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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
17.900
Open
16.950
VWAP
17.49
Vol
6.31M
Mkt Cap
2.78B
Low
16.800
Amount
110.30M
EV/EBITDA(TTM)
--
Total Shares
156.50M
EV
2.77B
EV/OCF(TTM)
26.16
P/S(TTM)
4.07
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. Its network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its object storage is an Amazon S3-compatible large object storage solution that works seamlessly with both its CDN and Compute services. Its security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security services, and response security services.
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Events Timeline

(ET)
2026-05-21
12:20:00
SpaceX and OpenAI Accelerate IPO Timelines
select
2026-05-07 (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

News

Yahoo Finance
6.5
05-20Yahoo Finance
Wall Street Bullish on Several Stocks Despite Concerns
  • Arhaus Sales Weakness: Arhaus (NASDAQ:ARHS) has experienced disappointing same-store sales over the past two years, resulting in a revenue base of only $1.38 billion, which has hindered its ability to achieve economies of scale enjoyed by industry giants, while its earnings per share have declined by 25.6% annually, indicating that its product selection and store experience are failing to attract customers.
  • Oshkosh Order Decline: Oshkosh (NYSE:OSK) has seen an average backlog drop of 4.7% over the past two years, suggesting a loss of orders amid increasing competition, and its gross margin of 16.3% reflects high production costs, leading to a 6.8% annual contraction in earnings per share, which puts pressure on stock prices.
  • Fastly Customer Spending Challenges: Fastly (NASDAQ:FSLY) has a net revenue retention rate of 107%, trailing the industry benchmark of 110%, indicating difficulties in increasing customer spending, while its gross margin of 59.4% highlights high servicing costs, and its history of operating margin losses further underscores its suboptimal cost structure.
  • Market Opportunity Analysis: Despite Wall Street's bullish outlook on these stocks, analysts point out significant fundamental issues with Arhaus, Oshkosh, and Fastly, suggesting that investors should exercise caution regarding their investment value and explore other potentially more rewarding opportunities.
Yahoo Finance
2.0
05-17Yahoo Finance
Inflation Data Triggers Decline in Tech Stocks
  • Inflation Impact: The April PPI report revealed accelerating inflation, pushing the 10-year Treasury yield to 4.49%, effectively eliminating hopes for rate cuts in 2026, which raised the discount rate applied to long-duration growth earnings and compressed business valuations.
  • Software Sector Pressure: With software prices rising year-over-year, enterprise software spending may face pullbacks; while current revenues are supported, enterprise customers might delay new deployments or consolidate seats to protect their margins, increasing uncertainty in the industry.
  • Market Overreaction: Despite the overall decline in tech stocks, with Asure Software, Flywire, and Procore Technologies falling 3.4%, 3.2%, and 3.8% respectively, the market's overreaction may present buying opportunities for investors seeking high-quality stocks.
  • Procore Technologies Performance: Procore Technologies has dropped 33.8% year-to-date, currently trading at $46.38, which is 41.7% below its 52-week high of $79.60, indicating market concerns about its future growth, prompting investors to carefully assess its investment value.
Fool
8.5
05-14Fool
Carlson Investments Acquires New Stake in Fastly
  • New Investment Position: Carlson Investments initiated a new position in Fastly by acquiring 213,025 shares in Q1 2026, with an estimated transaction value of $3.5 million, indicating a bullish outlook on Fastly's growth potential.
  • Value Appreciation: By the end of the quarter, the value of Fastly's position had risen to $6.19 million, reflecting the stock price increase and demonstrating significant gains for Carlson Investments amid market fluctuations.
  • Strong Performance: Fastly reported record revenue of $173 million in Q1, representing a 20% year-over-year growth, while its cybersecurity services also saw a remarkable 47% increase, showcasing the company's robust performance in the rapidly evolving cloud market.
  • Market Outlook: Although Fastly's stock price reached a 52-week high of $34.82 in Q2, Carlson Investments' strategy suggests confidence in the company's long-term growth potential, prompting investors to consider waiting for a price dip before entering the market.
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.
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
Reason
Raymond James
Price Target
$23
AI Analysis
2026-05-08
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
Reason
RBC Capital
Rishi Jaluria
Price Target
$20 -> $18
2026-05-07
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 303.03, compared to its 5-year average forward P/E of -347.58. 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
-347.58
Current PE
303.03
Overvalued PE
1616.44
Undervalued PE
-2311.60

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
15.71
Current EV/EBITDA
-76.13
Overvalued EV/EBITDA
261.38
Undervalued EV/EBITDA
-229.96

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
4.36
Current PS
3.31
Overvalued PS
8.14
Undervalued PS
0.57

Financials

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Whales Holding FSLY

P
Penserra Capital Management LLC
Holding
FSLY
+24.74%
3M Return
P
PDT Partners, LLC
Holding
FSLY
+9.63%
3M Return

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Frequently Asked Questions

What is Fastly Inc (FSLY) stock price today?

The current price of FSLY is 17.765 USD — it has increased 4.87

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. Its network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its object storage is an Amazon S3-compatible large object storage solution that works seamlessly with both its CDN and Compute services. Its security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security services, and response security services.

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 June 01 2026.

What is Fastly Inc (FSLY) market cap?

Today FSLY has the market capitalization of 2.78B USD.