FSLYFastly shows potential driven by its edge cloud position, but faces challenges with profitability and recent performance. Its growth prospects are tied to the expanding digital landscape.
Fastly operates in the critical and growing 'edge cloud' sector, which is essential for modern digital infrastructure, real-time processing, and enhanced security.
Fastly is experiencing revenue growth, but continues to report net losses and negative free cash flow, indicating ongoing investment and challenges in achieving profitability.
The stock price has experienced significant volatility. While there are recent positive price movements and some bullish technical indicators, the overall trend remains uncertain.
| Factor | Score |
|---|---|
| Edge Computing Growth | 90 |
| Digital Transformation | 85 |
| Cybersecurity Demand | 70 |
| Video Streaming & Content Delivery | 80 |
| Emerging Technologies (e.g., IoT) | 70 |
| Factor | Score |
|---|---|
| Valuation | 40 |
| Profitability | 20 |
| Growth | 50 |
| Balance Sheet Health | 60 |
| Cash Flow | 30 |
| Factor | Score |
|---|---|
| Trend Analysis | 50 |
| Momentum | 60 |
| Volume Confirmation | 55 |
| Support & Resistance | 70 |
| Short-term Indicators | 70 |
Positive EPS Surprises
The company has demonstrated a consistent pattern of beating earnings per share (EPS) estimates. For example, in Q4 2024, the reported EPS of $0.02 exceeded the estimate of -$0.06 with a surprise of 135.89%. This trend was also observed in Q1 2024, where actual EPS of $0.01 beat the estimate of -$0.02 by 150.2%.
Increasing Revenue
Revenue has shown an upward trend, with $543.68 million in 2024 (Q4 annualized) compared to $505.99 million in 2023. This indicates growing demand for Fastly's edge cloud platform services.
Consistent Net Losses
Fastly has consistently reported net losses, with a net loss of $158.06 million in 2024 and $133.09 million in 2023. This ongoing unprofitability raises concerns about long-term financial sustainability and the path to profitability.
High Price-to-Sales Ratio
The trailing Price-to-Sales (PS) ratio is 2.5, and for 2024 (annualized), it's also 2.5. While this has decreased from 14.5 in 2021, it can still be considered high for a company not yet generating consistent profits, indicating a potentially high valuation relative to current revenue.
August 2025
7
Next Earnings Date
H: $-0.03
A: $-0.05
L: $-0.08
H: 145.70M
A: 144.86M
L: 142.97M
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. The company offers network services to speed up and optimize the delivery of web and application traffic; content delivery network, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, programmatic control, content compression, reliability features, fanout, domainr, privacy, and modern protocols and performance services; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, and media shield. It also provides security solutions, such as DDoS protection, next-gen WAF, bot management, API and ATO protection, advanced rate limiting, privacy, and compliance services; load balancing; image optimization; transport layer security (TLS), platform TLS, and certainly; compute: observability; and origin connect. In addition, the company offers professional services comprising managed and response security services; managed CDN; and support plans services. It serves customers operating in digital publishing, media, technology, online education, 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.
6.93 USD
The 39 analysts offering 1 year price forecasts for FSLY have a max estimate of 8.00 and a min estimate of 5.00.