Edge Security And Cloud Migration Will Shape Future Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Mar 25

Updated

05 Dec 25

Views

181

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-3.3%

7D

8.3%

Loading

1Y

-3.3%

7D

8.3%

You can edit this narrative until Dec 6 2:05 PM. Then, changes will post as Updates.

Author's Valuation

US$10.426.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

FSLY: Future Returns Will Depend On Proving Security Gains Amid CDN Pressure

Analysts have modestly trimmed their price target on Fastly to approximately $46.07 from about $48.63, citing the need for recent security segment momentum to prove durable amid ongoing pricing pressure in the core CDN business. Analyst Commentary Recent commentary highlights a balanced view on Fastly, with analysts recognizing progress in execution while remaining cautious on the durability of recent gains and the challenges in its legacy business.

Shared on 21 Nov 25

Fair value Increased 11%

FSLY: Sustained Security Momentum Will Be Needed To Offset Core Business Pressures

Analysts have raised their price target for Fastly from $9.42 to $10.42 per share, citing improved revenue growth projections and continued operational progress. However, they note that further gains depend on the persistence of recent momentum in security and overcoming ongoing pressures in the core business.

Shared on 07 Nov 25

Fair value Increased 23%

FSLY: Elevated Expectations And High Multiples Will Increase Downside Risk

Analysts have raised their price target for Fastly from $7.67 to $9.42. They cite improved revenue growth along with updated forecasts regarding profitability and valuation metrics.

Shared on 08 Aug 25

Fair value Increased 1.26%

Despite a slight decrease in Fastly’s discount rate, both the consensus analyst price target and future P/E ratio remained essentially unchanged, keeping the fair value estimate stable at $7.57. What's in the News Fastly appointed Richard "Rich" Wong as Chief Financial Officer, succeeding Ronald W.

Shared on 01 May 25

Fair value Increased 12%

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 12%

AnalystConsensusTarget has decreased future PE multiple from 30.9x to 27.3x.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$10.42

6.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

7.05%

IT revenue growth rate

0.56%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.79%

Calculation

US$51.32m

Earnings '28

x

46.07x

PE Ratio '28

=

US$2.36b

Market Cap '28

US$2.36b

Market Cap '28

/

172.90m

No. shares '28

=

US$13.67

Share Price '28

US$13.67 Share Price '28

Discounted to 2025 @ 9.69% p.a.

=

US$10.36

Fair Value '25