Edge Security And Cloud Migration Will Shape Future Markets

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Mar 25

Updated

15 Apr 26

Views

436

15 Apr

US$16.32

AnalystConsensusTarget's Fair Value

US$19.17

14.9% undervalued

1Y

121.1%

7D

-0.2%

Loading

1Y

121.1%

7D

-0.2%

You can edit this narrative until Apr 16 4:10 PM. Then, changes will post as Updates.

Author's Valuation

US$19.1714.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 Apr 26

Fair value Increased 40%

FSLY: Future Returns Will Depend On Executing Guidance Under Divided Street Views

Analysts have adjusted the Fastly fair value estimate from $13.71 to $19.17, reflecting updated views on revenue growth, profitability, and future P/E assumptions following a mix of recent target changes and ratings across the Street. Analyst Commentary Recent research on Fastly highlights a split view, with some analysts leaning more constructive on execution and valuation, while others are dialing back expectations for the coming year.

10 views

Shared on 18 Mar 26

Fair value Increased 32%

FSLY: Future Returns Will Hinge On Executing Revenue Guidance Under Mixed Street Conviction

The updated analyst framework lifts Fastly's fair value estimate from $10.42 to $13.71, as analysts point to improving execution and the potential for valuation multiple expansion reflected in recent upward revisions to Street price targets. Analyst Commentary Recent research notes show a mix of enthusiasm and caution around Fastly, with several firms adjusting price targets and one firm changing its rating.

68 views

Shared on 05 Dec 25

FSLY: Future Returns Will Depend On Proving Security Gains Amid CDN Pressure

Analysts have modestly trimmed their price target on Fastly to approximately $46.07 from about $48.63, citing the need for recent security segment momentum to prove durable amid ongoing pricing pressure in the core CDN business. Analyst Commentary Recent commentary highlights a balanced view on Fastly, with analysts recognizing progress in execution while remaining cautious on the durability of recent gains and the challenges in its legacy business.

24 views

Shared on 21 Nov 25

Fair value Increased 11%

FSLY: Sustained Security Momentum Will Be Needed To Offset Core Business Pressures

Analysts have raised their price target for Fastly from $9.42 to $10.42 per share, citing improved revenue growth projections and continued operational progress. However, they note that further gains depend on the persistence of recent momentum in security and overcoming ongoing pressures in the core business.

14 views

Shared on 07 Nov 25

Fair value Increased 23%

FSLY: Elevated Expectations And High Multiples Will Increase Downside Risk

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.

13 views

Shared on 08 Aug 25

Fair value Increased 1.26%

Despite a slight decrease in Fastly’s discount rate, both the consensus analyst price target and future P/E ratio remained essentially unchanged, keeping the fair value estimate stable at $7.57. What's in the News Fastly appointed Richard "Rich" Wong as Chief Financial Officer, succeeding Ronald W.

7 views

Shared on 01 May 25

Fair value Increased 12%

0 views

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 17 Apr 25

Fair value Decreased 12%

AnalystConsensusTarget has decreased future PE multiple from 30.9x to 27.3x.

0 views

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Apr 25

Fair value Increased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$19.17

14.9% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

9.43%

Historical revenue growth rate

13.68%

IT revenue growth rate

0.72%

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

8.96%

Calculation

US$67.49m

Earnings '29

x

64.42x

PE Ratio '29

=

US$4.35b

Market Cap '29

US$4.35b

Market Cap '29

/

174.90m

No. shares '29

=

US$24.86

Share Price '29

US$24.86 Share Price '29

Discounted to 2026 @ 9.24% p.a.

=

US$19.07

Fair Value '26