Durability of Fastly's Growth Still Unclear -- Market Talk
Dow Jones02-12 23:12
1012 ET - Fastly posted impressive quarterly results and 2026 guide, but the durability of the company's growth remains unproven, say D.A. Davidson analysts Rudy Kessinger and Andres Miranda Lopez. The company's growth in the quarter was largely concentrated among its top 10 customers, which "tempers our enthusiasm a bit," the analysts say. Meanwhile, while Fastly's Security growth was up 32% year-over-year and accelerated from 3Q, "the large win with a Top 10 customer in 3Q is padding that figure quite a bit," the analysts add. Fastly surges 60% following that strong 4Q performance. (nicholas.miller@wsj.com)
(END) Dow Jones Newswires
February 12, 2026 10:12 ET (15:12 GMT)
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