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Published
25 Feb 26
Updated
05 Mar 26
Views
184
Not Invested
FastlyFSLY
FSLY logo
Fair Value
US$4.97
Share price05 Mar
US$20.43311.1% overvalued intrinsic discount
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1Y177.58%
7D-12.28%

Fastly might have the AI edge with Edge Computing

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Published
25 Feb 26
Updated
05 Mar 26
Views
184
Not Invested
Fair ValueUS$4.97
Share priceUS$20.43
311.1% overvalued intrinsic discount
Narrative
Updates1

Shared on 05 Mar 26

Fastly's Growing Narrative Will Drive Demand Beyond $4.97 Fair Value

The fair value was inaccurate - did not say it was $4.97. Cant put a price on it, what to look for is the narrative becoming more and more widespread and more and more people entering.
Read more
18 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$4.97
vs US$20.43311.1% overvalued intrinsic discount
PastFuture-236m1b201720202023202620292031Revenue US$1.0bEarnings US$75.7m
9.9%
Revenue growth
7.6%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

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Company analysis

Flawless balance sheet with low risk.

Market capUS$3.3b
PB3.3x
Estimated Growth9.9%
Dividend YieldN/A
Full analysis

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
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