Fastly, Inc. FSLY R2KR3KAITECH
Company Overview
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. The company offers network services to speed up and optimize the delivery of web and application traffic; content delivery network, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, programmatic control, content compression, reliability features, fanout, domainr, modern protocols and performance services; staging environment; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, cache reservation, and media shield. It also provides security solutions, such as DDoS protection, next-gen WAF, bot management, API and ATO protection, advanced rate limiting, privacy, and compliance services; load balancing; image optimization; and origin connect. In addition, the company offers professional services comprising managed and response security services; managed CDN; and support plans services. It serves customers operating in ecommerce, streaming media, gaming, digital publishing, and high tech to financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Why Investors Should Care
Revenue has grown at a 29.0% CAGR over the past five years.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $624.02M (+14.8% YoY); net profit $-121.68M.
- Trailing 12 Months Year-on-year growth — revenue +23.3%.
- 5-Year Trend Long-term compounding — revenue CAGR 29.0%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 29.01% |
| 1 Year: | 23.30% |
Stock Price Performance
| 1 Year: | +184.39% |
| 6 Months: | +2.23% |
| 3 Months: | +13.95% |
| 1 Month: | -9.22% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
Fastly operates an edge-cloud platform for delivering, securing and computing applications close to users — infrastructure relevant to AI-driven experiences.
Edge content delivery, compute and security for fast, secure digital experiences.
- Edge compute Fastly's edge platform runs logic and AI-adjacent workloads close to users for low latency.
- Security at the edge Web-application and API security protect applications and AI services.
- Developer platform Programmable edge tools let developers build fast, secure experiences.
- Edge-cloud platform relevant to low-latency AI delivery and security.
- Improving revenue growth (~20%) as the platform expands.
- Loss-making with intense competition (Cloudflare, Akamai).
- Customer concentration and consumption volatility are key risks.
Curated from public filings and analyst commentary; figures are illustrative.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 29.0% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading 38.5% below its 52-week high.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FSLY Fastly, Inc. R2KR3KAITECH | 20.59 | -38.85 | $3.28B | 0.00% | -9.08% | -8.39% | 29.01% | - |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 230.36 | 35.28 | $5.58T | 0.46% | 74.66% | 114.29% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 319.97 | 36.69 | $4.67T | 0.35% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 499.70 | 27.85 | $3.71T | 0.73% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 426.34 | 37.46 | $2.21T | 0.91% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 357.90 | 59.55 | $1.70T | 0.62% | 16.70% | 37.28% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 1,016.59 | 22.97 | $1.15T | 0.06% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 477.57 | 122.14 | $779.62B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,714.88 | 58.49 | $658.69B | 0.53% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2018 | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 34.45M | 36.82M | 45.56M | 46.17M | 49.80M | 62.92M | 74.66M | 70.64M | 84.85M | 85.03M | 86.73M | 102.38M | 102.52M | 108.50M | 117.56M | 122.83M | 127.82M | 133.52M | 132.37M | 137.21M | - | 144.47M | 148.71M | 158.22M | 172.61M | 173.02M | 183.32M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 67.68M | 67.59M | 65.89M | 66.65M | 64.84M | - |
