Seeking Alpha
23 Sept 2026, 05:17 UTC · 1h ago
Verdict
Headline takes no side. We score FSLY +1.00 across three claims — strongly bullish.
+1.00strongly bullish
More positive than 98% of ticker scores this week
What the story claims
3 claims · scored −1 bearish … +1 bullish · 0 new · 3 priced in
Fastly's 2026 guidance midpoints are $739 million in revenue and $0.52 EPS.
Priced inanalysis of Q2 results reported earlier
So whatThe EPS guidance represents a significant jump from the $0.15 delivered in Q2, suggesting a skewed ramp-up toward Q4.
More positive than 92% of claims this week
Q2 2026 revenue reached a record $183.3 million, a 23% year-over-year increase.
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Scored by the NIS engine · methodology.
Priced inanalysis of Q2 results reported earlier
So whatAt this quarterly run rate, the company would hit $733M annually, nearly meeting the full-year $739M guide.
More positive than 77% of claims this week
Q2 2026 non-GAAP EPS was $0.15, exceeding consensus estimates.
Priced inanalysis of Q2 results reported earlier
So whatBeating estimates on the bottom line suggests operating leverage is hitting the income statement faster than analysts modeled.
More positive than 63% of claims this week
Which stocks this story touches
More positive than 98% of ticker scores this week
The company reported record revenue and EPS beats, received a price target increase, and maintained a Strong Buy rating.
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FSLY hasn't traded since this ran. Last close $26.08 (Sep 22); the reaction starts at the next open.
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