Should I Buy FSLY? FSLY 2026 Analysis

Should You Buy Fastly Inc (FSLY) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

9.570

1 Day change

-3.48%

52 Week Range

12.590

Analysis Updated At

2026/01/28

Not a good buy right now for a beginner, long-term investor who is impatient. Fastly’s technicals are constructive, but the stock is trading roughly at/near the Street’s latest lowered targets (~$10–$11) with limited near-term upside, while profitability is still negative and volatility is high. If you must act now, this is at best a small starter-position candidate—not a strong long-term “buy now” at $10.

Technical Analysis

Trend is moderately bullish but not at an obvious low-risk entry. Moving averages are bullish (SMA_5 > SMA_20 > SMA_200), and MACD histogram is positive and expanding (0.106), indicating improving momentum. RSI(6) at ~60 is neutral-to-slightly-warm (not oversold). Key levels: Pivot 9.609 (near-term support), S1 8.854 (deeper support), R1 10.365 and R2 10.831 (overhead resistance). With price at ~10.01 (below R1), the setup looks like a range push into resistance rather than a clear “buy-the-dip” point. Pattern-based probabilities provided also lean slightly negative over 1-week/1-month. **Intellectia Proprietary Trading Signals** - [AI Stock Picker](module://ai_stock_pick): No signal on given stock today. - [SwingMax](module://swingmax): No signal on given stock recently.

Options Data

Bullish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Options positioning is mixed: Open Interest Put-Call Ratio of 0.51 is bullish/positioning skewed to calls (more longer-dated optimism), but the Option Volume Put-Call Ratio of 1.12 shows more puts traded than calls recently (short-term caution/hedging). Implied vol (30d) ~62 vs very high historical vol ~102 suggests options aren’t extremely “priced for panic,” and IV percentile (34) / IV rank (16.8) are relatively moderate—sentiment is not euphoric, but this remains a high-volatility name.

Technical Summary

Sell

Buy

Positive Catalysts

Revenue growth remains solid (2025/Q3 revenue +15.32% YoY) and gross margin improved to 58.35% (+7.12% YoY), supporting the narrative of operational improvement. Some Wall Street commentary highlights better execution under newer management and Security revenue acceleration. Upcoming earnings (QDEC 2025 on 2026-02-11 after hours) can act as a catalyst if the company shows continued acceleration and margin leverage.

Neutral/Negative Catalysts

Profitability is still moving the wrong way: 2025/Q3 net loss widened (net income -$29.48M, down -22.45% YoY) and EPS fell to -0.20 (-25.93% YoY). No fresh news catalysts in the past week. The stock is also volatile (very high historical volatility), and near-term options volume leans defensive (more puts traded).

Financial Performance

Latest quarter: 2025/Q3. Revenue rose to $158.223M (+15.32% YoY), and gross margin improved to 58.35% (+7.12% YoY), which is a clear positive trend in the model. However, net income declined to -$29.483M (loss widened, -22.45% YoY) and EPS declined to -0.20 (-25.93% YoY). In short: improving top-line and margin profile, but earnings are still deteriorating—this is not yet a clean long-term compounding profile for a beginner.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent analyst trend is mostly Neutral/Perform with price targets clustering around $10–$12, plus one notable bullish outlier. Key changes: KeyBanc upgraded to Overweight with a $14 target (2025-12-15), while Citi most recently cut its target to $10 from $12 and stayed Neutral (2026-01-16). RBC raised to $10 (Sector Perform) and Piper raised to $11 (Neutral). Wall Street pros: improving execution, security momentum, and better margins. Cons: core business pricing pressure concerns and a “show-me” posture until improvements persist; current price is already close to the latest consensus target band, limiting perceived upside. Influential/political trading: No recent congress trading data available; hedge funds and insiders show neutral/no significant recent trends.

10 Analyst Rating

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 11.7 USD with a low forecast of 10 USD and a high forecast of 14 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.

2 Buy

7 Hold

1 Sell

Hold

Current: 9.920

Low

Averages

11.7

High

Current: 9.920

Low

Averages

11.7

High

Citi

Fatima Boolani

Neutral

downgrade

$12 -> $10

AI Analysis

2026-01-16

Reason

Citi

Fatima Boolani

Price Target

$12 -> $10

AI Analysis

2026-01-16

downgrade

Neutral

Reason

Citi analyst Fatima Boolani lowered the firm's price target on Fastly to $10 from $12 and keeps a Neutral rating on the shares. The firm adjusted targets in the infrastructure software group as part of its 2026 outlook. It sees the sector's 2025 momentum carrying into the new year.

RBC Capital

Sector Perform

maintain

$9 -> $10

2026-01-05

Reason

RBC Capital

Price Target

$9 -> $10

2026-01-05

maintain

Sector Perform

Reason

RBC Capital raised the firm's price target on Fastly to $10 from $9 and keeps a Sector Perform rating on the shares. 2026 is likely to be a year when AI tailwinds become more evident for companies well positioned for enterprise AI adoption, while less prepared peers may remain pressured by the "AI is the death of software" narrative, the analyst tells investors in a research note. Enterprise spending appears to be stabilizing and improving in select areas, with GenAI driving innovation even as management teams remain conservative in early 2026 guidance, the firm says.

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FSLY Should I Buy

FSLY Should I Buy

Should You Buy Fastly Inc (FSLY) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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