| Gross Profit | 18.75M | 20.11M | 25.84M | 25.39M | 27.50M | 35.66M | 44.97M | 41.35M | 47.36M | 44.71M | 45.49M | 48.47M | 46.05M | 52.68M | 60.25M | 64.21M | 66.09M | 73.23M | 72.90M | 74.74M | - | 76.80M | 81.12M | 92.33M | 105.96M | 108.18M | 115.95M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 114.98M | 117.64M | 121.12M | 121.05M | 132.08M | - |
| Operating Income | -5.45M | -7.72M | -8.08M | -11.68M | -12.76M | -11.98M | -14.44M | -23.45M | -49.96M | -57.47M | -54.93M | -63.00M | -68.97M | -65.77M | -47.27M | -49.83M | -58.34M | -46.26M | -46.73M | -40.59M | - | -38.18M | -36.53M | -28.79M | -15.09M | -23.89M | -14.43M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -15.22M | -13.98M | -5.37M | 5.92M | -7.18M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.17M | 3.16M | 3.16M | 3.20M | 3.31M | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -38.46M | -36.98M | -28.92M | -14.82M | -24.65M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 691.00K | 557.00K | 559.00K | 681.00K | -4.13M | - |
| Net Income | -5.84M | -8.49M | -9.73M | -15.59M | -12.16M | -11.99M | -14.46M | -23.78M | -50.68M | -58.30M | -56.20M | -64.26M | -16.44M | -63.42M | -44.69M | -10.70M | -54.31M | -43.43M | -43.73M | -38.02M | - | -39.15M | -37.54M | -29.48M | -15.51M | -20.52M | -15.59M |
| Diluted EPS | - | - | - | - | - | - | -0.14 | -0.22 | -0.44 | -0.51 | -0.48 | -0.54 | -0.14 | -0.52 | -0.36 | -0.08 | -0.42 | -0.32 | -0.32 | -0.27 | - | -0.27 | -0.26 | -0.20 | -0.10 | -0.13 | -0.10 |
| R&D Expense | 8.10M | 9.23M | 10.18M | 11.24M | 12.12M | 14.30M | 16.66M | 18.27M | 28.99M | 30.35M | 32.53M | 40.44M | 38.72M | 38.96M | 37.43M | 37.42M | 39.07M | 38.25M | 35.11M | 31.88M | - | 37.43M | 42.22M | 41.42M | - | 41.97M | 42.07M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 104.90M | 144.56M | 200.46M | 290.87M | - | 432.73M | 505.99M | 543.68M | 624.02M |
| Cost of Revenue | - | - | - | - | - | 222.94M | 239.66M | 247.74M | 267.81M |
| Gross Profit | 56.23M | 79.06M | 112.14M | 170.87M | - | 209.78M | 266.33M | 295.94M | 356.20M |
| Operating Expenses | - | - | - | - | - | 455.98M | 460.04M | 449.99M | 474.79M |
| Operating Income | -31.03M | -29.14M | -46.55M | -107.21M | - | -246.20M | -193.71M | -154.05M | -118.58M |
| EBITDA | - | - | - | - | - | -120.48M | -57.23M | -79.07M | -28.64M |
| Interest Expense | - | - | - | - | - | 5.89M | 4.05M | 2.75M | 12.70M |
| Pretax Income | - | - | - | - | - | -190.68M | -133.31M | -155.45M | -119.19M |
| Tax Provision | - | - | - | - | - | 94.00K | -221.00K | 2.60M | 2.49M |
| Net Income | -32.45M | -30.93M | -51.55M | -95.93M | - | -190.77M | -133.09M | -158.06M | -121.68M |
| Diluted EPS | - | - | -0.75 | -0.93 | - | -1.57 | -1.03 | -1.14 | -0.83 |
| R&D Expense | 28.99M | 34.62M | 46.49M | 74.81M | 126.86M | 155.31M | 152.19M | 137.98M | 162.66M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 162.75M | 320.97M | 1.22B | 2.16B | 1.90B | 1.53B | 1.45B | 1.50B |
| Total Equity | -78.25M | -107.01M | -131.93M | 257.65M | 1.06B | 1.01B | 955.16M | 979.49M | 965.25M | 929.58M |
| Cash & Equivalents | - | 31.31M | 36.96M | 16.14M | 62.90M | 166.07M | 143.39M | 107.92M | 286.18M | 180.56M |
| Long Term Debt | - | - | - | 20.08M | 0 | 933.21M | 704.71M | 343.51M | 337.61M | 323.28M |
