Fastly stock analysis
Fastly (0A3P) Share Price & Analysis
0A3P Stock Chart & Stats
- Day’s Range
- $16.50 - $17.34
- 52-Week Range
- $8.00 - $34.77
- Previous Close
- $17.60
- Volume
- N/A
- Average Volume (3M)
- 20.46K
- Market Cap
- $2.78B
- Enterprise Value
- $4.15B
- Total Cash (Recent Filing)
- $365.22M
- Total Debt (Recent Filing)
- $410.54M
- Price to Earnings (P/E)
- ―
- Beta
- 0.41
- Next Earnings
- Feb 17, 2027 (Est.)
- EPS Estimate
- 0.17
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Growth And Margin Expansion
Raised revenue guidance and a projected 15% non-GAAP operating margin indicate that growth is increasingly translating into operating leverage. If sustained, this combination can strengthen internal funding capacity and improve Fastly’s competitive position over the next several quarters.
Improving Cash Generation And Balance Sheet
Positive trailing cash flow, combined with relatively low leverage, gives Fastly greater flexibility to fund infrastructure, product development and go-to-market investment. This financial position reduces dependence on external capital while the company continues moving toward durable profitability.
Customer Expansion And Product Adoption
Higher net retention and broader adoption of multiple product suites show that existing customers are expanding their relationship with Fastly. This supports recurring revenue durability, improves cross-sell potential across delivery, security and compute, and can increase customer value over time.
Bears Say
GAAP Losses Remain
Despite meaningful improvement, Fastly remains loss-making at the operating and net levels. Continued GAAP losses limit earnings resilience, make performance more dependent on further margin expansion, and leave less evidence that the business model has reached consistently self-sustaining profitability.
Customer Concentration And Uneven Growth
A growing share of revenue from the largest customers increases exposure to changes in a relatively concentrated account base. The much slower growth outside the top 10 also suggests that broad-based demand and customer expansion are not yet as strong as the headline growth rate.
Go-to-market Leadership Transition
The planned departure of the go-to-market leader creates execution risk while Fastly is investing in broader customer coverage, international expansion and partnerships. A prolonged search or handoff could disrupt sales continuity and delay the company’s effort to diversify growth beyond its largest accounts.
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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 (0A3P) Earnings & Revenues
0A3P Company Deck
0A3P Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, supported by record revenue, operating income and gross margin, four consecutive quarters of at least 20% revenue growth, expanding net retention, increasing multiproduct adoption, positive free cash flow and raised full-year guidance. The main challenges were the planned go-to-market leadership transition, slower growth among customers outside the top 10, increased customer concentration, consumption-driven variability and supply chain monitoring. Management expressed confidence that the transition plan, leadership bench strength, platform strategy and ongoing go-to-market investments would support continued progress.
View all GB:0A3P earnings summaries0A3P Net sales Breakdown
- 90.61% Enterprise customers
- 9.39% Non-enterprise customers
0A3P Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 7 | 3 | 12 |
| Technical Analysis | 5 | 3 | 2 |
| Moving Averages | 2 | 0 | 10 |












