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Technology - Software - Application - NYSE - US
$ 5.36
-3.53 %
$ 763 M
Market Cap
-4.56
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 23, 2025.

The intrinsic value of one FSLY stock under the worst case scenario is HIDDEN Compared to the current market price of 5.36 USD, Fastly, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 23, 2025.

The intrinsic value of one FSLY stock under the base case scenario is HIDDEN Compared to the current market price of 5.36 USD, Fastly, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 23, 2025.

The intrinsic value of one FSLY stock under the best case scenario is HIDDEN Compared to the current market price of 5.36 USD, Fastly, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart FSLY

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$12.0$12.0$11.0$11.0$10.0$10.0$9.0$9.0$8.0$8.0$7.0$7.0$6.0$6.0$5.0$5.0Nov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 Apr
FINANCIALS
544 M REVENUE
7.45%
-168 M OPERATING INCOME
15.21%
-158 M NET INCOME
-18.76%
16.4 M OPERATING CASH FLOW
4432.04%
179 M INVESTING CASH FLOW
-39.34%
-17.1 M FINANCING CASH FLOW
94.84%
141 M REVENUE
2.46%
-34.3 M OPERATING INCOME
15.42%
-32.9 M NET INCOME
13.49%
5.22 M OPERATING CASH FLOW
4.36%
70.9 M INVESTING CASH FLOW
6.93%
-7.32 M FINANCING CASH FLOW
-559.78%
Balance Sheet Fastly, Inc.
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Current Assets 440 M
Cash & Short-Term Investments 296 M
Receivables 116 M
Other Current Assets 28.3 M
Non-Current Assets 1.01 B
Long-Term Investments 0
PP&E 230 M
Other Non-Current Assets 782 M
20.39 %7.99 %15.81 %53.86 %Total Assets$1.5b
Current Liabilities 104 M
Accounts Payable 6.04 M
Short-Term Debt 27.5 M
Other Current Liabilities 70.9 M
Non-Current Liabilities 382 M
Long-Term Debt 377 M
Other Non-Current Liabilities 4.48 M
5.65 %14.59 %77.59 %Total Liabilities$486.1m
EFFICIENCY
Earnings Waterfall Fastly, Inc.
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Revenue 544 M
Cost Of Revenue 248 M
Gross Profit 296 M
Operating Expenses 464 M
Operating Income -168 M
Other Expenses -9.86 M
Net Income -158 M
600m600m500m500m400m400m300m300m200m200m100m100m00(100m)(100m)(200m)(200m)544m(248m)296m(464m)(168m)10m(158m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
54.43% GROSS MARGIN
54.43%
-30.89% OPERATING MARGIN
-30.89%
-29.07% NET MARGIN
-29.07%
-16.37% ROE
-16.37%
-10.89% ROA
-10.89%
-12.42% ROIC
-12.42%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Fastly, Inc.
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20m20m00(20m)(20m)(40m)(40m)(60m)(60m)(80m)(80m)(100m)(100m)(120m)(120m)(140m)(140m)(160m)(160m)2018201820192019202020202021202120222022202320232024202420252025
Net Income -158 M
Depreciation & Amortization 73.6 M
Capital Expenditures -790 K
Stock-Based Compensation 108 M
Change in Working Capital -54.1 M
Others -10.2 M
Free Cash Flow 15.6 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Fastly, Inc.
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Wall Street analysts predict an average 1-year price target for FSLY of $6.5 , with forecasts ranging from a low of $5.5 to a high of $8 .
FSLY Lowest Price Target Wall Street Target
5.5 USD 2.61%
FSLY Average Price Target Wall Street Target
6.5 USD 21.27%
FSLY Highest Price Target Wall Street Target
8 USD 49.25%
Price
Max Price Target
Min Price Target
Average Price Target
1212111110109988776655Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 12
6. Ownership
Insider Ownership Fastly, Inc.
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Sold
0-3 MONTHS
1.29 M USD 3
3-6 MONTHS
3.8 M USD 3
6-9 MONTHS
891 K USD 3
9-12 MONTHS
1.19 M USD 3
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
6 Stocks With Clear Price Dislocations That I Purchased During Wall Street's Historic Volatility The old idiom "blink, and you'll miss it" might be the best descriptor of the historic volatility we've witnessed on Wall Street over the trailing week, as of this writing on April 9. fool.com - 3 weeks ago
Fastly to Announce First Quarter 2025 Financial Results SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, will release financial results for the first quarter of 2025 after market close on Wednesday, May 7, 2025. Fastly will host an investor conference call that day to discuss its results at 1:30 p.m. PT / 4:30 p.m. ET. Date: Wednesday, May 7, 2025 Time: 1:30 p.m. PT / 4:30 p.m. ET Webcast: https://investors.fastly.com Dial-in: 888-330-2022 (US/CA) or 646-960-0690 (Intl.) Conf. ID#: 7543239 Please di. businesswire.com - 3 weeks ago
