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Fastly (FSLY) is a turnaround favorite for me for 2026. The company is transforming under the new CEO Kip Compton into a specialist in edge computing and security, aiming to run AI workloads at the edge of the network. Initially, Q2 numbers disappointed, with RPO growth slowing from 63% to 38%, and one-time live events (FIFA World Cup) contributing to revenue acceleration at 23%. However, Fastly impresses with the AI growth story through increasing traffic from AI agents, the offloading of AI workloads to the edge, and the rapidly rising demand...
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