Stock Market Today, Feb. 13: Fastly Rallies on Earnings Turnaround and Expanding AI Edge Strategy
The Motley Fool
by newsfeedback@fool.com (Eric Trie)February 13, 2026
AI-Generated Deep Dive Summary
**Fastly Shares Soar Amid Earnings Breakthrough and AI Expansion**
In a standout performance on Friday, Fastly (NASDAQ:FSLY) closed at $18.26, marking a 13.84% gain as investors celebrated record quarterly results and a promising pivot toward AI-driven growth. The company’s stock surge was fueled by strong financial figures, including a 23% year-over-year revenue increase to $172.6 million, alongside narrowed GAAP losses and improved adjusted EPS of $0.12. This turnaround signals a potential shift in the company’s trajectory after years of inconsistent performance, with operating leverage beginning to pay off.
Fastly’s trading volume surged to 55 million shares—nearly seven times its three-month average—reflecting heightened investor interest in its AI-focused strategy and expanding role in cloud infrastructure. The company’s surprise partnership in AI-related traffic opportunities further bolstered its appeal, aligning with broader market trends as peers like Cloudflare (NET) and Akamai Technologies (AKAM) also saw gains, up 5.87% and 6.83%, respectively.
The rally underscores Fastly’s growing importance in the digital content delivery space, particularly as AI adoption accelerates across cloud services. Investors are closely monitoring whether this momentum can sustain revenue and margin growth. The S&P 500 finished flat at 6,836, while the Nasdaq Composite dipped to 22,547, but Fastly’s standout performance highlights its position as a key player in the AI-driven future of internet services.
This move matters for finance enthusiasts as it signals a potential turning point for Fastly and reinforces the growing demand for AI-related infrastructure. With strong guidance through 2026 and a renewed focus on profitability, Fastly could be poised to capitalize on the booming AI economy, making it a compelling investment opportunity in the competitive edge cloud market.
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Originally published on The Motley Fool on 2/13/2026