Fastly, Inc. operates an edge cloud platform to process, serve, and protect its customers' applications in the United States, Asia Pacific, Europe, and internationally. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $652.57M |
| Gross Profit (TTM) | $387.59M |
| EBITDA | $-55.25M |
| Operating Margin | -13.80% |
| Return on Equity | -10.70% |
| Return on Assets | -4.40% |
| Revenue/Share (TTM) | $4.37 |
| Book Value | $6.25 |
| Price-to-Book | 3.21 |
| Price-to-Sales (TTM) | 4.99 |
| EV/Revenue | 4.907 |
| EV/EBITDA | -18.37 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 19.80% |
| Shares Outstanding | $156.50M |
| Float | $146.59M |
| % Insiders | 4.37% |
| % Institutions | 91.79% |
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COSTA MESA, Calif.--(BUSINESS WIRE)--Experian today announced that Fastly (NASDAQ: FSLY), a leading global edge cloud platform, has joined the growing Experian Agent Trust™ ecosystem. Together, the companies will help enterprises verify AI agents, authorize transactions, and make trust decisions in real time as autonomous commerce continues to grow. "Agentic commerce represents one of the most significant shifts in digital commerce since the rise of mobile," said Kathleen Peters, Chief Innovati.
Fastly (FSLY) is rated a buy, driven by diversified demand across AI, cybersecurity, and IoT, not just AI hype. FSLY's programmable edge computing and consumption-based model appeal to AI developers, though pricing may deter some compared to Cloudflare. FSLY's 17.90% levered free cash flow margin and attractive price/sales ratio offset concerns about negative net income due to stock-based compensation.
Fastly is in technical breakout mode, trading above major resistance and bouncing off its 50-EMA, signaling bullish momentum. I expect FSLY's 200-EMA and anchored VWAP around $17 to provide a strong downside floor, with institutional demand supporting these levels. The options market anticipates a 14.5% move ahead of the August 5th earnings, with key levels at $22 resistance and $17 support.
Fastly joins DIMPACT to improve digital emissions measurement, helping customers cut environmental impact while strengthening its global edge cloud strategy.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, will release financial results for the second quarter of 2026 after market close on Wednesday, August 5, 2026. Fastly will host an investor conference call that day to discuss its results at 1:30 p.m. PT / 4:30 p.m. ET. To access the conference call, please pre-register and dial-in using this link at least 15 minutes prior to the 1:30 p.m. PT start time. Registrants will receive an email confir.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today announced it has become a participant of DIMPACT, the coalition of leading organizations working to align industry changemakers and policymakers around meaningful, science-based solutions that reduce the environmental impacts of serving digital media products. As the first edge cloud platform provider to join the coalition, Fastly brings critical, real-world edge network data and infrastruct.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced it has been recognized as a 2026 Gartner® Peer Insights™ Customers' Choice for Edge Distribution Platforms. This distinction is based entirely on verified peer reviews, where Fastly received overall high ratings across the board for its platform performance and reliability, dedication to customer experience, and ongoing customer support.Fastly received the highest overall rating.
Fastly remains a compelling AI-driven edge cloud platform despite a sharp post-earnings sell-off tied to disappointing Q2 guidance. FSLY achieved 20% year-over-year revenue growth in Q1'26 and posted its fifth consecutive quarter of positive free cash flow. Shares trade at a discounted 3.6X forward P/S, well below Cloudflare and Akamai, reflecting market overreaction to near-term deceleration.
Fastly trades at 4.3x EV/NTM revenue despite 20% revenue growth—the peer floor for comparable growth names is 5.5-6x, making the discount hard to justify on fundamentals alone. NRR accelerated from 100% to 113% in four consecutive quarters while RPO surged 63% YoY—both metrics signal the platform strategy is working, not hoping. Security revenue grew 47% YoY for the fourth straight quarter and now represents 22% of total revenue, directly driving a 9-point gross margin expansion since Q1 2025.
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