Fastly: Riding the Agentic AI Wave

Fastly, an edge cloud platform company, is well-positioned to capitalize on the emerging agentic AI wave. Unlike traditional LLMs, autonomous AI agents require low-latency execution and continuous querying, which Fastly's edge infrastructure and security tools are optimized to provide. The company shows strong earnings growth with consensus estimates of 71.43% quarterly growth and 307.69% for full-year 2026, while consistently beating analyst expectations. Evidence suggests Meta's popular Muse platform may be leveraging Fastly's technology.