Fastly: The Quant Score Says Buy, The Fundamentals Say Hold [Seeking Alpha]
Fastly, Inc. - Class A (FSLY)
Last fastly, inc. - class a earnings: 2/20 04:05 pm
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Source: Seeking Alpha
We see FSLY's valuation as stretched; trading at 7.9x trailing P/S, it sits between AKAM and NET on growth and multiples. AI Accelerator and semantic caching are pivotal to FSLY's 2026 growth strategy, but it must prove their material revenue impact. We rate FSLY a HOLD, as risk-reward hinges on execution of new products and current premium valuation. da-kuk/E+ via Getty Images Investment Thesis Fastly, Inc. ( FSLY ) is a San Francisco-based edge cloud platform. The stock did very well in FY2025, surging to highs of ~$35 for a roughly 600% move from its 52-week low. Last year was the company's first FSLY trades at 7.9x trailing P/S, above AKAM's ~4x but well below NET's ~27x, reflecting faster growth than AKAM but less than NET. FSLY's 2026 growth depends on AI Accelerator and semantic caching adoption, which must demonstrate meaningful revenue contribution over the next 12–18 months. Yes, no single customer now exceeds 10% of revenue; ByteDance's share has dropped be
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FSLY
News
- Fastly (FSLY) had its price target raised by Piper Sandler from $14.00 to $30.00. They now have a "neutral" rating on the stock.MarketBeat
- Fastly (FSLY) Shares Solid 2025 Progress at Raymond James Conference [Yahoo! Finance]Yahoo! Finance
- Fastly (FSLY) Climbs to 4-Year High on Appointment of Global Marketing Chief [Yahoo! Finance]Yahoo! Finance
- Fastly Appoints Joan Jenkins as Chief Marketing Officer to Accelerate Growth and Market LeadershipBusiness Wire
- Fastly: The Future Is Bright, But Watch For These Threats [Seeking Alpha]Seeking Alpha
FSLY
Earnings
- 2/11/26 - Beat
FSLY
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/19/26 - Form 4
- 3/18/26 - Form 144
- FSLY's page on the SEC website