Fastly, Akamai Poised For Security, Compute Growth, Says Analyst

Benzinga_recent_news12-16

Keybanc analyst Jackson Ader upgraded both Fastly, Inc. (NASDAQ:FSLY) and Akamai Technologies, Inc. (NASDAQ:AKAM). For Akami, the analyst went from Underweight to Overweight, raising the price target ...

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(NASDAQ:FSLY) and Akamai Technologies, Inc. (NASDAQ:AKAM).\nFor Akami, the analyst went from Underweight to Overweight, raising the price target ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/12/49403933/fastly-akamai-poised-for-security-compute-growth-says-analyst\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4554","symbol_name":"元宇宙及AR概念","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/12/49403933/fastly-akamai-poised-for-security-compute-growth-says-analyst","article_id":"2591629949","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/15/Investment-Claims-Far-Exaggerated.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/12/49403933/fastly-akamai-poised-for-security-compute-growth-says-analyst","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591629949","pubTimestamp":1765827720,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Keybanc upgrades Fastly and Akamai to Overweight, citing growth in security, cloud compute and AI-driven edge workloads set to boost 2026 performance.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4554":"元宇宙及AR概念","AKAM":"阿克迈","BK4608":"AI应用概念股","BK4116":"互联网服务与基础架构","FSLY":"Fastly, Inc.","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4613":"AI应用软件"},"translate_title":"分析师表示，Akamai Fastly已为安全性和计算增长做好准备","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FSLY":1.5,"AKAM":1.5},"content_text":"Keybanc analyst Jackson Ader upgraded both Fastly, Inc. (NASDAQ:FSLY) and Akamai Technologies, Inc. (NASDAQ:AKAM).\nFor Akami, the analyst went from Underweight to Overweight, raising the price target from $66 to $115. Faslty was Sector Weight and got an upgrade to Overweight; the price target remained at $14.\n        • Fastly stock is among today’s top performers. Why are FSLY shares rallying?\nAder writes that Akamai and Fastly have long sought to diversify beyond content delivery, with Akamai leading the effort, expanding into security and compute to offset the cyclical nature of its core business.\nThe analyst believes that both companies are well-positioned to outperform software peers in 2026, driven primarily by growth in security and compute offerings.\nAlso Read: Cloudflare Stumbled — And Tech Stocks Extend The Selloff\nThe analyst says that during the initiation, they identified several potential catalysts for outperformance, including faster-than-expected growth in Compute, fueled by rising demand for edge compute to support AI workloads.\nWhile overall Compute revenue has not yet fully reaccelerated, early indications suggest a pickup beginning in the fourth quarter, led by strong growth in Cloud Infrastructure Services (CIS), adds the analyst.\nAder expects continued CIS expansion, supported by the recently announced AI Inference Cloud platform, to be a tailwind for Akamai shares in 2026.\nOverall, the analyst projects Akamai to accelerate revenue growth next year, supported by improved CDN pricing and rising cloud computing demand.\nAder notes that Fastly has rebounded strongly after a challenging 2024, with revenue now forecasted to grow 12.6%, marking a 540-basis-point acceleration from FY24.\nThe analyst says that the turnaround is well underway, and they are confident that the largely new executive team can continue driving top-line growth and margin expansion.\nCEO Kip Compton has expanded Fastly's Security business from one to five products, reflecting management's confidence in the company's ability to compete and win business, particularly following its go-to-market transformation, notes the analyst.\nRead Next:\nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591629949","isCrawlerRequest":true}