Fastly, Inc (FSLY)
NASDAQ:FSLY
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FSLY Stock Chart & Stats
$24.56
-$0.35(-3.60%)
At close: 4:00 PM EST
$24.56
-$0.35(-3.60%)
Day’s Range― - ―
52-Week Range$6.29 - $34.82
Previous CloseN/A
Volume1.02M
Average Volume (3M)9.90M
Market Cap
$2.90B
Enterprise Value$2.71B
Total Cash (Recent Filing)$330.49M
Total Debt (Recent Filing)$397.75M
Price to Earnings (P/E)―
Beta0.83
Next Earnings
Aug 05, 2026EPS Estimate
0.07Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.69
Shares Outstanding156,500,000
10 Day Avg. Volume7,996,697
30 Day Avg. Volume9,899,289
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 Cap0.93
Enterprise Value/Revenue4.15
Enterprise Value/Gross Profit7.07
Enterprise Value/Ebitda-2.01K
Forecast
1Y Price Target
$25.17Price Target Upside2.47% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)0.32
Revenue Forecast (FY)$718.09M
Bulls Say, Bears Say
Bulls Say
Revenue Growth & GuidanceSustained revenue acceleration and a guidance raise provide durable demand evidence and improve forward visibility. A higher revenue base supports operating leverage, funds product and go‑to‑market investment, and reduces execution risk by extending contracted and expected cash flows.
Security & Compute TractionRapid security and edge compute growth shifts mix toward higher‑value, sticky services that command better margins and create cross‑sell opportunities. Structural adoption of security and edge compute increases net retention and expands addressable market beyond commoditized delivery.
Improved Cash Flow & LiquidityReturn to positive operating and free cash flow with a sizable cash balance materially improves financial flexibility. Lower leverage and liquidity permit funding of growth investments and front‑loaded capex while reducing near‑term refinancing pressure versus prior weaker years.
Bears Say
Network Services Price ErosionPersistent mid‑single‑digit price erosion in core delivery services signals secular commoditization of the CDN layer. Over multiple renewal cycles this compresses unit economics, forcing faster migration to higher‑value products to sustain margins and growth.
Front‑Loaded Infrastructure CapEx & Supply RiskMaterially higher, front‑loaded capex raises capital intensity and near‑term cash requirements, lowering free cash flow while capacity is added. Supply‑chain and memory cost volatility can sustain higher unit costs and delay margin realization from new capacity investments.
High‑Coupon Convertible & Historical LossesAn outstanding 7.75% convertible until 2028 creates a relatively high‑cost liability that limits cash available for growth or M&A until maturity or refinancing. Combined with prior GAAP losses, this constrains capital allocation flexibility and elevates refinancing risk.
Fastly News
FSLY FAQ
What was Fastly, Inc’s price range in the past 12 months?
Fastly, Inc lowest stock price was $6.29 and its highest was $34.82 in the past 12 months.
What is Fastly, Inc’s market cap?
Fastly, Inc’s market cap is $2.90B.
When is Fastly, Inc’s upcoming earnings report date?
Fastly, Inc’s upcoming earnings report date is Aug 05, 2026 which is in 50 days.
How were Fastly, Inc’s earnings last quarter?
Fastly, Inc released its earnings results on May 06, 2026. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.087 by $0.043.
Is Fastly, Inc overvalued?
According to Wall Street analysts Fastly, Inc’s price is currently Undervalued.
Does Fastly, Inc pay dividends?
Fastly, Inc does not currently pay dividends.
What is Fastly, Inc’s EPS estimate?
Fastly, Inc’s EPS estimate is 0.07.
How many shares outstanding does Fastly, Inc have?
Fastly, Inc has 156,500,000 shares outstanding.
What happened to Fastly, Inc’s price movement after its last earnings report?
Fastly, Inc reported an EPS of $0.13 in its last earnings report, beating expectations of $0.087. Following the earnings report the stock price went down -38.232%.
Which hedge fund is a major shareholder of Fastly, Inc?
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
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$25.17 (2.47% Upside)
$25.17 (2.47% Upside)
Blogger Sentiment
Bullish
FSLY Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 138.3K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $3.3M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Negative
Last 7 Days >0.1%
Last 30 Days ▼ 1.2%
Last 30 Days ▼ 1.2%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
137.82%
12-Months-Change
Fundamentals
Return on Equity
-10.89%
Trailing 12-Months
Asset Growth
4.44%
Trailing 12-Months
Company Description
Fastly, Inc
Fastly, Inc. offers an advanced edge cloud computing platform designed to efficiently manage, distribute, and safeguard client applications across a global footprint, including North America, the Asia Pacific region, Europe, and other international markets. This specialized Infrastructure as a Service (IaaS) empowers developers to build, secure, and rapidly deliver digital experiences right at the internet's edge. It functions as a highly customizable platform, optimized for web and application delivery. The company's broad range of offerings includes: Compute@Edge, their serverless computing environment. A comprehensive developer hub providing solution patterns, API and language references, change logs, and Fastly Fiddle resources. Specialized edge services such as device detection, geolocation, edge dictionaries, access control lists (ACLs), and authentication. Full site delivery capabilities, encompassing dynamic site acceleration, origin shield, instant cache purging, real-time logging and statistics, cloud optimization, programmatic control, edge databases, content compression, and support for modern protocols to ensure high performance and reliability. Streaming solutions for live media, media shield, and origin connect. Robust edge security features, including Distributed Denial of Service (DDoS) protection, a cloud-based web application firewall (WAF), Transport Layer Security (TLS), platform TLS, and various compliance services. Unified web application and API protection that incorporates runtime self-application protection, advanced rate limiting, API and account takeover (ATO) protection, bot mitigation, and a next-generation WAF. Supplementary edge applications like load balancers and image optimizers. Video on demand services and fully managed edge delivery services. Fastly caters to a wide array of industries, including digital publishing, media and entertainment, technology, e-commerce, travel and hospitality, and financial services. Originally incorporated in 2011 as SkyCache, Inc., the company officially adopted the name Fastly, Inc. in May 2012. Its corporate headquarters are situated in San Francisco, California.
FSLY Company Deck
FSLY Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: healthy top-line growth (20% Y/Y) with notable acceleration in security (47% Y/Y) and compute (67% Y/Y), record gross margins and a return to profitability and positive cash flow. Customer metrics (RPO, NRR, large customer growth) and product wins reinforce durable demand and successful portfolio expansion. Headwinds include network services price erosion, front-loaded infrastructure CapEx (10%–12% of revenue guidance), supply‑chain/memory price pressure, and a modest decline in free cash flow and cash balance in the quarter. Management provided constructive forward guidance and emphasized security/compute as growth engines, so on balance the positive operational and financial developments outweigh the near-term capital and pricing 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
$25.17
▲(2.47% Upside)
Technical Analysis
Ownership Overview
7.04% Insiders
23.78% Mutual Funds
12.84% Other Institutional Investors
25.88% Public Companies and Individual Investors