Fastly is trading 6.01% up in pre-market at $26.81 on October 9, 2026; its outlook and sector interest offer context, but the precise catalyst is unconfirmed. - At Investor Day, Fastly targeted $1.1 billion–$1.3 billion in 2029 revenue, implying 14%–21% annual growth from 2026 through 2029. - Reporting described a prior rally after those targets and new AI security capabilities were highlighted. September launches included AI Runtime Control, AI Firewall, and API Security; a report also noted peers rising amid broader edge-security and AI infrastructure interest. Supplied market context was mixed.