| Total Liabilities | - | - | 75.10M | 63.32M | 158.09M | 1.15B | 940.96M | 545.70M | 486.11M | 569.90M |
| Current Liabilities | - | - | 31.75M | 37.12M | 94.09M | 131.87M | 152.32M | 147.69M | 104.46M | 194.00M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -25.86M | -16.98M | -31.30M | -19.92M | -38.48M | -69.63M | 362.00K | 16.41M | 94.44M |
| Investing Cash Flow | -15.78M | -47.11M | -87.68M | -275.02M | -794.51M | 235.75M | 294.94M | 178.90M | -213.03M |
| Financing Cash Flow | 55.41M | 69.64M | 168.15M | 272.74M | 936.55M | -189.15M | -331.38M | -17.10M | 12.76M |
| Capital Expenditure | -12.10M | -16.70M | -14.61M | -29.57M | -34.82M | -19.98M | -10.98M | -10.33M | -28.69M |
| Free Cash Flow | -37.96M | -33.69M | -45.91M | -49.48M | -73.30M | -89.61M | -10.61M | 6.08M | 65.75M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 53.6% | 54.7% | 55.9% | 58.7% | - | 48.5% | 52.6% | 54.4% | 57.1% |
| Operating Margin % | -29.6% | -20.2% | -23.2% | -36.9% | - | -56.9% | -38.3% | -28.3% | -19.0% |
| Net Margin % | -30.9% | -21.4% | -25.7% | -33.0% | - | -44.1% | -26.3% | -29.1% | -19.5% |
| ROE % | 30.3% | 23.4% | -20.0% | -9.0% | - | -20.0% | -13.6% | -16.4% | -13.1% |
| ROCE % | - | -22.2% | -16.4% | -9.5% | - | -14.1% | -14.1% | -11.4% | -9.1% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 10.19% | 15.22M | $350.74M |
| 2 | FMR, LLC | 7.96% | 11.89M | $274.00M |
| 3 | Vanguard Portfolio Management LLC | 6.57% | 9.81M | $226.13M |
| 4 | Capital World Investors | 5.51% | 8.23M | $189.58M |
| 5 | First Trust Advisors LP | 5.14% | 7.68M | $176.97M |
| 6 | Shaw D.E. & Co., Inc. | 4.43% | 6.62M | $152.45M |
| 7 | Vanguard Capital Management LLC | 4.23% | 6.31M | $145.49M |
| 8 | Two Sigma Investments, LP | 4.06% | 6.06M | $139.68M |
| 9 | Penserra Capital Management LLC | 3.09% | 4.62M | $106.49M |
| 10 | Legal & General Group PLC | 2.92% | 4.37M | $100.60M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for FSLY
FSLY Stock Hits 52-Week High, Soaring Past Street Estimates — Retail Flags Caution Over Insider Sales - Stocktwits
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Fastly (FSLY) Down 6.9% Since Last Earnings Report: Can It Rebound? - Yahoo Finance
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FSLY Stock Crashes 25% Despite Strong Earnings, Forecast Raise: Retail Sees Long-Term Potential - Stocktwits
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Fastly (FSLY) Is Down 10.6% After AI-Driven Outlook Raise And Margin Gains - Has The Bull Case Changed? - simplywall.st
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Fastly CEO Compton sells $193,132 in FSLY shares - Investing.com
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Charles Lacey Compton III Sells 55,579 Shares of Fastly (NASDAQ:FSLY) Stock - marketbeat.com
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FSLY — Frequently Asked Questions
What is the current share price of Fastly, Inc. (FSLY)?
As of 2026-09-07 16:24 PDT, Fastly, Inc. (FSLY) trades at $20.59 on NasdaqGS. Its 52-week range is $6.91 to $33.50.
What is the market capitalisation of FSLY?
Fastly, Inc. (FSLY) has a market capitalisation of $3.28B on NasdaqGS.
What is the P/E ratio of FSLY?
FSLY trades at a trailing price-to-earnings (P/E) ratio of -38.85. The industry average P/E is 32.42. Its price-to-book (P/B) ratio is 3.69.
What is the return on equity (ROE) of FSLY?
FSLY has a return on equity (ROE) of -8.39%. Its return on capital employed (ROCE) is -9.08%.
Is FSLY a good stock to buy?
This page provides a data-driven analysis of Fastly, Inc. (FSLY), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.