U.S. Infrastructure Faces Cyber Threats from Hostile Nations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 8 hours ago
0mins
Should l Buy FSLY?
Source: Newsfilter
- Cybersecurity Threat Assessment: The U.S. Intelligence Community's 2026 Annual Threat Assessment reveals that four hostile nations are embedded within America's critical infrastructure, indicating an urgent need for enhanced national security measures and strategic responses to potential conflicts.
- Surge in Global Cybersecurity Spending: Gartner projects that global information security spending will reach $244 billion by 2026, reflecting a significant acceleration in corporate investments in cybersecurity, particularly in post-quantum cryptography, as organizations scramble to fortify defenses against emerging threats.
- Quantum Security Pilot Program: Quantum Secure Encryption Corp. has secured its first municipal government pilot for post-quantum cybersecurity, utilizing its Quantum Preparedness Assessment platform to help local authorities identify encryption vulnerabilities, positioning the company as a leader in this nascent market.
- Industry Collaboration and Expansion: Since November 2025, QSE has expanded its operational markets from four to thirteen, demonstrating its robust commercial growth capabilities, while partnerships with multiple municipalities lay a solid foundation for future expansion and revenue generation.
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Analyst Views on FSLY
Wall Street analysts forecast FSLY stock price to fall
10 Analyst Rating
2 Buy
7 Hold
1 Sell
Hold
Current: 27.430
Low
10.00
Averages
11.70
High
14.00
Current: 27.430
Low
10.00
Averages
11.70
High
14.00
About FSLY
Fastly, Inc. provides a programmable edge cloud platform that helps the world’s brands deliver online experiences through edge compute, delivery, security, and observability offerings, improving site performance, and enhancing security at a global scale. The Company enables developers to deliver secure Websites and apps. The edge cloud is a category of Infrastructure as a Service (IaaS) that enables developers to build, secure, and deliver digital experiences at the edge of the Internet. The Company’s products and services includes Programmable Edge Platform, Network Services, Security, Compute, Observability, and Services. Its Network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its Security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security service, and response security service.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
U.S. Infrastructure Faces Cyber Threats from Hostile Nations
- Cybersecurity Threat Assessment: The U.S. Intelligence Community's 2026 Annual Threat Assessment reveals that four hostile nations are embedded within America's critical infrastructure, indicating an urgent need for enhanced national security measures and strategic responses to potential conflicts.
- Surge in Global Cybersecurity Spending: Gartner projects that global information security spending will reach $244 billion by 2026, reflecting a significant acceleration in corporate investments in cybersecurity, particularly in post-quantum cryptography, as organizations scramble to fortify defenses against emerging threats.
- Quantum Security Pilot Program: Quantum Secure Encryption Corp. has secured its first municipal government pilot for post-quantum cybersecurity, utilizing its Quantum Preparedness Assessment platform to help local authorities identify encryption vulnerabilities, positioning the company as a leader in this nascent market.
- Industry Collaboration and Expansion: Since November 2025, QSE has expanded its operational markets from four to thirteen, demonstrating its robust commercial growth capabilities, while partnerships with multiple municipalities lay a solid foundation for future expansion and revenue generation.
See More
AI Traffic Surpasses Human Users, Report Reveals
- Traffic Surge: The Human Security report reveals that automated traffic grew almost eight times faster than human activity in 2025, indicating a rapid shift towards AI dominance on the internet.
- Data Processing Scale: The report is based on over one quadrillion interactions processed by Human Security's Human Defense Platform, providing a significant benchmark for the industry despite challenges in quantifying automated activity across the internet.
- Agentic Activity Growth: In 2025, the volume of AI agentic activity surged nearly 8,000%, showcasing the increasing capability of AI to perform user actions autonomously, thereby transforming traditional internet interactions.
- Future Predictions: Cloudflare CEO Matthew Prince predicts that by 2027, AI bot traffic will surpass human traffic, reflecting the immense data demands of generative AI and its potential impact on the structure of the internet.
See More
Investment Opportunities in Agentic AI
- Rise of Agentic AI: In 2026, Agentic AI is rapidly emerging as the new wave of the AI revolution, showcasing capabilities that surpass those of generative AI like ChatGPT, as it can accomplish specific tasks with limited supervision, thus driving market interest in this technology.
- Market Reaction: Despite the software sector losing hundreds of millions in market cap in 2026, investors have adopted a 'sell first, ask questions later' approach due to concerns over the decreasing reliance on traditional software subscriptions, highlighting the urgency of industry transformation.
- NVIDIA's Outlook: NVIDIA's CEO Jensen Huang emphasized that Agentic AI has reached an inflection point and is expected to represent a 'multi-trillion-dollar opportunity', indicating the company's strategic positioning in this emerging field could yield substantial market returns.
- Circle Group's Advantage: Circle Group's USDC stablecoin, due to its programmability and 24/7 usability, is becoming the preferred payment method for Agentic AI, which is expected to drive further applications in fintech and enhance its market share.
