Fastly Inc (FSLY)

$33.50 +1.14 (3.52%)
Market Cap 5.09B
Revenue (ttm) 624.02M
Net Income (ttm) -121.68M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -19.50%
Debt to Equity Ratio 0.39
Volume 12,131,700
Avg Vol 13,883,448
Day's Range N/A - N/A
Shares Out 151.80M
Stochastic %K 93%
Beta 0.62
Analysts Sell
Price Target $13.71

Company Profile

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. The company offers network services to speed up and optimize the delivery of web and application traffic; content delivery network, such as dynamic site acce...

Industry: Software - Application
Sector: Technology
Phone: 844 432 7859
Address:
475 Brannan Street, Suite 300, San Francisco, United States
CubicWalrus
CubicWalrus Apr. 5 at 12:42 PM
$FSLY $FSLY $PLUG $FSLY spam fud... 🚫
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:14 AM
$FSLY See you at the opening bell
0 · Reply
Chrissytina
Chrissytina Apr. 5 at 1:11 AM
$FSLY $PLUG Good for you… now
1 · Reply
uSarracino
uSarracino Apr. 5 at 1:10 AM
$FSLY Shorting $FSLY into the abyss. 📉 War: Iran-Israel escalation = Risk Off. Inflation: CPI at 3.4% kills the growth myth. Budget Cuts: $707M slashed from CISA. Fact: Fastly has ZERO gov contracts to save it. CEO is selling, the $25 gap is calling. The 230% rally ends Monday. #Short #FSLY #Trading #CyberSecurity"
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:09 AM
$FSLY While the market is blinded by the +230% rally, a macro-economic trap is closing on $FSLY. Between the Iran-Israel escalation, sticky 3.4% US inflation, and massive federal budget cuts to cybersecurity, Fastly is standing on a bridge that has already been cut. Without government contracts to act as a safety net, this is a 5B+ bubble waiting to burst
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:07 AM
$FSLY $FSLY is a house of cards. 230% rally with ZERO government contracts while $NET and Akamai dominate the public sector. CEO is the same one who failed to deliver on federal promises. High geopolitical risk + zero state-backed revenue = imminent crash. The $25 gap is just the beginning. #Short #FSLY #Trading
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:06 AM
$FSLY Unlike its competitors, $FSLY has zero significant government or federal contracts. While Cloudflare ($NET) and Akamai are deeply entrenched in the U.S. public sector, Fastly is purely reliant on the volatile commercial market. In a 2026 world of global fragmentation and 'tech sovereignty,' Fastly is an outlier with high geopolitical risk and no state-backed 'moat'.
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:05 AM
$FSLY Shorting $FSLY here. +230% YTD is unsustainable. CEO selling at the top, valuation is 80% over fair value, and the $25 gap is calling. $PLUG is a fundamental disaster, $FSLY is a technical bubble. Both are going down. #Short #Trading #AI
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:04 AM
$FSLY 3. The AI "Edge" Hype is Thin Fastly is riding the AI wave because of its Edge Computing capabilities, but competition from Cloudflare ($NET) and Akamai is eating into their margins. Fastly’s revenue growth (23%) is respectable but doesn't support a parabolic 3x move in four months. This is a "multiple expansion" trade, not a fundamental one. 4. Technical Exhaustion & The $25 Gap The stock has gone vertical. On any technical chart, the RSI (Relative Strength Index) is screaming "Oversold." * There is a massive unfilled gap down at $25. The market has a "magnetic" tendency to return to these price levels to balance the order books. A move back to $25 would be a 25% crash from here.
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:02 AM
$FSLY The Bear Case (The Deep Dive): 1. Massive Overvaluation (The "Simply Wall St" Factor) While the market is pricing Fastly as an AI deity, the fundamental valuation models (DCF) place the stock's intrinsic value closer to $18. At current levels (~$33.50), you are paying a massive premium for growth that isn't scaling fast enough to justify a 5B+ market cap. 2. The CEO Red Flag Watch the hands, not the mouth. CEO Kip Compton sold over $1.2M worth of shares in March 2026. While the company beats on non-GAAP earnings, the leadership is taking chips off the table at these highs. When the captain starts offloading personal equity during a "moon mission," it’s time to check the lifeboats.
0 · Reply
Latest News on FSLY
Fastly Appoints Joan Jenkins as Chief Marketing Officer to Accelerate Growth and Market Leadership

Mar 31, 2026, 8:00 AM EDT - 5 days ago

Fastly Appoints Joan Jenkins as Chief Marketing Officer to Accelerate Growth and Market Leadership

Fastly: Why Margin Convergence With Cloudflare Justifies A Multiple Re-Rating

Mar 30, 2026, 5:02 AM EDT - 6 days ago

Fastly: Why Margin Convergence With Cloudflare Justifies A Multiple Re-Rating

NET

Fastly: The Future Is Bright, But Watch For These Threats

Mar 28, 2026, 11:29 PM EDT - 7 days ago

Fastly: The Future Is Bright, But Watch For These Threats

Fastly stock price has gone parabolic: does it have more upside?

