Fastly (FSLY) Hisse Özeti
Fastly, Inc. müşterilerinin uygulamalarını işlemek, sunmak ve güvence altına almak için Amerika Birleşik Devletleri, Asya Pasifik, Avrupa ve uluslararası alanda bir uç bulut platformu işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
FSLY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$4.97
FV
318.5% aşırı değerlenmiş içsel indirim158
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0users have commented on this narrative
4users have followed this narrative
Fastly, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$20.80 |
| 52 Haftanın En Yüksek Seviyesi | US$34.82 |
| 52 Haftanın En Düşük Seviyesi | US$6.29 |
| Beta | 0.34 |
| 1 Aylık Değişim | 15.56% |
| 3 Aylık Değişim | -17.64% |
| 1 Yıllık Değişim | 203.65% |
| 3 Yıllık Değişim | 26.44% |
| 5 Yıllık Değişim | -53.30% |
| Halka arzdan bu yana değişim | -13.30% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Seeking Alpha • Jul 23
Fastly Should Be Off To The Races
Summary Fastly (FSLY) is rated a buy, driven by diversified demand across AI, cybersecurity, and IoT, not just AI hype. FSLY’s programmable edge computing and consumption-based model appeal to AI developers, though pricing may deter some compared to Cloudflare. FSLY’s 17.90% levered free cash flow margin and attractive price/sales ratio offset concerns about negative net income due to stock-based compensation. Risks include potential AI spending slowdowns, IoT adoption deceleration, and competitive threats, but FSLY’s diversified exposure lowers risk versus pure AI plays. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.Seeking Alpha • Jul 23
Fastly Should Be Off To The Races
Summary Fastly (FSLY) is rated a buy, driven by diversified demand across AI, cybersecurity, and IoT, not just AI hype. FSLY’s programmable edge computing and consumption-based model appeal to AI developers, though pricing may deter some compared to Cloudflare. FSLY’s 17.90% levered free cash flow margin and attractive price/sales ratio offset concerns about negative net income due to stock-based compensation. Risks include potential AI spending slowdowns, IoT adoption deceleration, and competitive threats, but FSLY’s diversified exposure lowers risk versus pure AI plays. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Seeking Alpha • Apr 17
Fastly Outlook: Significant Progress Needed For Catalyst (Rating Downgrade)
Summary Fastly, Inc. faces dwindling revenue from large customers and needs to broaden its customer base while progressing toward operating breakeven. Fastly's primary revenue source is its Network Services segment, offering content delivery and security services, with significant competition from Cloudflare, Akamai, and Amazon's CloudFront. Despite market growth, Fastly's financials show declining net revenue retention, negative operating income, and high stock-based compensation, leading to a 58% stock price drop in the past year. Management aims to diversify revenue and improve retention, but until significant progress is made across several areas, my outlook on FSLY stock is to deploy capital elsewhere. Read the full article on Seeking AlphaAnaliz Makalesi • Apr 17
Fastly, Inc. (NYSE:FSLY) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the Fastly, Inc. ( NYSE:FSLY ) share price has dived 27% in the last thirty days...Hissedar Getirileri
| FSLY | US IT | US Pazar | |
|---|---|---|---|
| 7D | 1.7% | 2.5% | -1.5% |
| 1Y | 203.6% | -6.3% | 16.0% |
Getiri vs. Endüstri: FSLY geçen yıl % -6.3 oranında getiri sağlayan US IT sektörünü aştı.
Getiri vs Piyasa: FSLY geçen yıl % 16 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| FSLY volatility | |
|---|---|
| FSLY Average Weekly Movement | 15.3% |
| IT Industry Average Movement | 11.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: FSLY hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: FSLY 'nin haftalık oynaklığı ( 15% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2011 | 1,140 | Kip Compton | www.fastly.com |
Fastly, Inc. Amerika Birleşik Devletleri, Asya Pasifik, Avrupa ve uluslararası alanda müşterilerinin uygulamalarını işlemek, sunmak ve güvenliğini sağlamak için bir uç bulut platformu işletmektedir. Uç bulut, geliştiricilerin internetin ucunda dijital deneyimler oluşturmasını, güvenliğini sağlamasını ve sunmasını sağlayan bir Hizmet Olarak Altyapı kategorisidir. Şirket, web ve uygulama trafiğinin dağıtımını hızlandırmak ve optimize etmek için ağ hizmetleri; dinamik site hızlandırma, origin shield, anında temizleme, vekil anahtarlar, programatik kontrol, içerik sıkıştırma, güvenilirlik özellikleri, fanout, domainr, modern protokoller ve performans hizmetleri gibi içerik dağıtım ağı; hazırlama ortamı; ve canlı akış, canlı etkinlik izleme, talep üzerine video, önbellek rezervasyonu ve medya kalkanı dahil olmak üzere video / akış çözümleri ve hizmetleri sunar.
Fastly, Inc. Temel Bilgiler Özeti
| FSLY temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.25b |
| Kazançlar(TTM) | -US$103.05m |
| Gelir(TTM) | US$652.57m |
5.0x
P/S Oranı-31.6x
F/K OranıFSLY aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| FSLY gelir tablosu (TTM) | |
|---|---|
| Gelir | US$652.57m |
| Gelir Maliyeti | US$264.98m |
| Brüt Kâr | US$387.59m |
| Diğer Giderler | US$490.64m |
| Kazançlar | -US$103.05m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 05, 2026
| Hisse başına kazanç (EPS) | -0.66 |
| Brüt Marj | 59.39% |
| Net Kâr Marjı | -15.79% |
| Borç/Özkaynak Oranı | 33.1% |
FSLY uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/29 13:03 |
| Gün Sonu Hisse Fiyatı | 2026/07/28 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Fastly, Inc. 16 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |
| Fatima Boolani | Citigroup Inc |