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FSLY Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
21.590
Open
20.480
VWAP
20.07
Vol
16.20M
Mkt Cap
3.21B
Low
19.050
Amount
325.12M
EV/EBITDA(TTM)
--
Total Shares
156.50M
EV
3.20B
EV/OCF(TTM)
30.21
P/S(TTM)
4.70
Fastly, Inc. provides a programmable edge cloud platform that helps the world’s brands deliver online experiences through edge compute, delivery, security, and observability offerings, improving site performance, and enhancing security at a global scale. The Company enables developers to deliver secure Websites and apps. The edge cloud is a category of Infrastructure as a Service (IaaS) that enables developers to build, secure, and deliver digital experiences at the edge of the Internet. The Company’s products and services includes Programmable Edge Platform, Network Services, Security, Compute, Observability, and Services. Its Network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its Security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security service, and response security service.
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Events Timeline

(ET)
2026-05-07
12:10:00
Fastly Shares Drop 38.8% to $19.31
select
2026-05-07
10:10:00
Fastly Shares Down 35.9% to $20.23
select
2026-05-06 (ET)
2026-05-06
20:00:00
Strong Earnings in Tech Push S&P 500 to Record Highs
select
2026-05-06
17:00:00
Fastly Shares Plunge 29% to $22.55 After Q1 Report
select

News

seekingalpha
6.0
05-08seekingalpha
Fastly Upgraded to Outperform by Raymond James Following Q1 Results
  • Upgrade Announcement: Raymond James upgraded Fastly (FSLY) from Market Perform to Outperform, indicating analyst confidence in the company's operational turnaround, which is expected to drive further stock price appreciation.
  • Stock Reaction: Following the upgrade, Fastly's shares rose 3.9% in early trading, reflecting market optimism regarding the company's growth potential, particularly amid increasing demand for network capabilities and security products.
  • Traffic Growth: Analysts noted that the rise in AI-related traffic is likely to continue benefiting Fastly's delivery networks, especially as they offer more advanced solutions compared to traditional DIY content delivery networks, enhancing competitive positioning.
  • Price Target Set: A price target of $23 was established for Fastly, indicating a positive outlook on its future performance, with expectations that the company will capitalize on the growing demand for its network services.
Fool
9.5
05-07Fool
Fastly Shares Plunge 38.23% Despite Record Q1 Results
  • Significant Stock Decline: Fastly's stock plummeted 38.23% to $19.50 at Thursday's close, despite reporting record Q1 results and raising its 2026 sales guidance, as concerns about slowing core networking services growth persisted.
  • Surge in Trading Volume: The trading volume reached 47.1 million shares, approximately 208% above its three-month average of 15.3 million shares, indicating strong investor reactions to the company's outlook, even as the broader market remained subdued.
  • Sales Growth Slowdown: Although Fastly achieved a 20% sales increase in Q1 and exceeded Wall Street's adjusted EPS estimates, the market reacted negatively to the core networking services segment's only 11% revenue growth, leading to a sharp decline in stock price.
  • Future Investment Outlook: Management anticipates that infrastructure capital expenditures will more than double as a percentage of revenue by 2026, and while the security and compute segments saw revenue growth of 67% and 47% respectively, market confidence in future growth remains low.
NASDAQ.COM
2.0
05-07NASDAQ.COM
Fastly Shares Plunge 38.23% Despite Record Q1 Results
  • Significant Stock Drop: Fastly's shares closed at $19.50 on Thursday, plummeting 38.23%, as concerns over slowing core networking services growth overshadowed the company's record Q1 results and raised 2026 guidance.
  • Surge in Trading Volume: The trading volume reached 47.1 million shares, approximately 208% above the three-month average of 15.3 million shares, indicating a strong market reaction despite the poor stock performance.
  • Sales Growth and Profitability: Fastly achieved a 20% sales growth in Q1 and exceeded Wall Street's adjusted EPS estimates; however, the stock declined due to market fears of decelerating future sales growth, even though its core Network Services segment's revenue growth was still double the market rate.
  • Strong Performance in New Business Units: Fastly's Security and Compute units delivered revenue growth of 67% and 47%, respectively, indicating that despite the overall slowdown, these emerging segments now account for roughly one-fourth of the company's sales, showcasing potential for future growth.
stocktwits
9.5
05-07stocktwits
Fastly's Q1 Results Fall Short of Expectations, Shares Plummet
  • Q1 Financial Results: Fastly reported Q1 revenue of $173 million, a 20% increase year-over-year, which beat the $171.8 million estimate; however, it failed to meet market expectations for a larger beat, leading to a significant stock price drop.
  • Full-Year Revenue Guidance: The company now forecasts full-year revenue between $710 million and $720 million, with the midpoint falling below the $716.53 million estimate, indicating potential growth slowdown that could impact investor confidence.
  • Market Reaction: Fastly's shares tumbled nearly 40% by midday Thursday, and if this trend continues, it will mark the largest single-day percentage decline ever, reflecting investor disappointment over the core delivery business's underperformance.
  • Retail Investor Sentiment: Despite the stock's decline, retail sentiment on Stocktwits has turned 'extremely bullish', with users viewing the current dip as a buying opportunity, indicating confidence in the company's long-term potential.
CNBC
2.0
05-07CNBC
Midday Stock Movements of Major Companies
  • Planet Fitness Earnings Downgrade: Planet Fitness shares fell nearly 33% after the gym operator lowered its full-year earnings outlook, now projecting only a 4% year-over-year growth, down from a previous forecast of 9%-10%, which negatively impacts market confidence.
  • Vital Farms Surprise Loss: Vital Farms, the egg producer, dropped 20% following a surprise loss of 3 cents per share in Q1, against analyst expectations of a 6-cent profit, and the company also cut its full-year earnings outlook, indicating increasing industry pressures.
  • Datadog Exceeds Expectations: Datadog shares surged 28% after reporting Q1 earnings of 61 cents per share, surpassing the 51-cent consensus, with Q2 revenue guidance between $1.07 billion and $1.08 billion, reflecting strong market demand.
  • AAON Revenue Surge: AAON, the air conditioning and heating equipment manufacturer, saw its shares soar 40% after Q1 earnings, EBITDA, and revenue all exceeded Wall Street estimates, raising its full-year revenue guidance by as much as 45%, showcasing robust growth potential.
seekingalpha
9.5
05-07seekingalpha
Fastly Shares Plunge Over 35% Despite Beating Q1 Estimates
  • Earnings Beat: Fastly reported Q1 revenue of $175 million, a 20% YoY increase, surpassing estimates; however, the full-year revenue guidance was only modestly raised to a 15% YoY growth, indicating potential deceleration that may impact investor confidence.
  • Divergent Analyst Ratings: Oppenheimer and Piper Sandler maintained Neutral ratings, with price targets reduced to $27 and $18 respectively, reflecting concerns over disappointing core delivery business performance, especially as pricing remains stable but faces increasing competitive pressures.
  • Strong Security Business Growth: Fastly's security revenues surged 47% to $38.8 million, exceeding market expectations, showcasing robust performance in its new security portfolio, which may support future growth prospects.
  • Uncertain Market Outlook: While RBC Capital Markets and KeyBanc Capital Markets remain optimistic about Fastly's long-term outlook, analysts are generally cautious about the stability of network services, suggesting that stock prices may be hampered by concerns over whether growth has peaked.
Wall Street analysts forecast FSLY stock price to rise
10 Analyst Rating
Wall Street analysts forecast FSLY stock price to rise
2 Buy
7 Hold
1 Sell
Hold
Current: 0.000
sliders
Low
10.00
Averages
11.70
High
14.00
Current: 0.000
sliders
Low
10.00
Averages
11.70
High
14.00
Raymond James
Market Perform
to
Outperform
upgrade
$23
AI Analysis
2026-05-08
New
Reason
Raymond James
Price Target
$23
AI Analysis
2026-05-08
New
upgrade
Market Perform
to
Outperform
Reason
Raymond James upgraded Fastly to Outperform from Market Perform with a $23 price target following the Q1 report. The firm believes Fastly has seen an "inflection" in its operational performance and can continue to benefit from the increased demand for its network capabilities and related security products. Traffic increases from AI are likely to continue to benefit delivery networks with more advanced capabilities, the analyst tells investors in a research note. In addition, Raymond James says Fastly's network runs through major interconnected data centers that will capture incremental traffic as AI and inference-related traffic evolve.
RBC Capital
Rishi Jaluria
Sector Perform
downgrade
$20 -> $18
2026-05-07
New
Reason
RBC Capital
Rishi Jaluria
Price Target
$20 -> $18
2026-05-07
New
downgrade
Sector Perform
Reason
RBC Capital analyst Rishi Jaluria lowered the firm's price target on Fastly to $18 from $20 and keeps a Sector Perform rating on the shares. The company's Q1 was solid and the firm is encouraged by accelerating security growth and continued profitability improvements, though with that said, the firm continues to look for signs of further stabilization in Network Services before becoming more constructive, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for FSLY
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Valuation Metrics

