Fastly Balance Sheet Health
Finanzielle Gesundheit Kriterienprüfungen 6/6
Fastly hat ein Gesamteigenkapital von $977.1M und eine Gesamtverschuldung von $323.6M, was einen Verschuldungsgrad von 33.1% ergibt. Die Gesamtaktiva und Gesamtpassiva betragen $1.5B bzw. $536.4M.
Wichtige Informationen
33.12%
Verhältnis von Schulden zu Eigenkapital
US$323.62m
Verschuldung
| Zinsdeckungsgrad | n/a |
| Bargeld | US$330.49m |
| Eigenkapital | US$977.15m |
| Gesamtverbindlichkeiten | US$536.38m |
| Gesamtvermögen | US$1.51b |
Jüngste Berichte zur Finanzlage
Keine Aktualisierungen
Recent updates
Narrativ-Update • May 28
FSLY: Future Returns Will Hinge On Delivering Against Upgraded Guidance Expectations
Fastly's updated fair value estimate has moved by about $5 per share, with analysts pointing to a higher assumed future P/E, slightly adjusted revenue growth and profit margin expectations, and a modestly lower discount rate following a mix of recent upgrades, downgrades, and target changes across the Street. Analyst Commentary Recent Street research on Fastly presents a mixed picture, with some analysts leaning more positive on execution and valuation, while others highlight risks that could affect how the stock is priced.Seeking Alpha • May 28
Fastly: Transformation Underway As Margins Rise
Summary Fastly is delivering robust growth and margin expansion, driven by AI-native products like Fastly Compute and strong security offerings. FSLY's consumption-based pricing model shields it from SaaS sector headwinds, supporting rising net retention rates even in a challenging macro environment. Security products now comprise 22% of revenue, growing nearly 50% y/y, further diversifying FSLY's growth drivers beyond AI compute. I reiterate a "buy" rating, citing improved fundamentals, scalable margins, and a modest valuation with an enterprise value of $2.61 billion. Read the full article on Seeking Alpha
Narrativ-Update • Apr 30
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.Narrativ-Update • Apr 15
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.
Narrativ-Update • Apr 01
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.Narrativ-Update • Mar 18
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.Narrativ-Update • Mar 05
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.Narrativ-Update • Mar 03
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.Narrativ-Update • Feb 17
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.Narrativ-Update • Feb 03
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.Narrativ-Update • Jan 20
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.Narrativ-Update • Jan 06
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.Narrativ-Update • Dec 19
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.Narrativ-Update • Dec 05
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.Narrativ-Update • Nov 21
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.Analyseartikel • Nov 13
Fastly, Inc. (NYSE:FSLY) Stock Rockets 45% As Investors Are Less Pessimistic Than Expected
Fastly, Inc. ( NYSE:FSLY ) shares have continued their recent momentum with a 45% gain in the last month alone. Looking...Narrativ-Update • Nov 07
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.Analyseartikel • Sep 16
Fastly, Inc.'s (NYSE:FSLY) 26% Share Price Surge Not Quite Adding Up
Fastly, Inc. ( NYSE:FSLY ) shares have continued their recent momentum with a 26% gain in the last month alone. The...Narrativ-Update • Aug 08
Edge 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.Seeking Alpha • Apr 17
Fastly Outlook: Significant Progress Needed For Catalyst (Rating Downgrade)
Summary Fastly, Inc. faces dwindling revenue from large customers and needs to broaden its customer base while progressing toward operating breakeven. Fastly's primary revenue source is its Network Services segment, offering content delivery and security services, with significant competition from Cloudflare, Akamai, and Amazon's CloudFront. Despite market growth, Fastly's financials show declining net revenue retention, negative operating income, and high stock-based compensation, leading to a 58% stock price drop in the past year. Management aims to diversify revenue and improve retention, but until significant progress is made across several areas, my outlook on FSLY stock is to deploy capital elsewhere. Read the full article on Seeking AlphaAnalyseartikel • Apr 17
Fastly, Inc. (NYSE:FSLY) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the Fastly, Inc. ( NYSE:FSLY ) share price has dived 27% in the last thirty days...
