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FSLY Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
19.270
Open
18.930
VWAP
18.65
Vol
4.03M
Mkt Cap
2.91B
Low
18.090
Amount
75.14M
EV/EBITDA(TTM)
--
Total Shares
156.50M
EV
2.85B
EV/OCF(TTM)
26.87
P/S(TTM)
4.18
Fastly, Inc. provides a programmable edge cloud platform that helps the world’s brands deliver online experiences through edge compute, delivery, security, and observability offerings, improving site performance, and enhancing security at a global scale. The Company enables developers to deliver secure Websites and apps. The edge cloud is a category of Infrastructure as a Service (IaaS) that enables developers to build, secure, and deliver digital experiences at the edge of the Internet. Its network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its object storage is an Amazon S3-compatible large object storage solution that works seamlessly with both its CDN and Compute services. Its security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security services, and response security services.
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Events Timeline

(ET)
2026-05-21
12:20:00
SpaceX and OpenAI Accelerate IPO Timelines
select
2026-05-07 (ET)
2026-05-07
12:10:00
Fastly Shares Drop 38.8% to $19.31
select
2026-05-07
10:10:00
Fastly Shares Down 35.9% to $20.23
select

News

Yahoo Finance
2.0
07-06Yahoo Finance
Cautious Approach to Three Stocks Under $50
  • Molson Coors Underperformance: Molson Coors (NYSE:TAP) trades at $40.17, with declining unit sales over the past two years necessitating product investment for recovery, while a 34.6 percentage point drop in operating margin indicates management struggles to find profitable growth opportunities.
  • Fastly's Profitability Issues: Fastly (NASDAQ:FSLY) is priced at $18.03, showing a below-average net revenue retention rate of 107%, which suggests difficulties in expanding within existing accounts, and a gross margin of 59.4% significantly lags behind competitors, limiting investment in marketing and R&D.
  • United Community Banks' Slow Growth: United Community Banks (NYSE:UCB) at $35.49 has experienced a 7.6% annual revenue growth over the past two years, trailing its peers, with a 3.5% annual earnings per share growth indicating less profitable incremental sales, and an estimated tangible book value per share growth of 8% suggests a slowdown in profitability.
  • Market Risk Advisory: The performance of these stocks highlights operational challenges, prompting investors to carefully assess their future growth potential to avoid losses in an uncertain market environment.
NASDAQ.COM
5.0
06-27NASDAQ.COM
Scott Lovett Sells Fastly Shares Amid Price Drop
  • Stock Sale Details: On June 17, 2026, Scott Lovett sold 41,716 shares of Fastly at $17.77 per share for approximately $741,000, reducing his direct holdings to 1,392,778 shares, while still retaining over one million shares, indicating continued confidence in the company.
  • Transaction Context: The sale was executed as part of a pre-arranged Rule 10b5-1 trading plan established in February 2025, categorizing it as a non-discretionary transaction, which helps mitigate potential accusations of insider trading and reflects Lovett's ongoing commitment to Fastly.
  • Market Reaction and Company Performance: Despite Fastly's stock price dropping significantly from its 52-week high of $34.82, the company reported a 20% year-over-year revenue growth to $173 million in Q1 2026, with management forecasting full-year sales of at least $710 million, showcasing robust business performance.
  • Investor Sentiment and Market Outlook: Following a surge in stock price driven by increased internet traffic from AI, investors opted to cash in profits; although Fastly did not make it onto The Motley Fool's list of top stocks, its strong performance and market demand continue to support future investment opportunities.
Fool
5.0
06-27Fool
Fastly Executive Sells Shares Amid Market Fluctuations
  • Executive Stock Sale: On June 17, 2026, Fastly's President of Go to Market, Scott R. Lovett, sold 41,716 shares of common stock for approximately $741,000, retaining a direct ownership of 1,392,778 shares, which indicates his continued confidence in the company.
  • Transaction Context: The sale was executed at a reported price of $17.77 per share, while the market close on the transaction day was $17.41, reflecting a decline from the 52-week high of $34.82; however, Lovett's sale did not raise red flags among investors.
  • Holding Proportion Change: This transaction represented 2.91% of Lovett's direct holdings, indicating he still holds over one million shares, which reflects his commitment and confidence in Fastly's future prospects.
  • Company Performance Outlook: Fastly achieved a 20% year-over-year revenue growth in Q1 2026, reaching $173 million, with management forecasting full-year sales of at least $710 million, showcasing the company's robust performance in a rapidly evolving market.
Yahoo Finance
5.0
06-27Yahoo Finance
Fastly Executive's Stock Sale Raises Investor Questions
  • Executive Stock Sale: Fastly's President of Go to Market, Scott R. Lovett, sold 41,716 shares for approximately $741,000 on June 17, 2026, reducing his direct holdings by 2.91%, yet he retains over 1.39 million shares, indicating continued confidence in the company.
  • Transaction Context: This sale occurred after Fastly's stock price significantly declined from its 52-week high of $34.82, closing at $17.41 on June 17; however, Lovett's sale was part of a pre-arranged Rule 10b5-1 trading plan established in February 2025, suggesting it was not based on insider information.
  • Company Financial Performance: Fastly achieved a 20% year-over-year revenue growth in Q1 2026, reaching $173 million, with management forecasting full-year sales of at least $710 million, an increase from $624 million in 2025, demonstrating strong market performance.
  • Investor Confidence Consideration: While Lovett's stock sale may raise market concerns, analysts view it as non-indicative of a sell signal, emphasizing his substantial remaining equity position and suggesting investors focus on Fastly's long-term growth potential rather than short-term fluctuations.
CNBC
8.5
06-15CNBC
SpaceX IPO Shows Tremendous Potential
  • Successful SpaceX IPO: SpaceX's IPO was executed at a fixed price, with underwriters Goldman Sachs and Morgan Stanley ensuring nearly all investors profited, reflecting strong market confidence in its future growth potential.
  • Substantial Contract Revenue: SpaceX has lucrative contracts with Google worth $920 million per month and Anthropic at $1.25 billion monthly, indicating its dominant position in the compute rental market and significant profitability.
  • Starlink User Growth: With 12 million subscribers, Starlink is poised to attract more users if it can rapidly manufacture satellites and expand coverage, potentially threatening services like Netflix and further increasing its market share.
  • Optimistic Future Outlook: As SpaceX's divisions continue to evolve, market sentiment remains bullish, especially with the potential inclusion in the Nasdaq 100, which could attract more capital inflows and drive stock prices higher.
seekingalpha
6.5
06-02seekingalpha
Analysis of Momentum-Reversal Risks in AI Stocks
  • Momentum-Reversal Risk: AI-exposed software and platform stocks exhibit varying degrees of momentum-reversal risk, particularly when valuations are stretched relative to growth, necessitating careful selection of resilient stocks to avoid sentiment-driven price pullbacks.
  • Market Volatility Example: Recent IPO Cerebras Systems (CBRS) experienced a sharp 25% drop post its impressive opening day, although it rebounded by 12% subsequently, indicating the instability of market sentiment surrounding AI stocks.
  • Profitability and Valuation Metrics: Investors should monitor indicators such as high forward price-to-earnings-growth ratios, weak or negative profitability, and slowing revenue growth, as these factors collectively heighten a stock's short-term performance dependency on sentiment rather than earnings power.
  • Quant Rating System: Seeking Alpha's Quant Ratings reveal that despite some AI stocks showing strong recent performance, most are rated Hold, reflecting market concerns about potential future risks, particularly for stocks like Cognizant Technology (CTSH) and HubSpot (HUBS) with low momentum ratings.
Wall Street analysts forecast FSLY stock price to rise
10 Analyst Rating
Wall Street analysts forecast FSLY stock price to rise
2 Buy
7 Hold
1 Sell
Hold
Current: 0.000
sliders
Low
10.00
Averages
11.70
High
14.00
Current: 0.000
sliders
Low
10.00
Averages
11.70
High
14.00
Raymond James
Market Perform
to
Outperform
upgrade
$23
AI Analysis
2026-05-08
Reason
Raymond James
Price Target
$23
AI Analysis
2026-05-08
upgrade
Market Perform
to
Outperform
Reason
Raymond James upgraded Fastly to Outperform from Market Perform with a $23 price target following the Q1 report. The firm believes Fastly has seen an "inflection" in its operational performance and can continue to benefit from the increased demand for its network capabilities and related security products. Traffic increases from AI are likely to continue to benefit delivery networks with more advanced capabilities, the analyst tells investors in a research note. In addition, Raymond James says Fastly's network runs through major interconnected data centers that will capture incremental traffic as AI and inference-related traffic evolve.
RBC Capital
Rishi Jaluria
Sector Perform
downgrade
$20 -> $18
2026-05-07
Reason
RBC Capital
Rishi Jaluria
Price Target
$20 -> $18
2026-05-07
downgrade
Sector Perform
Reason
RBC Capital analyst Rishi Jaluria lowered the firm's price target on Fastly to $18 from $20 and keeps a Sector Perform rating on the shares. The company's Q1 was solid and the firm is encouraged by accelerating security growth and continued profitability improvements, though with that said, the firm continues to look for signs of further stabilization in Network Services before becoming more constructive, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for FSLY
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Valuation Metrics

