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FSLY: Elevated Expectations And High Multiples Will Increase Downside Risk

Update shared on 07 Nov 2025

Fair value Increased 23%
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AnalystConsensusTarget's Fair Value
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1Y
-1.6%
7D
-9.5%

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.

What's in the News

  • Fastly issued new earnings guidance for the fourth quarter, expecting total revenue between $159.0 million and $163.0 million (Key Developments).
  • The company projected full-year 2025 revenue in the range of $610.0 million to $614.0 million (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has increased from $7.67 to $9.42, reflecting a notably higher valuation outlook.
  • Discount Rate has risen modestly from 9.91% to 10.07%.
  • Revenue Growth expectations have improved slightly, moving from 6.74% to 7.03%.
  • Net Profit Margin has edged up from 6.37% to 6.41%.
  • Future P/E ratio is now forecast at 47.0x compared to 39.1x previously, indicating higher growth expectations.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.