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FSLY 
Fastly, Inc. Class A Common Stock (FSLY)
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Upturn Advisory Summary
12/23/2025: FSLY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $10.93
1 Year Target Price $10.93
| 0 | Strong Buy |
| 0 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -48.55% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/23/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.66B USD | Price to earnings Ratio - | 1Y Target Price 10.93 |
Price to earnings Ratio - | 1Y Target Price 10.93 | ||
Volume (30-day avg) 10 | Beta 0.97 | 52 Weeks Range 4.65 - 12.59 | Updated Date 12/23/2025 |
52 Weeks Range 4.65 - 12.59 | Updated Date 12/23/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.96 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -23.49% | Operating Margin (TTM) -18.2% |
Management Effectiveness
Return on Assets (TTM) -5.84% | Return on Equity (TTM) -14.59% |
Valuation
Trailing PE - | Forward PE 71.43 | Enterprise Value 1666070000 | Price to Sales(TTM) 2.81 |
Enterprise Value 1666070000 | Price to Sales(TTM) 2.81 | ||
Enterprise Value to Revenue 2.81 | Enterprise Value to EBITDA -18.37 | Shares Outstanding 149400000 | Shares Floating 139243788 |
Shares Outstanding 149400000 | Shares Floating 139243788 | ||
Percent Insiders 6.93 | Percent Institutions 73.23 |
Upturn AI SWOT
Fastly, Inc. Class A Common Stock
Company Overview
History and Background
Fastly, Inc. was founded in 2011 by Artur Bergman. It has since become a prominent player in the edge cloud platform market, evolving from a CDN provider to offering a broader suite of services that include compute, security, and observability. A significant milestone was its Initial Public Offering (IPO) in May 2019.
Core Business Areas
- Edge Compute: Provides a serverless platform for developers to run code at the network edge, closer to end-users, improving application performance and responsiveness.
- Content Delivery Network (CDN): A foundational service that caches and delivers web content from servers geographically closer to users, reducing latency and improving load times.
- Security Services: Offers services like Web Application Firewall (WAF), DDoS mitigation, and Bot Mitigation to protect applications and APIs from online threats.
- Observability: Provides tools and insights into application performance and network traffic, enabling developers to monitor, debug, and optimize their services.
Leadership and Structure
Fastly is led by a management team responsible for its strategic direction and operational execution. As a publicly traded company, it has a Board of Directors overseeing corporate governance. The organizational structure is typical for a technology company, with departments focused on engineering, product, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- CDN Services: Fastly's core Content Delivery Network provides fast and reliable delivery of web assets to users worldwide. Competitors include Akamai Technologies, Cloudflare, and Amazon CloudFront. While specific market share for individual products is proprietary, Fastly is a significant player in the enterprise CDN space. In 2023, Fastly reported that its network served over 300 billion requests per day.
- Compute@Edge: This serverless compute platform allows developers to run custom logic at the edge. It's a key differentiator for Fastly. Competitors include Cloudflare Workers and AWS Lambda@Edge. The adoption rate is growing, with a significant increase in workloads processed by Compute@Edge year-over-year.
- Web Application Firewall (WAF): Fastly's WAF protects against common web exploits. Competitors include Cloudflare, Akamai, and Imperva. Revenue from security services has been a growing component of Fastly's overall business.
Market Dynamics
Industry Overview
Fastly operates in the rapidly growing edge computing and cloud networking industry. This sector is driven by increasing demand for low-latency applications, real-time data processing, and enhanced online security. Trends include the proliferation of IoT devices, the rise of AI/ML at the edge, and the need for more distributed and resilient infrastructure.
Positioning
Fastly is positioned as an edge cloud platform provider, differentiating itself through its programmable edge capabilities (Compute@Edge) and a developer-centric approach. Its strengths lie in its modern architecture and ability to offer a flexible, extensible platform for a wide range of use cases, including streaming, gaming, and e-commerce.
Total Addressable Market (TAM)
The edge computing market is projected to grow significantly, with estimates varying but generally in the hundreds of billions of dollars annually within the next few years. Fastly is well-positioned to capture a substantial portion of this TAM by offering a comprehensive suite of edge services that cater to enterprise needs for performance, security, and programmability.
