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$FSLY•USBullish

Fastly (FSLY): Oppenheimer upgrades to Outperform on contract growth and agentic AI traffic

Oppenheimer upgraded Fastly to Outperform from Perform with a $35 target, citing larger contracts, rising security attach and early agentic-AI traffic monetization. Shares jumped roughly 11-17% on the day, by source. Consensus stays Hold.

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