Fastly (2Y7) Stock Price & Analysis
2Y7 Stock Chart & Stats
- Day’s Range
- EUR 18.24 - EUR 18.75
- 52-Week Range
- EUR 6.65 - EUR 29.32
- Previous Close
- EUR 19.14
- Volume
- N/A
- Average Volume (3M)
- 269
- Market Cap
- EUR 2.92B
- Enterprise Value
- EUR 2.95B
- Total Cash (Recent Filing)
- EUR 337.50M
- Total Debt (Recent Filing)
- EUR 398.29M
- Price to Earnings (P/E)
- ―
- Beta
- 0.57
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 0.11
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Reaccelerating Growth And Customer Expansion
Fastly is showing stronger demand and deeper customer expansion, supported by record quarterly revenue, rising net retention, and growing contracted obligations. These indicators improve forward revenue visibility and suggest that adoption of the platform is broadening beyond individual usage events.
Improving Margins And Operating Leverage
The sharp improvement in gross and operating margins indicates that incremental revenue is converting more efficiently into operating profit. If sustained, this stronger unit economics profile can support reinvestment in security and compute while increasing the company’s ability to fund growth internally.
Positive Cash Generation And Lower Leverage
Positive operating and free cash flow, combined with low debt-to-equity, gives Fastly greater financial flexibility than in earlier periods. This supports ongoing infrastructure investment and reduces balance-sheet pressure, although continued consistency in cash conversion remains important.
Bears Say
GAAP Losses Remain Unresolved
Fastly has improved its operating profile but still does not generate positive GAAP earnings or returns on equity. Persistent losses can constrain internally funded investment, make profitability dependent on continued execution, and leave the business more exposed if growth or margin gains moderate.
Customer Concentration And Consumption Variability
A sizable contribution from the largest customers increases the impact of spending changes, renewals, or usage shifts among a relatively concentrated group. Because revenue is also consumption-based and partly event-driven, reported growth may remain uneven even when underlying platform demand improves.
Higher Infrastructure Investment And Pricing Pressure
Higher infrastructure spending will raise capital intensity and can reduce free-cash-flow conversion while Fastly expands capacity. At the same time, network-services price erosion puts pressure on revenue yield, requiring sustained volume growth and product adoption to protect long-term margins.
2Y7 FAQ
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Fastly Stock Smart Score
Company Description
Fastly
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.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- Charles Compton
- Employees
- 1,140
- Website
- www.fastly.com
- Address
- 475 Brannan Street, San Francisco, CA, 94107, US
Fastly (2Y7) Earnings & Revenues
2Y7 Company Deck
2Y7 Earnings Call
Earnings Call SentimentPositive
The call conveyed strong positive momentum: record revenue, record gross margins, meaningful operating profitability improvements, sustained free cash flow, and accelerating platform adoption—especially in security and compute. Management acknowledged near-term variability from episodic events, some customer concentration, higher front-loaded CapEx due to supply-chain mitigation, and mid-single-digit price erosion in network services. Overall the company presented improving unit economics, stronger RPO, and raised full-year guidance while flagging execution items and normalization of OpEx in the back half.
View all DE:2Y7 earnings summaries2Y7 Net sales Breakdown
- 90.61% Enterprise customers
- 9.39% Non-enterprise customers
2Y7 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 8 | 2 | 12 |
| Technical Analysis | 6 | 2 | 2 |
| Moving Averages | 2 | 0 | 10 |
