OVERVIEW
Happy Valentine’s Day!

Welcome to the Stocktwits Top 25 Newsletter this week!

The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over time. To help you understand this data further, check out our FAQ page, and feel free to reach out if you have questions!

Here are the Stocktwits Top 25 Lists for this week:

S&P 500
ST Top 25 S&P 500 💪

The S&P 500 Top 25 list compared to the weekly S&P 500 index. Let me know if this template floats your boat!

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NASDAQ 100
The Large-Cap Nasdaq 100 🤖

RUSSELL 2000
The Growth-Centric Russell 2000 🦐

The Russell 2000 Top 25 list compared to the weekly Russell 2000 index

Top Dawg Of The Week 🐶

The Top 25 list's Top Dawg was Fastly $FSLY ( ▲ 13.84% ) climbing a wild 113%

Fastly shares delivered their strongest single-day performance in company history Thursday following a dominant fourth-quarter earnings beat and a massive guidance raise. The company is successfully pivoting toward high-margin AI traffic, leading to its largest revenue beat since 2019 and a significant re-rating from Wall Street analysts.

The quarterly results were a "clean sweep" as $FSLY posted revenue of $172.6 million against the $161.36 million expected, while adjusted EPS of $0.12 doubled the analyst consensus of $0.06. This outperformance was mirrored in the company’s internal metrics, marking the fourth consecutive quarter of accelerating growth across all business segments and a notable expansion in large-customer commitments.

The massive surge of 72% was catalyzed by Fastly’s emergence as a key infrastructure play for "agentic AI" traffic, which CEO Kip Compton noted is driving new workloads and security demands on the platform. Analysts from William Blair and RBC Capital highlighted that the company is successfully gaining market share in network delivery and compute, transforming from a traditional CDN into an underappreciated beneficiary of the LLM boom.

The forward outlook remains exceptionally bullish, with management guiding 2026 revenue to a range of $700 million to $720 million, well above the $667.79 million consensus. With a projected 2026 gross margin of approximately 63% and free cash flow reaching up to $50 million, the market is now pricing in a sustainable shift toward long-term profitability and structural growth.

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