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Consensus Narrative from 7 Analysts
Edge Cloud Consolidation Will Temper Overvaluation And Spur Recovery
Key Takeaways Optimism around market growth and new products may be overblown, as pricing pressure, cautious adoption, and high costs pose risks to margins and profitability. Industry consolidation and aggressive competition from larger players could weaken Fastly’s pricing power and further hinder long-term margin improvement.
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US$6.93
FV
8.2% undervalued
intrinsic discount
7.11%
Revenue growth p.a.
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Your Valuation for
FSLY
FSLY
Fastly
Your Fair Value
US$
Current Price
US$6.36
41.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-236m
764m
2015
2018
2021
2024
2025
2027
2030
Revenue US$764.3m
Earnings US$57.3m
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