Fastly Förvaltning
Förvaltning kriterier kontrolleras 2/4
Fastly VD är Kip Compton, utsedd i Jun 2025, har en mandatperiod på 1.25 år. totala årliga ersättningen är $ 6.80M, bestående av 6.5% lön 93.5% bonusar, inklusive företagsaktier och optioner. äger direkt 0.067% av företagets aktier, värda $ 2.42M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.3 år respektive 5.2 år.
Viktig information
Kip Compton
Verkställande direktör
US$6.8m
Total ersättning
| VD-lön i procent | 6.45% |
| Anställning som VD | 1.3yrs |
| Ägande av VD | 0.07% |
| Ledningens genomsnittliga anställningstid | 1.3yrs |
| Styrelsens genomsnittliga mandatperiod | 5.2yrs |
Senaste uppdateringar av ledningen
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
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$81m |
| Mar 31 2026 | n/a | n/a | -US$103m |
| Dec 31 2025 | US$7m | US$439k | -US$122m |
Ersättning vs marknad: Kip s total kompensation ($USD 6.80M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 6.99M ).
Ersättning vs inkomst: Otillräcklig data för att jämföra Kip s ersättning med företagets resultat.
VD OCH KONCERNCHEF
Kip Compton (51 yo)
1.3yrs
Anställning
US$6,798,332
Kompensation
Mr. Charles Compton, also known as Kip, is CEO & Director of Fastly, Inc. from June 16, 2025 and served as its Chief Product Officer since January 2, 2024 until June 16, 2025. Mr. Compton Compton serves as...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$6.80m | 0.067% $ 2.4m | |
| Founder | 15.5yrs | US$4.72m | 3.1% $ 112.2m | |
| Chief Financial Officer | 1.1yrs | US$8.91m | 0.66% $ 23.7m | |
| Advisor | 1.1yrs | US$3.31m | 0.049% $ 1.8m | |
| President of Go to Market | 1.1yrs | US$6.51m | 0.14% $ 5.1m | |
| Chief Legal & Administrative Officer | 1.7yrs | inga uppgifter | inga uppgifter | |
| Head of IR | no data | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | less than a year | inga uppgifter | inga uppgifter | |
| Chief People Officer | less than a year | inga uppgifter | inga uppgifter | |
| Chief Customer Officer | 6.3yrs | inga uppgifter | inga uppgifter | |
| Chief Information Security Officer | 3.2yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Engineering | 1.7yrs | inga uppgifter | inga uppgifter |
1.3yrs
Genomsnittlig anställningstid
51yo
Genomsnittlig ålder
Erfaren ledning: FSLY s ledningsgrupp anses inte vara erfaren ( 1.3 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$6.80m | 0.067% $ 2.4m | |
| Founder | 15.5yrs | US$4.72m | 3.1% $ 112.2m | |
| Independent Director | 5.2yrs | US$255.00k | 0.055% $ 2.0m | |
| Independent Director | 8.2yrs | US$260.00k | 0.18% $ 6.5m | |
| Independent Director | 7.1yrs | US$250.00k | 0.060% $ 2.2m | |
| Independent Chairman | 13.6yrs | US$260.00k | 0.16% $ 5.9m | |
| Independent Director | 4.8yrs | US$240.00k | 0.026% $ 944.6k | |
| Independent Director | 4.8yrs | US$240.00k | 0.056% $ 2.0m | |
| Independent Director | 5.2yrs | US$240.00k | 0.051% $ 1.8m |
5.2yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder
Erfaren styrelse: FSLY s styrelse anses vara erfaren ( 5.2 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 23:19 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Fastly, Inc. bevakas av 16 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |
| Fatima Boolani | Citigroup Inc |