Fastly: Why Margin Convergence With Cloudflare Justifies A Multiple Re-Rating [Seeking Alpha]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Source: Seeking Alpha
FSLY's edge architecture offers superior latency and logic capabilities versus AWS, supporting its competitive positioning in a specialized niche. Security vertical revenue grew 32% YoY, fueling net retention rate expansion to 110%, but future growth may slow as cross-selling saturates. Despite slower growth than Cloudflare, FSLY trades at a significant EV/Sales discount, offering 43–114% potential upside if re-rated to peer multiples. J Studios/DigitalVision via Getty Images This is my first coverage on Fastly ( FSLY ). In this article, I will discuss their business, their successful expansion of the security vertical, and the resulting margin expansion. Finally, I will cover the valuation and why I believe This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of FSLY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation f
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News
- Cloudflare's AI Edge Contracts Shift Growth Outlook Despite Rich Valuation [Yahoo! Finance]Yahoo! Finance
- Schellman CEO Avani Desai Named to 2026 Class of Henry Crown Fellows by the Aspen Institute [TheStreet.com]TheStreet.com
- Schellman CEO Avani Desai Named to 2026 Class of Henry Crown Fellows by the Aspen Institute [Yahoo! Finance]Yahoo! Finance
- Vanguard's VXF Captured 194% Over 10 Years While Holding Stocks the S&P 500 Ignores [Yahoo! Finance]Yahoo! Finance
- Q4 Rundown: Cloudflare (NYSE:NET) Vs Other Content Delivery Stocks [Yahoo! Finance]Yahoo! Finance
NET
Earnings
- 2/10/26 - Beat
NET
Sec Filings
- 4/2/26 - Form 4
- 4/1/26 - Form 144
- 3/30/26 - Form 4
- NET's page on the SEC website