FSLY RSI Chart
Last 7 days
1.2%
Last 30 days
-19.3%
Last 90 days
-31.1%
Trailing 12 Months
-5.8%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 447.9M | 468.2M | 487.5M | 506.0M |
2022 | 371.9M | 389.4M | 411.1M | 432.7M |
2021 | 312.8M | 323.2M | 339.3M | 354.3M |
2020 | 333.8M | 362.3M | 383.2M | 290.9M |
2019 | 238.5M | 250.2M | 263.2M | 316.5M |
2018 | 0 | 118.1M | 131.3M | 144.6M |
2017 | 0 | 0 | 0 | 104.9M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 15, 2024 | bergman artur | acquired | - | - | 215,009 | chief architect |
Mar 15, 2024 | kisling ronald w | acquired | - | - | 139,165 | chief financial officer |
Mar 15, 2024 | daniels richard devon | sold | -98,317 | 12.66 | -7,766 | - |
Mar 15, 2024 | nightingale todd | acquired | - | - | 198,807 | ceo |
Feb 29, 2024 | kisling ronald w | sold | -17,081 | 14.33 | -1,192 | chief financial officer |
Feb 26, 2024 | nightingale todd | sold | -677,555 | 13.93 | -48,640 | ceo |
Feb 26, 2024 | bergman artur | sold | -46,345 | 13.93 | -3,327 | chief architect |
Feb 26, 2024 | kisling ronald w | sold | -208,100 | 13.93 | -14,939 | chief financial officer |
Feb 23, 2024 | kisling ronald w | acquired | - | - | 10,313 | chief financial officer |
Feb 23, 2024 | bergman artur | acquired | - | - | 11,344 | chief architect |
Which funds bought or sold FSLY recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | added | 25.55 | 5,299 | 37,255 | -% |
Mar 14, 2024 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | new | - | 409,044 | 409,044 | 0.31% |
Mar 11, 2024 | VANGUARD GROUP INC | added | 1.51 | -14,024,000 | 230,051,000 | -% |
Mar 01, 2024 | GOLDMAN SACHS GROUP INC | added | 118 | 34,447,900 | 67,884,200 | 0.01% |
Feb 29, 2024 | Tortoise Investment Management, LLC | sold off | -100 | -1,917 | - | -% |
Feb 28, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | added | 1.47 | -65,575 | 1,069,440 | -% |
Feb 26, 2024 | Virtu Financial LLC | reduced | -51.97 | -469,000 | 377,000 | 0.03% |
Feb 26, 2024 | Neo Ivy Capital Management | sold off | -100 | -116,000 | - | -% |
Feb 16, 2024 | O'Dell Group, LLC | new | - | 12,816 | 12,816 | -% |
Feb 16, 2024 | HARBOUR INVESTMENTS, INC. | unchanged | - | -1.00 | 18.00 | -% |
Unveiling Fastly Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Peers (Alternatives to Fastly Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CRM | 292.4B | 34.9B | 70.69 | 8.39 | ||||
UBER | 162.2B | 37.3B | 85.95 | 4.35 | ||||
ADSK | 55.8B | 5.3B | 60.88 | 10.44 | ||||
ANSS | 30.3B | 2.3B | 60.5 | 13.34 | ||||
ZM | 20.2B | 4.5B | 31.61 | 4.45 | ||||
MID-CAP | ||||||||
APPF | 8.8B | 620.4M | 3.3K | 14.22 | ||||
LYFT | 7.5B | 4.4B | -22.06 | 1.7 | ||||
ALRM | 3.6B | 881.7M | 45.34 | 4.13 | ||||
AYX | 3.4B | 970.0M | -19.13 | 3.53 | ||||
AI | 3.2B | 296.4M | -11.86 | 10.87 | ||||
AGYS | 2.3B | 228.1M | 25.83 | 9.89 | ||||
SMALL-CAP | ||||||||
AVID | 1.2B | 413.5M | 92.02 | 2.88 | ||||
APPS | 266.3M | 572.4M | -1.35 | 0.47 | ||||
ASUR | 201.7M | 119.1M | -21.89 | 1.69 | ||||
AEYE | 119.9M | 31.3M | -20.42 | 3.83 |
Fastly Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 7.8% | 137,777,000 | 127,816,000 | 122,831,000 | 117,564,000 | 119,321,000 | 108,504,000 | 102,518,000 | 102,382,000 | 97,717,000 | 86,735,000 | 85,026,000 | 84,852,000 | 82,649,000 | 70,638,000 | 74,663,000 | 62,924,000 | 174,926,000 | 49,797,000 | 46,173,000 | 45,556,000 | 121,639,000 |
