Stock Market Today, May 7: Fastly Shares Plunge After Record Q1 Results Fail to Ease Growth Concerns

Fastly stock plunged 38.23% to $19.50 despite posting record Q1 results with 20% sales growth and raised 2026 guidance. The sell-off was driven by concerns about slowing core networking services growth (11% vs. market expectations), though the company's Security and Compute segments showed strong growth of 67% and 47% respectively. The stock trades at 71x forward earnings after tripling over the past year.

05/07/2026, 5:29 PM • The Motley Fool

Nasdaq 100 Climbs Records, Oil Extends Drop As Iran Weighs Hormuz Deal: Stock Market Today

U.S. tech stocks reached record highs on May 7, 2026, as crude oil tumbled nearly 3% on hopes Iran will accept a U.S. memorandum to reopen the Strait of Hormuz. The Nasdaq 100 gained 0.4% to 28,706 while the S&P 500 rose 0.2% to 7,376. Earnings drove significant stock-specific moves, with major winners including AAON (+36%), Datadog (+30%), and H&R Block (+26%), while notable losers included Planet Fitness (-33%), Insmed (-22%), and Zoetis (-22%).

05/07/2026, 12:44 PM • Benzinga

Why Fastly Stock Plunged 14% on Tuesday

Fastly stock dropped 14% on Tuesday following conflicting analyst reports. Craig-Hallum downgraded the stock to 'hold' citing fair valuation and soaring hardware costs, while Evercore initiated coverage at 'outperform' highlighting strong AI edge computing demand. Investors favored the bearish outlook despite Fastly's 345% gain over the past year.

04/15/2026, 12:15 AM • The Motley Fool

The Artificial Intelligence (AI) Stocks I'm Watching Closest in March

The author highlights three lesser-known AI stocks worth watching: CoreWeave (AI infrastructure/data centers), TTM Technologies (circuit boards for data centers), and Fastly (content delivery and cybersecurity). All three show strong revenue growth, but only TTM is currently profitable. CoreWeave faces high debt and operational costs despite impressive sales growth, while Fastly is reducing losses. The author is monitoring these stocks for potential price dips before investing.

03/20/2026, 7:31 AM • The Motley Fool

Fastly's CEO Sold Company Shares Worth $1.2 Million. Is the Stock a Buy or Sell?

Fastly CEO Kip Compton sold 49,350 shares worth $1.2 million on March 11, 2026, as part of a pre-established Rule 10b5-1 trading plan adopted in August 2025. The sale is not concerning as Compton retained over 1 million shares. While the stock has surged 265.5% over the past year driven by AI-related traffic increases, its price-to-sales ratio of 6 is at a multi-year high, making it expensive. The analyst recommends waiting for a price drop before buying.

03/14/2026, 1:19 PM • The Motley Fool

Supreme Court Rules Against Trump's Tariffs: These 10 Stocks Are Soaring

The Supreme Court ruled 6-3 that President Trump's sweeping global tariffs were unconstitutional, finding that the International Emergency Economic Powers Act does not authorize the president to impose tariffs without clear congressional authorization. The decision triggered a sharp rally across U.S. equities, with 10 stocks posting significant gains following the ruling that invalidates tariffs that had reached up to 145% on some products.

02/20/2026, 11:02 AM • Benzinga

Stock Market Today, Feb. 13: Fastly Rallies on Earnings Turnaround and Expanding AI Edge Strategy

Fastly surged 13.87% on Friday following record Q4 earnings and stronger 2026 guidance, driven by growing AI cloud partnerships and agentic AI workloads. The company reported 23% YoY revenue growth to $172.6M and positive adjusted EPS of $0.12. Peers Cloudflare and Akamai Technologies also gained as investors recognize AI-driven edge traffic opportunities in the infrastructure sector.

02/13/2026, 5:01 PM • The Motley Fool

Why Fastly Stock Skyrocketed Today

Fastly stock surged 72% after reporting Q4 revenue of $172.6 million (23% YoY growth) and adjusted EPS of $0.12, double Wall Street expectations. The company's edge computing platform is benefiting from increased demand for AI-powered services. Management projects 14% revenue growth to $710 million in 2026, with AI expected to be a continued tailwind.

02/12/2026, 7:30 PM • The Motley Fool

Stock Market Today: Dow Jones, S&P 500 Futures Gain After Strong Jobs Report—Micron, Novocure, Fastly In Focus (UPDATED)

U.S. stock futures rose on Thursday following a strong January jobs report showing 130,000 jobs added, exceeding expectations. The report dampened rate cut expectations, with markets pricing in only a 6% chance of a March rate cut. Key movers include Micron (up 3.3%), Novocure (up 33% on FDA approval), and Fastly (up 43% on strong earnings), while AppLovin fell 4.95% despite beating expectations.

02/12/2026, 8:31 AM • Benzinga

Stock Market Today: Dow Jones, S&P 500 Futures Gain After Strong Job Report—Micron, Novocure, Fastly In Focus

U.S. stock futures rose on Thursday following a strong January jobs report showing 130,000 jobs added, exceeding expectations. The report reduced expectations for Federal Reserve rate cuts, with markets pricing in only a 6% chance of a March cut. Key movers include Micron (up 3.3%), Novocure (up 33% on FDA approval), and Fastly (up 43% on strong earnings), while AppLovin fell 4.95% despite beating expectations.

02/12/2026, 6:19 AM • Benzinga

Fastly Stock Soars Over 25% After Q4 Earnings: Here's Why

Fastly stock surged 26.10% to $11.75 in extended trading after beating Q4 earnings expectations with EPS of 12 cents versus 6 cents estimate and revenue of $172.61 million versus $161.36 million estimate. The company also issued strong fiscal 2026 guidance with adjusted EPS of 23-29 cents and revenue of $700-720 million, both above analyst expectations. CEO Kip Compton highlighted record revenue, gross margin, and operating profit, with AI cited as a future growth tailwind.

02/11/2026, 4:54 PM • Benzinga

Did Anthropic Just Give Investors Another DeepSeek Moment?

Anthropic's launch of Claude Cowork, an AI tool designed to replace multiple software tools, triggered a significant sell-off in SaaS stocks. Software companies like Shopify, Monday.com, and Fastly dropped 15-23%, similar to the market's reaction to DeepSeek last year. However, analysts suggest the impact varies by company type—mission-critical, deeply integrated software providers are better positioned to weather AI disruption than single-function tools. Meanwhile, January job data showed the lowest openings since 2020 and highest layoffs since 2009, though unemployment remains historically average.

02/11/2026, 8:15 AM • The Motley Fool

Fastly, Akamai Poised For Security, Compute Growth, Says Analyst

KeyBanc analyst Jackson Ader upgraded Fastly and Akamai, highlighting their potential for growth in security and compute services, with positive outlook for 2026.

12/15/2025, 2:42 PM • Benzinga

Quantum Entropy, Rising Hacks, and a Hardware Shift Now Forcing Security Overhauls

The cybersecurity landscape is evolving with quantum computing threats, prompting companies to develop quantum-safe encryption solutions and secure communication platforms to protect against emerging cyber risks.

10/27/2025, 1:06 PM • Benzinga

Kuehn Law Encourages Investors of Fastly, Inc. to Contact Law Firm

Kuehn Law is investigating potential breaches of fiduciary duties by Fastly's officers and directors, alleging misrepresentations about the company's growth, market share, and financial prospects.

09/26/2025, 11:02 AM • Benzinga