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FSLY logo

Fastly, Inc. Stock Price

NasdaqGS:FSLY Community·US$3.7b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 62 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

FSLY Share Price Performance

US$24.57
15.62 (174.53%)
​
US$27.00
Fair Value
US$24.57
15.62 (174.53%)
9.0% undervalued intrinsic discount
US$27.00
Fair Value
Price US$24.57
AnalystConsensusTarget US$27.00
AnalystHighTarget US$32.00
dadamentos US$4.97
Fri, 21 Aug 26
Fair ValueUS$27.00
Share Pricen/a

FSLY Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$27 9.0% undervalued intrinsic discount

Edge Security And Cloud Migration Will Shape Future Markets

1users have liked this narrative
0users have commented on this narrative
30users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$32 23.2% undervalued intrinsic discount

Edge Cloud Platforms Will Capture Global Internet Demand

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
DA
dadamentos's
Fair Value
·
Fair Value US$4.97 394.4% overvalued intrinsic discount

Fastly might have the AI edge with Edge Computing

1users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
FSLY logo
Fastly
394.4% overvalued intrinsic discount

Fastly might have the AI edge with Edge Computing

View narrative
DA
dadamentos
Updated 5 Mar
Read Narrative
FSLY logo
Fastly
9.0% undervalued intrinsic discount

Edge Security And Cloud Migration Will Shape Future Markets

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
Read Narrative
FSLY logo
Fastly
22.9% overvalued intrinsic discount

Price Cuts And Regulatory Hurdles Will Strangle Profitability

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
Read Narrative
FSLY logo
Fastly
23.2% undervalued intrinsic discount

Edge Cloud Platforms Will Capture Global Internet Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 23 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

DA
FSLY logo

Fastly's Growing Narrative Will Drive Demand Beyond $4.97 Fair Value

Fair Value: US$4.97 394.4% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
FSLY logo

FSLY: Future Upside Will Rely On Expanding Security And Compute Workloads

Fair Value: US$27 9.0% undervalued intrinsic discount
30 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
FSLY logo

FSLY: One-Time CDN Upside And AI Commerce Hype Will Limit Returns

Fair Value: US$20 22.9% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
1 Reward
View Full Analysis

Fastly, Inc. Key Details

US$687.2m

Revenue

US$264.8m

Cost of Revenue

US$422.4m

Gross Profit

US$503.5m

Other Expenses

-US$81.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.51
61.47%
-11.80%
32.7%
View Full Analysis

About FSLY

Founded
2011
Employees
1140
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, 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.

Recent FSLY News & Updates

Seeking Alpha • 16h

Fastly: SBC Running Rampant As GAAP Profitability Remains Under Water

Summary Fastly operates in the edge cloud space, targeting a $22B TAM but holding only a 3.4% market share. FSLY demonstrates margin expansion and revenue acceleration, yet persistent high stock-based compensation and GAAP losses cloud its true profitability. Despite improving operating cash flow and gross margins, FSLY's heavy SBC-driven dilution and insider selling raise long-term concerns. I maintain a Hold rating, as projected GAAP profitability remains distant and valuation appears stretched relative to fundamentals. Read the full article on Seeking Alpha

Recent updates

No updates

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