Technology
Fastly, Inc.(FSLY)
Live Price
Offline$17.17
-4.08% today
1Y Change
+150.66%
Window
Jun 25, 2025 โ Jun 22, 2026
- Market Cap
- $4.94B
- Revenue Growth
- +14.8%
- EPS Growth
- +27.2%
- Dividend Yield
- 0.0%
Coverage: 248 bars ยท Jun 25, 2025 โ Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Fastly, Inc. (FSLY) is a Technology stock with a market cap of $4.94B and listed on NASDAQ. The stock last traded around $17.17 and up 150.7% across the available one-year price window (Jun 25, 2025 โ Jun 22, 2026). Baseline metrics include revenue growth of +14.8%, EPS growth of +27.2%, a dividend yield of 0.0%. What stands out right now is revenue +14.8%, EPS +27.2%, free cash flow +416.0% with operating margin -15.9% and ROIC -7.4%. Valuation sits in the middle of the pack at price/sales 7.6. Stock Foundry combines FSLY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+14.8% vs +11.9% peer median
Operating Margin
Below sector median
-15.9% vs +22.0% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +14.8% and EPS at +27.2%, with operating margin around -15.9%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +33.2% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | โ | -38.2% | -42.0% | -36.9% |
2026 Feb 11, 2026 | +100.0% | +72.3% | +94.1% | +160.2% |
2025 Nov 5, 2025 | +22.0% | +35.9% | +47.5% | +42.8% |
Benchmark Edge
FSLY vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
FSLY
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
FSLY Max Drawdown
-51.28%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for FSLY and SPY.
Company Overview
Fastly, Inc.
NASDAQ Global Select
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. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and 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.
- Leadership
- Charles Compton
- IPO Date
- May 17, 2019
- Employees
- 1.1k
- Street Address
- 475 Brannan Street
- Mailing
- San Francisco, CA, 94107
- Region
- San Francisco, CA, US
- Reporting Currency
- USD
- Investor Line
- 844 432 7859
- Last Updated
- Apr 29, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- โ
- Price/Sales
- 7.6
- Price/Book
- 5.0
Growth
- Revenue
- +14.8%
- EPS
- +27.2%
- Free Cash Flow
- +416.0%
Profitability
- Gross Margin
- 58.7%
- Operating Margin
- -15.9%
- Net Margin
- -15.8%
- ROE
- -10.9%
- ROIC
- -7.4%
Balance Sheet
- Debt/Equity
- 0.08
- Current Ratio
- 3.00
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.