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Tech stocks are under pressure today, with the Nasdaq Composite (IXIC) sharply lower as surging Treasury yields and a steep Oracle (ORCL) selloff weigh on the sector.

I maintain my Strong Buy rating on Fastly and revise my price target from $31 to $34. FSLY's Q2 2026 delivered record revenue of $183.3 million (up 23% y/y) and non-GAAP EPS of $0.15, both beating con

Fastly NASDAQ: FSLY outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion

Fastly, Inc. (FSLY) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript

Fastly NASDAQ: FSLY CFO Rich Wong said the edge cloud provider has accelerated revenue growth, expanded margins and generated positive free cash flow as management reshaped operating processes during

Fastly is transforming from a struggling CDN to a high-growth edge cloud platform, with Q2 revenue up 23% YoY and record profitability. Q2 results beat and raised guidance across all lines, with gross

Fastly, Inc. (FSLY) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript

Fastly NYSE: FSLY reported record second-quarter revenue and improved profitability as customers expanded their use of its network, security and Compute products. The company also raised its full-year