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Zacks Rank #2 (Buy) company Fastly is an edge cloud platform that helps developers build, secure, and deliver digital experiences close to end users. The company is positioned at the convergence of traditional content delivery networks (CDNs0 and modern cloud-based infrastructure services, expanding into areas such as application security and AI-driven workloads. Fastly combines CDN functionality with security and application delivery capabilities traditionally provided by appliances.
Headquartered in San Francisco, Fastly operates an Infrastructure-as-a-Service (IaaS) model centered on its edge cloud platform. This platform enables customers, ranging from startups to Fortune 500 enterprises, to build, secure, and deliver applications closer to end users.
Agentic AI is a Massive Catalyst for Fastly
As the artificial intelligence buildout matures, the agentic AI wave has arrived. Agentic AI systems can perceive their environment, reason, set goals, make decisions, and independently execute multi-step workflows using tools and APIs without constant human supervision. Top AI companies, including OpenAI, Anthropic, and Alphabet have each launched agentic AI platforms in recent months. Meanwhile, Meta Platforms' "Muse" has become one of the fastest-growing consumer applications in history.
Fastly benefits from the surge in new agentic AI applications because, unlike traditional large language models, autonomous agents must continuously query models, parse incoming state changes, and trigger downstream actions. Fastly's specialized AI accelerators and edge-compute frameworks let these systems run closer to the end user, ensuring the near-instant responsiveness autonomous agent demand.
Additionally, Fastly's distributed edge network helps AI companies serve frequent queries by reducing redundant calls back to centralized model providers. In other words, Fastly makes agentic workflows more cost-efficient and scalable. Finally, Fastly's edge-security tools help AI companies manage, filter, or block unauthorized AI scrapers.
Does Meta Muse Use Fastly?
Twitter user @OddDiligence created several test websites and ran 738 controlled tests to send traffic from Muse agents to websites. Based on IP addresses, Muse sent roughly a third of its traffic through Fastly. Although it has not been made public yet, Meta's wildly popular agentic platform appears to be leveraging Fastly technology.
Fastly: Robust Earnings Growth and Track Record
Zacks Consensus Estimates suggest that Fastly will grow earnings 71.43% next quarter and 307.69% for full-year 2026.
Meanwhile, Fastly has consistently beaten Wall Street expectations. Over the past four quarters, Fastly has beaten Zacks Consensus Analyst Estimates by an average of 92.26%.
Fastly Technical View
Fastly shares are trying to emerge from a five-month base structure after Oppenheimer upgraded the stock to outperform, citing early monetization of agentic AI traffic.
Bottom Line
As the AI landscape transitions toward autonomous agents, Fastly is uniquely positioned to capitalize. Fastly's unique position at the network edge and its security against unauthorized scrapers make it a top beneficiary of the agentic AI revolution.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: Fastly, Alphabet and Meta Platforms
For Immediate Release
Chicago, IL – October 12, 2026 – Today, Zacks Investment Ideas feature highlights Fastly (FSLY - Free Report) , Alphabet (GOOGL - Free Report) and Meta Platforms (META - Free Report)
Fastly: Riding the Agentic AI Wave
Zacks Rank #2 (Buy) company Fastly is an edge cloud platform that helps developers build, secure, and deliver digital experiences close to end users. The company is positioned at the convergence of traditional content delivery networks (CDNs0 and modern cloud-based infrastructure services, expanding into areas such as application security and AI-driven workloads. Fastly combines CDN functionality with security and application delivery capabilities traditionally provided by appliances.
Headquartered in San Francisco, Fastly operates an Infrastructure-as-a-Service (IaaS) model centered on its edge cloud platform. This platform enables customers, ranging from startups to Fortune 500 enterprises, to build, secure, and deliver applications closer to end users.
Agentic AI is a Massive Catalyst for Fastly
As the artificial intelligence buildout matures, the agentic AI wave has arrived. Agentic AI systems can perceive their environment, reason, set goals, make decisions, and independently execute multi-step workflows using tools and APIs without constant human supervision. Top AI companies, including OpenAI, Anthropic, and Alphabet have each launched agentic AI platforms in recent months. Meanwhile, Meta Platforms' "Muse" has become one of the fastest-growing consumer applications in history.
Fastly benefits from the surge in new agentic AI applications because, unlike traditional large language models, autonomous agents must continuously query models, parse incoming state changes, and trigger downstream actions. Fastly's specialized AI accelerators and edge-compute frameworks let these systems run closer to the end user, ensuring the near-instant responsiveness autonomous agent demand.
Additionally, Fastly's distributed edge network helps AI companies serve frequent queries by reducing redundant calls back to centralized model providers. In other words, Fastly makes agentic workflows more cost-efficient and scalable. Finally, Fastly's edge-security tools help AI companies manage, filter, or block unauthorized AI scrapers.
Does Meta Muse Use Fastly?
Twitter user @OddDiligence created several test websites and ran 738 controlled tests to send traffic from Muse agents to websites. Based on IP addresses, Muse sent roughly a third of its traffic through Fastly. Although it has not been made public yet, Meta's wildly popular agentic platform appears to be leveraging Fastly technology.
Fastly: Robust Earnings Growth and Track Record
Zacks Consensus Estimates suggest that Fastly will grow earnings 71.43% next quarter and 307.69% for full-year 2026.
Meanwhile, Fastly has consistently beaten Wall Street expectations. Over the past four quarters, Fastly has beaten Zacks Consensus Analyst Estimates by an average of 92.26%.
Fastly Technical View
Fastly shares are trying to emerge from a five-month base structure after Oppenheimer upgraded the stock to outperform, citing early monetization of agentic AI traffic.
Bottom Line
As the AI landscape transitions toward autonomous agents, Fastly is uniquely positioned to capitalize. Fastly's unique position at the network edge and its security against unauthorized scrapers make it a top beneficiary of the agentic AI revolution.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.