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Fastly (FSLY)
NASDAQ:FSLY
FSLY Stock Chart & Stats
$21.17
-$0.35(-3.60%)
At close: 4:00 PM EST
$21.17
-$0.35(-3.60%)
Day’s Range― - ―
52-Week Range$4.65 - $20.27
Previous CloseN/A
Volume1.02M
Average Volume (3M)12.99M
Market Cap
$3.21B
Enterprise Value$3.46B
Total Cash (Recent Filing)$361.76M
Total Debt (Recent Filing)$430.19M
Price to Earnings (P/E)―
Beta1.29
Next Earnings
May 06, 2026EPS Estimate
0.08Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.12
Shares Outstanding151,800,000
10 Day Avg. Volume14,354,437
30 Day Avg. Volume12,988,949
Financial Highlights & Ratios
PEG Ratio0.45
Price to Book (P/B)1.61
Price to Sales (P/S)2.40
P/FCF Ratio22.74
Enterprise Value/Market Cap1.08
Enterprise Value/Revenue5.54
Enterprise Value/Gross Profit9.84
Enterprise Value/Ebitda-244.48
Forecast
1Y Price Target
$15.00Price Target Upside-29.15% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering8
EPS Forecast (FY)0.27
Revenue Forecast (FY)$706.64M
Bulls Say, Bears Say
Bulls Say
Cash GenerationFastly's shift to positive operating and free cash flow (TTM OCF ~$94M, FCF ~$61M) represents a durable structural improvement. Consistent cash generation increases financial flexibility to fund growth, sustain operations through demand cycles, and reduces reliance on dilutive financing, supporting longer-term investment and stability.
Margin Expansion & ProfitabilitySustained gross-margin expansion (record Q4 64% and FY26 guidance ~63%) plus guidance for meaningful non‑GAAP operating profit signals durable operating leverage and pricing or cost advantages. Higher margins improve cash conversion and provide room to invest in product development while materially strengthening the path to sustained profitability.
Product Momentum & Contracted BacklogStrong product traction—110% NRR, RPO up 55%, and rapidly growing security revenue—indicates durable demand, successful cross-sell, and higher customer stickiness. A growing contracted backlog improves revenue visibility and supports repeatable, consumption-linked expansion across edge, security and compute offerings over the medium term.
Bears Say
Negative Returns & Ongoing Accounting LossesDespite operational improvements, negative ROE (~-13% TTM) and lingering accounting losses limit the company's ability to compound shareholder value from equity. Continued GAAP losses would constrain return generation versus peers and require sustained profitable growth to convert balance-sheet strength into durable equity returns.
Customer Concentration & Consumption VolatilityA relatively high top‑10 concentration (34% of revenue) combined with a consumption-driven pricing model increases revenue volatility and sensitivity to a few large accounts. This structural exposure can produce outsized swings in results and makes multi-quarter visibility and forecasting less reliable without further customer diversification.
Rising Infrastructure CapEx & Component Cost PressurePlanned infrastructure CapEx normalization to 10%–12% of revenue and elevated memory/component costs raise the firm's capital intensity and operating cost base. Over the medium term, higher ongoing CapEx and input-price pressure could constrain margin gains and require sustained higher cash generation to support capacity and product performance.
Fastly News
FSLY FAQ
What was Fastly’s price range in the past 12 months?
Fastly lowest stock price was $4.65 and its highest was $20.27 in the past 12 months.
What is Fastly’s market cap?
Fastly’s market cap is $3.21B.
When is Fastly’s upcoming earnings report date?
Fastly’s upcoming earnings report date is May 06, 2026 which is in 63 days.
How were Fastly’s earnings last quarter?
Fastly released its earnings results on Feb 11, 2026. The company reported $0.12 earnings per share for the quarter, beating the consensus estimate of $0.055 by $0.065.
Is Fastly overvalued?
According to Wall Street analysts Fastly’s price is currently Overvalued.
Does Fastly pay dividends?
Fastly does not currently pay dividends.
What is Fastly’s EPS estimate?
Fastly’s EPS estimate is 0.08.
How many shares outstanding does Fastly have?
Fastly has 151,800,000 shares outstanding.
What happened to Fastly’s price movement after its last earnings report?
Fastly reported an EPS of $0.12 in its last earnings report, beating expectations of $0.055. Following the earnings report the stock price went up 72.288%.
Which hedge fund is a major shareholder of Fastly?
Currently, no hedge funds are holding shares in FSLY
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Fastly Stock Smart Score
Outperform
1
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5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$15.00 (-29.15% Downside)
$15.00 (-29.15% Downside)
Blogger Sentiment
Bullish
FSLY Sentiment 87%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 652.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.1M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 2.6%
Last 30 Days ▲ 29.9%
Last 30 Days ▲ 29.9%
News Sentiment
Bullish
Bullish news 63%
Bearish news 38%
Bearish news 38%
Technicals
SMA
Positive
20 days / 200 days
Momentum
210.86%
12-Months-Change
Fundamentals
Return on Equity
-12.84%
Trailing 12-Months
Asset Growth
3.32%
Trailing 12-Months
Company Description
Fastly
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
FSLY Company Deck
FSLY Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlights a clear and broad improvement in financial and operational performance: record quarterly revenue, substantial margin expansion, positive free cash flow, strong product momentum (notably security and compute), improving contracted backlog (RPO) and a strengthened liquidity position, together with confident 2026 guidance. The primary risks discussed are rising component costs and higher near‑term infrastructure CapEx, consumption-driven revenue variability, customer concentration, and macro/geopolitical uncertainty. On balance, the positive operational and financial developments and the forward guidance materially outweigh the identified challenges.View all FSLY earnings summariesFSLY Revenue Breakdown
90.61% Enterprise customers
9.39% Non-enterprise customers
FSLY Stock 12 Month Forecast
Average Price Target
$15.00
▼(-29.15% Downside)
Technical Analysis
Ownership Overview
8.86% Insiders
16.58% Mutual Funds
4.56% Other Institutional Investors
33.25% Public Companies and Individual Investors