Fastly stock drops 41% in a month despite beating earnings and raising guidance.

Fastly's stock fell 41% over the past month, including a 27% drop after its Q3 2026 earnings report, despite beating earnings estimates and raising revenue guidance. The company posted record revenue growth and positive free cash flow, driven by rising security sales and AI-related products. However, concerns remain over rising customer concentration, a key sales leader's upcoming retirement, and ongoing net losses. Investors will watch Fastly's execution on Q4 guidance and sales leadership changes for signs of a rebound or further decline.

Fastly Inc (FSLY) trades at USD 15.72 on Pluang as of Nov 06, 2026 03:02 WIB, down 25.27% in one day. The stock's market cap is $3.35 billion, with a 52-week high of $33.50 and low of $7.96. Pluang order activity shows 77% selling and 23% buying, reflecting significant investor caution.