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FSLY
$18.00+$0.89 (+5.20%)live
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 – $34.82
41% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Borrow rate
0.27%
Easy to borrow
Price (6 mo)
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Change$-41.60
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 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
Analyst estimates (consensus)
| 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
DCF fair valuemodel estimate
Intrinsic value
$35.41
Price
$18.00
Implied upside
+97%
Peer comparison
Fastly, Inc. Class A Common Stock
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.com- Employees
- 1,140
- IPO / List date
- May 17, 2019
- HQ
- SAN FRANCISCO, CA
Held by traders on TradeandTell
No one on the platform currently holds FSLY.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 518,354 | $15.1M |
| Bridgewater Associatesas of 2026-03-31 | 62,767 | $1.8M |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded FSLY yet.
