FSLY Stock - Fastly, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $543.68M | $505.99M | $432.73M | $354.33M | $290.87M |
| Gross Profit | $295.94M | $266.33M | $209.78M | $187.33M | $170.87M |
| Gross Margin | 54.4% | 52.6% | 48.5% | 52.9% | 58.7% |
| Operating Income | $-167,915,000 | $-198,028,000 | $-246,199,000 | $-219,021,000 | $-107,212,000 |
| Net Income | $-158,058,000 | $-133,088,000 | $-190,774,000 | $-222,697,000 | $-95,932,000 |
| Net Margin | -29.1% | -26.3% | -44.1% | -62.9% | -33.0% |
| EPS | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 |
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 17th 2025 | Oppenheimer | Initiation | Perform | - |
| August 7th 2025 | Craig Hallum | Upgrade | Buy | $10 |
| June 6th 2025 | KeyBanc Capital Markets | Initiation | Sector Weight | - |
| March 20th 2025 | Oppenheimer | Resumed | Perform | - |
| December 2nd 2024 | Oppenheimer | Upgrade | Outperform | $12 |
| October 1st 2024 | Raymond James | Downgrade | Market Perform | - |
| August 8th 2024 | Piper Sandler | Downgrade | Neutral | $6← $10 |
| May 2nd 2024 | DA Davidson | Downgrade | Neutral | $8.5← $24 |
| May 2nd 2024 | BofA Securities | Downgrade | Underperform | $8← $18 |
| April 8th 2024 | Piper Sandler | Upgrade | Overweight | $16← $19 |
| February 15th 2024 | Craig Hallum | Downgrade | Hold | $20 |
| January 22nd 2024 | Citigroup | Upgrade | Neutral | $20← $11 |
| January 8th 2024 | RBC Capital Mkts | Upgrade | Sector Perform | $18← $12 |
| April 20th 2023 | Morgan Stanley | Upgrade | Equal Weight | $18← $12 |
| April 19th 2023 | William Blair | Resumed | Market Perform | - |
Earnings History & Surprises
FSLYEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 5, 2026 | — | — | — | — |
Q1 2026 | Feb 11, 2026 | $0.06 | — | — | — |
Q4 2025 | Nov 5, 2025 | $0.06 | $0.07 | +22.0% | ✓ BEAT |
Q3 2025 | Aug 6, 2025 | $-0.05 | $-0.03 | +40.0% | ✓ BEAT |
Q2 2025 | May 7, 2025 | $-0.06 | $-0.05 | +16.7% | ✓ BEAT |
Q1 2025 | Feb 12, 2025 | $0.01 | $-0.03 | -400.0% | ✗ MISS |
Q4 2024 | Nov 6, 2024 | $-0.06 | $0.02 | +133.3% | ✓ BEAT |
Q3 2024 | Aug 7, 2024 | $-0.08 | $-0.07 | +12.5% | ✓ BEAT |
Q2 2024 | May 1, 2024 | $-0.07 | $-0.05 | +28.6% | ✓ BEAT |
Q1 2024 | Feb 14, 2024 | $0.00 | $0.01 | +150.0% | ✓ BEAT |
Q4 2023 | Nov 1, 2023 | $-0.07 | $-0.06 | +14.3% | ✓ BEAT |
Q3 2023 | Aug 2, 2023 | $-0.10 | $-0.04 | +60.0% | ✓ BEAT |
Q2 2023 | May 3, 2023 | $-0.10 | $-0.09 | +10.0% | ✓ BEAT |
Q1 2023 | Feb 15, 2023 | $-0.12 | $-0.08 | +33.3% | ✓ BEAT |
Q4 2022 | Nov 2, 2022 | $-0.17 | $-0.14 | +17.6% | ✓ BEAT |
Q3 2022 | Aug 3, 2022 | $-0.16 | $-0.23 | -43.8% | ✗ MISS |
Q2 2022 | May 4, 2022 | $-0.14 | $-0.15 | -7.1% | ✗ MISS |
Q1 2022 | Feb 16, 2022 | $-0.16 | $-0.10 | +37.5% | ✓ BEAT |
Q4 2021 | Nov 3, 2021 | $-0.19 | $-0.11 | +42.1% | ✓ BEAT |
Q3 2021 | Aug 4, 2021 | $-0.17 | $-0.15 | +11.8% | ✓ BEAT |
Latest News
Keybanc Upgrades Fastly to Overweight, Announces $14 Price Target
📈 PositiveFastly shares are trading lower after the company announced the pricing of its upsized $160 million convertible senior notes offering.
📉 NegativeFastly, Prices Upsized $160M 0% Convertible Senior Notes Due 2030; Sets $15.26 Conversion Price And $23.04 Capped Call Cap Price
➖ NeutralFastly shares are trading lower after the company announced a proposed $125M convertible senior notes offering.
📉 NegativeFastly, Inc. Announces Proposed $125M Convertible Senior Notes Offering
➖ NeutralFastly To Voluntarily Transfer Its Stock Exchange Listing From NYSE To Nasdaq; Expects To Begin Trading As Nasdaq-Listed Company On Or About December 9
➖ NeutralOppenheimer Initiates Coverage On Fastly with Perform Rating
➖ NeutralFastly Rolls Out Fastly Certified Services Partner Program For Technical Security Professionals
📈 PositiveCitigroup Maintains Neutral on Fastly, Raises Price Target to $12
➖ NeutralDA Davidson Maintains Neutral on Fastly, Raises Price Target to $11.5
➖ NeutralRBC Capital Maintains Sector Perform on Fastly, Raises Price Target to $9
➖ NeutralPiper Sandler Maintains Neutral on Fastly, Raises Price Target to $10
➖ NeutralFastly shares are trading higher after the company raised its full-year earnings and sales guidance.
📈 PositiveFastly, Klaviyo see stocks surge after earnings results
📈 PositiveFastly jumps on earnings; security revenue up 30% YoY, Q4 revenue guided up 15%
📈 PositiveFastly shares are trading higher after the company raised its full-year earnings and sales guidance.
📈 PositiveFastly Raises FY2025 Adj EPS Guidance from $(0.10)-$(0.04) to $0.03-$0.07 vs $(0.07) Est; Raises FY2025 Sales Guidance from $594.000M-$602.000M to $610.000M-$614.000M vs $598.122M Est
📈 PositiveFastly Sees Q4 Adj EPS $0.04-$0.08 vs $0.01 Est; Sees Sales $159.000M-$163.000M vs $153.687M Est
📈 PositiveFastly Q3 Adj. EPS $0.07 Beats $(0.07) Estimate, Sales $158.223M Beat $150.791M Estimate
📈 PositiveFastly Non-GAAP EPS of $0.07 beats by $0.07, revenue of $158.2M beats by $7.16M
📈 PositiveFrequently Asked Questions about FSLY
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