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Upturn AI Summary - About
Fastly, Inc. Class A Common Stock(FSLY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FSLY
10/26/2026: FSLY (1-star) is currently NOT-A-BUY. Pass it for now.
Fastly is a developer-centric provider of edge computing, content delivery, and security services. Its main strength lies in a highly programmable platform that appeals to high-traffic, technically sophisticated enterprises. The primary investment story centers on the company's transition to a profitable growth model while expanding its security and serverless computing offerings. However, Fastly faces significant risks, including intense competition from massive hyperscale cloud providers, heavy customer concentration, and ongoing path-to-profitability execution challenges. This stock may suit growth-oriented investors with a high risk tolerance who are willing to monitor the company’s quarterly progress toward margin improvement and product adoption.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Fastly operates in the expanding edge computing sector with a focus on scaling its platform. |
| Momentum investor | Mixed fit | Momentum is highly dependent on the company's ability to demonstrate consistent path-to-profitability and revenue growth. |
| Value investor | Weak fit | The company is not currently valued based on traditional value metrics like P/E ratios due to ongoing lack of consistent earnings. |
| Dividend investor | Weak fit | Fastly does not pay a dividend, prioritizing capital reinvestment. |
| Low-risk investor | Weak fit | High price volatility and competitive threats make this an unsuitable choice for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is susceptible to significant price swings based on earnings reports and market sentiment. |
| Valuation risk | Medium / high | Investors face risk if growth does not justify current valuation multiples. |
| Competition risk (Hyperscalers) | High | Major cloud providers can bundle services that compete directly with Fastly's core offerings. |
| Business quality | Medium | The company has strong technology but has yet to prove consistent, scalable profitability. |
| Dividend income | Low / none | There is no dividend income to provide a buffer against stock price declines. |
| Execution risk | Medium / high | Operational success depends on scaling products like Compute@Edge effectively. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -48.23% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/26/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.89B USD | Price to earnings Ratio - | 1Y Target Price 28.55 |
Price to earnings Ratio - | 1Y Target Price 28.55 | ||
Volume (30-day avg) 7.3M shares | Beta 0.31 | 52 Weeks Range 7.87 - 34.82 | Updated Date 10/25/2026 |
52 Weeks Range 7.87 - 34.82 | Updated Date 10/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.53 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Platform Revenue | Fees from content delivery, security, and edge computing usage. | Fastly charges customers based on their usage of the platform for delivery and security. |
| Geography | Revenue generated primarily from North America, with expanding operations globally. | The US market remains the primary source of revenue for the company. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 303.03 | Enterprise Value 1.42B | Price to Sales(TTM) 5.66 |
Enterprise Value 1.42B | Price to Sales(TTM) 5.66 | ||
Enterprise Value to Revenue 2.49 | Enterprise Value to EBITDA -18.37 | Shares Outstanding 159.30M | Shares Floating 152.47M |
Shares Outstanding 159.30M | Shares Floating 152.47M | ||
Percent Insiders 4.53 | Percent Institutions 95.16 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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