Fastly (FSLY) Resumen de Acciones
Fastly, Inc. opera una plataforma en la nube para procesar, servir y proteger las aplicaciones de sus clientes en Estados Unidos, Asia-Pacífico, Europa e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
FSLY Community Fair Values
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Analyst Price Targets
Top Community Narratives
Fastly
366.0% sobrevalorado descuento intrínseco
Fastly might have the AI edge with Edge Computing
View narrativeDA
Updated 5 Mar
Competidores de Fastly, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$23.16 |
| Máximo en las últimas 52 semanas | US$34.82 |
| Mínimo de 52 semanas | US$7.62 |
| Beta | 0.36 |
| Cambio en 1 mes | -18.82% |
| Variación en 3 meses | 24.85% |
| Cambio de 1 año | 199.61% |
| Variación en 3 años | 12.76% |
| Variación en 5 años | -48.38% |
| Variación desde la OPV | -3.46% |
Noticias y actualizaciones recientes
Seeking Alpha • Sep 02
Fastly: Record Q2 Confirms The Platform Inflection
Summary Fastly is transforming from a struggling CDN to a high-growth edge cloud platform, with Q2 revenue up 23% YoY and record profitability. Q2 results beat and raised guidance across all lines, with gross margin at 65.8%, operating margin at 14.7%, and NRR improving to 117%. The Security and Compute segments are driving growth, now at a $200M run rate and growing 46% YoY, supporting strong operating leverage. We maintain a buy rating on FSLY with a $34 price target, reflecting 50% upside as Rule-of-40 metrics and platform strategy drive multiple expansion. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 21
FSLY: Future Upside Will Rely On Expanding Security And Compute Workloads
Analysts have lifted the Fastly fair value estimate to $27.00, citing a higher blended view of recent price target moves toward the $25 to $30 range and support from security and compute strength alongside some one time CDN benefits. Analyst Commentary Recent research on Fastly points to a mixed but generally constructive view, with several bullish analysts lifting price targets into the mid to high US$20s while still flagging some quality questions around the latest quarterly upside.Recent updates
Seeking Alpha • Sep 02
Fastly: Record Q2 Confirms The Platform Inflection
Summary Fastly is transforming from a struggling CDN to a high-growth edge cloud platform, with Q2 revenue up 23% YoY and record profitability. Q2 results beat and raised guidance across all lines, with gross margin at 65.8%, operating margin at 14.7%, and NRR improving to 117%. The Security and Compute segments are driving growth, now at a $200M run rate and growing 46% YoY, supporting strong operating leverage. We maintain a buy rating on FSLY with a $34 price target, reflecting 50% upside as Rule-of-40 metrics and platform strategy drive multiple expansion. Read the full article on Seeking AlphaActualización de narrativa • Aug 21
FSLY: Future Upside Will Rely On Expanding Security And Compute Workloads
Analysts have lifted the Fastly fair value estimate to $27.00, citing a higher blended view of recent price target moves toward the $25 to $30 range and support from security and compute strength alongside some one time CDN benefits. Analyst Commentary Recent research on Fastly points to a mixed but generally constructive view, with several bullish analysts lifting price targets into the mid to high US$20s while still flagging some quality questions around the latest quarterly upside.
Actualización de narrativa • Aug 07
FSLY: One-Time CDN Upside And AI Commerce Hype Will Limit Returns
Fastly's updated fair value estimate has moved from $18.00 to $20.00, as analysts point to higher Street price targets in the $25 to $30 range and recent commentary that highlights solid quarterly performance, particularly in network and security, while also flagging that a meaningful portion of the upside came from one time or non recurring events. Analyst Commentary on Fastly Recent Street research on Fastly points to a mixed tone.
