Edge Cloud Platforms Will Capture Global Internet Demand

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

06 Aug 25

Updated

03 Mar 26

Views

51

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

258.8%

7D

22.0%

Loading

1Y

258.8%

7D

22.0%

You can edit this narrative until Mar 4 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$2022.9% overvalued

AnalystHighTarget Fair Value

Shared on 03 Mar 26

Fair value Increased 33%

FSLY: Execution Improvements And Richer P/E Multiple Will Test Fair Value Assumptions

Fastly's analyst fair value estimate has moved to $20 from $15, with analysts pointing to improving execution, higher assumed revenue growth and margins, and a richer future P/E multiple as key drivers behind the higher price targets across recent research updates. Analyst Commentary Recent research activity around Fastly reflects a clear shift toward more constructive views, with several bullish analysts lifting their price targets and highlighting what they see as better execution and room for valuation to rerate.

2 views

Shared on 17 Feb 26

Fair value Increased 7.14%

FSLY: Security Momentum Will Struggle To Offset Rising Execution Risk

We are lifting our Fastly fair value estimate from $14.00 to $15.00 per share. This change reflects a series of recent analyst price target increases that rely on higher assumed revenue growth, modestly stronger profit margins, a lower discount rate, and a reduced future P/E multiple in updated models.

5 views

Shared on 03 Feb 26

FSLY: Security Momentum Will Support Turnaround As CDN Pricing Pressure Persists

Analysts have trimmed their Fastly price targets by about US$2, reflecting caution around ongoing CDN pricing pressure and a wait and see stance on whether recent security and operational gains can continue. Analyst Commentary Recent research points to a cautious but constructive tone around Fastly, with analysts weighing early security traction against ongoing CDN pricing pressure.

6 views

Shared on 20 Jan 26

FSLY: Security Momentum Will Support Turnaround Despite Ongoing CDN Pricing Headwinds

Narrative update on Fastly Analysts have trimmed their Fastly fair value estimate by $2 to $14, citing ongoing pricing pressure in the core CDN business and the view that recent security revenue gains are still early and need to prove durable. Analyst Commentary Recent Street commentary around Fastly has been cautious on the core CDN pricing backdrop, but there are some clear positives that stand out for investors watching the story.

10 views

Shared on 06 Jan 26

Fair value Increased 40%

FSLY: Security Traction Will Support Turnaround Despite Ongoing CDN Pricing Pressure

Analysts lifted their fair value estimate for Fastly from $10.00 to $14.00, citing recent security revenue traction and operational improvements, while still flagging pricing pressure and the need for early wins to continue in the core CDN business. Analyst Commentary Recent commentary has focused on a mix of progress in security offerings and ongoing pressure in the core CDN business.

7 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$20

22.9% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

9.93%

Historical revenue growth rate

14.07%

IT revenue growth rate

0.62%

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

9.41%

Calculation

US$67.14m

Earnings '29

x

67.95x

PE Ratio '29

=

US$4.56b

Market Cap '29

US$4.56b

Market Cap '29

/

174.90m

No. shares '29

=

US$26.08

Share Price '29

US$26.08 Share Price '29

Discounted to 2026 @ 9.44% p.a.

=

US$19.90

Fair Value '26