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Upturn AI SWOT - About
FSLY 
Fastly Inc (FSLY)
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Upturn Advisory Summary
09/15/2025: FSLY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $7.67
1 Year Target Price $7.67
| 0 | Strong Buy |
| 0 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -35.96% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.14B USD | Price to earnings Ratio - | 1Y Target Price 7.67 |
Price to earnings Ratio - | 1Y Target Price 7.67 | ||
Volume (30-day avg) 10 | Beta 1.24 | 52 Weeks Range 4.65 - 12.08 | Updated Date 09/15/2025 |
52 Weeks Range 4.65 - 12.08 | Updated Date 09/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.03 |
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 -25.85% | Operating Margin (TTM) -24.56% |
Management Effectiveness
Return on Assets (TTM) -5.89% | Return on Equity (TTM) -15.34% |
Valuation
Trailing PE - | Forward PE 256.41 | Enterprise Value 1228459000 | Price to Sales(TTM) 2 |
Enterprise Value 1228459000 | Price to Sales(TTM) 2 | ||
Enterprise Value to Revenue 2.15 | Enterprise Value to EBITDA -18.37 | Shares Outstanding 147400000 | Shares Floating 136451128 |
Shares Outstanding 147400000 | Shares Floating 136451128 | ||
Percent Insiders 7.49 | Percent Institutions 68.77 |
Upturn AI SWOT
Fastly Inc
Company Overview
History and Background
Fastly Inc. was founded in 2011. It initially focused on providing content delivery network (CDN) services, evolving to offer a broader range of edge cloud platform solutions. Significant milestones include its IPO in 2019 and subsequent expansions into security and edge computing.
Core Business Areas
- Edge Cloud Platform: Fastly provides a programmable edge cloud platform designed for high performance, security, and control. This includes CDN, security, and edge compute functionalities.
Leadership and Structure
Key leaders include CEO Todd Nightingale and other executive team members. The organizational structure comprises engineering, sales, marketing, and finance departments.
Top Products and Market Share
Key Offerings
- CDN: Fastly's Content Delivery Network accelerates the delivery of web content by caching it at edge servers closer to users. Competitors include Akamai (AKAM), Cloudflare (NET), and Amazon CloudFront (AMZN). Market share data varies, but Fastly is a significant player. Revenue contribution is substantial, forming a core part of their overall revenue.
- Edge Compute: Fastly provides serverless computing capabilities at the edge, enabling developers to run code closer to users for low-latency applications. Competitors include AWS Lambda@Edge (AMZN), Cloudflare Workers (NET), and Akamai EdgeWorkers (AKAM).
- Security: Fastly offers security solutions, including Web Application Firewall (WAF), DDoS protection, and bot detection, to protect websites and applications from malicious attacks. Competitors include Akamai (AKAM), Cloudflare (NET), and Imperva (IMPV).
Market Dynamics
Industry Overview
The CDN and edge computing market is experiencing rapid growth driven by the increasing demand for faster and more secure online experiences. The industry is competitive, with established players and emerging startups.
Positioning
Fastly is positioned as a performance-focused edge cloud platform provider, emphasizing speed, security, and developer control. Their competitive advantages include a highly programmable platform and strong relationships with developers.
Total Addressable Market (TAM)
The total addressable market for edge computing is estimated to be hundreds of billions of dollars. Fastly is positioned to capture a portion of this TAM through its platform offerings.
Upturn SWOT Analysis
Strengths
- High-performance edge cloud platform
- Strong developer focus
- Programmability and control
- Security solutions
Weaknesses
- Smaller market share compared to larger competitors
- Reliance on a few large customers
- History of occasional outages negatively impacting revenue
- Lower profitability compared to other SaaS
Opportunities
- Expanding edge computing market
- Growing demand for security solutions
- Partnerships and integrations
- Geographic expansion
Threats
- Intense competition
- Economic downturn
- Security breaches
- Dependence on network infrastructure of providers.
Competitors and Market Share
Key Competitors
- Akamai (AKAM)
- Cloudflare (NET)
- Amazon (AMZN)
Competitive Landscape
Fastly competes with larger, more established players. It differentiates itself through its performance, programmability, and developer focus.
Major Acquisitions
Signal Sciences
- Year: 2020
- Acquisition Price (USD millions): 775
- Strategic Rationale: Acquisition of Signal Sciences expanded Fastly's security capabilities with a modern web application firewall.
Growth Trajectory and Initiatives
Historical Growth: Fastly experienced rapid revenue growth in its early years, slowing more recently.
Future Projections: Analysts project continued revenue growth for Fastly, but profitability remains a key challenge.
Recent Initiatives: Fastly has focused on expanding its security offerings, improving its platform, and investing in sales and marketing.
Summary
Fastly shows great innovation in the CDN sector but is a very risky investment due to it not being profitable and having a lower market share than all its competitors. What is working well for it is it's edge security solutions. However, it needs to look out for the future of how to become profitable as its cash flow is negative and revenue growth is not sustainable for a publicly held company. It's financial sustainability is heavily dependent on future innovation, profitability, and market share gains.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Industry publications
- Third-party market research reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data and estimates are subject to change.
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
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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