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Fastly Inc

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Fastly Inc Logo
Fastly Inc
Price: 18.05 USD +8.67% Market Closed
Updated: Dec 4, 2023

Intrinsic Value

Valuation History
Fastly Inc

Historical Profit
Current Valuation
Price & Value Correlation
Value CAGR
Intrinsic Value History...

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Fundamental Analysis

2023-Q3 Earnings Call
Artifical Intelligence Analysis

Revenue Growth and Margin Improvements Expected
Revenue Growth and Margin Improvements Expected

The company reported an 18% year-over-year revenue growth to $127.8 million in Q3, hitting the higher end of its guidance. Signal Sciences (a segment in its portfolio) grew by 33% year-over-year. A small decline was observed in the net retention rate, but the customer base remains steady with low churn rates. The company's Remaining Performance Obligations (RPO) grew considerably by 43% year-over-year to $248 million. Nonetheless, Q3 saw a negative free cash flow of $19 million, driven by a modest dip in gross margins due to international bandwidth costs. Looking forward, the company raises its revenue guidance to $505 million to $509 million, indicating a 17% annual growth at the midpoint, alongside improvements in non-GAAP operating loss and net loss per share. Optimistically, a positive adjusted EBITDA is anticipated, contrasting the negative $32.9 million in 2022.


Balance Sheet Decomposition
Fastly Inc

Current Assets 552m
Cash & Short-Term Investments 428m
Receivables 98.6m
Other Current Assets 24.5m
Non-Current Assets 1.1B
Long-Term Investments 32.3m
PP&E 256m
Intangibles 738m
Other Non-Current Assets 62.7m
Current Liabilities 143m
Accounts Payable 5.7m
Accrued Liabilities 75.2m
Other Current Liabilities 62.4m
Non-Current Liabilities 529m
Long-Term Debt 477m
Other Non-Current Liabilities 52.1m
Fundamental Scores

FSLY Profitability Score
Profitability Due Diligence

Fastly Inc's profitability score is 29/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
ROIC is Increasing
Exceptional 3-Years Revenue Growth
Positive Revenue Growth Forecast

Fastly Inc's profitability score is 29/100. The higher the profitability score, the more profitable the company is.

FSLY Solvency Score
Solvency Due Diligence

Fastly Inc's solvency score is 49/100. The higher the solvency score, the more solvent the company is.

Short-Term Solvency
Low D/E
Long-Term Solvency
Positive Net Debt

Fastly Inc's solvency score is 49/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

FSLY Price Targets Summary
Fastly Inc

Wall Street analysts forecast FSLY stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for FSLY is 19.55 USD with a low forecast of 11.11 USD and a high forecast of 27.83 USD.

Price Target
11.11 USD
38% Downside
Price Target
19.55 USD
8% Upside
Price Target
27.83 USD
54% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape


FSLY Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
6 Months
9 Months
12 Months
Why is insider trading important?

Shareholder Return

FSLY Return Decomposition
Main factors of price return

What is price return decomposition?

FSLY Price
Fastly Inc

1M 1M
6M 6M
1Y 1Y
3Y 3Y
5Y 5Y
10Y 10Y
Annual Price Range
52w Low
52w High
Price Metrics
Average Annual Return 92.39%
Standard Deviation of Annual Returns 186.16%
Max Drawdown -94%
Shares Statistics
Market Capitalization 2.4B USD
Shares Outstanding 129 200 000
Percentage of Shares Shorted 8.16%


Last Video News
Fastly Inc

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Fastly Inc

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Sentiment Analysis
Fastly Inc

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Company Profile

Fastly Inc Logo
Fastly Inc


United States of America



Market Cap

2.4B USD

Dividend Yield



Fastly, Inc. provides real-time content delivery network services. The company is headquartered in San Francisco, California and currently employs 976 full-time employees. The company went IPO on 2019-05-17. The edge cloud is a category of infrastructure as a service (IaaS) that enables developers to build, secure, and deliver digital experiences, at the edge of the Internet. The firm has built a serverless edge cloud platform, designed from the ground up to be programmable and support agile software development. The company processes, serves, and secures its customers applications as close to their end-users as possible, at the edge of the Internet for performance and protection. Its edge cloud is a globally distributed, programmable platform designed for secure Web and application delivery. Its Points of Presence (POPs) reside between a customer's end-users and computing and data storage solutions, whether on-premises, in the cloud or a mixture of both. The firm's products include Edge Compute, Edge Delivery, Edge Security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery.


San Francisco
475 Brannan St. #300






Co-Founder, Exec. Chairman & Chief Architect
Mr. Artur Bergman
Chief Financial Officer
Mr. Ronald W. Kisling
Chief Revenue Officer
Mr. Brett Shirk
CEO & Director
Mr. Todd Nightingale
Chief Operations Officer
Mr. Bill Kaufmann
Chief Technology Officer
Mr. Tyler McMullen
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Head of IR
Mr. Vernon P. Essi Jr.
Chief Marketing Officer
Ms. Margaret Arakawa
VP of People
Ms. Erica Perkins
Chief People Officer
Ms. Puja Jaspal
Show Less

See Also

Discover More
What is the Intrinsic Value of one FSLY stock?

The intrinsic value of one FSLY stock under the Base Case scenario is 13.55 USD.

Is FSLY stock undervalued or overvalued?

Compared to the current market price of 18.05 USD, Fastly Inc is Overvalued by 25%.