Neues Narrativ • Mar 24
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.Analyseartikel • Feb 22
Why Investors Shouldn't Be Surprised By Fastly, Inc.'s (NYSE:FSLY) 30% Share Price Plunge
Fastly, Inc. ( NYSE:FSLY ) shares have had a horrible month, losing 30% after a relatively good period beforehand...Seeking Alpha • Feb 14
Fastly: Despite The Strong Features, Cloudflare Is The Clear CDN Winner
Summary Fastly's valuation is fairly valued with low projected growth, making it a hold for long-term investors despite recent poor performance. Fastly's CDN offers high performance but faces strong competition from Cloudflare, which has better profitability and scalability. Fastly's financials show decelerating capex and positive net debt, indicating limited growth and higher risk compared to Cloudflare. Despite differentiated offerings, Fastly's high competition, revenue concentration, and ongoing cash burn make it a risky investment. Read the full article on Seeking AlphaAnalyseartikel • Jan 30
What Is Fastly, Inc.'s (NYSE:FSLY) Share Price Doing?
While Fastly, Inc. ( NYSE:FSLY ) might not have the largest market cap around , it led the NYSE gainers with a...Seeking Alpha • Jan 08
Fastly: The Tide Is Turning (Rating Upgrade)
Summary Fastly's profitability struggles in FY 2024 have led to a 40% price drop in the last year. Despite a recent price correction, FSLY is seeing favorable operating expense and gross margin trends. The Company could be set to achieve a milestone in FY 2025, which is free cash flow profitability. Shares could revalue higher if fundamentals continue to improve and the company hits its crucial FCF milestone. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Fastly: Shift In Sales Strategy Providing Signs Of Life
Summary Fastly's share price has rebounded in recent weeks due to improving margins and a reacceleration of net customer additions. While Fastly's growth is still decelerating, the company's expanding product portfolio and new sales strategy should provide a tailwind in 2025. Fastly's valuation remains attractive, despite the share price moving higher in recent weeks. Read the full article on Seeking AlphaAnalyse der Finanzlage
Kurzfristige Verbindlichkeiten: FSLYDie kurzfristigen Aktiva des Unternehmens ($490.1M) übersteigen seine kurzfristigen Passiva ($163.4M).
Langfristige Verbindlichkeiten: FSLYDie kurzfristigen Vermögenswerte des Unternehmens ($490.1M) übersteigen seine langfristigen Verbindlichkeiten ($372.9M).
Geschichte und Analyse des Verhältnisses von Schulden zu Eigenkapital
Verschuldungsgrad: FSLY über mehr Barmittel verfügt als seine Gesamtverschuldung.
Schulden abbauen: FSLY Das Verhältnis von Schulden zu Eigenkapital ist in den letzten 5 Jahren von 89% auf 33.1% zurückgegangen.
Bilanz
Liquiditätsreserve-Analyse
Bei Unternehmen, die in der Vergangenheit im Durchschnitt Verluste gemacht haben, wird geprüft, ob sie über einen Liquiditätsvorlauf von mindestens einem Jahr verfügen.
Stabile Start- und Landebahn für Bargeld: Obwohl FSLY unrentabel ist, verfügt es über eine ausreichende Cash-Runway für mehr als 3 Jahre, wenn es seinen derzeitigen positiven freier Cashflow beibehält.
Vorhersage Cash Runway: FSLY ist unrentabel, verfügt aber über eine ausreichende Liquiditätsreserve für mehr als drei Jahre, da der freie Cashflow positiv ist und um 28.3% pro Jahr wächst.
Entdecken Sie finanziell stabile Unternehmen
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/01 10:27 |
| Aktienkurs zum Tagesende | 2026/05/29 00:00 |
| Gewinne | 2026/03/31 |
| 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 |
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| 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.
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Analysten-Quellen
Fastly, Inc. wird von 15 Analysten beobachtet. 11 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 |