Buy FSLY by May 13, 2026.

$FSLY reported earnings today AH and beat analyst estimates across the board while lifting 2026 revenue guidance to $710m (+6% vs. estimates). Q4'25 revenue growth accelerated to 23% YoY while RPO increased 55% YoY. That RPO backlog growth implies that management is sandbagging their 2026 revenue guide, which was further implied by the CFO during the earnings call where he commented that they are maintaining a conservative outlook for the back half of 2026 to account for potential macro volatility. …