Fastly, Inc (CH:2Y7)
NASDAQ:2Y7
2Y7 Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Margin Expansion & ProfitabilityMaterial gross-margin expansion and a return to operating profitability reflect sustained improvements in unit economics and scale across Fastly's platform. Higher and more stable margins support reinvestment in product and sales, reduce reliance on external capital, and improve durable cash generation over coming quarters.
Security And Compute TractionRapid security (47% YoY) and compute (67% YoY) growth indicate a durable shift to higher-value, higher-margin offerings. This product-mix diversification reduces dependence on commoditized CDN pricing, increases upsell opportunities, and positions Fastly to capture structural demand for edge security and AI/edge compute over the medium term.
Stronger Contract Visibility And CashA 63% increase in RPO and improved NRR (113%) provide greater revenue visibility and upfront commitments that smooth near-term cash flows. Coupled with positive operating cash flow and explicit FCF guidance, this supports predictable cash generation and planning, strengthening durable financial resilience.
Bears Say
Price Erosion In Network ServicesMid-single-digit price erosion in core Network Services signals persistent competitive pressure in the legacy CDN business. Structural pricing declines can cap revenue per traffic unit and force reliance on volume growth or faster adoption of higher-margin products to sustain overall revenue and margins over the medium term.
Front-Loaded Infrastructure CapEx & Supply RiskManagement's decision to materially front-load CapEx to build capacity increases capital intensity and raises near-term cash consumption. Coupled with volatile memory/component pricing, this can compress free cash flow and delay margin improvements until capacity is fully amortized and supply costs normalize over multiple quarters.
High-Coupon Convertible Debt & Historical LossesAn outstanding 7.75% convertible note through 2028 represents a relatively high-cost liability and limits balance-sheet flexibility given refinancing headwinds. Combined with a history of GAAP losses and a recent TTM free-cash-flow step down, this elevates refinancing and liquidity risk over the medium term.
Fastly News
2Y7 FAQ
What was Fastly, Inc’s price range in the past 12 months?
Currently, no data Available
What is Fastly, Inc’s market cap?
Fastly, Inc’s market cap is CHF2.06B.
When is Fastly, Inc’s upcoming earnings report date?
Fastly, Inc’s upcoming earnings report date is Aug 05, 2026 which is in 39 days.
How were Fastly, Inc’s earnings last quarter?
Fastly, Inc released its earnings results on May 06, 2026. The company reported $0.103 earnings per share for the quarter, beating the consensus estimate of $0.069 by $0.034.
Is Fastly, Inc overvalued?
According to Wall Street analysts Fastly, Inc’s price is currently Undervalued.
Does Fastly, Inc pay dividends?
Fastly, Inc does not currently pay dividends.
What is Fastly, Inc’s EPS estimate?
Fastly, Inc’s EPS estimate is 0.05.
How many shares outstanding does Fastly, Inc have?
Currently, no data Available
What happened to Fastly, Inc’s price movement after its last earnings report?
Fastly, Inc reported an EPS of $0.103 in its last earnings report, beating expectations of $0.069. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Fastly, Inc?
Currently, no hedge funds are holding shares in CH:2Y7
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Fastly Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
CHF20.40 (― Downside)
CHF20.40 (― Downside)
Insider Transactions
Sold Shares
Worth CHF2.6M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
135.00%
12-Months-Change
Fundamentals
Return on Equity
-10.89%
Trailing 12-Months
Asset Growth
4.44%
Trailing 12-Months
Company Description
Fastly, Inc
Fastly, Inc. offers an advanced edge cloud computing platform designed to efficiently manage, distribute, and safeguard client applications across a global footprint, including North America, the Asia Pacific region, Europe, and other international markets. This specialized Infrastructure as a Service (IaaS) empowers developers to build, secure, and rapidly deliver digital experiences right at the internet's edge. It functions as a highly customizable platform, optimized for web and application delivery. The company's broad range of offerings includes: Compute@Edge, their serverless computing environment. A comprehensive developer hub providing solution patterns, API and language references, change logs, and Fastly Fiddle resources. Specialized edge services such as device detection, geolocation, edge dictionaries, access control lists (ACLs), and authentication. Full site delivery capabilities, encompassing dynamic site acceleration, origin shield, instant cache purging, real-time logging and statistics, cloud optimization, programmatic control, edge databases, content compression, and support for modern protocols to ensure high performance and reliability. Streaming solutions for live media, media shield, and origin connect. Robust edge security features, including Distributed Denial of Service (DDoS) protection, a cloud-based web application firewall (WAF), Transport Layer Security (TLS), platform TLS, and various compliance services. Unified web application and API protection that incorporates runtime self-application protection, advanced rate limiting, API and account takeover (ATO) protection, bot mitigation, and a next-generation WAF. Supplementary edge applications like load balancers and image optimizers. Video on demand services and fully managed edge delivery services. Fastly caters to a wide array of industries, including digital publishing, media and entertainment, technology, e-commerce, travel and hospitality, and financial services. Originally incorporated in 2011 as SkyCache, Inc., the company officially adopted the name Fastly, Inc. in May 2012. Its corporate headquarters are situated in San Francisco, California.
2Y7 Company Deck
2Y7 Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: healthy top-line growth (20% Y/Y) with notable acceleration in security (47% Y/Y) and compute (67% Y/Y), record gross margins and a return to profitability and positive cash flow. Customer metrics (RPO, NRR, large customer growth) and product wins reinforce durable demand and successful portfolio expansion. Headwinds include network services price erosion, front-loaded infrastructure CapEx (10%–12% of revenue guidance), supply‑chain/memory price pressure, and a modest decline in free cash flow and cash balance in the quarter. Management provided constructive forward guidance and emphasized security/compute as growth engines, so on balance the positive operational and financial developments outweigh the near-term capital and pricing challenges.View all CH:2Y7 earnings summaries2Y7 Revenue Breakdown
90.61% Enterprise customers
9.39% Non-enterprise customers
2Y7 Stock 12 Month Forecast
Average Price Target
$20.40
Options Prices
Currently, No data available
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