Fastly’s AI Security Push Adds Heat Ahead Of Investor Day

Fastly, Inc. (NASDAQ:FSLY) shares traded higher Tuesday morning as investors looked ahead to the company’s Investor Day, while its new AI security products added to investor interest. Fastly Investor Day Takes Center Stage Fastly’s Tuesday Investor Day puts management’s strategy, product roadmap and financial outlook in focus. Investors will be watching for updates on revenue growth, margins and demand across its security and edge cloud businesses. Shares jumped nearly 15% Monday, suggesting traders may already be positioning ahead of the event. Fastly’s fundamentals have also improved. Second-quarter revenue rose 23% year over year, while security revenue climbed 43%. AI Security Launch Adds Momentum Fastly also introduced AI Runtime Control, AI Firewall, and new API Security capabilities designed to give organizations greater visibility and control across AI systems. The company said machine-generated traffic accounted for more than 50% of its network traffic in July and August, while AI traffic grew 6.5 times as fast as human traffic from January through May. Technical Setup: Momentum Strong, Resistance Near $30.50 At $27.60, Fastly is trading 19.7% above its 20-day SMA, 18.8% above its 50-day SMA, and 43.2% above its 200-day SMA, maintaining the broader uptrend. The 20-day SMA remains below the 50-day, signaling some near-term caution. However, the 50-day has stayed above the 200-day since the golden cross formed in October 2025. MACD is above its signal line with a positive histogram, indicating improving upside momentum. Resistance: $30.50 Support: $22.50 Earnings And Analyst Outlook Fastly’s next estimated earnings report is scheduled for Nov. 4, 2026. EPS Estimate: 8 cents, versus 7 cents a year earlier Revenue Estimate: $187.59 million, versus $158.22 million a year earlier The stock carries a Buy rating with an average price target of $28.14. Recent Aug. 6 analyst actions include: RBC Capital: Sector Perform (Raises Target to $28.00) (Aug. 6) Piper Sandler: Neutral (Raises Target to $28.00) (Aug. 6) Keybanc: Overweight (Raises Target to $30.00) (Aug. 6) With shares already near the consensus target, further upside may increasingly depend on stronger earnings expectations or evidence that Fastly’s AI and security push is accelerating growth. FSLY Stock Price Activity: Fastly shares were up 1.20% at $27.75 during premarket trading on Tuesday, according to Benzinga Pro data. Read Also: Why Is Comcast Stock Up on Thursday? Image by Wirestock Creators via Shutterstock