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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
23.120
Open
22.075
VWAP
22.33
Vol
14.72M
Mkt Cap
3.45B
Low
21.120
Amount
328.57M
EV/EBITDA(TTM)
--
Total Shares
151.80M
EV
3.31B
EV/OCF(TTM)
35.09
P/S(TTM)
5.14
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)
2026-02-12
16:20:00
Dow Jones Falls 669.42 Points, Nasdaq Drops 469.32 Points
select
2026-02-12
12:20:00
Dow Jones Index Falls 1.10% Amid Technology Profit Concerns
select
2026-02-12
09:40:00
Fastly Jumps 49% to $13.85 After Q4 Beat, William Blair Upgrade
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News

NASDAQ.COM
9.5
03-10NASDAQ.COM
PinnedFastly Reports 23% Revenue Growth in Q4
  • Significant Revenue Growth: Fastly's Q4 revenue rose 23% year-over-year to approximately $172.6 million, marking a notable acceleration from 15% growth in Q3, reflecting successful customer engagement and enhancing its market competitiveness.
  • Improved Customer Retention: The company's net retention rate increased to 110%, up from 106% in the previous quarter and 102% a year ago, indicating rising spending from existing customers and further solidifying its revenue base.
  • Conservative Future Outlook: Management expects full-year 2026 revenue to be between $700 million and $720 million, representing about 14% year-over-year growth, which, while slower than the 23% growth in Q4, still exceeds 2024's growth rate, demonstrating a cautious approach to future performance.
  • Increased Capital Expenditures: The company anticipates that infrastructure capital expenditures will account for 10% to 12% of revenue in 2026, up from 5% in 2025, indicating the need for ongoing investment to maintain its competitive edge in the global edge computing network amid the AI era.
Fool
9.5
03-10Fool
Fastly Stock Soars 112% Amid Revenue Growth
  • Accelerating Revenue Growth: Fastly's Q4 revenue surged 23% year-over-year to $172.6 million, significantly up from 15% growth in Q3, reflecting successful transformation efforts and the positive impact of AI, enhancing its market competitiveness.
  • Improved Customer Retention: The company's net retention rate rose to 110%, up from 106% in the previous quarter, indicating increased spending from existing customers, which further solidifies its revenue base and future growth potential.
  • Cautious Future Outlook: Management expects revenue for 2026 to be between $700 million and $720 million, representing approximately 14% year-over-year growth, but this deceleration from the 23% growth in Q4 suggests a cautious stance towards market conditions.
  • Profitability Challenges: Despite achieving non-GAAP profitability and positive free cash flow in Q4, Fastly reported a GAAP net loss of $15.5 million, and with infrastructure capital expenditures projected to be 10% to 12% of revenue in 2026, future profitability remains uncertain.
moomoo
5.0
03-10moomoo
Fastly (FSLY.US) Director Plans to Sell $5.37 Million in Common Stock, According to Form 144
  • Share Sale Announcement: The Perartur Bergman Revocable Trust plans to sell 245.77K shares of its common stock in Fastly (FSLY.US) on March 10, with an estimated market value of around $5.37 million.

  • Reduction in Holdings: The trust has decreased its shareholding in Fastly by 1.71 million shares since December 15, 2025, with a total value of approximately $28.19 million.

