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Fastly Inc Stock Research

FSLY

19.36USD-0.32(-1.63%)Market Closed
Watchlist

Market Summary

USD19.36-0.32
Market Closed
-1.63%

FSLY Alerts

  • 4 major insider sales recently.
  • Big jump in Earnings (Y/Y)
  • Losses in recent quarter

FSLY Stock Price

FSLY RSI Chart

FSLY Valuation

Market Cap

2.5B

Price/Earnings (Trailing)

-15.09

Price/Sales (Trailing)

5.33

EV/EBITDA

-13.89

Price/Free Cashflow

-58.42

FSLY Price/Sales (Trailing)

FSLY Profitability

Operating Margin

49.47%

EBT Margin

-38.18%

Return on Equity

-17.86%

Return on Assets

-9.19%

Free Cashflow Yield

-1.71%

FSLY Fundamentals

FSLY Revenue

Revenue (TTM)

468.2M

Revenue Y/Y

19.81%

Revenue Q/Q

4.48%

FSLY Earnings

Earnings (TTM)

-165.5M

Earnings Y/Y

34.88%

Earnings Q/Q

76.05%

Price Action

52 Week Range

7.1524.31
(Low)(High)

Last 7 days

-13.4%

Last 30 days

2.3%

Last 90 days

20.3%

Trailing 12 Months

115.6%

FSLY Financial Health

Current Ratio

5.28

FSLY Investor Care

Shares Dilution (1Y)

6.40%

Diluted EPS (TTM)

-1.34

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for FSLY

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-11
Bergman Artur
sold
-511,000
23.36
-21,875
chief architect
2023-09-05
Bergman Artur
sold
-2,088,170
23.94
-87,225
chief architect
2023-08-29
KISLING RONALD W
sold
-26,020
22.07
-1,179
chief financial officer
2023-08-29
Shirk Brett
sold
-12,911
22.07
-585
executive vice president, cro
2023-08-22
PAISLEY CHRISTOPHER B
sold
-19,200
19.2
-1,000
-
2023-08-22
PAISLEY CHRISTOPHER B
acquired
4,440
4.44
1,000
-
2023-08-21
Shirk Brett
sold
-131,876
18.8394
-7,000
executive vice president, cro
2023-08-16
KISLING RONALD W
sold
-313,430
18.51
-16,933
chief financial officer
2023-08-16
Bergman Artur
sold
-325,869
18.51
-17,605
chief architect
2023-08-16
Shirk Brett
sold
-185,563
18.51
-10,025
executive vice president, cro

1–10 of 50

Which funds bought or sold FSLY recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-08-28
Willow Creek Wealth Management Inc.
added
5.06
-240,905
3,346,620
0.47%
2023-08-21
OSAIC HOLDINGS, INC.
reduced
-69.6
-766,497
285,874
-%
2023-08-21
VitalStone Financial, LLC
sold off
-100
-
-
-%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-0.51
-288,823
2,188,470
-%
2023-08-16
Neo Ivy Capital Management
new
-
29,000
29,000
0.01%
2023-08-16
Nuveen Asset Management, LLC
added
1.26
-1,031,710
9,194,290
-%
2023-08-15
ALLIANCEBERNSTEIN L.P.
added
0.35
-666,477
5,448,910
-%
2023-08-15
WELLS FARGO & COMPANY/MN
added
49.03
535,839
2,193,010
-%
2023-08-15
BENJAMIN EDWARDS INC
unchanged
-
-
4,000
-%
2023-08-15
GOLDMAN SACHS GROUP INC
added
137
24,664,900
46,886,400
0.01%

1–10 of 30

Latest Funds Activity

Are funds buying FSLY calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own FSLY
No. of Funds

