Fastly: Riding the Agentic AI Wave

Impact · against what's priced in

The article provides a positive outlook for Fastly as it positions itself to benefit from agentic AI workflows. For Meta and Alphabet, the news is largely noise as the market is already ignoring the AI-driven upside that these agentic platforms represent.

META+0.10

Challenges what's priced in

The price assumes

AI-driven advertising upside

The success of agentic AI applications like 'Muse' supports the growth thesis that the market currently refuses to pay for, which is currently capped at a 13% revenue CAGR.

What META's price assumes · Sep 2

• GOOGL
• ai
• software
• META
• FSLY
• agentic ai
• cdn
• cloud computing
• edge computing
• iaas
• technology