FSLY

Fastly Inc

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Advanced Chart

5.830

+0.030(+0.520%)

Overview
Forecast
Valuation

Line

Candle

YTD

High

5.900

Open

5.700

VWAP

5.82

Vol

3.66M

Mkt Cap

843.52M

Low

5.630

Amount

21.32M

EV/EBITDA(TTM)

Total Shares

136.62M

891.92M

EV/OCF(TTM)

54.37

P/S(TTM)

1.49

Fastly, Inc. provides a programmable edge cloud platform that helps the world’s brands deliver online experiences possible 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 are designed to speed up and optimize the delivery of Web and application traffic while ensuring developers and engineers do not lose visibility or control. The Company’s professional services include network services, managed security service, and response security service. The Company offers three levels of support plans and available technical support add-ons with dedicated technical specialists and account managers that provide extended security expertise.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q2

FY2025Q1

146.57M

+6.83%

-0.009

-144.45%

140.28M

+5.98%

-0.042

-39.69%

138.39M

+3.65%

-0.062

+24.44%

Estimates Revision

The market is revising Upward the revenue expectations for Fastly, Inc. (FSLY) for FY2025, with the revenue forecasts being adjusted by 0.32% over the past three months. During the same period, the stock price has changed by -42.39%.

Revenue Estimates for FY2025

Revise Upward

+0.32%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-825.44%

In Past 3 Month

Stock Price

Go Down

-42.39%

In Past 3 Month

8 Analyst Rating

10.12% Upside

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 is 6.42 USD with a low forecast of 5.00 USD and a high forecast of 8.00 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.

0 Buy

7 Hold

1 Sell

Hold

10.12% Upside

Current: 5.830

Low

5.00

Averages

6.42

High

8.00

10.12% Upside

Current: 5.830

Low

5.00

Averages

6.42

High

8.00

Morgan Stanley

Sanjit Singh

Hold

Maintains

$8 → $7

2025-04-16

Reason

Morgan Stanley

Sanjit Singh

Price Target

$8 → $7

2025-04-16

Maintains

Hold

Reason

Morgan Stanley lowered the firm's price target on Fastly to $7 from $8 and keeps an Equal Weight rating on the shares. The firm is adjusting risk/rewards for a large number of software companies as it analyzes tariff risk uncertainty and what has already been priced into shares.

Piper Sandler

James Fish

Hold

Maintains

$9 → $6

2025-04-08

Reason

Piper Sandler

James Fish

Price Target

$9 → $6

2025-04-08

Maintains

Hold

Reason

Piper Sandler analyst James Fish lowered the firm's price target on Fastly to $6 from $9 and keeps a Neutral rating on the shares. Following its Q1 2025 on-calendar infrastructure checks, the firm is broadly reducing its estimates and price targets throughout the space given underlying macro-pressures that is seeing sales cycles extend. Piper is lowering its new-business and expansionary assumptions across the group, but FX headwinds have largely reversed.

Piper Sandler

James Fish

Hold

Reiterates

$10 → $9

2025-02-13

Reason

Piper Sandler

James Fish

Price Target

$10 → $9

2025-02-13

Reiterates

Hold

Reason

Piper Sandler analyst James Fish lowered the firm's price target on Fastly to $9 from $10 and keeps a Neutral rating on the shares. The firm notes Fastly reported an overall mixed quarter. Positively, Fastly reported a 2% beat driven by CDN upside and Security re-acceleration, 2025 sales guide came in above Street, Fastly is seeing early Edgio benefits, the CDN landscape is improving, and guide prudently excludes U.S. TikTok after March 1. However, management is ramping S&M spending and international network capacity, which results in lower margins in 2025 and another cash-burn year, and the firm remains concerned with customer concentration.

RBC Capital

Rishi Jaluria

Hold

Maintains

$10 → $8

2025-02-13

Reason

RBC Capital

Rishi Jaluria

Price Target

$10 → $8

2025-02-13

Maintains

Hold

Reason

Citigroup

Fatima Boolani

Hold

Maintains

$9 → $10

2025-01-17

Reason

Citigroup

Fatima Boolani

Price Target

$9 → $10

2025-01-17

Maintains

Hold

Reason

Citi raised the firm's price target on Fastly to $10 from $9 and keeps a Neutral rating on the shares as part of a 2025 systems software outlook. The firm is "generally more bullish" on its IT and development and operations-centric coverage, citing better relative growth and a "cleaner" tether to generative artificial intelligence. Citi remains "selectively constructive" on cybersecurity names. Citi's chief information security officer survey results were "mostly uninspiring," and cyber's relative 2024 outperformance along with muted" estimate revisions means the group will likely take a breather, the analyst tells investors in a research note.

RBC Capital

Rishi Jaluria

Hold

Maintains

$7 → $10

2025-01-03

Reason

RBC Capital

Rishi Jaluria

Price Target

$7 → $10

2025-01-03

Maintains

Hold

Reason

RBC Capital raised the firm's price target on Fastly to $10 from $7 and keeps a Sector Perform rating on the shares as part of a 2025 outlook for the software sector. The firm believes 2025 is likely another good year for software as the group "could benefit from multiple catalysts." Spending trends have stabilized and improved in some cases, generative artificial intelligence has the opportunity to drive new innovations, and first half of 2025 estimates benefit from easy compare as management teams "lean into growth," the analyst tells investors in a research note. RBC's favorite ideas include Adobe (ADBE), Microsoft (MSFT), and Snowflake (SNOW) in large-cap, Gitlab (GTLB) and Guidewire Software (GWRE) in mid-cap, Clearwater Analytics (CWAN), Magnite (MGNI), and Varonis Systems (VRNS) in small-cap, and Dynatrace (DT), MongoDB (MDB), and Nexxen (NEXN) as "non-consensus ideas."

See All Ratings

Valuation Metrics

The current forward P/E ratio for Fastly Inc (FSLY.N) is 44.62, compared to its 5-year average forward P/E of -0.93. 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.

N/A

5Y Average PE

-0.93

Current PE

44.62

Overvalued PE

401.18

Undervalued PE

-403.04

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.

N/A

5Y Average EV/EBITDA

-64.04

Current EV/EBITDA

63.71

Overvalued EV/EBITDA

271.48

Undervalued EV/EBITDA

-399.56

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.

N/A

5Y Average PS

8.96

Current PS

1.31

Overvalued PS

18.23

Undervalued PS

-0.31