Schedule 13G FIlings of Fastly

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 16, 2023
legal & general investment management ltd
5.34%
6,575,033
SC 13G
Feb 14, 2023
legal & general investment management ltd
5.34%
6,575,033
SC 13G
Feb 13, 2023
bergman artur
7.1%
8,842,148
SC 13G/A
Feb 09, 2023
vanguard group inc
9.37%
11,529,178
SC 13G/A
Feb 03, 2023
blackrock inc.
8.3%
10,232,041
SC 13G
Jan 11, 2023
first trust portfolios lp
5.16%
6,344,243
SC 13G
Jan 06, 2023
point72 asset management, l.p.
4.7%
5,781,565
SC 13G
Apr 08, 2022
morgan stanley
1.7%
2,090,511
SC 13G/A
Feb 25, 2022
abdiel qualified master fund lp
-
0
SC 13G/A
Feb 14, 2022
bergman artur
7.4%
8,851,668
SC 13G/A

Recent SEC filings of Fastly

View All Filings
Date Filed Form Type Document
Sep 20, 2023
144
Notice of Insider Sale Intent
Sep 20, 2023
4
Insider Trading
Sep 20, 2023
4
Insider Trading
Sep 14, 2023
144
Notice of Insider Sale Intent
Sep 13, 2023
4
Insider Trading
Sep 11, 2023
144
Notice of Insider Sale Intent
Sep 07, 2023
4
Insider Trading
Sep 05, 2023
144
Notice of Insider Sale Intent
Aug 31, 2023
4
Insider Trading
Aug 31, 2023
4
Insider Trading

Peers (Alternatives to Fastly)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
100.5B
18.0B
-2.89% 5.52%
29.45
5.58
9.18% 15.70%
70.1B
18.5B
-3.11% 14.36%
27.94
3.8
8.49% 23.72%
35.1B
19.4B
1.09% 13.19%
16.01
1.81
0.73% -2.96%
28.9B
19.7B
-17.36% -22.61%
-106.75
1.47
20.89% 45.06%
20.8B
1.5B
-0.58% 14.89%
29.1
14.19
6.49% -12.09%
MID-CAP
7.3B
6.7B
-1.47% 14.23%
19.05
1.09
8.05% 4.89%
5.8B
7.7B
-5.59% 17.19%
11.63
0.75
2.42% 91.92%
5.5B
14.2B
0.93% -24.03%
7.64
0.37
-10.50% -216.97%
SMALL-CAP
2.5B
468.2M
2.33% 115.59%
-15.09
5.33
20.26% 14.89%
1.7B
1.1B
-1.91% -2.55%
23.67
1.45
7.84% 61.27%
1.5B
2.8B
-12.48% -29.19%
-2.92
0.55
27.04% 7.76%
265.7M
2.0B
-10.74% -61.29%
-2.51
0.13
1.13% -9.87%
218.5M
76.3M
-43.53% 142.77%
-26.82
2.86
-2.06% 4.76%
213.0M
322.4M
-5.21% -50.22%
-2.98
0.66
-0.06% -960.96%
146.8K
203.2M
-10.73% -48.49%
-0.01
7e-4
-4.42% -884.97%

Fastly News

InvestorsObserver
Where Does Fastly Inc (FSLY) Stock Fall in the Software - Application Field After It Is Down -11.81% This Week?.
InvestorsObserver,
13 hours ago
InvestorsObserver
InvestorsObserver
Investor's Business Daily
Investor's Business Daily
InvestorsObserver

Returns for FSLY

Cumulative Returns on FSLY

-38.6%


3-Year Cumulative Returns

Risks for FSLY

What is the probability of a big loss on FSLY?

97.8%


Probability that Fastly stock will be more than 20% underwater in next one year

94.3%


Probability that Fastly stock will be more than 30% underwater in next one year.

83.8%


Probability that Fastly stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does FSLY drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Fastly was unfortunately bought at previous high price.

