--- title: "FSLY Fastly" canonical: "https://supercyclehq.com/stock/fastly" type: "stock" dataAsOf: "2026-11-06" ticker: "FSLY" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Fastly (FSLY) Fastly runs an edge cloud platform. ## AI Exposure Score **15/100, Peripheral.** Fastly sells edge delivery, security, and compute, positioning its network for AI inference caching through the AI Accelerator. AI at the edge is early and small, so exposure is mostly optionality on top of a competitive CDN business. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $15.85 | | Change 1d | +3.06% | | Change 7d | -31.43% | | Change 30d | -37.33% | | Change 1y | +37.11% | | 52-week high | $33.50 | | 52-week low | $7.96 | | Market cap | $2.6B | | P/E | n/a | | EPS | $-0.40 | | Next earnings | 2026-11-04 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Technology | | Headquarters | San Francisco, California | | CEO | Charles Compton | | Employees | 1,140 | | Website | https://www.fastly.com | | Buildout layers | [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does Fastly runs an edge cloud platform. Websites and applications use its network to deliver content quickly from locations near users, along with security services and programmable compute at the edge. Revenue comes from usage of delivery, security, and compute services. Its AI angle is inference at the edge: the Fastly AI Accelerator caches AI responses to cut cost and latency, edge AI compute lets customers run inference close to users, and edge security AI protects applications and APIs. Founded in 2011 and headquartered in San Francisco, Fastly trades on the NYSE and employs roughly 1,100 people. ## Role in the AI buildout Fastly sits in the Cloud & Hyperscalers layer of the buildout at its edge, literally and figuratively. Its network is positioned for AI inference caching through the AI Accelerator, betting that serving AI responses near users will matter as inference scales. That business is early and small, so the exposure is mostly optionality layered on a competitive content delivery market. Supercycle scores its AI exposure at 15 out of 100. ## Recent news - [Earnings Beat Might Change The Case For Investing In Fastly (FSLY)](https://finance.yahoo.com/markets/stocks/articles/earnings-beat-might-change-case-061303496.html?.tsrc=rss) (source, 2026-11-06) - [Fastly Just Dropped 41% in a Month: Is FSLY Stock Dead Money or Due for a Bounce?](https://247wallst.com/investing/2026/11/05/fastly-just-dropped-41-in-a-month-is-fsly-stock-dead-money-or-due-for-a-bounce/?.tsrc=rss) (source, 2026-11-05) - [FSLY Q3 Earnings Call Highlights Growth & Higher Outlook](https://finance.yahoo.com/markets/stocks/articles/fsly-q3-earnings-call-highlights-155300972.html?.tsrc=rss) (source, 2026-11-05) - [Fastly (FSLY) Q3 2026 Earnings Call Transcript](https://www.fool.com/earnings/call-transcripts/2026/11/05/fastly-fsly-q3-2026-earnings-call-transcript/?.tsrc=rss) (source, 2026-11-05) - [Fastly, Inc. Q3 2026 Earnings Call Summary](https://app.moby.co/home/research/tools/earningsCalendar/earnings-fastly-inc-q3-2026-earnings-call-summary?utm_source=yahoo_finance&utm_medium=rss&.tsrc=rss) (source, 2026-11-05) ## FAQ ### What does Fastly do? Fastly runs an edge cloud platform that delivers websites and applications from locations near users, with security and programmable compute services. It earns revenue on usage. ### How is Fastly exposed to AI? Its AI Accelerator caches AI responses at the edge to cut cost and latency, but edge AI is early and small. Supercycle rates its AI Exposure Score at 15 out of 100. ### What are Fastly's main AI products? The Fastly AI Accelerator for caching AI inference responses, edge AI compute for running inference near users, and edge security AI for protecting applications and APIs. ### Is FSLY a pure play AI stock? No. Fastly is a content delivery and edge compute business where AI is mostly optionality. Its score of 15 out of 100 reflects an early, small edge AI opportunity. ### Where is Fastly based and who leads it? Fastly is headquartered in San Francisco, California, and is led by CEO Charles Compton. Founded in 2011, it employs roughly 1,100 people and trades on the NYSE. --- Source: https://supercyclehq.com/stock/fastly. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.