NASDAQ · FSLY
Fastly, Inc.
Technology · Software - Application
$25.05▲ 0.50% ($0.13)today
As of 3:07 PM ET
Market cap
$3.92B
P/E
Valuation
Revenue & margin DCF
A cash-flow estimate wouldn't be reliable here
9 of 10 projected years produce negative free cash flow, so the model returns a negative enterprise value. A discounted-cash-flow valuation cannot be defended on those inputs, so it is not shown.
Starting margins use a cash-flow proxy. Review the reconciliation to reported operating earnings.
Data notes
Starting margins use a cash-flow proxy. Review the reconciliation to reported operating earnings.
- 10-yr revenue CAGR
- 11.3%
- Ending operating margin
- 0.0%
- Discount rate
- 7.6%
USD · TTM ending Jun 30, 2026 · Price used $25.05 · Price Sep 29, 7:07 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
What changed
The stock rose 183.74% over the last year. Revenue grew 20.35% over the trailing twelve months. Operating margin moved from -26.21% to -11.93%. Free cash flow grew 96.75% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 59th percentile of their historical P/S range.
What would invalidate this read
Operating margin is at -11.93%. Revenue grew 20.35% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
Fastly, Inc. offers an advanced edge cloud computing platform designed to efficiently manage, distribute, and safeguard client applications across a global footprint, including North America, the Asia Pacific region, Europe, and other international markets.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
6
Buy
11
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 4, 2026
Q3 FY26 · EPS est $0.12 · Revenue est $187.7M
View
Institutional Sentiment
Fastly, Inc. · FSLY
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.