Fastly, Inc.

NasdaqGS:FSLY Stok Raporu

Piyasa değeri: US$4.1b

Fastly Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Fastly yıllık ortalama 5.2% oranında kazançlarını artırırken, IT sektöründe kazançlar growing at 5.6% annual. Gelirler yılda ortalama 14.1% oranında büyüyor .

Anahtar bilgiler

5.16%

Kazanç büyüme oranı

10.69%

EPS büyüme oranı

IT Sektör Büyümesi22.43%
Gelir büyüme oranı14.07%
Özkaynak getirisi-13.09%
Net Marj-19.50%
Sonraki Kazanç Güncellemesi06 May 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Fastly Is Finally Earning Its Premium

Apr 27

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Fastly, Inc. (NYSE:FSLY) Stock Rockets 45% As Investors Are Less Pessimistic Than Expected

Nov 13
Fastly, Inc. (NYSE:FSLY) Stock Rockets 45% As Investors Are Less Pessimistic Than Expected

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.

Fastly, Inc.'s (NYSE:FSLY) 26% Share Price Surge Not Quite Adding Up

Sep 16
Fastly, Inc.'s (NYSE:FSLY) 26% Share Price Surge Not Quite Adding Up

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.

Fastly Outlook: Significant Progress Needed For Catalyst (Rating Downgrade)

Apr 17

Fastly, Inc. (NYSE:FSLY) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough

Apr 17
Fastly, Inc. (NYSE:FSLY) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough
User avatar

International Expansion And Product Launches Will Broaden Customer Base

Fastly's diversification and geographic expansion strategy aims for stable revenue growth and broadens customer acquisitions in emerging markets.

Why Investors Shouldn't Be Surprised By Fastly, Inc.'s (NYSE:FSLY) 30% Share Price Plunge

Feb 22
Why Investors Shouldn't Be Surprised By Fastly, Inc.'s (NYSE:FSLY) 30% Share Price Plunge

Fastly: Despite The Strong Features, Cloudflare Is The Clear CDN Winner

Feb 14

What Is Fastly, Inc.'s (NYSE:FSLY) Share Price Doing?

Jan 30
What Is Fastly, Inc.'s (NYSE:FSLY) Share Price Doing?

Fastly: The Tide Is Turning (Rating Upgrade)

Jan 08

Fastly: Shift In Sales Strategy Providing Signs Of Life

Dec 17

Gelir ve Gider Dağılımı

Fastly nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:FSLY Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Dec 25624-122312163
30 Sep 25592-139309154
30 Jun 25571-148302144
31 Mar 25555-154308137
31 Dec 24544-158312138
30 Sep 24541-149316144
30 Jun 24531-165324151
31 Mar 24522-132319153
31 Dec 23506-133308152
30 Sep 23488-156299151
30 Jun 23468-165298151
31 Mar 23448-171296152
31 Dec 22433-191299155
30 Sep 22411-202295153
30 Jun 22389-194282147
31 Mar 22372-236280138
31 Dec 21354-223279127
30 Sep 21339-211268117
30 Jun 21323-178247103
31 Mar 21313-13521790
31 Dec 20291-9618275
30 Sep 20267-6415762
30 Jun 20246-5313856
31 Mar 20218-5412251
31 Dec 19200-5211246
30 Sep 19182-459943
30 Jun 19169-418940
31 Mar 19158-317937
31 Dec 18145-317435
31 Dec 17105-325829

Kaliteli Kazançlar: FSLY şu anda kârlı değil.

Büyüyen Kar Marjı: FSLY şu anda kârlı değil.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: FSLY kârlı değildir, ancak son 5 yılda zararlarını yılda 5.2% oranında azaltmıştır.

Büyüme Hızlandırma: FSLY 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: FSLY kârlı olmadığından, geçmiş yıl kazanç büyümesinin IT sektörüyle ( 37.7% ) karşılaştırılması zorlaşıyor.

Özkaynak Getirisi

Yüksek ROE: FSLY hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -13.09% ) sahiptir.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/30 17:03
Gün Sonu Hisse Fiyatı2026/04/29 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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. 15 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Tal LianiBofA Global Research
Madeline BrooksBofA Global Research
Fatima BoolaniCitigroup Inc