Actualización de narrativa • Jul 23
FSLY: Higher Margin Subscriptions And Security Traction Will Test Upside Repricing
Fastly's fair value estimate has moved from $20.00 to $32.00 as analysts factor in higher assumed revenue growth, a richer future P/E multiple, and support from recent research that highlights traction in security and compute products, alongside a shift toward higher margin software subscriptions. Analyst Commentary Recent research on Fastly points to a more constructive tone from bullish analysts, who are focusing on the stock's positioning in security and compute, as well as its mix shift toward higher margin software subscriptions.Actualización de narrativa • Jul 09
FSLY: Execution Risks Around AI Commerce Partnership Will Likely Cap Further Upside
Analysts have raised their consolidated fair value estimate for Fastly to $18.00 from $7.00. They cite updated assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple, as reflected in recent mixed price target revisions and rating changes across the Street.Actualización de narrativa • Jun 25
FSLY: Future Upside Will Depend On Monetizing Rapidly Expanding AI Traffic
The latest Fastly analyst price target has shifted by a few dollars as analysts factor in updated discount rate assumptions, slightly different revenue growth and profit margin expectations, and a modestly higher forward P/E multiple. Analyst Commentary Recent Street research on Fastly reflects a mix of optimism and caution as analysts recalibrate assumptions around growth, profitability, and the appropriate valuation multiples for the stock.Actualización de narrativa • Jun 11
FSLY: Future Returns Will Hinge On Executing AI And Security Monetization Opportunities
Fastly's updated analyst price target now sits at $24.11, with the shift reflecting a mix of recent upgrades and cuts as analysts weigh a slightly higher discount rate against broadly unchanged growth and margin assumptions. Analyst Commentary Recent research on Fastly reflects a split view, with some bullish analysts raising or initiating optimistic targets and others cutting targets or ratings.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Rentabilidad de los accionistas
| FSLY | US IT | Mercado US | |
|---|---|---|---|
| 7D | 12.5% | -3.5% | -2.2% |
| 1Y | 199.6% | 0.3% | 13.1% |
Rentabilidad vs. Industria: FSLY superó a la industria US IT, que obtuvo un rendimiento del 0.3% el año pasado.
Rentabilidad vs. Mercado: FSLY superó al mercado US, que obtuvo un rendimiento del 13.1% el año pasado.
Volatilidad de los precios
| FSLY volatility | |
|---|---|
| FSLY Average Weekly Movement | 11.7% |
| IT Industry Average Movement | 10.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de FSLY ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de FSLY ha disminuido de 17% a 12% en el último año, pero sigue siendo superior al 75% de los valores de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2011 | 1,140 | Kip Compton | www.fastly.com |
Fastly, Inc. opera una plataforma de nube periférica para procesar, servir y proteger las aplicaciones de sus clientes en Estados Unidos, Asia-Pacífico, Europa e internacionalmente. La nube periférica es una categoría de infraestructura como servicio que permite a los desarrolladores crear, proteger y ofrecer experiencias digitales en la periferia de Internet. La empresa ofrece servicios de red para acelerar y optimizar la entrega de tráfico web y de aplicaciones; red de entrega de contenidos, como aceleración dinámica de sitios, escudo de origen, purga instantánea, claves sustitutas, control programático, compresión de contenidos, funciones de fiabilidad, fanout, domainr, protocolos modernos y servicios de rendimiento; entorno de puesta en escena; y soluciones y servicios de vídeo/streaming, como streaming en directo, supervisión de eventos en directo, vídeo bajo demanda, reserva de caché y escudo de medios.
Resumen de fundamentos de Fastly, Inc.
| Estadísticas fundamentales de FSLY | |
|---|---|
| Capitalización bursátil | US$3.62b |
| Beneficios(TTM) | -US$81.10m |
| Ingresos (TTM) | US$687.17m |
5.4x
Ratio precio-ventas (PS)-45.5x
Ratio precio-beneficio (PE)¿Está FSLY sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de FSLY | |
|---|---|
| Ingresos | US$687.17m |
| Coste de los ingresos | US$264.75m |
| Beneficio bruto | US$422.42m |
| Otros gastos | US$503.52m |
| Beneficios | -US$81.10m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.51 |
| Margen bruto | 61.47% |
| Margen de beneficio neto | -11.80% |
| Ratio deuda/patrimonio | 32.7% |
¿Cómo se ha desempeñado FSLY a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/11 02:22 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Fastly, Inc. está cubierta por 16 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |
| Fatima Boolani | Citigroup Inc |