Mar 24, 2026, 10:17 AM EDT - 12 days ago

Fastly stock price has gone parabolic: does it have more upside?

Fastly Named a Leader in Edge Development Platforms 2026 by Independent Research Firm

Mar 24, 2026, 10:12 AM EDT - 12 days ago

Fastly Named a Leader in Edge Development Platforms 2026 by Independent Research Firm

Fastly Stock Is Up 145% In The Past Month: What's Driving The Action?

Mar 9, 2026, 3:47 PM EDT - 26 days ago

Fastly Stock Is Up 145% In The Past Month: What's Driving The Action?

Anthropic Standoff And Claude AI Hysteria: Top Cybersecurity Stocks

Mar 1, 2026, 5:00 AM EST - 5 weeks ago

Anthropic Standoff And Claude AI Hysteria: Top Cybersecurity Stocks

CRWD MSFT OKTA XLK

HALPER SADEH LLC ENCOURAGES FASTLY, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS

Feb 25, 2026, 8:03 PM EST - 5 weeks ago

HALPER SADEH LLC ENCOURAGES FASTLY, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS

AI-First Businesses are Paying an “AI Speed Tax” when Recovering from Cybersecurity Incidents, according to Fastly's Global Security Research Report

Feb 25, 2026, 8:00 AM EST - 5 weeks ago

AI-First Businesses are Paying an “AI Speed Tax” when Recovering from Cybersecurity Incidents, according to Fastly's Global Security Research Report

Fastly Stock Is Surging Friday: What's Driving The Action?

Feb 20, 2026, 11:12 AM EST - 6 weeks ago

Fastly Stock Is Surging Friday: What's Driving The Action?

Top 2 Tech Stocks That May Fall Off A Cliff This Quarter

Feb 20, 2026, 8:56 AM EST - 6 weeks ago

Top 2 Tech Stocks That May Fall Off A Cliff This Quarter

DAKT

Fastly Stock Retreats After Massive AI Earnings Rally

Feb 17, 2026, 3:19 PM EST - 6 weeks ago

Fastly Stock Retreats After Massive AI Earnings Rally

Fastly: The Rebound Rally Is Here, And It's Just Getting Started

Feb 17, 2026, 1:29 PM EST - 6 weeks ago

Fastly: The Rebound Rally Is Here, And It's Just Getting Started

Fastly: Major Inflection Point

Feb 17, 2026, 11:40 AM EST - 6 weeks ago

Fastly: Major Inflection Point

What's Happening With Fastly Stock?

Feb 17, 2026, 5:35 AM EST - 6 weeks ago

What's Happening With Fastly Stock?

Fastly stock price has soared: does it have more upside?

Feb 15, 2026, 12:34 AM EST - 7 weeks ago

Fastly stock price has soared: does it have more upside?

Fastly Stock Jumps Nearly 100% This Week On AI-Fueled Earnings

Feb 13, 2026, 9:55 AM EST - 7 weeks ago

Fastly Stock Jumps Nearly 100% This Week On AI-Fueled Earnings

Fastly Stock Skyrockets 88% On Agentic AI Tailwinds

Feb 12, 2026, 2:53 PM EST - 7 weeks ago

Fastly Stock Skyrockets 88% On Agentic AI Tailwinds

Halper Sadeh LLC Encourages Fastly, Inc. Shareholders to Contact the Firm to Discuss Their Rights

Feb 12, 2026, 12:12 PM EST - 7 weeks ago

Halper Sadeh LLC Encourages Fastly, Inc. Shareholders to Contact the Firm to Discuss Their Rights

Fastly stock dubbed an ‘underappreciated AI play' after blockbuster Q4 earnings

Feb 12, 2026, 11:33 AM EST - 7 weeks ago

Fastly stock dubbed an ‘underappreciated AI play' after blockbuster Q4 earnings

Fastly Stock Soars 34% After Earnings. Why It's an Underrated AI Play.

Feb 12, 2026, 5:02 AM EST - 7 weeks ago

Fastly Stock Soars 34% After Earnings. Why It's an Underrated AI Play.

