Fastly Shares Jump 145% on $172.6M Q4 Revenue and AI Demand
Fastly shares have gained 145% over the past month on record Q4 revenue of $172.6M (up 23% y/y), security revenue rising 32% and non-GAAP operating income of $21.2M vs prior-year loss, with FY26 revenue guidance of $700M–$720M. Elevated 12% short interest and robust AI-driven internet-traffic demand have amplified volatility.
1. Q4 Financial Results
Fastly reported Q4 revenue of $172.6M, up 23% year-over-year, with security revenue rising 32% and non-GAAP operating income of $21.2M compared to a loss in the prior-year period.
2. FY26 Guidance and AI Tailwind
Management highlighted growing demand for AI-driven internet-traffic management tools and guided FY26 revenue of $700M to $720M, underscoring an improved growth profile.
3. Short Interest and Stock Volatility
Approximately 17.09M shares are sold short, representing about 12% of the float, which may be amplifying upside moves as short sellers face cover pressure.
4. Technical Momentum
Shares have climbed from near $5 to over $21, trading above the 20-, 50- and 200-day moving averages and sustaining bullish momentum.