Fastly, Inc. (FSLY) experienced a significant surge of 35.12% in post-market trading on Wednesday. The dramatic price movement followed the company's release of its fourth-quarter financial results, which substantially exceeded market expectations.
The edge cloud platform provider reported adjusted earnings of $0.12 per share for Q4 2025, doubling the analyst consensus estimate of $0.06. Revenue reached a record $172.6 million, beating expectations of $161.36 million and representing 23% year-over-year growth. Furthermore, the company's remaining performance obligations jumped 55% to $353.8 million, indicating strong future revenue visibility.
Investor sentiment was further bolstered by Fastly's optimistic outlook. The company provided Q1 2026 revenue guidance of $168-$174 million versus the $159.6 million consensus, with adjusted EPS of $0.07-$0.10 compared to estimates of $0.01. For the full year 2026, Fastly projects revenue of $700-$720 million, well above the $667.8 million consensus, and adjusted EPS of $0.23-$0.29 versus the $0.13 analyst estimate.