Fastly, Inc. (FSLY) Q4 2025 Earnings Call Transcript

Feb 11, 2026, 10:34 PM EST - 7 weeks ago

Fastly, Inc. (FSLY) Q4 2025 Earnings Call Transcript

Fastly Stock Soars Over 25% After Q4 Earnings: Here's Why

Feb 11, 2026, 4:54 PM EST - 7 weeks ago

Fastly Stock Soars Over 25% After Q4 Earnings: Here's Why

Fastly Announces Both Record Fourth Quarter and Full Year 2025 Financial Results

Feb 11, 2026, 4:05 PM EST - 7 weeks ago

Fastly Announces Both Record Fourth Quarter and Full Year 2025 Financial Results

Fastly, Inc. Reports Inducement Award Under Nasdaq Listing Rule 5635(c)(4)

Feb 5, 2026, 5:00 PM EST - 2 months ago

Fastly, Inc. Reports Inducement Award Under Nasdaq Listing Rule 5635(c)(4)

Fastly to Announce Fourth Quarter and Full Year 2025 Financial Results

Jan 15, 2026, 8:00 AM EST - 2 months ago

Fastly to Announce Fourth Quarter and Full Year 2025 Financial Results

New Study Sponsored by Fastly Reveals Modern Application Security Programs Deliver 3x Better Business Outcomes

Dec 22, 2025, 8:00 AM EST - 3 months ago

New Study Sponsored by Fastly Reveals Modern Application Security Programs Deliver 3x Better Business Outcomes

Fastly Threat Insights Report Reveals Organizations are Fighting Back Against the Rise of the Bots

Dec 18, 2025, 8:00 AM EST - 3 months ago

Fastly Threat Insights Report Reveals Organizations are Fighting Back Against the Rise of the Bots

Fastly: SaaS Play With Breakout Potential In 2026

Dec 12, 2025, 8:50 AM EST - 4 months ago

Fastly: SaaS Play With Breakout Potential In 2026

Fastly, Inc. (FSLY) Presents at Raymond James TMT & Consumer Conference Transcript

Dec 8, 2025, 12:17 PM EST - 4 months ago

Fastly, Inc. (FSLY) Presents at Raymond James TMT & Consumer Conference Transcript

Fastly, Inc. Prices Upsized $160.0 Million Convertible Senior Notes Offering

Dec 5, 2025, 12:13 AM EST - 4 months ago

Fastly, Inc. Prices Upsized $160.0 Million Convertible Senior Notes Offering

Fastly, Inc. Announces Proposed Convertible Senior Notes Offering

Dec 3, 2025, 4:01 PM EST - 4 months ago

Fastly, Inc. Announces Proposed Convertible Senior Notes Offering

Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript

Dec 3, 2025, 3:23 PM EST - 4 months ago

Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript

Fastly Announces Listing Transfer to Nasdaq

Nov 26, 2025, 8:00 AM EST - 4 months ago

Fastly Announces Listing Transfer to Nasdaq

Fastly, Inc. (FSLY) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript

Nov 19, 2025, 1:03 PM EST - 4 months ago

Fastly, Inc. (FSLY) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript

Fastly Empowers Partners to Strengthen Customer Security and Expand Services With New Certification Program

Nov 13, 2025, 8:00 AM EST - 5 months ago

Fastly Empowers Partners to Strengthen Customer Security and Expand Services With New Certification Program

Fastly: Finally Proving Its Growth Chops

Nov 6, 2025, 12:02 PM EST - 5 months ago

Fastly: Finally Proving Its Growth Chops

Fastly, Inc. (FSLY) Q3 2025 Earnings Call Transcript

Nov 5, 2025, 8:51 PM EST - 5 months ago

Fastly, Inc. (FSLY) Q3 2025 Earnings Call Transcript

Fastly Announces Record Third Quarter 2025 Financial Results

Nov 5, 2025, 4:05 PM EST - 5 months ago

Fastly Announces Record Third Quarter 2025 Financial Results

Fastly to Present at Upcoming Investor Conferences

Nov 4, 2025, 8:00 AM EST - 5 months ago

Fastly to Present at Upcoming Investor Conferences

Fastly, Inc. Reports Inducement Award Under NYSE Listing Rule 303A.08

Oct 31, 2025, 5:00 PM EDT - 5 months ago

Fastly, Inc. Reports Inducement Award Under NYSE Listing Rule 303A.08

Fastly to Announce Third Quarter 2025 Financial Results

Oct 9, 2025, 8:00 AM EDT - 6 months ago

Fastly to Announce Third Quarter 2025 Financial Results

Fastly Recognized as a Gartner Ⓡ Peer Insights™ Customers' Choice for Seventh Consecutive Year, Trusted by Customers for Cloud Web Application and API Protection

