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Published

06 Aug 25

Updated

23 Jul 26

Views

117

Not Invested

Fair Value

US$32

Share price23 Jul

US$27.4214.3% undervalued intrinsic discount

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1Y213.01%

7D10.30%

Edge Cloud Platforms Will Capture Global Internet Demand

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

06 Aug 25

Updated

23 Jul 26

Views

117

Not Invested

Fair ValueUS$32

Share priceUS$27.42

14.3% undervalued intrinsic discount

Shared on 23 Jul 26

Fair value Increased 60%

FSLY: Higher Margin Subscriptions And Security Traction Will Test Upside Repricing

Fastly leans harder into security and edge computing, and a growing share of higher-margin subscriptions is starting to change how some analysts think the business can grow and earn money. Even after a strong recent quarter and a higher outlook, the market reaction stays sour—setting up a debate over whether results will finally force a rethink.

9 viewsusers have viewed this narrative update

Shared on 01 Apr 26

FSLY: Richer P/E Multiple Will Test Execution Against Overvaluation Concerns

Fastly's analyst price target has moved up to $20 from $12, as analysts point to improving execution and a willingness to assign a higher earnings multiple after recent investor meetings with management. Analyst Commentary Bullish analysts are pointing to improving execution at Fastly as a key reason for revisiting their valuation assumptions, which is leading to higher price targets and, in at least one case, an upgrade in rating.

7 viewsusers have viewed this narrative update

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.

6 viewsusers have viewed this narrative update

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.

10 viewsusers have viewed this narrative update

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.

13 viewsusers have viewed this narrative update

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.

14 viewsusers have viewed this narrative update

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.

12 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$32

vs US$27.4214.3% undervalued intrinsic discount

14.6%

Revenue growth

7.8%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Fastly

Fair value estimate changes
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Key company announcements

Company analysis

Flawless balance sheet with low risk.

Market capUS$3.8b

PB4.4x

Estimated Growth9.9%

Dividend YieldN/A

CEO & management

Charles Compton

CEO

1.3yrs

CEO Tenure

Operates an edge cloud platform for processing, serving, and securing its customer’s applications in the United States, the Asia Pacific, Europe, and internationally.

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Level 5, 320 Pitt Street, Sydney

Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.

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