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FSLY

Fastly, Inc.

FSLY

NASDAQ·Technology·Software - Application·Mkt cap $2.9B

$18.22

▼ -1.84%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$6.29 - $34.82

P/E

-26.40

Fwd P/E

64.94

Beta

0.35

Div Yield

0.00%

Avg Vol

10.4M

Shares Out

151.8M

Mkt Cap

$2.9B

Price action

Price chart

Up 168.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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 0.3).
  • Extreme premium - high expectations embedded

Growth

Turning profitable

Increasing demand for edge computing and content delivery as internet traffic grows exponentially

Value

Extreme premium - high expectations embedded

Momentum

Falling

-44.6% over 3m

Quality

Strong

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

“
Q2 26 RECAP

MAY 6, 2026

Reported EPS of $0.13 vs $0.08 consensus (+62.5% surprise). Revenue of $173.0M vs $171.8M expected (+0.7%). Beat on both top and bottom lines.

EPS beat +62.5%
Rev beat +0.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+62.5%

Next: May 5, 2026

Revenue trend · last 8Q

—

—

+2%

+8%

+12%

+15%

+23%

+20%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$132.4M

$137.2M

$140.6M

$144.5M

$148.7M

$158.2M

$172.6M

$173.0M

Margins · last 8Q

Gross

—

Operating

—

Profit

-11.9%

View full earnings history →

Wall Street consensus

5 analysts · 20% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

20%

Hold

4

80%

Sell

0%

Median Price Target

$25.50

▲ +40.0% vs $18.22

Low $18.00
Median $25.50
High $32.00

Latest: Raymond James · $23.00 · May 8, 2026

6 analysts covering

View full analyst page →

vs Industry

How FSLY stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.