Fastly Application Security Solutions Delivered 235% ROI Over Three Years SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Application Security Solutions Delivered 235% ROI Over Three Years. businesswire.com - 3 weeks ago
Fastly Unveils DDoS Attack Insights to Strengthen Protection and Security Transparency SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Unveils DDoS Attack Insights to Strengthen Protection and Security Transparency. businesswire.com - 3 weeks ago
Fastly Empowers Organizations to Prioritize Security Without Disrupting End-User Experiences SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Empowers Organizations to Prioritize Security Without Disrupting End-User Experiences. businesswire.com - 1 month ago
Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term. The burgeoning technology sector promises significant rewards for investors. The pandemic set off a wave of digitalization that resulted in a strong surge in demand for everything from cloud solutions to cybersecurity. fool.com - 1 month ago
Fastly Stock Declines 27% YTD: Should You Buy, Sell or Hold? FSLY faces slow revenue growth and retention challenges but aims to rebound with AI-driven solutions, enhancing its competitive edge. zacks.com - 1 month ago
Fastly, Inc. (FSLY) Morgan Stanley Technology, Media & Telecom Conference (Transcript) Fastly, Inc. (NYSE:FSLY ) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2025 7:50 PM ET Company Participants Ronald Kisling - Chief Financial Officer Kip Compton - Chief Product Officer Conference Call Participants Question-and-Answer Session Q - Unidentified Analyst Let me just go through some disclosures for important disclosures. Please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. seekingalpha.com - 1 month ago
Fastly Research Reveals 93% of Organizations Working to Reduce CISO Liability Risk SAN FRANCISCO--(BUSINESS WIRE)-- #CISO--Following a year that thrust Chief Information Security Officer (CISO) accountability into the spotlight, research from Fastly, Inc. (NYSE: FSLY), a leading global edge cloud platform provider, reveals that 93% of organizations made policy changes over the preceding 12 months to address concerns about increased personal liability for CISOs. This includes two in five organizations (41%) increasing CISO participation in strategic decisions at the board level. In la. businesswire.com - 1 month ago
Fastly (FSLY) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Fastly (FSLY) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 months ago
Fastly to Present at Upcoming Investor Conference SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today announced that Ron Kisling, CFO, will be participating in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 4, 2025 at 4:50 p.m. PT. A webcast of this presentation will be available on Fastly's Investor Relations website at https://investors.fastly.com. About Fastly, Inc. Fastly's powerful and programmable edge cloud platform helps th. businesswire.com - 2 months ago
Fastly: Customer Churn Remains A Major Risk Fastly slid ~20% after reporting abysmal Q4 results, with revenue barely growing and profitability declining. Declining net revenue retention rates and customer churn are critical issues, undermining Fastly's "land and expand" business model. Despite secular tailwinds in internet usage, Fastly's sales missteps are causing customers to shift traffic away. seekingalpha.com - 2 months ago
8. Profile Summary

Fastly, Inc. FSLY

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 763 M
Dividend Yield 0.00%
Description Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Contact 475 Brannan Street, San Francisco, CA, 94107 https://www.fastly.com
IPO Date May 17, 2019
Employees 1100
Officers Mr. Albert Thong Chief Marketing Officer Mr. Marshall Erwin Chief Information Security Officer Ms. Kim Ogletree Chief Customer Officer Ms. Tara Seracka Chief Legal Officer Ms. Puja Jaspal Chief People Officer Mr. Nicholas Rockwell Executive Vice President of Strategy & Operations Mr. Artur Bergman Co-Founder, Chief Technology Officer & Director Mr. Vernon P. Essi Jr. Head of IR Mr. Todd Nightingale Chief Executive Officer & Director Mr. Ronald W. Kisling Chief Financial Officer