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) | $687.17M |
| Gross Profit (TTM) | $422.42M |
| EBITDA | $-38.51M |
| Operating Margin | -7.87% |
| Return on Equity | -8.39% |
| Return on Assets | -3.46% |
| Revenue/Share (TTM) | $4.51 |
| Book Value | $6.23 |
| Price-to-Book | 4.77 |
| Price-to-Sales (TTM) | 5.79 |
| EV/Revenue | 6.96 |
| EV/EBITDA | -18.37 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 23.30% |
| Shares Outstanding | $159.30M |
| Float | $151.94M |
| % Insiders | 4.37% |
| % Institutions | 95.42% |
Volatility is currently expanding
Two sharp selloffs are happening side by side for unrelated reasons. Cybersecurity provider Zscaler (NASDAQ:ZS | ZS Price Prediction) is losing its chief revenue officer.
Fastly (FSLY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Tech stocks are under pressure today, with the Nasdaq Composite (IXIC) sharply lower as surging Treasury yields and a steep Oracle (ORCL) selloff weigh on the sector.
Fastly (NASDAQ:FSLY) is handing back a slice of an outsized year, with the edge cloud name leading declines in a sector that's otherwise quiet in morning trading. Fastly stock is down 8% to $27.
Fastly improves the performance of its customers' websites and edge networks. Demand for Fastly's AI security offerings is also set to rise.
Fastly (NASDAQ:FSLY) shares are falling in Wednesday morning trading, a second consecutive decline that began with the company's own Investor Day. The stock is down 7% and trades at $24.
I maintain my Strong Buy rating on Fastly and revise my price target from $31 to $34. FSLY's Q2 2026 delivered record revenue of $183.3 million (up 23% y/y) and non-GAAP EPS of $0.15, both beating consensus. Guidance for 2026 now calls for $739 million in revenue and $0.52 EPS midpoints, reflecting enhanced operating leverage and margin expansion.
Fastly NASDAQ: FSLY outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion to $1.3 billion by 2029 at its Investor Day.
Fastly (NYSE:FSLY) held its Investor Day on Tuesday, and its stock is falling hard into the very event holders had been racing toward.
Fastly (NASDAQ:FSLY) is at the center of a same-session bid across edge security and artificial intelligence (AI) traffic infrastructure, with two large peers rising alongside it on no news of their own.
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