Stock AnalizFastly, Inc. FSLY
Computer Software: Prepackaged Software · data as of November 13, 2026
Fastly, Inc. (FSLY) is a technology company listed in the US with a market value of about $2.7B. In the twelve months to September 30, 2026 it had revenue of $719M and net income of -$63M, a net margin of -8.7%.
Its overall Stock Analiz score is 1.6 out of 5 (weak). The strongest part is future growth (4/5); the weakest is value (0/5).
Key numbers: a price to free cash flow of 47.2, 5-year revenue growth of 16% a year, a 5-year average ROIC of -10%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 80% below the current price.
Score: 1.6 / 5
Checks passed
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- More cash than debt, or low debt to equity
- Positive free cash flow
- Liabilities below 60% of assets
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
Valuation
Growth and quality
Financials, last 9 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $719M | $624M | $544M | $506M | $433M | $354M | $291M | $200M | $145M | $105M |
| Net income | -$63M | -$122M | -$158M | -$133M | -$191M | -$223M | -$96M | -$52M | -$31M | -$32M |
| Free cash flow | $57M | $66M | $6M | -$11M | -$90M | -$73M | -$49M | -$46M | -$34M | -$38M |
| EPS (diluted) | $-0.40 | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | $-1.27 | $-1.39 |
| Net margin | -8.7% | -19.5% | -29.1% | -26.3% | -44.1% | -62.8% | -33.0% | -25.7% | -21.4% | -30.9% |
| ROIC | — | -6.9% | -9.7% | -14.1% | -11.1% | -8.6% | -8.5% | -10.9% | — | — |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 11 analysts is $24.73, 49% above the current price; targets range from $17.00 to $35.00; the consensus rating is “Buy”; expected EPS is $0.63 for the fiscal year ending December 31, 2026.
Frequently asked questions
Is Fastly stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 80% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Fastly pay a dividend?
Not currently.
Is Fastly a good stock to buy?
We do not give buy or sell advice. Fastly scores 1.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.