See More
Fastly Recognized as Leader in Edge Development Platforms
- Outstanding Customer Feedback: Fastly has been named a Leader in 'The Forrester Wave™: Edge Development Platforms, Q1 2026 report', being the only vendor to receive above-average customer feedback, showcasing its strong competitive edge and customer satisfaction in the market.
- Prominent Innovation Strategy: The report highlights Fastly's emphasis on a global compute fabric rooted in Wasm security and interoperability, aiming to enhance its innovative capabilities in AI-assisted development and edge-first event streaming, thereby strengthening its market position.
- Performance and Security Combined: Fastly is recognized as a top choice for performance-critical, event-driven, and security-sensitive edge workloads, indicating its platform's significant advantages in meeting enterprises' demands for high performance and security.
- Global Market Influence: Fastly's edge cloud platform aids top global brands in enhancing online experiences, supporting enterprises in achieving continuous competitive advantages in software delivery on a global scale, further solidifying its leadership in the edge computing sector.
See More
AI Stocks Face Valuation Risks Amid Market Correction
- Valuation Risks Intensify: Despite Palantir Technologies achieving a 70% year-over-year revenue increase to $1.4 billion in Q4 2025, its price-to-earnings ratio of 84.1 times raises concerns among analysts about a potential 55% downside risk as the stock price appears disconnected from fundamentals.
- Strong Performance vs. High Valuation: Palantir signed contracts worth approximately $4.3 billion in Q4, a 138% year-over-year increase, yet its high valuation continues to raise market concerns, with Jefferies analyst setting a price target of $70, indicating a cautious outlook for the future.
- Market Challenges for Fastly: Fastly reported a 15% year-over-year revenue growth to $624 million in fiscal 2025, achieving its first profitable year; however, with a price-to-earnings ratio exceeding 70 times and rising infrastructure costs, analysts remain cautious, with Citigroup setting a price target of $10, indicating a 62% downside potential.
- Impact of Market Volatility: Fastly's growth is heavily reliant on unpredictable customer traffic, and despite strong demand in Q4, the company warns that such demand may not be sustainable, with capital expenditures expected to reach 10% to 12% of revenue in 2026, adding to future uncertainties.
See More
Analysts Predict Palantir and Fastly Shares to Drop Over 55%
- Significant Valuation Risk: Analysts predict Palantir's stock could drop over 55%, despite a 70% year-over-year revenue increase to $1.4 billion in Q4 2025, driven by strong demand for its AI platform; however, its forward P/E ratio of 84.1 indicates the stock price has outpaced fundamentals.
- Strong Contract Growth: Palantir signed contracts worth approximately $4.3 billion in Q4, a 138% year-over-year increase, indicating accelerated customer adoption of its AI platform, yet analysts remain concerned about its high valuation and potential for a correction.
- Execution Risks for Fastly: Fastly's median price target is $14, representing a 47% downside from its last closing price, with Citigroup's target at $10, suggesting a 62% decline; despite a 15% year-over-year revenue growth to $624 million in fiscal 2025 and achieving profitability for the first time, caution remains.
- High Capital Expenditure Pressure: Fastly anticipates capital expenditures to reach 10% to 12% of revenue in 2026, combined with a forward P/E ratio exceeding 70 and unpredictable customer traffic, poses significant risks to future growth, although its non-GAAP net income of $19.7 million indicates improving financial performance.
See More
U.S. Infrastructure Faces Cyber Threats from Hostile Nations
- Cybersecurity Threat Assessment: The U.S. Intelligence Community's 2026 Annual Threat Assessment reveals that four hostile nations are embedded within America's critical infrastructure, indicating an urgent need for enhanced national security measures and strategic responses to potential conflicts.
- Surge in Global Cybersecurity Spending: Gartner projects that global information security spending will reach $244 billion by 2026, reflecting a significant acceleration in corporate investments in cybersecurity, particularly in post-quantum cryptography, as organizations scramble to fortify defenses against emerging threats.
- Quantum Security Pilot Program: Quantum Secure Encryption Corp. has secured its first municipal government pilot for post-quantum cybersecurity, utilizing its Quantum Preparedness Assessment platform to help local authorities identify encryption vulnerabilities, positioning the company as a leader in this nascent market.
- Industry Collaboration and Expansion: Since November 2025, QSE has expanded its operational markets from four to thirteen, demonstrating its robust commercial growth capabilities, while partnerships with multiple municipalities lay a solid foundation for future expansion and revenue generation.
See More
AI Traffic Surpasses Human Users, Report Reveals
- Traffic Surge: The Human Security report reveals that automated traffic grew almost eight times faster than human activity in 2025, indicating a rapid shift towards AI dominance on the internet.
