Fastly（FSLY）株式概要
Fastly, Inc.は、米国、アジア太平洋地域、ヨーロッパ、および国際的に、顧客のアプリケーションを処理、提供、保護するためのエッジクラウドプラットフォームを運営している。 詳細
FSLY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$4.97
FV
307.2% 割高 内在価値ディスカウント158
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Fastly, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$20.24 |
| 52週高値 | US$34.82 |
| 52週安値 | US$6.29 |
| ベータ | 0.34 |
| 1ヶ月の変化 | 18.29% |
| 3ヶ月変化 | -21.55% |
| 1年変化 | 182.68% |
| 3年間の変化 | 14.54% |
| 5年間の変化 | -57.89% |
| IPOからの変化 | -15.63% |
最新ニュース
ナラティブ更新 • 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
ナラティブ更新 • 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
ナラティブ更新 • 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ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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 Alpha分析記事 • 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...株主還元
| FSLY | US IT | US 市場 | |
|---|---|---|---|
| 7D | -2.3% | -2.5% | -1.0% |
| 1Y | 182.7% | -12.5% | 14.7% |
業界別リターン: FSLY過去 1 年間で-12.5 % の収益を上げたUS IT業界を上回りました。
リターン対市場: FSLY過去 1 年間で14.7 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: FSLYの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: FSLYの weekly volatility ( 16% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2011 | 1,140 | Kip Compton | www.fastly.com |
Fastly, Inc.は、米国、アジア太平洋地域、ヨーロッパ、および国際的に、顧客のアプリケーションを処理、提供、保護するためのエッジクラウドプラットフォームを運営しています。エッジクラウドとは、Infrastructure as a Serviceの一種で、開発者がインターネットのエッジでデジタル体験を構築、保護、提供できるようにするものである。同社は、ウェブやアプリケーションのトラフィック配信を高速化・最適化するネットワークサービス、ダイナミックサイトアクセラレーション、オリジンシールド、インスタントパージ、サロゲートキー、プログラム制御、コンテンツ圧縮、信頼性機能、ファンアウト、ドメインル、最新プロトコル、パフォーマンスサービスなどのコンテンツ配信ネットワーク、ステージング環境、ライブストリーミング、ライブイベント監視、ビデオオンデマンド、キャッシュ予約、メディアシールドなどのビデオ／ストリーミングソリューションおよびサービスを提供している。また、DDoS防御、次世代WAF、ボット管理、APIおよびATO防御、高度なレート制限、プライバシーおよびコンプライアンスサービス、ロードバランシング、画像最適化、オリジンコネクトなどのセキュリティソリューションも提供している。さらに、マネージド・セキュリティ・サービスやレスポンス・セキュリティ・サービス、マネージドCDN、サポート・プラン・サービスなどのプロフェッショナル・サービスも提供している。同社は、eコマース、ストリーミングメディア、ゲーム、デジタル出版、ハイテクから金融サービス業界の顧客にサービスを提供している。以前はSkyCache, Inc.として知られていたが、2012年5月に社名をFastly, Inc.に変更した。2011年に法人化され、カリフォルニア州サンフランシスコに本社を置いている。
Fastly, Inc. 基礎のまとめ
| FSLY 基礎統計学 | |
|---|---|
| 時価総額 | US$3.17b |
| 収益（TTM） | -US$103.05m |
| 売上高(TTM) | US$652.57m |
4.9x
P/Sレシオ-30.7x
PER（株価収益率FSLY は割高か？
公正価値と評価分析を参照収益と収入
| FSLY 損益計算書（TTM） | |
|---|---|
| 収益 | US$652.57m |
| 売上原価 | US$264.98m |
| 売上総利益 | US$387.59m |
| その他の費用 | US$490.64m |
| 収益 | -US$103.05m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | -0.66 |
| グロス・マージン | 59.39% |
| 純利益率 | -15.79% |
| 有利子負債／自己資本比率 | 33.1% |
FSLY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/26 12:41 |
| 終値 | 2026/07/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Fastly, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Tal Liani | BofA Global Research |
| Madeline Brooks | BofA Global Research |
| Fatima Boolani | Citigroup Inc |