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 …