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Fastly, Inc. FSLY

Technology — Software Application
Cash Flow Champion (3y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
71.22
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell 5 11 6 5 11 13 1 10 4 1 13 7
Insider Ownership
5.71%

Capital & Financial Ratios

Market Cap
3,930.00
Revenue
687.17
Net Income
(81.10)
Free Cash Flow
34.45
Net Debt
(13.54)
Current Ratio
3.36
Debt/Equity
0.33
P/E ratio
0.00
P/S ratio
5.47
P/B ratio
3.80
Past 5Y EPS Growth
(8.70%)
This Y EPS Growth
304.05%
Next Y EPS Growth
11.63%
Next 5Y EPS Growth
74.70%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2025 ‡‡‡
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2018 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 322.72 295.88 361.76 337.50
Receivables 120.50 115.99 118.03 114.22
Inventory — — — —
Other — — — —
463.67 440.20 506.71 479.05
2023 2024 2025 Q'26
Payables 5.61 6.04 17.61 20.12
ST’ Debt — — 38.56 —
Other 40.54 2.80 7.50 5.10
147.69 104.46 194.00 142.52
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow — ‡‡‡ ‡‡‡
Earnings — ‡‡‡ ‡‡‡
Book Value — ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 173.02 183.32 — —
—
’25 144.47 148.71 158.22 172.61
624.02
’24 133.52 132.37 137.21 140.58
543.68
’23 117.56 122.83 127.82 137.78
505.99
’22 102.38 102.52 108.50 119.32
432.73
’21 84.85 85.03 86.74 97.72
354.33
’20 62.92 74.66 70.64 82.65
290.87
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 28.87 39.33 — —
—
’25 17.29 25.80 28.92 22.43
94.44
’24 11.13 (4.95) 5.00 5.22
16.41
’23 (8.86) 24.99 (8.39) (7.38)
0.36
’22 (13.19) (16.68) (27.63) (12.13)
(69.63)
’21 (10.87) (17.01) (2.69) (7.91)
(38.48)
’20 (7.19) (8.78) 27.20 (31.15)
(19.92)
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 4.11 3.57 — —
—
’25 9.92 11.45 18.17 8.60
48.14
’24 2.68 (14.30) (3.81) (5.35)
(20.78)
’23 (16.54) 14.31 (13.65) (15.97)
(31.86)
’22 (19.39) (57.10) (37.22) (35.74)
(149.46)
’21 (19.94) (23.73) (30.27) (14.34)
(88.28)
’20 (18.79) (13.41) 14.09 (38.74)
(56.85)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 (0.13) (0.10) — —
—
’25 (0.27) (0.26) (0.20) (0.10)
(0.83)
’24 (0.32) (0.32) (0.27) (0.23)
(1.14)
’23 (0.36) (0.08) (0.42) (0.18)
(1.03)
’22 (0.54) (0.14) (0.52) (0.38)
(1.57)
’21 (0.44) (0.51) (0.48) (0.49)
(1.92)
’20 (0.13) (0.14) (0.22) (0.40)
(0.93)

