Fastly Resultados de beneficios anteriores
Pasado controles de criterios 0/6
Fastly ha aumentado sus beneficios a una tasa media anual de 5.2%, mientras que los beneficios de la industria de IT han experimentado un crecimiento anual de 5.6%. Los ingresos han ido creciendo a una tasa media de 14.1% al año.
Información clave
5.16%
Tasa de crecimiento de los beneficios
10.69%
Tasa de crecimiento del BPA
| Crecimiento de la industria IT | 22.43% |
| Tasa de crecimiento de los ingresos | 14.07% |
| Rentabilidad financiera | -13.09% |
| Margen neto | -19.50% |
| Próxima actualización de resultados | 06 May 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
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 17Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Fastly. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Dec 25 | 624 | -122 | 312 | 163 |
| 30 Sep 25 | 592 | -139 | 309 | 154 |
| 30 Jun 25 | 571 | -148 | 302 | 144 |
| 31 Mar 25 | 555 | -154 | 308 | 137 |
| 31 Dec 24 | 544 | -158 | 312 | 138 |
| 30 Sep 24 | 541 | -149 | 316 | 144 |
| 30 Jun 24 | 531 | -165 | 324 | 151 |
| 31 Mar 24 | 522 | -132 | 319 | 153 |
| 31 Dec 23 | 506 | -133 | 308 | 152 |
| 30 Sep 23 | 488 | -156 | 299 | 151 |
| 30 Jun 23 | 468 | -165 | 298 | 151 |
| 31 Mar 23 | 448 | -171 | 296 | 152 |
| 31 Dec 22 | 433 | -191 | 299 | 155 |
| 30 Sep 22 | 411 | -202 | 295 | 153 |
| 30 Jun 22 | 389 | -194 | 282 | 147 |
| 31 Mar 22 | 372 | -236 | 280 | 138 |
| 31 Dec 21 | 354 | -223 | 279 | 127 |
| 30 Sep 21 | 339 | -211 | 268 | 117 |
| 30 Jun 21 | 323 | -178 | 247 | 103 |
| 31 Mar 21 | 313 | -135 | 217 | 90 |
| 31 Dec 20 | 291 | -96 | 182 | 75 |
| 30 Sep 20 | 267 | -64 | 157 | 62 |
| 30 Jun 20 | 246 | -53 | 138 | 56 |
| 31 Mar 20 | 218 | -54 | 122 | 51 |
| 31 Dec 19 | 200 | -52 | 112 | 46 |
| 30 Sep 19 | 182 | -45 | 99 | 43 |
| 30 Jun 19 | 169 | -41 | 89 | 40 |
| 31 Mar 19 | 158 | -31 | 79 | 37 |
| 31 Dec 18 | 145 | -31 | 74 | 35 |
| 31 Dec 17 | 105 | -32 | 58 | 29 |
Ingresos de calidad: FSLY actualmente no es rentable.
Margen de beneficios creciente: FSLY actualmente no es rentable.
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: FSLY no es rentable, pero ha reducido pérdidas en los últimos 5 años a un ritmo de 5.2% por año.
Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de FSLY en el último año con su promedio de 5 años, ya que actualmente no es rentable.
Beneficios vs. Industria: FSLY no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria IT (37.7%).
Rentabilidad financiera
Alta ROE: FSLY tiene una rentabilidad financiera negativa (-13.09%), ya que actualmente no es rentable.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/04/30 18:14 |
| Precio de las acciones al final del día | 2026/04/29 00:00 |
| Beneficios | 2025/12/31 |
| 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 |
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* 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 equipo de talla mundial 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 15 analistas. 10 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 |
|---|---|
| Tal Liani | BofA Global Research |
| Madeline Brooks | BofA Global Research |
| Fatima Boolani | Citigroup Inc |