Oct 1, 2025, 1:33 PM EDT - 6 months ago

Fastly Recognized as a Gartner Ⓡ Peer Insights™ Customers' Choice for Seventh Consecutive Year, Trusted by Customers for Cloud Web Application and API Protection

Fastly: An Attractive Turnaround Story

Sep 24, 2025, 11:05 PM EDT - 6 months ago

Fastly: An Attractive Turnaround Story

Fastly, Inc. (FSLY) Presents At Piper Sandler Growth Frontiers Conference (Transcript)

Sep 10, 2025, 9:00 PM EDT - 7 months ago

Fastly, Inc. (FSLY) Presents At Piper Sandler Growth Frontiers Conference (Transcript)

New Fastly Threat Research Reveals AI Crawlers Make Up Almost 80% of AI Bot Traffic, Meta Leads AI Crawling As ChatGPT Dominates Real-Time Web Traffic

Aug 19, 2025, 8:30 AM EDT - 8 months ago

New Fastly Threat Research Reveals AI Crawlers Make Up Almost 80% of AI Bot Traffic, Meta Leads AI Crawling As ChatGPT Dominates Real-Time Web Traffic

Fastly, Inc. (FSLY) KeyBanc Capital Markets Technology Leadership Forum (Transcript)

Aug 12, 2025, 10:14 PM EDT - 8 months ago

Fastly, Inc. (FSLY) KeyBanc Capital Markets Technology Leadership Forum (Transcript)