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.4
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.15 7.97 5.52 4.65 — — —
Low Price
— — — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 36.62 24.31 25.87 12.59 — — —
High Price
— — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,112 1,207 1,100 1,140 — — —
Employees
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.39 0.42 0.49 0.55 — — —
Revenue/Emp
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 432.73 505.99 543.68 624.02 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.48% 52.64% 54.43% 57.08% — — —
Gross Margin
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (190.68) (133.31) (155.45) (119.19) — — —
EBT
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (44.06%) (26.35%) (28.59%) (19.10%) ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (190.77) (133.09) (158.06) (121.68) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 79.54 89.40 89.66 93.42 — — —
Depreciation
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.56 3.93 3.94 4.25 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.57) (1.03) (1.14) (0.83) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.57) 0.00 0.12 0.64 ‡‡‡ — —
Cash Flow/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.66) (0.25) (0.27) (0.32) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.23) (0.25) (0.15) 0.33 — — —
Free CF/Sh
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.85 7.61 6.99 6.33 ‡‡‡ — —
Book Value/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 121.72 128.77 138.10 146.90 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
— ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ 0.00 0.00 0.00 0.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
PE Ratio
— ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.27 4.45 2.40 2.40 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
— ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.03 2.30 1.35 1.61 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
— ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.86 4.58 2.55 2.40 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (8.17) (68.21) (60.60) 32.48 — — —
EV/FCF
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (69.63) 0.36 16.41 94.44 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (79.83) (32.22) (37.19) (46.31) ‡‡‡‡‡ — —
Capex
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (149.46) (31.86) (20.78) 48.14 ‡‡‡‡‡ — —
FCF
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 484.16 315.98 335.74 312.71 — — —
Working Cap'
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 772.22 345.11 337.61 361.84 — — —
Total Debt
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 254.25 22.39 41.73 0.08 — — —
Net Debt
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 955.16 979.49 965.25 929.58 — — —
Sh' Equity
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (9.41%) (7.78%) (10.62%) (8.25%) — — —
ROA
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (12.72%) (12.35%) (10.42%) (8.00%) — — —
ROIC
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (19.38%) (13.76%) (16.25%) (12.84%) — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Fastly, Inc. (FSLY) stands out in the edge cloud and CDN market with robust revenue growth—a 26% CAGR from $105M in 2017 to $544M in 2024—fueled by AI-driven demand for low-latency computing via its Next-Gen WAF and Compute@Edge platforms. Despite persistent losses (-$158M net income in 2024) and decelerating YoY growth (7% in 2024), analyst forecasts signal acceleration: 13% to $613M in 2025, 16% to $712M in 2026, and 10% to $787M in 2027, with breakeven EBT by 2025 and EPS improving from -$1.14 to -$0.45. Operational efficiencies shine through, with revenue per employee up 32% to $494K and gross margins at 54%, alongside operating cash flow turning $16M positive.

Yet, the stock trades at a steep premium—140% above consensus targets—decoupled from fundamentals amid heavy insider selling (17M+ shares dumped, zero buys in 12 months) and historical volatility (2024 range: $5.5-$26). Cash flow inflection (FCF/share $0.12) and debt reduction (66% to $338M) bolster resilience, with EV/Sales at 2.55x reasonable versus high-growth peers like Cloudflare, but negative ROA (-10.6%) and dilution risks persist.

This setup promises re-rating if projections hold, bridging growth optimism and profitability gaps in an AI-edge boom—but insider caution and execution hurdles demand scrutiny.

Read full commentary →

Fastly, Inc. (FSLY) Latest News

News by impact score

Fine-tune

19 Sep

4 , 1:11 AM
Fastly secures partnership with Comcast. Question remains whether stock trades below fair value. Comcast partnership marks major strategic move that could significantly lift Fastly's trajectory and investor sentiment.

17 Sep

4 www.marketbeat.com, 10:02 AM
Fastly reports 43% security growth as AI traffic expands edge computing opportunities. 43% security growth plus AI-driven edge expansion strengthens Fastly's market position and growth outlook.

14 Sep

4 , 6:27 PM
Fastly reported Q2 earnings showing leadership in content delivery networks with improved financial metrics and market position. Q2 earnings affirm Fastly's lead in content delivery networks, likely enhancing future market performance and investor sentiment.

4 www.marketbeat.com, 5:02 AM
Fastly achieves accelerating growth and record margins fueled by surging AI-driven compute demand. Accelerating growth with record margins and AI compute demand signals major positive shifts in Fastly performance and positioning.

10 Sep

4 , 9:00 AM
Comcast and Fastly partner to develop next-generation content and application delivery model for faster, more reliable Xfinity streaming. Major Comcast partnership expands Fastly's content delivery network reach and revenue potential.

3 www.tikr.com, 7:53 AM
Fastly's CFO spoke at Citi's conference, with remarks triggering a 6% stock price increase for FSLY. CFO remarks at investor conference produced immediate 6% stock gain reflecting moderate positive sentiment.

13 Aug

4 , 12:20 PM
Surging earnings estimates signal potential upside for Fastly stock. Surging earnings estimates can drive higher stock valuation and investor sentiment for Fastly.

3 , 9:33 PM
Fastly's Q2 earnings call featured five notable analyst questions covering key business areas. Analyst questions from the earnings call can spotlight investor concerns that influence near-term market views on Fastly.

12 Aug

4 transcript www.fool.com, 7:43 PM
Fastly (FSLY) conducted its Q2 2026 earnings call covering financial results, operations and future outlook. Q2 2026 earnings details hold potential to shift company valuation substantially.

10 Aug

4 www.marketbeat.com, 6:04 PM
Fastly expands security offerings as AI demand drives growth momentum. Security expansion and AI demand represent major strategic moves likely to alter Fastly's growth trajectory.

