FSLY Share Price Performance
US$20.04
13.05 (186.70%)
92.4% overvalued intrinsic discount
US$10.42
Fair Value
Price US$20.04
AnalystConsensusTarget US$10.42
AnalystHighTarget US$20.00
AnalystLowTarget US$7.00
Fair ValueUS$10.42
Share Pricen/a
Fastly, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 44 Fair Values set on narratives written by author
FSLY Community Narratives
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Fair Value US$10.42 92.4% overvalued intrinsic discount
Edge Security And Cloud Migration Will Shape Future Markets
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Fair Value US$20 0.2% overvalued intrinsic discount
Edge Cloud Platforms Will Capture Global Internet Demand
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Fair Value US$7 186.3% overvalued intrinsic discount
Price Cuts And Regulatory Hurdles Will Strangle Profitability
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Price Cuts And Regulatory Hurdles Will Strangle Profitability
Key Takeaways Intensifying competition, client concentration, and regulatory challenges threaten Fastly's market share, pricing power, and revenue stability. High investment needs and operational costs in new areas may prevent sustainable profitability without faster adoption or improved expense management.Read more
30
users have viewed this narrative0users have liked this narrative
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AN
US$7
186.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
7.63%
Future PE
24.89x
Price in 2029
US$9.13
Edge Cloud Platforms Will Capture Global Internet Demand
Key Takeaways Multi-year, high-commit contracts and cross-selling are driving durable, high-visibility revenue growth and non-linear margin improvement fueled by new product adoption. Developer-focused platform integration, increasing network efficiency, and disciplined operations are expanding long-term customer value, retention, and operating leverage.Read more
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AN
US$20
0.2% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
7.63%
Future PE
67.95x
Price in 2029
US$26.08
Edge Security And Cloud Migration Will Shape Future Markets
Key Takeaways Growth in advanced security and edge computing solutions, along with cross-selling strategy, drives higher-margin revenue and increases customer retention. Expanded enterprise focus, international investment, and operating efficiency boost diversified recurring revenue and support continued margin improvement.Read more
250
users have viewed this narrative1users have liked this narrative
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US$10.42
92.4% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
6.98%
Future PE
46.07x
Price in 2028
US$13.67
Trending Discussion
Recently Updated Narratives
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FSLY: Execution Risks Will Likely Cap Upside Despite Higher Street Optimism
Fair Value: US$7 186.3% overvalued intrinsic discount
1 followerusers have followed this narrative
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FSLY: Execution Improvements And Richer P/E Multiple Will Test Fair Value Assumptions
Fair Value: US$20 0.2% overvalued intrinsic discount
2 followersusers have followed this narrative
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FSLY: Future Returns Will Depend On Proving Security Gains Amid CDN Pressure
Fair Value: US$10.42 92.4% overvalued intrinsic discount
23 followersusers have followed this narrative
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Snowflake Analysis
Fastly, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.80
- 57.08%
- -19.50%
- 38.9%
About FSLY
- Founded
- 2011
- Employees
- 1140
- CEO
- WebsiteView website
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, modern protocols and performance services; staging environment; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, cache reservation, 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; 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 ecommerce, streaming media, gaming, digital publishing, and high tech to 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.