The current forward P/E ratio for Fastly Inc (FSLY.N) is 98.04, compared to its 5-year average forward P/E of -349.49. For a more detailed relative valuation and DCF analysis to assess Fastly Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-349.49
Current PE
98.04
Overvalued PE
1614.99
Undervalued PE
-2313.97

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
13.67
Current EV/EBITDA
1163.77
Overvalued EV/EBITDA
261.04
Undervalued EV/EBITDA
-233.69

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
4.46
Current PS
3.84
Overvalued PS
8.34
Undervalued PS
0.58

Financials

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Whales Holding FSLY

P
PDT Partners, LLC
Holding
FSLY
+7.09%
3M Return
P
Penserra Capital Management LLC
Holding
FSLY
+5.93%
3M Return

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Frequently Asked Questions

What is Fastly Inc (FSLY) stock price today?

The current price of FSLY is 19.58 USD — it has decreased -4.53

What is Fastly Inc (FSLY)'s business?

Fastly, Inc. provides a programmable edge cloud platform that helps the world’s brands deliver online experiences through edge compute, delivery, security, and observability offerings, improving site performance, and enhancing security at a global scale. The Company enables developers to deliver secure Websites and apps. The edge cloud is a category of Infrastructure as a Service (IaaS) that enables developers to build, secure, and deliver digital experiences at the edge of the Internet. The Company’s products and services includes Programmable Edge Platform, Network Services, Security, Compute, Observability, and Services. Its Network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its Security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security service, and response security service.

What is the price predicton of FSLY Stock?

Wall Street analysts forecast FSLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FSLY is11.70 USD with a low forecast of 10.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Fastly Inc (FSLY)'s revenue for the last quarter?

Fastly Inc revenue for the last quarter amounts to 173.02M USD, increased 19.76

What is Fastly Inc (FSLY)'s earnings per share (EPS) for the last quarter?

Fastly Inc. EPS for the last quarter amounts to -0.13 USD, decreased -51.85

How many employees does Fastly Inc (FSLY). have?

Fastly Inc (FSLY) has 1140 emplpoyees as of May 12 2026.

What is Fastly Inc (FSLY) market cap?

Today FSLY has the market capitalization of 3.21B USD.