Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$2.7B
157M shares
52-week range
$6.29 – $34.82
41% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Borrow rate
0.27%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $144.6M | $200.5M | $290.9M | $354.3M | $432.7M | $506.0M | $543.7M | $624.0M |
| Cost of revenue | $65.5M | $88.3M | $120.0M | $167.0M | $222.9M | $239.7M | $247.7M | $267.8M |
| Gross profit | $79.1M | $112.1M | $170.9M | $187.3M | $209.8M | $266.3M | $295.9M | $356.2M |
| Gross margin | 54.7% | 55.9% | 58.7% | 52.9% | 48.5% | 52.6% | 54.4% | 57.1% |
| R&D | $34.6M | $46.5M | $74.8M | $126.9M | $155.3M | $152.2M | $138.0M | $162.7M |
| Operating income | −$29.1M | −$46.5M | −$107.2M | −$219.0M | −$246.2M | −$198.0M | −$167.9M | −$117.8M |
| EBITDA | −$15.5M | −$27.0M | −$80.8M | −$167.3M | −$120.5M | −$19.0M | −$79.1M | −$9.3M |
| Net income | −$30.9M | −$51.5M | −$95.9M | −$222.7M | −$190.8M | −$133.1M | −$158.1M | −$121.7M |
| Net margin | -21.4% | -25.7% | -33.0% | -62.9% | -44.1% | -26.3% | -29.1% | -19.5% |
| EPS (diluted) | -0.39 | -0.75 | -0.93 | -1.92 | -1.57 | -1.03 | -1.14 | -0.83 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $718M | $0.33 | $0.30–$0.38 | 7 |
| 2027 | $800M | $0.39 | $0.33–$0.47 | 7 |
| 2028 | $884M | $0.47 | $0.46–$0.48 | 5 |
| 2029 | $939M | $0.53 | $0.52–$0.54 | 2 |
Forward consensus · source: Financial Modeling Prep
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.
| $1.1B |
| — |
| RZLVRezolve AI PLC | $2.60 | +7.88% | $695M | — |
| 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.
Trading at 4.5× sales vs its 4.0× historical median P/S.
Fair value ≈ $16.08 · price $18.00 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$FSLY Nice day. Decent day of call buying today. As stated previously, expecting a test of 20 into mid-July with potential to 25.
View on StockTwits ↗$FSLY Wall Street analysts and market commentators have long speculated that hyperscalers (like Google) or adjacent cloud platforms (like Datadog or Cloudflare) could acquire Fastly. These potential buyers are drawn to Fastly’s WebAssembly (Wasm) architecture and fast purge times to boost their own edge ecosystems. Would love to see it happen around the low 30s.
View on StockTwits ↗$FSLY Absolutely beautiful, looking forward to the new highs.
View on StockTwits ↗$FSLY this kind of retest we need. And calls at the bottom we buy (c)
View on StockTwits ↗Very clear support exists in the mid-$15S for $FSLY. Just golden crossed on the weekly chart back in April and on a nice 53% pullback from April highs. Good spot for longs.
View on StockTwits ↗$FSLY Yes, slow and steedy, it could be a bit. picked up some more at 15.80, next is 15.30 if it happens.
View on StockTwits ↗$FSLY 11.50-12$ is support BTW .... YOU should just be watching right now
View on StockTwits ↗$FSLY Pick up a little at 16 flat but my 15.90 didn't fill. Maybe tomorrow I get even lower once again!🥸
View on StockTwits ↗$FSLY Short Interest Ratio 4.00 Days to Cover Short Interest % Float 21.25 % - source: NASDAQ .
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.