Fastly (FSLY) 주식 개요
는 미국, 아시아 태평양, 유럽 및 전 세계에서 고객의 애플리케이션을 처리, 서비스 및 보호하기 위한 엣지 클라우드 플랫폼을 운영합니다. 자세히 보기
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Fastly
356.9% 고평가 내재 할인율
Fastly might have the AI edge with Edge Computing
View narrativeDA
Updated 5 Mar
Fastly, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$22.71 |
| 52주 최고가 | US$34.82 |
| 52주 최저가 | US$7.29 |
| 베타 | 0.36 |
| 1개월 변동 | -18.16% |
| 3개월 변동 | 20.29% |
| 1년 변동 | 208.56% |
| 3년 변동 | 1.61% |
| 5년 변동 | -47.88% |
| IPO 이후 변동 | -5.34% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.주주 수익률
| FSLY | US IT | US 시장 | |
|---|---|---|---|
| 7D | 11.2% | 1.3% | -0.2% |
| 1Y | 208.6% | 1.2% | 14.8% |
수익률 대 산업: FSLY은 지난 1년 동안 1.2%의 수익을 기록한 US IT 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: FSLY은 지난 1년 동안 14.8%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 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 | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: FSLY의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: FSLY의 주간 변동성은 지난 1년간 17%에서 12%로 감소했지만 여전히 US 종목의 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2011 | 1,140 | Kip Compton | www.fastly.com |
는 미국, 아시아 태평양, 유럽 및 전 세계에서 고객의 애플리케이션을 처리, 서비스 및 보호하기 위한 엣지 클라우드 플랫폼을 운영하고 있습니다. 엣지 클라우드는 개발자가 인터넷의 엣지에서 디지털 경험을 구축, 보호, 제공할 수 있도록 하는 서비스형 인프라의 한 범주입니다. 웹 및 애플리케이션 트래픽 전송 속도를 높이고 최적화하는 네트워크 서비스, 동적 사이트 가속, 오리진 쉴드, 인스턴트 퍼지, 대리 키, 프로그래밍 제어, 콘텐츠 압축, 안정성 기능, 팬아웃, 도메인, 최신 프로토콜 및 성능 서비스와 같은 콘텐츠 전송 네트워크, 스테이징 환경, 라이브 스트리밍, 라이브 이벤트 모니터링, 주문형 비디오, 캐시 예약, 미디어 쉴드를 포함한 비디오/스트리밍 솔루션 및 서비스 등을 제공합니다.
Fastly, Inc. 기초 지표 요약
| FSLY 기초 통계 | |
|---|---|
| 시가총액 | US$3.42b |
| 순이익 (TTM) | -US$81.10m |
| 매출 (TTM) | US$687.17m |
5.3x
주가매출비율(P/S)-44.6x
주가수익비율(P/E)FSLY는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| FSLY 손익계산서 (TTM) | |
|---|---|
| 매출 | US$687.17m |
| 매출원가 | US$264.75m |
| 총이익 | US$422.42m |
| 기타 비용 | US$503.52m |
| 순이익 | -US$81.10m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.51 |
| 총이익률 | 61.47% |
| 순이익률 | -11.80% |
| 부채/자본 비율 | 32.7% |
FSLY의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 13:38 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Fastly, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |
| Fatima Boolani | Citigroup Inc |