Cost Of Revenue | 0.4% | 62,003,000 | 61,730,000 | 58,617,000 | 57,310,000 | 56,738,000 | 55,825,000 | 56,466,000 | 53,915,000 | 47,944,000 | 41,244,000 | 40,320,000 | 37,494,000 | 33,753,000 | 29,292,000 | 29,697,000 | 27,265,000 | 25,528,000 | 22,292,000 | 20,784,000 | 19,718,000 | 17,709,000 |
Gross Profit | 14.7% | 75,774,000 | 66,086,000 | 64,214,000 | 60,254,000 | 62,583,000 | 52,679,000 | 46,052,000 | 48,467,000 | 49,773,000 | 45,491,000 | 44,706,000 | 47,358,000 | 48,896,000 | 41,346,000 | 44,966,000 | 35,659,000 | 33,408,000 | 27,505,000 | 25,389,000 | 25,838,000 | 23,088,000 |
Operating Expenses | -4.9% | 118,358,000 | 124,428,000 | 114,041,000 | 107,529,000 | 111,045,000 | 118,444,000 | 115,020,000 | 111,471,000 | 106,429,000 | 100,425,000 | 102,174,000 | 97,321,000 | 106,240,000 | 64,800,000 | 59,404,000 | 47,635,000 | 47,439,000 | 40,264,000 | 37,070,000 | 33,915,000 | 30,147,000 |
S&GA Expenses | -4.7% | 48,662,000 | 51,043,000 | 47,797,000 | 44,271,000 | 44,623,000 | 47,006,000 | 46,760,000 | 41,480,000 | 42,151,000 | 39,288,000 | 36,334,000 | 34,872,000 | 34,765,000 | 22,568,000 | 24,680,000 | 19,168,000 | 21,592,000 | 17,560,000 | 16,906,000 | 15,039,000 | 13,487,000 |
R&D Expenses | -2.0% | 38,270,000 | 39,068,000 | 37,421,000 | 37,431,000 | 37,197,000 | 38,957,000 | 38,717,000 | 40,437,000 | 34,997,000 | 32,528,000 | 30,346,000 | 28,988,000 | 25,590,000 | 18,271,000 | 16,655,000 | 14,298,000 | 12,951,000 | 12,121,000 | 11,244,000 | 10,176,000 | 9,307,000 |
EBITDA Margin | 17.9% | -0.26 | -0.31 | -0.28 | -0.31 | -0.36 | -0.40 | -0.41 | -0.54 | -0.53 | -0.59 | -0.52 | -0.40 | -0.30 | - | - | - | - | - | - | - | - |
Interest Expenses | -13.7% | 744,000 | 862,000 | 1,232,000 | 1,213,000 | 1,354,000 | 1,381,000 | 1,530,000 | 1,622,000 | 1,593,000 | 1,555,000 | 1,436,000 | 661,000 | 452,000 | 410,000 | 371,000 | 316,000 | 391,000 | 621,000 | 2,989,000 | 1,235,000 | 591,000 |
Income Taxes | -42450.0% | -425,500 | -1,000 | 110,000 | 100,000 | -214,500 | 118,000 | 159,000 | 40,000 | 47,500 | 30,000 | -200,000 | 169,000 | -12,607,500 | 336,000 | - | 819,000 | 269,000 | 46,000 | 100,000 | 100,000 | 41,000 |
Earnings Before Taxes | 56.1% | -23,851,000 | -54,312,000 | -10,594,000 | -44,552,000 | -46,876,000 | -63,302,000 | -16,278,000 | -64,224,000 | -57,496,000 | -56,168,000 | -58,450,000 | -50,514,000 | -58,315,000 | -23,442,000 | -14,484,000 | -11,171,000 | -13,764,000 | -12,117,000 | -15,505,000 | -9,672,000 | -7,265,000 |
EBT Margin | 17.8% | -0.26 | -0.32 | -0.35 | -0.38 | -0.44 | -0.49 | -0.50 | -0.64 | -0.63 | -0.66 | -0.59 | -0.47 | -0.37 | - | - | - | - | - | - | - | - |
Net Income | 56.9% | -23,386,000 | -54,311,000 | -10,704,000 | -44,687,000 | -46,653,000 | -63,420,000 | -16,437,000 | -64,264,000 | -57,521,000 | -56,198,000 | -58,295,000 | -50,683,000 | -23,000,000 | -23,778,000 | -14,460,000 | -11,990,000 | -14,073,000 | -12,163,000 | -15,587,000 | -9,727,000 | -7,306,000 |
Net Income Margin | 18.0% | -0.26 | -0.32 | -0.35 | -0.38 | -0.44 | -0.49 | -0.50 | -0.64 | -0.63 | -0.55 | -0.48 | -0.36 | -0.25 | - | - | - | - | - | - | - | - |
Free Cashflow | -15.5% | -10,070,000 | -8,715,000 | 20,526,000 | -12,355,000 | -20,657,000 | -30,265,000 | -23,108,000 | -15,577,000 | -11,457,000 | -22,945,000 | -19,948,000 | -18,948,000 | -37,116,000 | - | - | - | - | - | - | - | - |
