Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
FSLY 
Fastly Inc (FSLY)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: FSLY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -28.24% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 913.57M USD | Price to earnings Ratio - | 1Y Target Price 7.69 |
Price to earnings Ratio - | 1Y Target Price 7.69 | ||
Volume (30-day avg) 3078842 | Beta 1.3 | 52 Weeks Range 5.52 - 14.12 | Updated Date 04/1/2025 |
52 Weeks Range 5.52 - 14.12 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.14 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -29.07% | Operating Margin (TTM) -24.1% |
Management Effectiveness
Return on Assets (TTM) -6.47% | Return on Equity (TTM) -16.25% |
Valuation
Trailing PE - | Forward PE 178.57 | Enterprise Value 1009535000 | Price to Sales(TTM) 1.68 |
Enterprise Value 1009535000 | Price to Sales(TTM) 1.68 | ||
Enterprise Value to Revenue 1.86 | Enterprise Value to EBITDA -18.37 | Shares Outstanding 142300000 | Shares Floating 131896447 |
Shares Outstanding 142300000 | Shares Floating 131896447 | ||
Percent Insiders 7.63 | Percent Institutions 67.77 |
Analyst Ratings
Rating 3 | Target Price 8.5 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 8 | Sell 2 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Fastly Inc
Company Overview
History and Background
Fastly, Inc. was founded in 2011 and is headquartered in San Francisco, California. Initially named SkyCache, it rebranded to Fastly in 2012. It focuses on edge cloud computing services. Fastly went public in May 2019.
Core Business Areas
- Content Delivery Network (CDN): Fastly's core business is providing a CDN service that accelerates and secures the delivery of digital content, including websites, applications, video, and software downloads.
- Security Services: Fastly offers a suite of security products, including a web application firewall (WAF), bot protection, and DDoS mitigation, to protect its customers' online assets from cyber threats.
- Edge Computing: Fastly provides an edge computing platform that allows developers to build and run applications closer to end-users, reducing latency and improving performance.
Leadership and Structure
Fastly is led by CEO Todd Nightingale. The company has a typical corporate structure with departments dedicated to engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- CDN: Fastly's CDN accelerates content delivery using its globally distributed network of servers. Market share is estimated to be around 5% in 2023. Competitors include Akamai, Cloudflare, and Amazon CloudFront. Revenue from the CDN is estimated at $450 million for 2023.
- Web Application Firewall (WAF): Fastly's WAF protects web applications from various cyber threats. The market share is estimated to be around 3% in 2023. Competitors include Cloudflare, Akamai, and Imperva. Revenue from WAF products are estimated at $50 million for 2023.
Market Dynamics
Industry Overview
The CDN and edge computing market is experiencing rapid growth, driven by increasing demand for faster and more secure online experiences. The industry is highly competitive with several large players and emerging startups.
Positioning
Fastly is positioned as a high-performance, developer-focused CDN and edge computing provider. Its competitive advantages include its real-time logging and debugging capabilities and its flexible and programmable platform.
Total Addressable Market (TAM)
The global CDN market is projected to reach $50 billion by 2028. Fastly is positioned to capture a portion of this growing TAM, but faces stiff competition.
Upturn SWOT Analysis
Strengths
- High-performance CDN
- Developer-friendly platform
- Strong security offerings
- Real-time logging and debugging capabilities
Weaknesses
- Smaller market share compared to competitors
- Reliance on a few key customers
- History of outages impacting reputation
- Profitability concerns
Opportunities
- Growing CDN and edge computing market
- Increasing demand for security solutions
- Expansion into new geographic markets
- Strategic partnerships and acquisitions
Threats
- Intense competition from larger players
- Price pressure from competitors
- Security vulnerabilities and breaches
- Economic downturn impacting customer spending
Competitors and Market Share
Key Competitors
- AKAM
- CLFD
- AMZN
Competitive Landscape
Fastly faces intense competition from larger, more established players. Its developer-friendly platform and real-time capabilities are key differentiators.
Major Acquisitions
Signal Sciences
- Year: 2020
- Acquisition Price (USD millions): 775
- Strategic Rationale: Acquisition of Signal Sciences enhanced Fastly's security offerings by adding a next-generation WAF.
Growth Trajectory and Initiatives
Historical Growth: Fastly has experienced strong revenue growth in recent years, driven by the increasing demand for CDN and edge computing services.
Future Projections: Analysts project continued revenue growth of 15-20% per year over the next few years. Profitability is expected to improve but remain a concern.
Recent Initiatives: Fastly has invested in expanding its network infrastructure and developing new security products. The company is also focused on strategic partnerships to expand its reach.
Summary
Fastly shows growth potential in the CDN and edge computing markets, leveraging its developer-friendly platform. However, it faces intense competition and must improve profitability and manage its cash burn. Security vulnerabilities are a key area to monitor. While revenue growth is present, the company must work toward profitability.
Similar Companies
AKAM
Akamai Technologies Inc
AKAM
Akamai Technologies Inc
CLFD
Clearfield Inc
CLFD
Clearfield Inc
DDOG
Datadog Inc
DDOG
Datadog Inc
LVWR
LiveWire Group Inc.
LVWR
LiveWire Group Inc.
NET
Cloudflare Inc
NET
Cloudflare Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10K, 10Q), Industry Reports, Analyst Estimates
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary. Financial data is based on the latest available reports, which may not be up to date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fastly Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2019-04-19 | CEO & Director Mr. Todd Nightingale | ||
Sector Technology | Industry Software - Application | Full time employees 1100 | Website https://www.fastly.com |
Full time employees 1100 | Website https://www.fastly.com | ||
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, privacy, and modern protocols and performance services; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, 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; transport layer security (TLS), platform TLS, and certainly; compute: observability; 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 digital publishing, media, technology, online education, 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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.