Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$4.5B
159M shares
52-week range
$6.84 – $34.82
83% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Fastly Inc is a cloud computing company that provides an edge cloud platform designed to deliver, secure, and optimize digital experiences over the internet. The company operates a unified platform that combines content delivery, edge computing, and security capabilities. Its services include content delivery networks, web and API protection, distributed denial of service mitigation, and real-time data processing at the edge. Its platform enables customers to improve the performance, scalability, and security of applications and digital content, and also supports cloud-native architectures, AI-driven workloads, and programmable edge computing solutions.
www.fastly.comNo one on the platform currently holds FSLY.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 518,354 | $15.1M |
| Bridgewater Associatesas of 2026-03-31 | 62,767 | $1.8M |
No one on the platform has traded FSLY yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $739M | +20.6% | $0.51 | $0.48–$0.59 | 58.8× | 7 |
| 2027 | $827M | +11.9% | $0.57 | $0.48–$0.69 | 52.8× | 7 |
| 2028 | $914M | +10.6% | $0.64 | $0.63–$0.66 | 46.7× | 4 |
| 2029 | $967M | +5.7% | $0.67 | $0.66–$0.69 | 44.8× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.07 | $0.15 | +127.5% |
| 2026-05-06 | $0.08 | $0.13 | +62.5% |
| 2026-02-11 | $0.06 | $0.12 | +100.0% |
| 2025-11-05 | $0.06 | $0.07 | +22.0% |
| 2025-08-06 | $-0.05 | $-0.03 | +40.0% |
| 2025-05-07 | $-0.06 | $-0.05 | +16.7% |
| 2025-02-12 | $0.01 | $-0.03 | -400.0% |
| 2024-11-06 | $-0.06 |
| $0.02 |
| +133.3% |
| $1.1B |
| — |
| RZLVRezolve AI PLC | $2.65 | -1.12% | $1.1B | — |
| TIXTTELUS International (Cda) Inc. | $4.31 | -1.15% | $1.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TEAM $FSLY with current market, short interest taking us to moon before $SPCX does 🌚
View on StockTwits ↗$NET is not only gearing up with AI bot tolls and AI agents / apps, it's also involved with post-quantum security. In addition to cybersecurity and all the DNS, workers, performance, block storage, etc. This is why I call them an octopus. No other company is doing all these things nor has so much of the market. $FSLY? Very funny. Ancient $AKAM has been dwarfed, though I liked the Linode acquisition (Cloudflare should acquire $DOCN). ~20% of all sites use Cloudflare (tens of millions). Up to 400,000+ paying customers by now. Just wait until the bot tolls and AI workers are fully marketed. This is my 10 year ACE along with $CRDO Cloudflare is in my area of work, by the way. I have been aware of and using them for 10 - 15 years for a number of things. The AI products they are adding now are SIGNIFICANT.
View on StockTwits ↗$NBIS Retail FOMO chasers will ride this right off a cliff. This is like $FSLY at 180 during the COVID SaSS boom. $20 within 5 years.
View on StockTwits ↗$FSLY Still here, boat load of shares upside down at 80-85 average. Seems like the market has decided there is something in this pot that has future value. I’ll keep holding.
View on StockTwits ↗$FSLY just like I said, huge short coverage taking place. More to go too. Only 5m shares covered terraces out of ~27m.
View on StockTwits ↗@ribbey @EBE_day @ZY786 @simon58 @judgeyoung2 @zuby34 @Jeremymartin007 @TraderRapp @tonyctl @Grouphome $SMCI going back up to highs And I missed my $FSLY mark this am!!!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.