Balance Sheet | |||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2018Q4 |
Assets | -7.0% | 1,525 | 1,641 | 1,657 | 1,862 | 1,896 | 1,907 | 1,933 | 2,134 | 2,159 | 2,139 | 2,137 | 2,138 | 1,220 | 632 | 608 | 324 | 321 | 327 | 356 | 163 |
Current Assets | -15.9% | 464 | 551 | 505 | 662 | 636 | 637 | 580 | 737 | 625 | 720 | 1,008 | 1,167 | 261 | 530 | 525 | 242 | 249 | 256 | 286 | 117 |
Cash Equivalents | -60.1% | 108 | 270 | 274 | 348 | 143 | 88.00 | 63.00 | 246 | 166 | 282 | 688 | 949 | 64.00 | 310 | 257 | 23.00 | 86.00 | 55.00 | 213 | 37.00 |
Net PPE | - | - | - | 179 | 180 | 180 | 179 | 174 | 175 | 167 | 148 | 116 | 99.00 | 96.00 | 83.00 | 66.00 | 69.00 | 60.00 | 57.00 | 56.00 | 42.00 |
Goodwill | 0% | 670 | 670 | 670 | 670 | 670 | 670 | 670 | 638 | 637 | 636 | 636 | 636 | 636 | 635 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Liabilities | -18.8% | 546 | 672 | 670 | 904 | 941 | 940 | 939 | 1,158 | 1,145 | 1,123 | 1,108 | 1,093 | 158 | 96.00 | 66.00 | 68.00 | 63.00 | 68.00 | 89.00 | 75.00 |
Current Liabilities | 3.0% | 148 | 143 | 132 | 125 | 152 | 145 | 141 | 140 | 132 | 107 | 103 | 98.00 | 94.00 | 66.00 | 38.00 | 40.00 | 37.00 | 45.00 | 65.00 | 32.00 |
Long Term Debt | -27.3% | 344 | 473 | 472 | 705 | 705 | 704 | 703 | 934 | 933 | 932 | 931 | 930 | - | 26.00 | 25.00 | 26.00 | 20.00 | 16.00 | 18.00 | 39.00 |
LT Debt, Current | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 6.00 | 5.00 | 5.00 | 4.00 | 14.00 | 33.00 | 11.00 |
LT Debt, Non Current | -27.3% | 344 | 473 | 472 | 705 | 705 | 704 | 703 | 934 | 933 | 932 | 931 | 930 | - | 26.00 | 25.00 | 26.00 | 20.00 | 16.00 | 18.00 | 39.00 |
Shareholder's Equity | 1.1% | 979 | 969 | 988 | 959 | 955 | 967 | 994 | 977 | 1,014 | 1,016 | 1,029 | 1,045 | 1,062 | 535 | 542 | 256 | 258 | 259 | 267 | - |
Retained Earnings | -2.9% | -834 | -811 | -757 | -746 | -701 | -655 | -591 | -575 | -510 | -453 | -397 | -338 | -288 | -242 | -218 | -204 | -192 | -177 | -165 | -146 |
Additional Paid-In Capital | 1.9% | 1,815 | 1,782 | 1,748 | 1,710 | 1,666 | 1,635 | 1,598 | 1,561 | 1,527 | 1,469 | 1,427 | 1,384 | 1,350 | 777 | 760 | 459 | 449 | 439 | 435 | 16.00 |
Shares Outstanding | 1.8% | 133 | 131 | 129 | 127 | 124 | 122 | 121 | 120 | 116 | 116 | 115 | 114 | 104 | - | - | - | - | - | - | - |
Float | - | - | - | 2,000 | - | - | - | 1,300 | - | - | - | 5,600 | - | - | - | 6,700 | - | - | - | 264 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 12.1% | -7,377 | -8,390 | 24,990 | -8,861 | -12,128 | -27,634 | -16,680 | -13,190 | -7,908 | -2,691 | -17,014 | -10,869 | -31,149 | 27,200 | -8,781 | -7,186 | -3,060 | -12,595 | -5,565 | -10,083 | -786 |
Share Based Compensation | -0.7% | 35,447 | 35,713 | 36,992 | 28,151 | 31,418 | 39,378 | 34,978 | 40,022 | 39,588 | 36,636 | 33,426 | 30,838 | 29,681 | 12,142 | 16,281 | 6,329 | 4,595 | 3,840 | 2,243 | 1,467 | 1,280 |
Cashflow From Investing | -585.2% | -37,245 | 7,677 | 104,978 | 219,530 | 72,595 | 61,521 | 13,952 | 87,683 | -110,664 | -403,943 | -244,505 | -35,399 | -268,276 | 20,772 | -37,313 | 9,794 | 32,479 | -125,264 | 8,701 | -3,594 | -8,849 |
Cashflow From Financing | -4293.3% | -117,827 | -2,682 | -205,158 | -5,713 | -5,012 | -8,390 | -181,199 | 5,452 | 2,603 | 934 | 751 | 932,263 | -16,740 | 4,661 | 281,104 | 3,714 | 1,930 | -20,909 | 189,050 | -1,923 | 25,309 |
