Fastly, Inc.
FSLY
NASDAQ·Technology·Software - Application·Mkt cap $3.2B
$21.01
▲ +2.84%
P/E
-39.64
Mkt Cap
$3.2B
52-Wk Range
$7.06–$34.82
52-Week Range
$7.06 - $34.82
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 177.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Proprietary edge computing infrastructure with global presence and low-latency performance
- Integrated platform combining delivery, security, and compute capabilities in single solution
- Developer-friendly architecture with Compute@Edge, APIs, and comprehensive documentation
- Real-time visibility and control through advanced logging, analytics, and programmatic interfaces
- Specialized expertise in high-performance content delivery for media, entertainment, and digital publishing
Bear Case
2 risks
- Low volatility (beta 0.4).
- Significant premium - growth priced in
Growth
Turning profitable
Increasing demand for edge computing and content delivery as internet traffic grows exponentially
Value
Significant premium - growth priced in
Momentum
Stable
-1.9% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying FSLY right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 5, 2026
Reported EPS of $0.15 vs $0.07 consensus (+127.5% surprise). Revenue of $183.3M vs $173.9M expected (+5.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+127.5%
Revenue trend · last 8Q
—
+2%
+8%
+12%
+15%
+23%
+20%
+23%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$137.2M
$140.6M
$144.5M
$148.7M
$158.2M
$172.6M
$173.0M
$183.3M
Margins · last 8Q
Gross
63.3%
Operating
-7.9%
Profit
-8.5%
Wall Street consensus
6 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Aug 6, 2026
vs Industry
How FSLY stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related