FSLYFastly, Inc.

$21.50

Price

$21.50+204%1Y
1M-5.2%1Y+204%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Above average
7/10
Value75
Quality24
Momentum75
Growth55
Strongest Value, weakest Quality · ranked vs Technology peers. The five questions below judge the company on its own terms.
What they do

Organizations around the world are more dependent on the quality of digital experiences they provide than ever before. As the internet approaches an inflection point where automated, artificial intelligence (“AI”)-driven traffic increases demands on infrastructure, Fastly is the essential platform to deliver resilient, highly performant, always-on software and services at global scale. The edge cloud is a category of Infrastructure as a Service (“IaaS”) that enables software engineers to build, secure, and deliver digital experiences at the edge of the Internet.

In the company’s own words · 10-K filed Feb 25, 2026 · SEC EDGAR

P/E (TTM)-
Market Cap$2.54B
1Y Return+204%
5Y Return-49%

Business segments

Q2 2026 · $183.3M

The company’s own SEC segment disclosure.

  • United States$128.7M70%
  • Non Us$54.6M30%

Fastly, Inc. (FSLY) reported revenue of $183M in Q2 2026 (quarter ended Jun 30, 2026), up 23% from the same quarter a year earlier. That came with a gross margin of 63% and net loss of $16M. For the full year FY2025, revenue was $624M (+15% year on year) and net income −$122M. Its largest region in Q2 2026 was United States at $129M, 70% of the disclosed total, well ahead of Non Us at 30%.

Raw charts

10 series · TTM

As reported to the SEC, without any scoring.