The current forward P/E ratio for Fastly Inc (FSLY.N) is 54.95, compared to its 5-year average forward P/E of -344.65. For a more detailed relative valuation and DCF analysis to assess Fastly Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-344.65
Current PE
54.95
Overvalued PE
1619.87
Undervalued PE
-2309.16

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
20.13
Current EV/EBITDA
-91.74
Overvalued EV/EBITDA
261.75
Undervalued EV/EBITDA
-221.49

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
4.10
Current PS
3.57
Overvalued PS
7.47
Undervalued PS
0.72

Financials

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Whales Holding FSLY

P
Penserra Capital Management LLC
Holding
FSLY
+35.74%
3M Return

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Frequently Asked Questions

What is Fastly Inc (FSLY) stock price today?

The current price of FSLY is 18.59 USD — it has increased 1.86

What is Fastly Inc (FSLY)'s business?

Fastly, Inc. provides a programmable edge cloud platform that helps the world’s brands deliver online experiences through edge compute, delivery, security, and observability offerings, improving site performance, and enhancing security at a global scale. The Company enables developers to deliver secure Websites and apps. The edge cloud is a category of Infrastructure as a Service (IaaS) that enables developers to build, secure, and deliver digital experiences at the edge of the Internet. Its network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its object storage is an Amazon S3-compatible large object storage solution that works seamlessly with both its CDN and Compute services. Its security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security services, and response security services.

What is the price predicton of FSLY Stock?

Wall Street analysts forecast FSLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FSLY is11.70 USD with a low forecast of 10.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Fastly Inc (FSLY)'s revenue for the last quarter?

Fastly Inc revenue for the last quarter amounts to 173.02M USD, increased 19.76

What is Fastly Inc (FSLY)'s earnings per share (EPS) for the last quarter?

Fastly Inc. EPS for the last quarter amounts to -0.13 USD, decreased -51.85

How many employees does Fastly Inc (FSLY). have?

Fastly Inc (FSLY) has 1140 emplpoyees as of July 08 2026.

What is Fastly Inc (FSLY) market cap?

Today FSLY has the market capitalization of 2.91B USD.