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) | $719.14M |
| Gross Profit (TTM) | $450.50M |
| EBITDA | $-24.57M |
| Operating Margin | -5.39% |
| Return on Equity | -6.48% |
| Return on Assets | -2.64% |
| Revenue/Share (TTM) | $4.63 |
| Book Value | $6.23 |
| Price-to-Book | 2.47 |
| Price-to-Sales (TTM) | 3.55 |
| EV/Revenue | 3.504 |
| EV/EBITDA | 261.55 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 20.20% |
| Shares Outstanding | $161.20M |
| Float | $151.32M |
| % Insiders | 4.47% |
| % Institutions | 94.37% |
Volatility is currently expanding
A strong earnings report wasn't enough to stop the selling in Fastly (NASDAQ:FSLY), the edge cloud company whose big rally this year has reversed quickly. Fastly stock is down 41% over the past month to $15.32 in afternoon trading.
Fastly ups its 2026 outlook after record Q3 results, fueled by deeper platform adoption, AI security opportunities, stronger margins and disciplined spending.
FSLY beats Q3'26 earnings estimates as revenues rise 20.2%, fueled by security growth and customer expansion, prompting higher 2026 revenue and earnings forecasts.
Fastly, Inc. ( FSLY ) Q3 2026 Earnings Call November 4, 2026 4:30 PM EST Company Participants Vernon Essi - Head of IR Kip Compton - CEO & Director Richard Wong - Chief Financial Officer Conference Call Participants Aidan Daniels - KeyBanc Capital Markets Inc., Research Division Paramveer Singh - Oppenheimer & Co. Inc., Research Division Fatima Boolani - Citigroup Inc., Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Peter Levine - Evercore ISI Institutional Equities, Research Division Rudy Kessinger - D.A. Davidson & Co., Research Division Daniel Hibshman - Craig-Hallum Capital Group LLC, Research Division Timothy Daniel Shubsda - Piper Sandler & Co., Research Division Presentation Operator Good afternoon.
FSLY's Q3'26 earnings are expected to gain from rising cybersecurity demand, AI-driven traffic and platform adoption, but higher costs may pressure profits.
Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly (NASDAQ:FSLY) stock is at $25.
CrowdStrike continues to lead the endpoint security market with its AI-native Falcon platform despite recent operational challenges. Fastly leverages its edge cloud platform to deliver high-performance digital experiences and improved security for media and technology firms.
Edge delivery is setting the pace in the cloud software rebound, and one specialist is pulling well ahead of the group. Fastly (NASDAQ:FSLY) stock is at $24.18, up 8% in afternoon trading.
Fastly is rated a 'Buy', supported by Oppenheimer's $35 target and a compelling growth story in edge computing and AI-driven cybersecurity. FSLY's partnerships with Jio Platforms and Comcast, plus new AI products, position it well in expanding global and AI markets. Despite a -11.8% net income margin, FSLY's 23% YOY revenue growth and 12.66% LFCF margin underpin its investment case amid rising CapEx.
Here is how Fastly (FSLY) and Arrow Electronics (ARW) have performed compared to their sector so far this year.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on FSLY and any ticker you trade — then tracks every position and per-strategy win rate.
