Fastly (FSLY) Panoramica del titolo
Fastly, Inc. gestisce una piattaforma cloud edge per l'elaborazione, il servizio e la protezione delle applicazioni dei suoi clienti negli Stati Uniti, nell'Asia Pacifica, in Europa e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
FSLY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$4.97
FV
307.2% sopravvalutato sconto intrinseco158
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Concorrenti di Fastly, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$20.24 |
| Massimo di 52 settimane | US$34.82 |
| Minimo di 52 settimane | US$6.29 |
| Beta | 0.34 |
| Variazione di 1 mese | 18.29% |
| Variazione a 3 mesi | -21.55% |
| Variazione di 1 anno | 182.68% |
| Variazione a 3 anni | 14.54% |
| Variazione a 5 anni | -57.89% |
| Variazione dall'IPO | -15.63% |
Notizie e aggiornamenti recenti
Aggiornamento 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.Seeking Alpha • Jul 23
Fastly Should Be Off To The Races
Summary Fastly (FSLY) is rated a buy, driven by diversified demand across AI, cybersecurity, and IoT, not just AI hype. FSLY’s programmable edge computing and consumption-based model appeal to AI developers, though pricing may deter some compared to Cloudflare. FSLY’s 17.90% levered free cash flow margin and attractive price/sales ratio offset concerns about negative net income due to stock-based compensation. Risks include potential AI spending slowdowns, IoT adoption deceleration, and competitive threats, but FSLY’s diversified exposure lowers risk versus pure AI plays. Read the full article on Seeking Alpha
Aggiornamento 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.Recent updates
Aggiornamento 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.Seeking Alpha • Jul 23
Fastly Should Be Off To The Races
Summary Fastly (FSLY) is rated a buy, driven by diversified demand across AI, cybersecurity, and IoT, not just AI hype. FSLY’s programmable edge computing and consumption-based model appeal to AI developers, though pricing may deter some compared to Cloudflare. FSLY’s 17.90% levered free cash flow margin and attractive price/sales ratio offset concerns about negative net income due to stock-based compensation. Risks include potential AI spending slowdowns, IoT adoption deceleration, and competitive threats, but FSLY’s diversified exposure lowers risk versus pure AI plays. Read the full article on Seeking AlphaAggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.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 AlphaArticolo di analisi • 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...Rendimenti per gli azionisti
| FSLY | US IT | US Mercato | |
|---|---|---|---|
| 7D | -2.3% | -2.5% | -1.0% |
| 1Y | 182.7% | -12.5% | 14.7% |
Ritorno vs Industria: FSLY ha superato il US IT che ha restituito -12.5 % nell'ultimo anno.
Rendimento vs Mercato: FSLY ha superato il mercato US che ha restituito 14.7 % nell'ultimo anno.
Volatilità dei prezzi
| FSLY volatility | |
|---|---|
| FSLY Average Weekly Movement | 15.5% |
| IT Industry Average Movement | 11.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di FSLY è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 16% ) di FSLY è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2011 | 1,140 | Kip Compton | www.fastly.com |
Fastly, Inc. gestisce una piattaforma edge cloud per l'elaborazione, il servizio e la protezione delle applicazioni dei suoi clienti negli Stati Uniti, nell'Asia Pacifica, in Europa e a livello internazionale. L'edge cloud è una categoria di Infrastructure as a Service che consente agli sviluppatori di costruire, proteggere e fornire esperienze digitali ai margini di Internet. L'azienda offre servizi di rete per accelerare e ottimizzare l'erogazione del traffico web e applicativo; content delivery network, come accelerazione dinamica dei siti, origin shield, instant purge, chiavi surrogate, controllo programmatico, compressione dei contenuti, funzioni di affidabilità, fanout, domainr, protocolli moderni e servizi di performance; ambiente di staging; e soluzioni e servizi di video/streaming, tra cui live streaming, monitoraggio di eventi live, video on demand, prenotazione della cache e media shield.
Fastly, Inc. Riepilogo dei fondamenti
| FSLY statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.17b |
| Utili (TTM) | -US$103.05m |
| Ricavi(TTM) | US$652.57m |
4.9x
Rapporto P/S-30.7x
Rapporto P/EFSLY è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| FSLY Conto economico (TTM) | |
|---|---|
| Ricavi | US$652.57m |
| Costo del fatturato | US$264.98m |
| Profitto lordo | US$387.59m |
| Altre spese | US$490.64m |
| Utili | -US$103.05m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 05, 2026
| Utile per azione (EPS) | -0.66 |
| Margine lordo | 59.39% |
| Margine di profitto netto | -15.79% |
| Rapporto debito/patrimonio netto | 33.1% |
Come si è comportato FSLY nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/26 18:12 |
| Prezzo dell'azione a fine giornata | 2026/07/24 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Fastly, Inc. è coperta da 16 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tal Liani | BofA Global Research |
| Madeline Brooks | BofA Global Research |
| Fatima Boolani | Citigroup Inc |