FSLY logo

Fastly, Inc. Stock Price

NYSE:FSLY Community·US$1.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 36 Fair Values set on narratives written by author

FSLY Share Price Performance

US$0
-9.81 (-100.00%)
US$10.42
Fair Value
US$0
-9.81 (-100.00%)
Price US$0

FSLY Community Narratives

AnalystConsensusTarget·
Fair Value US$10.42 10.6% overvalued intrinsic discount

Edge Security And Cloud Migration Will Shape Future Markets

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AnalystHighTarget·
Fair Value US$10 15.2% overvalued intrinsic discount

Edge Cloud Platforms Will Capture Global Internet Demand

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1users have followed this narrative
AnalystLowTarget·
Fair Value US$6 92.0% overvalued intrinsic discount

Price Cuts And Regulatory Hurdles Will Strangle Profitability

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US$6
92.0% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
5.74% p.a.
Profit Margin
7%
Future PE
28.66x
Price in 2028
US$7.92

Trending Discussion

Updated Narratives

FSLY logo

FSLY: Sustained Security Momentum Will Be Needed To Offset Core Business Pressures

Fair Value: US$10.42 10.6% overvalued intrinsic discount
21 users have followed this narrative
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FSLY logo

Price Cuts And Regulatory Hurdles Will Strangle Profitability

Fair Value: US$6 92.0% overvalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
FSLY logo

Edge Cloud Platforms Will Capture Global Internet Demand

Fair Value: US$10 15.2% overvalued intrinsic discount
1 users have followed this narrative
0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet with low risk.

3 Risks
1 Reward

Fastly, Inc. Key Details

US$592.0m

Revenue

US$266.7m

Cost of Revenue

US$325.3m

Gross Profit

US$464.4m

Other Expenses

-US$139.1m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
-0.93
54.95%
-23.49%
36.1%
View Full Analysis

About FSLY

Founded
2011
Employees
1100
CEO
Charles Compton
WebsiteView website
www.fastly.com

Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer’s applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. The company offers network services to speed up and optimize the delivery of web and application traffic; content delivery network, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, programmatic control, content compression, reliability features, fanout, domainr, privacy, and modern protocols and performance services; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, and media shield. It also provides security solutions, such as DDoS protection, next-gen WAF, bot management, API and ATO protection, advanced rate limiting, privacy, and compliance services; load balancing; image optimization; transport layer security (TLS), platform TLS, and certainly; compute: observability; and origin connect. In addition, the company offers professional services comprising managed and response security services; managed CDN; and support plans services. It serves customers operating in digital publishing, media, technology, online education, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.

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