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Income Statement [Abstract] | |||
Revenue | $ 505,988,000 | $ 432,725,000 | $ 354,330,000 |
Cost of revenue | 239,660,000 | 222,944,000 | 167,002,000 |
Gross profit | 266,328,000 | 209,781,000 | 187,328,000 |
Operating expenses: | |||
Research and development | 152,190,000 | 155,308,000 | 126,859,000 |
Sales and marketing | 191,773,000 | 179,869,000 | 152,645,000 |
General and administrative | 116,077,000 | 120,803,000 | 126,845,000 |
Impairment expense | 4,316,000 | 0 | 0 |
Total operating expenses | 464,356,000 | 455,980,000 | 406,349,000 |
Loss from operations | (198,028,000) | (246,199,000) | (219,021,000) |
Net gain on extinguishment of debt | 52,416,000 | 54,391,000 | 0 |
Interest income | 18,186,000 | 7,044,000 | 1,282,000 |
Interest expense | (4,051,000) | (5,887,000) | (5,245,000) |
Other income (expense), net | (1,832,000) | (29,000) | 356,000 |
Loss before income taxes | (133,309,000) | (190,680,000) | (222,628,000) |
Income tax expense (benefit) | (221,000) | 94,000 | 69,000 |
Net loss | $ (133,088,000) | $ (190,774,000) | $ (222,697,000) |
Net loss per share attributable to common stockholders, basic (in dollars per share) | $ (1.03) | $ (1.57) | $ (1.92) |
Net loss per share attributable to common stockholders, diluted (in dollars per share) | $ (1.03) | $ (1.57) | $ (1.92) |
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares) | 128,770 | 121,723 | 116,053 |
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares) | 128,770 | 121,723 | 116,053 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 107,921 | $ 143,391 |
Marketable securities, current | 214,799 | 374,581 |
Accounts receivable, net of allowance for credit losses of $7,054 and $5,029 as of December 31, 2023 and December 31, 2022, respectively | 120,498 | 89,578 |
Prepaid expenses and other current assets | 20,455 | 28,933 |
Total current assets | 463,673 | 636,483 |
Property and equipment, net | 176,608 | 180,378 |
Operating lease right-of-use assets, net | 55,212 | 68,440 |
Goodwill | 670,356 | 670,185 |
Intangible assets, net | 62,475 | 82,900 |
Marketable securities, non-current | 6,088 | 165,105 |
Other assets | 90,779 | 92,622 |
Total assets | 1,525,191 | 1,896,113 |
Current liabilities: | ||
Accounts payable | 5,611 | 4,786 |
Accrued expenses | 61,818 | 61,161 |
Finance lease liabilities, current | 15,684 | 28,954 |
Operating lease liabilities, current | 24,042 | 23,026 |
Other current liabilities | 40,539 | 34,394 |
Total current liabilities | 147,694 | 152,321 |
Long-term debt | 343,507 | 704,710 |
Finance lease liabilities, non-current | 1,602 | 15,507 |
Operating lease liabilities, non-current | 48,484 | 61,341 |
Other long-term liabilities | 4,416 | 7,076 |
Total liabilities | 545,703 | 940,955 |
Commitments and contingencies (Note 10) | ||
Stockholders’ equity: | ||
Class A Common stock, $0.00002 par value; 1,000,000,000 shares authorized as of both December 31, 2023 and 2022; 132,992,126 and 124,336,171 shares issued and outstanding at December 31, 2023 and 2022, respectively | 3 | 2 |
Additional paid-in capital | 1,815,245 | 1,666,106 |
Accumulated other comprehensive loss | (1,008) | (9,286) |
Accumulated deficit | (834,752) | (701,664) |
Total stockholders’ equity | 979,488 | 955,158 |
Total liabilities and stockholders’ equity | $ 1,525,191 | $ 1,896,113 |