Fastly: Improving Investment Setup

Aug 12, 2025, 6:27 AM EDT - 8 months ago

Fastly: Improving Investment Setup

Fastly, Inc. (FSLY) Q2 2025 Earnings Call Transcript

Aug 6, 2025, 9:25 PM EDT - 8 months ago

Fastly, Inc. (FSLY) Q2 2025 Earnings Call Transcript

CubicWalrus
CubicWalrus Apr. 5 at 12:42 PM
$FSLY $FSLY $PLUG $FSLY spam fud... 🚫
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:14 AM
$FSLY See you at the opening bell
0 · Reply
Chrissytina
Chrissytina Apr. 5 at 1:11 AM
$FSLY $PLUG Good for you… now
1 · Reply
uSarracino
uSarracino Apr. 5 at 1:10 AM
$FSLY Shorting $FSLY into the abyss. 📉 War: Iran-Israel escalation = Risk Off. Inflation: CPI at 3.4% kills the growth myth. Budget Cuts: $707M slashed from CISA. Fact: Fastly has ZERO gov contracts to save it. CEO is selling, the $25 gap is calling. The 230% rally ends Monday. #Short #FSLY #Trading #CyberSecurity"
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:09 AM
$FSLY While the market is blinded by the +230% rally, a macro-economic trap is closing on $FSLY. Between the Iran-Israel escalation, sticky 3.4% US inflation, and massive federal budget cuts to cybersecurity, Fastly is standing on a bridge that has already been cut. Without government contracts to act as a safety net, this is a 5B+ bubble waiting to burst
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:07 AM
$FSLY $FSLY is a house of cards. 230% rally with ZERO government contracts while $NET and Akamai dominate the public sector. CEO is the same one who failed to deliver on federal promises. High geopolitical risk + zero state-backed revenue = imminent crash. The $25 gap is just the beginning. #Short #FSLY #Trading
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:06 AM
$FSLY Unlike its competitors, $FSLY has zero significant government or federal contracts. While Cloudflare ($NET) and Akamai are deeply entrenched in the U.S. public sector, Fastly is purely reliant on the volatile commercial market. In a 2026 world of global fragmentation and 'tech sovereignty,' Fastly is an outlier with high geopolitical risk and no state-backed 'moat'.
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:05 AM
$FSLY Shorting $FSLY here. +230% YTD is unsustainable. CEO selling at the top, valuation is 80% over fair value, and the $25 gap is calling. $PLUG is a fundamental disaster, $FSLY is a technical bubble. Both are going down. #Short #Trading #AI
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:04 AM
$FSLY 3. The AI "Edge" Hype is Thin Fastly is riding the AI wave because of its Edge Computing capabilities, but competition from Cloudflare ($NET) and Akamai is eating into their margins. Fastly’s revenue growth (23%) is respectable but doesn't support a parabolic 3x move in four months. This is a "multiple expansion" trade, not a fundamental one. 4. Technical Exhaustion & The $25 Gap The stock has gone vertical. On any technical chart, the RSI (Relative Strength Index) is screaming "Oversold." * There is a massive unfilled gap down at $25. The market has a "magnetic" tendency to return to these price levels to balance the order books. A move back to $25 would be a 25% crash from here.
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:02 AM
$FSLY The Bear Case (The Deep Dive): 1. Massive Overvaluation (The "Simply Wall St" Factor) While the market is pricing Fastly as an AI deity, the fundamental valuation models (DCF) place the stock's intrinsic value closer to $18. At current levels (~$33.50), you are paying a massive premium for growth that isn't scaling fast enough to justify a 5B+ market cap. 2. The CEO Red Flag Watch the hands, not the mouth. CEO Kip Compton sold over $1.2M worth of shares in March 2026. While the company beats on non-GAAP earnings, the leadership is taking chips off the table at these highs. When the captain starts offloading personal equity during a "moon mission," it’s time to check the lifeboats.
0 · Reply
uSarracino
uSarracino Apr. 5 at 1:01 AM
$FSLY is the ultimate overbought play of 2026. Up 228% YTD on pure AI hype, yet trading 80% above its fair value. Insiders are cashing out while retail is FOMOing in. The gap at $25 is screaming to be filled. The crash isn't a matter of 'if', but 'when'—and 'when' is likely this April."
0 · Reply
UsingAGodAlgorithm
UsingAGodAlgorithm Apr. 4 at 3:41 AM
$PTON posted this at $110, today $5 (-95% from post) Now we see something similar, a top, happening on new names. $TDOC $FSLY $CHWY $APPS
1 · Reply
UsingAGodAlgorithm
UsingAGodAlgorithm Apr. 4 at 3:39 AM
$FSLY -53% from post. Will not return to those prices. We got this so correct long term. We are the best on here as far as we have seen. Check our profile. Also called out $GPS.X $GAP $W $SOXL
0 · Reply
TechridyStocks
TechridyStocks Apr. 3 at 11:09 PM
$FSLY not overpriced based on book value and now is profitable. Big growth incoming. Chart gives you the clues like $AAOI
0 · Reply
TechridyStocks
TechridyStocks Apr. 3 at 10:52 PM
$FSLY this is going to $100 by eoy - chart, forward PE, and book value are extremely intriguing. New woman CFO. @howardlindzon this is the next one to go hard.
1 · Reply
NasdaqPulse
NasdaqPulse Apr. 3 at 12:51 PM
Most of the year’s pressure has been hitting tech hard, but the story isn’t uniform. 👉Click to view @NasdaqPulse for timely updates amid the volatility. A handful of names are still holding up — especially in memory — with $SNDK and $MU showing relative strength versus broader indices. And this isn’t just isolated strength. The ripple effect could expand. Segments tied to photonics and advanced semis are quietly outperforming, opening the door for names like $MRVL, $FSLY, and $ON to join the move if momentum continues. Rotations like this don’t happen by accident — they signal where capital is starting to flow next. While headlines focus on weakness, smart money is already positioning for the next leadership group. Follow the strength, not the noise.
0 · Reply
FAF_314
FAF_314 Apr. 3 at 2:13 AM
$FSLY but before I leave, I leave you with one thing. Was that a sling shot, or was that a sling shot?? Pulled back and LAUNCHED!
0 · Reply
FAF_314
FAF_314 Apr. 3 at 2:07 AM
$FSLY I'll chalk this up for a win......again. If some of y'all would stop running your mouths, you'd learn something from an OG. Stay stooped, makes no difference to me. I still keep winning 😘🤑 see y'all Monday
0 · Reply
FAF_314
FAF_314 Apr. 3 at 1:30 AM
$FSLY up 15% ...... Imagine if anyone even listened to you. 🤣🤣🤣🫵🤡
0 · Reply
FAF_314
FAF_314 Apr. 3 at 12:59 AM
$FSLY fr
1 · Reply
ripster47
ripster47 Apr. 3 at 12:58 AM
Live Trade Guidance By Tenet Member in Trading Floor $MU $INTC & $FSLY Watch the video to learn how to trade this repeatable pattern 🎯 https://x.com/i/status/2039855523957182840
0 · Reply
mohamettarik
mohamettarik Apr. 2 at 11:54 PM
$FSLY I hate pumping stocks, wake up, it is being traded at, 6.8x of 2026 revenues guidance.. It is higher than current value by 130%... Guys be careful, congratulations for who waited long this moment, but remember insiders sold at $20 massively not one time, multiple sales.
0 · Reply