CNBC
7.0
03-10CNBC
Amazon Temporarily Blocks Perplexity's Access to Its Site
  • Legal Proceedings Update: A federal judge has temporarily blocked startup Perplexity from accessing Amazon's site via its Comet AI browser, reflecting Amazon's firm stance on platform protection, which could impact Perplexity's market strategy.
  • Evidence Support: Judge Maxine Chesney noted that Amazon provided 'strong evidence' of unauthorized access by Perplexity, with the company spending over $5,000 to respond, highlighting its commitment to customer data security.
  • Security Risk Warning: Amazon's lawsuit indicated that Perplexity's AI agents pose security risks to customer data as they can operate within protected systems requiring passwords, potentially diminishing customer trust and affecting Amazon's user base.
  • Advertising Business Challenges: Amazon stated that Perplexity's agents create challenges for its advertising business, necessitating the development of new mechanisms to identify and exclude automated traffic, ensuring advertisers only pay for genuine user impressions, which could increase operational costs and impact profitability.
CNBC
7.5
03-10CNBC
Amazon Plans to Address Recent System Outages
  • Frequent System Failures: Amazon experienced four high-severity outages in the past week, which degraded the availability of its website and app, impacting user experience and prompting the company to hold a technical meeting to investigate the root causes.
  • Technical Meeting Scheduled: The 'This Week in Stores Tech' meeting will take place on Tuesday, focusing on analyzing the reasons behind the outages, including AI-assisted coding errors, underscoring the company's commitment to restoring a strong availability posture.
  • AI Spending Amid Layoffs: While Amazon plans to invest $200 billion in infrastructure in 2023 to meet the demands of AI services, it continues to conduct mass layoffs, cutting approximately 16,000 employees in January, highlighting the tension between expansion and cost control.
  • Strengthening Safety Measures: To prevent future outages, Amazon will reinforce the review process for generative AI-assisted production changes, requiring senior engineers to oversee changes made by junior staff, aiming to enhance safety in the retail experience through controlled friction.
Benzinga
9.5
03-09Benzinga
Fastly Shares Surge 145% Amid AI Demand and Strong Earnings
  • Earnings Beat: Fastly reported a record fourth-quarter revenue of $172.6 million, a 23% year-over-year increase, with security revenue climbing 32%, indicating strong demand for AI-driven internet traffic management tools.
  • Improved Profitability: The company posted a non-GAAP operating income of $21.2 million, a significant turnaround from a loss in the prior year, and guided for full-year 2026 revenue between $700 million and $720 million, reflecting management's confidence in future growth.
  • Short Interest Volatility: Fastly has a short interest of approximately 12%, equating to about 17.09 million shares sold short, which may contribute to increased volatility as the stock approaches its 52-week high, putting pressure on short sellers to cover.
  • Strong Technicals: Fastly's stock has surged from around $5 at its 52-week low to over $20, trading well above its 20-day, 50-day, and 200-day moving averages, indicating sustained bullish momentum despite the absence of new company-specific news.
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
RBC Capital
Sector Perform
maintain
$12 -> $20
AI Analysis
2026-03-02
Reason
RBC Capital
Price Target
$12 -> $20
AI Analysis
2026-03-02
maintain
Sector Perform
Reason
RBC Capital raised the firm's price target on Fastly to $20 from $12 and keeps a Sector Perform rating on the shares. The firm is more positive on the company's improving execution and multiple expansion after hosting investor meetings with its management team, the analyst tells investors in a research note.
Citi
Neutral
maintain
$10 -> $13
2026-02-13
Reason
Citi
Price Target
$10 -> $13
2026-02-13
maintain
Neutral
Reason
Citi raised the firm's price target on Fastly to $13 from $10 and keeps a Neutral rating on the shares.
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 74.82, compared to its 5-year average forward P/E of -376.91. 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
-376.91
Current PE
74.82
Overvalued PE
1618.90
Undervalued PE
-2372.72

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
-7.20
Current EV/EBITDA
21.48
Overvalued EV/EBITDA
236.60
Undervalued EV/EBITDA
-251.01

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
5.05
Current PS
2.33
Overvalued PS
9.92
Undervalued PS
0.18

Financials

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Whales Holding FSLY

P
PDT Partners, LLC
Holding
FSLY
+9.07%
3M Return
P
Penserra Capital Management LLC
Holding
FSLY
-4.38%
3M Return

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Frequently Asked Questions

What is Fastly Inc (FSLY) stock price today?

The current price of FSLY is 22.74 USD — it has increased 4.17

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 172.61M USD, increased 22.79

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

Fastly Inc. EPS for the last quarter amounts to -0.10 USD, decreased -56.52

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

Fastly Inc (FSLY) has 1140 emplpoyees as of March 11 2026.

What is Fastly Inc (FSLY) market cap?

Today FSLY has the market capitalization of 3.45B USD.