- Data Processing Scale: The report is based on over one quadrillion interactions processed by Human Security's Human Defense Platform, providing a significant benchmark for the industry despite challenges in quantifying automated activity across the internet.
- Agentic Activity Growth: In 2025, the volume of AI agentic activity surged nearly 8,000%, showcasing the increasing capability of AI to perform user actions autonomously, thereby transforming traditional internet interactions.
- Future Predictions: Cloudflare CEO Matthew Prince predicts that by 2027, AI bot traffic will surpass human traffic, reflecting the immense data demands of generative AI and its potential impact on the structure of the internet.
See More
Investment Opportunities in Agentic AI
- Rise of Agentic AI: In 2026, Agentic AI is rapidly emerging as the new wave of the AI revolution, showcasing capabilities that surpass those of generative AI like ChatGPT, as it can accomplish specific tasks with limited supervision, thus driving market interest in this technology.
- Market Reaction: Despite the software sector losing hundreds of millions in market cap in 2026, investors have adopted a 'sell first, ask questions later' approach due to concerns over the decreasing reliance on traditional software subscriptions, highlighting the urgency of industry transformation.
- NVIDIA's Outlook: NVIDIA's CEO Jensen Huang emphasized that Agentic AI has reached an inflection point and is expected to represent a 'multi-trillion-dollar opportunity', indicating the company's strategic positioning in this emerging field could yield substantial market returns.
- Circle Group's Advantage: Circle Group's USDC stablecoin, due to its programmability and 24/7 usability, is becoming the preferred payment method for Agentic AI, which is expected to drive further applications in fintech and enhance its market share.
See More
Fastly Recognized as Leader in Edge Development Platforms
- Outstanding Customer Feedback: Fastly has been named a Leader in 'The Forrester Wave™: Edge Development Platforms, Q1 2026 report', being the only vendor to receive above-average customer feedback, showcasing its strong competitive edge and customer satisfaction in the market.
- Prominent Innovation Strategy: The report highlights Fastly's emphasis on a global compute fabric rooted in Wasm security and interoperability, aiming to enhance its innovative capabilities in AI-assisted development and edge-first event streaming, thereby strengthening its market position.
- Performance and Security Combined: Fastly is recognized as a top choice for performance-critical, event-driven, and security-sensitive edge workloads, indicating its platform's significant advantages in meeting enterprises' demands for high performance and security.
- Global Market Influence: Fastly's edge cloud platform aids top global brands in enhancing online experiences, supporting enterprises in achieving continuous competitive advantages in software delivery on a global scale, further solidifying its leadership in the edge computing sector.
See More
AI Stocks Face Valuation Risks Amid Market Correction
- Valuation Risks Intensify: Despite Palantir Technologies achieving a 70% year-over-year revenue increase to $1.4 billion in Q4 2025, its price-to-earnings ratio of 84.1 times raises concerns among analysts about a potential 55% downside risk as the stock price appears disconnected from fundamentals.
- Strong Performance vs. High Valuation: Palantir signed contracts worth approximately $4.3 billion in Q4, a 138% year-over-year increase, yet its high valuation continues to raise market concerns, with Jefferies analyst setting a price target of $70, indicating a cautious outlook for the future.
- Market Challenges for Fastly: Fastly reported a 15% year-over-year revenue growth to $624 million in fiscal 2025, achieving its first profitable year; however, with a price-to-earnings ratio exceeding 70 times and rising infrastructure costs, analysts remain cautious, with Citigroup setting a price target of $10, indicating a 62% downside potential.
- Impact of Market Volatility: Fastly's growth is heavily reliant on unpredictable customer traffic, and despite strong demand in Q4, the company warns that such demand may not be sustainable, with capital expenditures expected to reach 10% to 12% of revenue in 2026, adding to future uncertainties.
See More
Analysts Predict Palantir and Fastly Shares to Drop Over 55%
- Significant Valuation Risk: Analysts predict Palantir's stock could drop over 55%, despite a 70% year-over-year revenue increase to $1.4 billion in Q4 2025, driven by strong demand for its AI platform; however, its forward P/E ratio of 84.1 indicates the stock price has outpaced fundamentals.
- Strong Contract Growth: Palantir signed contracts worth approximately $4.3 billion in Q4, a 138% year-over-year increase, indicating accelerated customer adoption of its AI platform, yet analysts remain concerned about its high valuation and potential for a correction.
- Execution Risks for Fastly: Fastly's median price target is $14, representing a 47% downside from its last closing price, with Citigroup's target at $10, suggesting a 62% decline; despite a 15% year-over-year revenue growth to $624 million in fiscal 2025 and achieving profitability for the first time, caution remains.
- High Capital Expenditure Pressure: Fastly anticipates capital expenditures to reach 10% to 12% of revenue in 2026, combined with a forward P/E ratio exceeding 70 and unpredictable customer traffic, poses significant risks to future growth, although its non-GAAP net income of $19.7 million indicates improving financial performance.
See More
