Fastly (FSLY) Stock Price & Analysis
FSLY Stock Chart & Stats
- Day’s Range
- MXN 425.00 - MXN 454.00
- 52-Week Range
- MXN 115.50 - MXN 605.00
- Previous Close
- MXN 471.00
- Volume
- 20
- Average Volume (3M)
- 755
- Market Cap
- MXN 69.20B
- Enterprise Value
- MXN 2.95B
- Total Cash (Recent Filing)
- MXN 337.50M
- Total Debt (Recent Filing)
- MXN 398.29M
- Price to Earnings (P/E)
- ―
- Beta
- -0.20
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 2.21
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Platform Adoption
Higher net retention and expanding remaining performance obligations indicate that customers are increasing their use of Fastly’s platform and committing to more future consumption. This supports recurring revenue durability, improves customer lifetime value, and provides stronger visibility into medium-term growth.
Margin Expansion
The sharp improvement in gross and operating margins shows that Fastly is converting revenue growth into stronger operating economics. If sustained, these gains can support reinvestment in security and compute, improve earnings quality, and increase the company’s ability to fund growth internally.
Cash Flow And Leverage
Positive operating and free cash flow combined with low leverage gives Fastly greater financial flexibility than in earlier periods. This supports continued infrastructure investment, reduces dependence on external financing, and provides a stronger foundation while the company works toward consistent profitability.
Bears Say
Persistent GAAP Losses
Fastly has improved its operating profile but still reports negative GAAP profitability and returns. Continued losses can constrain internally generated capital, reduce the quality of reported earnings, and make durable shareholder returns dependent on further execution and sustained margin expansion.
Customer Concentration
A meaningful share of revenue comes from a relatively small group of customers, increasing the impact that spending changes or account losses could have on results. Slower growth among customers outside the top accounts also indicates that broader customer diversification remains an execution priority.
Higher Capital Intensity
The planned increase in infrastructure capital spending will absorb more of Fastly’s revenue and may limit free cash flow conversion during the investment period. Supply-chain concerns and the need to ramp capacity add execution complexity, making cash-generation durability less certain.
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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 (FSLY) Earnings & Revenues
FSLY Company Deck
FSLY 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 MX:FSLY earnings summariesFSLY Net sales Breakdown
- 90.61% Enterprise customers
- 9.39% Non-enterprise customers
FSLY Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 7 | 5 | 10 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 4 | 0 | 8 |













