Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Fastly ( (FSLY) ) has shared an announcement.
Fastly reported record fourth-quarter and full-year 2025 results on February 11, 2026, with revenue rising 23% year over year in the quarter to $172.6 million and 15% for the full year to $624.0 million. The company posted record gross margins, sharply narrowed its GAAP net loss, and turned to non-GAAP profitability and positive free cash flow as security and other high-growth offerings outpaced core network services.
Key customer and contract metrics underscored strengthening demand, with remaining performance obligations jumping 55% to $354 million and net retention improving to 110%, while enterprise customer count and top-10 customer concentration both increased. Fastly also bolstered its balance sheet with a convertible notes refinancing and expanded its product portfolio across API security, observability, compute performance and AI-based tools, moves that reinforce its competitive positioning in edge cloud and application security markets.
The most recent analyst rating on (FSLY) stock is a Hold with a $9.00 price target. To see the full list of analyst forecasts on Fastly stock, see the FSLY Stock Forecast page.
Spark’s Take on FSLY Stock
According to Spark, TipRanks’ AI Analyst, FSLY is a Neutral.
Fastly’s overall score reflects strong earnings performance and positive technical momentum, tempered by ongoing profitability challenges and valuation concerns. The strategic move to Nasdaq and positive earnings call sentiment contribute positively, but financial performance remains a key area for improvement.
To see Spark’s full report on FSLY stock, click here.
More about Fastly
Fastly, Inc. is a global edge cloud platform provider that delivers network services to improve the performance of websites, applications, APIs and digital media, alongside security products that protect digital properties and users. The company also offers compute and observability solutions, serving enterprise customers that increasingly rely on its infrastructure for web performance, security and modern application delivery.
Average Trading Volume: 4,027,649
Technical Sentiment Signal: Hold
Current Market Cap: $1.3B
See more insights into FSLY stock on TipRanks’ Stock Analysis page.