Upturn SWOT Analysis
Strengths
- Innovative edge compute platform (Compute@Edge)
- Modern and highly programmable network architecture
- Strong focus on developer experience
- Growing portfolio of security and observability services
- Reputation for high performance and reliability
Weaknesses
- Smaller market share compared to larger, more established players
- Reliance on a few large customers for a significant portion of revenue
- Profitability challenges and history of net losses
- Intense competition in the CDN and edge markets
Opportunities
- Expansion into new markets and verticals
- Leveraging AI/ML trends for edge deployments
- Increased adoption of serverless and edge computing
- Strategic partnerships and acquisitions to broaden service offerings
- Growth in video streaming and gaming industries
Threats
- Aggressive pricing and innovation from competitors
- Economic downturns impacting enterprise IT spending
- Changes in internet architecture or regulations
- Security breaches or major service disruptions
- Talent acquisition and retention in a competitive tech landscape
Competitors and Market Share
Key Competitors
- Akamai Technologies (AKAM)
- Cloudflare, Inc. (NET)
- Amazon.com, Inc. (AMZN) - AWS CloudFront
- Microsoft Corporation (MSFT) - Azure CDN
Competitive Landscape
Fastly competes in a highly competitive market. Its advantages include its developer-friendly, programmable edge, and modern architecture. However, it faces challenges from larger, more established players with broader product portfolios and deeper financial resources. The key for Fastly is to continue differentiating with its edge compute capabilities and customer-centric solutions.
Major Acquisitions
Signal Sciences
- Year: 2020
- Acquisition Price (USD millions): 775
- Strategic Rationale: Acquisition of Signal Sciences significantly bolstered Fastly's security capabilities, particularly in Web Application Firewall (WAF) and API security, integrating advanced threat detection and mitigation into its edge platform.
Hubert
- Year: 2022
- Acquisition Price (USD millions): 320
- Strategic Rationale: Acquisition of Hubert (formerly Panoply) aimed to enhance Fastly's data observability and analytics capabilities, allowing customers to gain deeper insights from their edge data.
Growth Trajectory and Initiatives
Historical Growth: Fastly has shown strong historical revenue growth, driven by increasing adoption of its edge cloud platform and expansion of its customer base. The company has consistently focused on product innovation and scaling its infrastructure to meet growing demand.
Future Projections: Analyst estimates generally project continued revenue growth for Fastly, driven by the expansion of edge computing and its competitive positioning. Profitability is a key area of focus, with expectations for improvement over time as the company achieves greater scale.
Recent Initiatives: Fastly has been actively investing in its platform, including enhancements to Compute@Edge, expanding its security offerings, and improving its observability tools. Recent efforts have also focused on optimizing customer acquisition costs and driving efficiency.
Summary
Fastly is a growing edge cloud platform provider with a strong focus on developer innovation and programmable edge capabilities. Its consistent revenue growth and robust product development are positive indicators. However, the company faces significant competition and ongoing challenges in achieving profitability. Investors will watch its ability to expand its customer base and improve its financial performance while navigating the dynamic edge computing landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Fastly, Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial news and analysis websites (e.g., Yahoo Finance, Seeking Alpha)
- Industry research reports on edge computing and CDN markets
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data presented is based on publicly available information and may be subject to change. Market share data is estimated and may not be precise. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fastly, Inc. Class A Common Stock
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2019-04-19 | CEO & Director Mr. Charles Compton | ||
Sector Technology | Industry Software - Application | Full time employees 1100 | Website https://www.fastly.com |
Full time employees 1100 | Website https://www.fastly.com | ||
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 acceleration, origin shield, instant purge, surrogate keys, programmatic control, content compression, reliability features, fanout, domainr, privacy, and modern protocols and performance services; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, and media shield. It also provides security solutions, such as DDoS protection, next-gen WAF, bot management, API and ATO protection, advanced rate limiting, privacy, and compliance services; load balancing; image optimization; transport layer security (TLS), platform TLS, and certainly; compute: observability; and origin connect. In addition, the company offers professional services comprising managed and response security services; managed CDN; and support plans services. It serves customers operating in digital publishing, media, technology, online education, 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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