Fastly Zukünftiges Wachstum
Future Kriterienprüfungen 0/6
Für Fastly wird ein Gewinn- und Umsatzwachstum von 27.5% bzw. 10.4% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 29.5% pro Jahr steigen soll.
Wichtige Informationen
27.5%
Wachstumsrate der Gewinne
29.52%
EPS-Wachstumsrate
| IT Gewinnwachstum | 15.8% |
| Wachstumsrate der Einnahmen | 10.4% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 24 Apr 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
FSLY: Execution Uncertainty Around Forward Year Will Likely Restrain Further Upside
Fastly's consensus analyst price target has moved higher by several dollars, with analysts pointing to updated expectations for revenue growth, modest tweaks to margin and discount rate assumptions, as well as a range of recent rating and target changes that reflect both increased optimism from some firms and more cautious views from others. Analyst Commentary Recent research on Fastly reflects a split view, with some firms raising targets and offering more constructive commentary, while others flag risks around execution, growth durability, and valuation.Fastly Is Finally Earning Its Premium
Apr 27
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.
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.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.FSLY: Execution Risks Will Likely Cap Upside Despite Higher Street Optimism
Narrative Update Fastly's analyst price target has moved higher toward $20. Analysts point to improving execution and the potential for multiple expansion as key supports for this updated view.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.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.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.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.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.FSLY: Early Security Momentum Will Struggle To Offset CDN Pricing Pressure
Analysts have nudged their price target on Fastly higher by approximately 15 percent to the equivalent of about $7 per share, citing improving revenue growth expectations, slightly lower perceived risk, and early but promising traction in higher value security offerings, despite ongoing pricing pressure in the core CDN business. Analyst Commentary Bearish analysts acknowledge Fastly's recent progress in security and operational execution but remain cautious on the durability of these improvements.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.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.Fastly, Inc. (NYSE:FSLY) Stock Rockets 45% As Investors Are Less Pessimistic Than Expected
Nov 13
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.Fastly, Inc.'s (NYSE:FSLY) 26% Share Price Surge Not Quite Adding Up
Sep 16Edge Security And Cloud Migration Will Shape Future Markets
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.Fastly Outlook: Significant Progress Needed For Catalyst (Rating Downgrade)
Apr 17Fastly, Inc. (NYSE:FSLY) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough
Apr 17
International Expansion And Product Launches Will Broaden Customer Base
Fastly's diversification and geographic expansion strategy aims for stable revenue growth and broadens customer acquisitions in emerging markets.Why Investors Shouldn't Be Surprised By Fastly, Inc.'s (NYSE:FSLY) 30% Share Price Plunge
Feb 22Fastly: Despite The Strong Features, Cloudflare Is The Clear CDN Winner
Feb 14What Is Fastly, Inc.'s (NYSE:FSLY) Share Price Doing?
Jan 30Fastly: The Tide Is Turning (Rating Upgrade)
Jan 08Fastly: Shift In Sales Strategy Providing Signs Of Life
Dec 17Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 867 | -60 | 117 | 196 | 4 |
| 12/31/2027 | 788 | -71 | 66 | 155 | 9 |
| 12/31/2026 | 712 | -94 | 45 | 129 | 10 |
| 12/31/2025 | 624 | -122 | 48 | 94 | N/A |
| 9/30/2025 | 592 | -139 | 34 | 77 | N/A |
| 6/30/2025 | 571 | -148 | 12 | 53 | N/A |
| 3/31/2025 | 555 | -154 | -14 | 23 | N/A |
| 12/31/2024 | 544 | -158 | -21 | 16 | N/A |
| 9/30/2024 | 541 | -149 | -31 | 4 | N/A |
| 6/30/2024 | 531 | -165 | -41 | -10 | N/A |
| 3/31/2024 | 522 | -132 | -13 | 20 | N/A |
| 12/31/2023 | 506 | -133 | -32 | 0 | N/A |
| 9/30/2023 | 488 | -156 | -52 | -4 | N/A |
| 6/30/2023 | 468 | -165 | -75 | -24 | N/A |
| 3/31/2023 | 448 | -171 | -147 | -65 | N/A |
| 12/31/2022 | 433 | -191 | -150 | -70 | N/A |
| 9/30/2022 | 411 | -202 | -129 | -65 | N/A |
| 6/30/2022 | 389 | -194 | -122 | -40 | N/A |
| 3/31/2022 | 372 | -236 | -88 | -41 | N/A |
| 12/31/2021 | 354 | -223 | -89 | -38 | N/A |
| 9/30/2021 | 339 | -211 | -113 | -62 | N/A |
| 6/30/2021 | 323 | -178 | -69 | -32 | N/A |
| 3/31/2021 | 313 | -135 | -59 | -24 | N/A |
| 12/31/2020 | 291 | -96 | -57 | -20 | N/A |
| 9/30/2020 | 267 | -64 | -27 | 8 | N/A |
| 6/30/2020 | 246 | -53 | -58 | -32 | N/A |
| 3/31/2020 | 218 | -54 | -55 | -28 | N/A |
| 12/31/2019 | 200 | -52 | -51 | -31 | N/A |
| 9/30/2019 | 182 | -45 | N/A | -29 | N/A |
| 6/30/2019 | 169 | -41 | N/A | -20 | N/A |
| 3/31/2019 | 158 | -31 | N/A | -22 | N/A |
| 12/31/2018 | 145 | -31 | N/A | -17 | N/A |
| 12/31/2017 | 105 | -32 | N/A | -26 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: FSLY wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.
Ertrag vs. Markt: FSLY wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.
Hohe Wachstumserträge: FSLY wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.
Einnahmen vs. Markt: FSLYDie Einnahmen des Unternehmens (10.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11% pro Jahr).
Hohe Wachstumseinnahmen: FSLYDie Einnahmen des Unternehmens (10.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von FSLY in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/04/30 18:42 |
| Aktienkurs zum Tagesende | 2026/04/30 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Fastly, Inc. wird von 15 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Tal Liani | BofA Global Research |
| Madeline Brooks | BofA Global Research |
| Fatima Boolani | Citigroup Inc |