Fastly, Inc. (FSLY) saw its stock price surge 5.08% in Tuesday's pre-market trading following the release of its Q2 2025 Threat Insights Report. The report highlighted significant shifts in automated web traffic, particularly the dominance of AI crawlers in bot activity, which could have substantial implications for Fastly's edge cloud platform services.

According to the report, AI crawlers now make up nearly 80% of all AI bot traffic, with Meta emerging as the leader, responsible for over half of this activity. This surge in AI-driven traffic is outpacing even tech giants like Google and OpenAI. The findings underscore the growing importance of Fastly's services in managing and securing the evolving landscape of web traffic.

Investors appear to be reacting positively to Fastly's position at the forefront of these emerging trends. The report also emphasized the need for transparent bot verification and smarter management strategies, potentially opening up new business opportunities for Fastly. Additionally, the company's insights into the massive real-time request volumes generated by fetcher bots, which can mimic DDoS attacks, demonstrate Fastly's critical role in maintaining web infrastructure integrity. As businesses grapple with the challenges posed by AI-driven automation, Fastly's expertise and services may become increasingly valuable, which could be driving the stock's upward movement.