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Fastly, Inc.

NasdaqGS:FSLY 株式レポート

時価総額:US$3.4b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Fastly 配当と自社株買い

配当金 基準チェック /06

Fastly配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-0.3%

バイバック利回り

総株主利回り-0.3%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

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 Alpha
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
User avatar
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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...
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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...
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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.

決済の安定と成長

配当データの取得

安定した配当: FSLYの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: FSLYの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Fastly 配当利回り対市場
FSLY 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (FSLY)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.1%
業界平均 (IT)3.1%
アナリスト予想 (FSLY) (最長3年)0%

注目すべき配当: FSLYは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: FSLYは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: FSLYの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: FSLYが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/09 18:07
終値2026/09/09 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
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アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
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  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
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  • 取締役会
  • SECフォーム10-K
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主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 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 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
Madeline BrooksBofA Global Research
Tal LianiBofA Global Research
Fatima BoolaniCitigroup Inc

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