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Feb 12, 2026 4:00 PM

Fastly Stock Skyrockets 88% On Agentic AI Tailwinds

Shares of Fastly Inc. (NYSE:FSLY) surged more than 80% on Thursday after the company reported record-breaking fourth-quarter results and issued an aggressive 2026 outlook that center-staged the rise of autonomous AI traffic.

The company's quarterly revenue of $172.6 million (up 23% year-over-year) and EPS doubled analyst expectations, marking what CEO Kip Compton described as a structural “inflection point” for the edge cloud platform.

FSLY stock is soaring. See the chart and price action here. 

The Rise of Agentic AI

One driver of the investor euphoria is Fastly's emergence as a key gatekeeper for agentic AI—autonomous models and bots that navigate the web without human intervention. 

Compton highlighted the shift as a fundamental change in how the internet functions:

“We’re seeing an increase in traffic related to agents … they often check a lot more websites, for instance, than you might. And that’s more traffic and all of ...