically lists CDN and cloud stocks in a reply without providing any.
The author sarcastically lists CDN and cloud stocks in a reply without providing any forward-looking opinion or trade thesis.
HIGH
03:19
May 08
May 08
The author sarcastically suggests $50 is cheap for agentic software stocks like DDOG, AKAM.
The author sarcastically suggests $50 is cheap for agentic software stocks like DDOG, AKAM, DOCN, FFIV, and FSLY, but the hot take lacks a clear directional call.
HIGH
02:45
May 08
May 08
The author sarcastically lists cloud and edge computing stocks like Fastly, Datadog, Akamai.
The author sarcastically lists cloud and edge computing stocks like Fastly, Datadog, Akamai, and Cloudflare as having real money-making businesses, contrasting them with crypto assets, but offers no explicit forward-looking trade direction.
HIGH
02:44
May 08
May 08
The author observes that AI agentic software stocks like Fastly and Datadog show wildly.
The author observes that AI agentic software stocks like Fastly and Datadog show wildly divergent post-earnings performance, highlighting sector unpredictability without expressing a directional view.
HIGH
14:07
May 07
May 07
The author observes contrasting daily price action between Fastly and Datadog in the same.
The author observes contrasting daily price action between Fastly and Datadog in the same agentic software sector, highlighting the unpredictable nature of earnings season without expressing a directional view.
HIGH
02:58
May 07
May 07
The author lists CDN and cloud stocks in a reply without providing any directional opinion.
The author lists CDN and cloud stocks in a reply without providing any directional opinion or forward-looking thesis.
HIGH
01:21
May 06
May 06
The author notes lackluster Taiwan performance compared to the US and sarcastically lists.
The author notes lackluster Taiwan performance compared to the US and sarcastically lists specific stocks as the only ones worth holding, but provides no explicit forward-looking directional view.
HIGH
19:45
Apr 29
Apr 29
Long $FSLY ($24.8 cost basis) — portfolio position #7, NEW addition today.
HIGH
23:49
Apr 16
Apr 16
Fastly is a buy at 24.
Cramer recommends holding Fastly and thinks it was undervalued at 56, so at 24 it is a buy.
MED
18:50
Apr 14
Apr 14
Buy the recent pullback in Fastly as record 64 percent gross margins and surging EBITDA prove.
Buy the recent pullback in Fastly as record 64 percent gross margins and surging EBITDA prove their AI edge computing strategy is successfully translating into fundamental growth.
HIGH
17:44
Apr 13
Apr 13
Holding long $FSLY despite large position drawdown; all existing long entries have been money.
MED
About FSLY Analyst Coverage
Buzzberg tracks FSLY (Fastly, Inc.) across 12 sources. 48 bullish vs 0 bearish calls from 12 analysts. Sentiment: predominantly bullish (65%). 74 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Jeff Keller, thematictrader, Jim Cramer.