"FSLY has risen 500% from its lowest level last year, a stunning reversal." Nate Bear, Lead Technical Tactician, Monument Traders Alliance The market is still very much at the mercy of the headlines out of Iran. So patience is still key. But despite the volatility, there are still several incredible charts to trade right now. In fact, today's watchlist pick is one of my favorite tickers these days. I've been trading it a few times over the past few weeks, and my reasoning is simple… It has incredible momentum. Fastly (FSLY) is up 500% from its lowest level last year. That is not luck. Real institutional money is moving into this company while everyone else is sitting on their hands. When I see that kind of strength in a choppy market, I take notice. The story behind FSLY's rise Fastly is an edge cloud platform. It sits between the internet and the applications people use every day, delivering content, securing traffic, and making the web faster at the point where data meets the user. It's a tollbooth on the highway of the modern internet. The company consists of three businesses. First, it has network services for web apps. Second, it uses security products for protection against cyberattacks. Third, it has Edge compute to reduce latency for demanding applications like AI agents and real-time APIs. The Big Upward Shift Fastly was a turnaround story nobody believed in for years. It lost money, lost customers, and fell from a pandemic-era high above $120 to around $7 a share in 2025. Then something changed… In its most recent earnings report last month, FSLY showed revenue of $172.6 million, up 23% year over year and well above analyst estimates. The company also reported an earnings per share of $0.12, beating the $0.06 consensus by 100%. Full-year 2025 revenue also reached $624 million, up 15%. Then came the number that matters most: remaining performance obligations of $354 million, up 55% from the prior year. That is contracted revenue already on the books. But there's one more key component... Agentic AI runs on the Edge. Every AI agent, autonomous bot, and real-time model inference request routes through infrastructure exactly like what Fastly provides. This makes its projected 2026 revenue to $700 or $720 million on Agentic AI an increasing tailwind. Its CEO even described Q4 as an inflection point, and the numbers back that up. In short, FSLY has been proving it could survive for years, and now it's proving it can grow. |
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