8 Aug

4 www.marketbeat.com, 4:04 AM
Fastly Inc. (FSLY) released Q2 earnings call highlights covering financial results, guidance, and operational updates. Q2 earnings results and guidance directly shape investor views and near-term stock movement.

6 Aug

4 , 2:56 PM
Fastly beat Q2 earnings expectations as security growth drove an increase in the 2026 outlook. Earnings beat combined with raised 2026 guidance signals stronger growth trajectory and positive market reaction.

4 transcript , 1:07 AM
Fastly Inc reported record revenue and security growth in its Q2 2026 earnings call, highlighting operational gains and product momentum. Record revenue and security growth signal major positive shifts in financial performance and competitive positioning.

3 transcript app.moby.co, 8:30 AM
Fastly, Inc. reported Q2 2026 earnings results and discussed company performance and outlook during its earnings call. Q2 2026 earnings call delivers updated financial metrics and guidance that may shift short-term market views but do not signal major strategic shifts.

5 Aug

4 , 5:05 PM
Fastly reported upbeat Q2 CY2026 results with full-year outlook exceeding expectations. Strong quarterly beat and raised annual guidance signal improved revenue trajectory and investor sentiment.

4 , 4:05 PM
Fastly, Inc. announced second quarter 2026 financial results. Quarterly earnings releases deliver key financial metrics and guidance that move stock prices and reshape market views.

3 , 8:00 PM
Fastly reports Q2 earnings and analyzes key metrics for performance insights. Q2 earnings metrics typically influence short-term market views on operations without major strategic shifts.

3 , 6:10 PM
Fastly (FSLY) beat Q2 earnings and revenue estimates. Q2 earnings and revenue beats signal improved financial performance with potential to influence near-term investor views.

3 , 11:16 AM
Fastly secures Experian Agent Trust deal, with questions arising on whether current valuation fully captures the partnership's revenue and strategic benefits. Experian partnership offers moderate revenue upside and positioning gains for Fastly but remains unlikely to reshape overall trajectory.

3 , 9:10 AM
Fastly joins Experian’s Agent Trust AI Security Ecosystem, triggering a 20% stock increase. Ecosystem partnership adds security capabilities and lifts near-term sentiment without reshaping core operations or competitive position.

24 Jul

3 , 9:00 AM
Fastly, Inc. (FSLY) joins Experian Agent Trust™ Ecosystem to advance trusted AI commerce. Partnership expands Fastly role in AI commerce trust solutions with moderate competitive positioning effects.

22 Jul

3 , 12:36 PM
Fastly (FSLY) shares declined as investor concerns over growth prospects eroded conviction in the stock. Growth concerns are weighing on Fastly's near-term stock performance and investor sentiment.

11 Jul

4 , 12:15 AM
Fastly raised guidance, leading to assessment that FSLY stock may be 22% undervalued. Raised guidance signals stronger financial outlook that can significantly lift investor sentiment and stock trajectory.

10 Jul

3 , 11:24 PM
Fastly raised guidance and joined the DIMPACT sustainability effort, lifting its stock 8.1%. Guidance raise improves near-term financial outlook while DIMPACT adds limited operational change.

3 , 6:15 PM
Fastly exceeded revenue expectations and raised its guidance, raising questions on whether shares remain undervalued. Earnings beat plus raised guidance directly affects near-term financial results and sentiment but remains a routine quarterly update.

9 Jul

3 www.trefis.com, 9:57 PM
Akamai identifies key advantage strengthening its market position against competitors including Fastly in CDN space. Akamai advance may moderately pressure Fastly's competitive standing and market sentiment.

29 Jun

3 , 7:30 PM
Fastly (FSLY) shares surge on positive market reaction to company-specific developments. Stock surge signals moderate short-term sentiment lift but lacks evidence of transformative strategic change.

27 Jun

4 , 1:29 PM
Fastly partners with Skyfire to enable secure and monetizable agentic commerce. Partnership expands Fastly into secure monetizable agentic commerce boosting service scope and growth prospects.

22 Jun

3 StockStory, 7:31 PM
Fastly (FSLY) stock is nosediving on negative developments pressuring the company's near-term outlook and investor sentiment. Negative factors behind the stock drop may influence market perception and operations but are unlikely to fundamentally reshape long-term trajectory.

16 Jun

3 , 8:05 AM
Fastly (FSLY) carries heavy short interest yet short sellers may be wrong as positive factors could drive the stock higher. High short interest creates potential for short-covering rallies and sentiment shifts around FSLY.
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