Zacks Backs 3 AI Cloud Stocks as Fastly Sees Traffic Grow 6.5 Times Faster
Updated
Updated · Zacks Investment Research · Aug 19
Zacks Backs 3 AI Cloud Stocks as Fastly Sees Traffic Grow 6.5 Times Faster
2 articles · Updated · Zacks Investment Research · Aug 19
Summary
Zacks highlighted three mid-cap AI cloud names—Five9, Fastly and Qualys—with each carrying a Rank #1 or #2 amid what it called strong global demand for AI-driven cloud services.
Fastly offered the sharpest demand signal: management said AI-generated traffic is growing about 6.5 times faster than human traffic, lifting need for real-time security, compute and network services.
Five9 is pitching AI agents, GenAI Studio and a Google Cloud partnership to expand beyond contact-center software into AI-driven labor automation; Zacks sees 2026 revenue and earnings growth of 10.2% and 10.1%.
Qualys is leaning on cloud cybersecurity as AI shortens exploit windows to hours, with products such as InstaScan, TruConfirm and Agent Sara aimed at continuous detection, validation and remediation.
Across the three picks, earnings estimates have recently improved most sharply for Fastly—up 65.6% for this year and 59% for next year—while Five9 and Qualys posted smaller upward revisions.