Drawdowns

Financials for Fastly

Income Statement (Last 12 Months)
Income Statement (Last 12 Months)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q22017Q4
Revenue4.5%468,220,000447,907,000432,725,000411,121,000389,352,000371,860,000354,330,000336,328,333318,326,667300,325,000282,323,333246,320,000217,830,000200,462,000182,323,000169,346,000157,621,000144,563,000142,536,000137,792,000104,900,000
Gross Profit8.2%239,730,000221,568,000209,781,000196,971,000189,783,000188,437,000187,328,000186,451,000182,306,000182,566,000170,867,000141,538,000121,961,000112,140,000101,820,00094,424,00087,788,00079,064,00077,724,00075,012,00056,228,000
Operating Expenses-0.2%451,059,000452,038,000455,980,000451,364,000433,345,000420,499,000406,349,000406,160,000370,535,000327,765,000278,079,000194,742,000172,408,000158,688,000141,396,000128,961,000116,093,000108,202,000104,062,00096,808,00087,258,000
  S&GA Expenses0.6%183,697,000182,660,000179,869,000177,397,000169,679,000159,253,000152,645,000145,259,000128,539,000116,885,000101,181,00083,000,00075,226,00071,097,00062,992,00057,763,00052,830,00050,134,00048,608,00047,892,00040,818,000
  R&D Expenses-0.9%151,006,000152,302,000155,308,000153,108,000146,679,000138,308,000126,859,000117,452,000103,195,00089,504,00074,814,00056,025,00050,614,00046,492,00042,848,00039,960,00036,815,00034,618,00034,664,00032,396,00028,989,000
EBITDA100.0%--165,530,000-184,793,000-195,174,000-187,866,000-197,832,000-188,583,000-193,254,000-164,173,000-125,061,000-86,063,000-31,617,000-30,849,000-29,422,000-23,734,000-20,846,000-14,372,000-15,540,000-13,362,000-8,568,000-21,484,000
EBITDA Margin100.0%--0.37-0.43-0.47-0.48-0.53-0.53-0.57-0.51-0.40-0.30-0.13-0.14-0.15-0.13-0.12-0.09-0.11-0.09-0.06-0.20
Interest Expenses-5.4%5,180,0005,478,0005,887,0006,126,0006,300,0006,206,0005,245,0004,104,0002,959,0001,894,0001,549,0001,699,0004,317,0005,236,0005,436,0005,294,0002,664,0001,810,0001,676,0001,436,0001,116,000
Earnings Before Taxes3.3%-165,324,000-171,008,000-190,680,000-201,300,000-194,166,000-236,338,000-222,628,000-223,447,000-190,721,000-146,755,000-107,412,000-51,536,000-52,557,000-51,058,000-44,559,000-40,878,000-31,174,000-30,750,000-28,474,000-23,204,000-32,242,000
EBT Margin100.0%--0.38-0.44-0.49-0.50-0.64-0.63-0.66-0.59-0.47-0.37-0.21-0.24-0.25-0.24-0.24-0.20-0.21-0.20-0.17-0.31
Net Income3.3%-165,464,000-171,197,000-190,774,000-201,642,000-194,420,000-236,278,000-222,697,000-188,176,000-175,970,666-117,524,000-65,933,333-52,686,000-53,813,000-51,550,000-44,783,000-41,107,000-31,356,000-30,935,000-28,646,000-23,344,000-32,450,000
Net Income Margin100.0%--0.38-0.44-0.49-0.50-0.64-0.63-0.62-0.55-0.43-0.33-0.21-0.25-0.26-0.25-0.24-0.20-0.21-0.20-0.17-0.31
Free Cashflow100.0%--86,385,000-89,607,000-80,407,000-73,087,000-69,927,000-73,298,000-98,116,000-59,864,000-51,078,000-49,485,000-50,950,000-49,159,000-45,912,000-46,292,000-34,439,000-33,836,000-33,687,000-14,480,000-44,836,000-37,960,000
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22018Q4
Assets-11.0%1,6571,8621,8961,9071,9332,1342,1592,1392,1372,1381,220632608324321327356163
  Current Assets-23.7%5056626366375807376257201,0081,167261530525242249256286117
    Cash Equivalents-21.4%27434814388.0063.0024616728268894963.0031025723.0086.0055.0021337.00
  Net PPE-0.5%17918018017917417516714811699.0096.0083.0066.0069.0060.0057.0056.0042.00
  Goodwill0.0%6706706706706706386376366366366366350.000.000.000.000.000.00
Liabilities-25.9%6709049419409391,1581,1451,1231,1081,09315896.0066.0068.0063.0068.0089.0075.00
  Current Liabilities5.1%13212515214514114013210710398.0094.0066.0038.0040.0037.0045.0065.0032.00
    LT Debt, Current------------6.005.005.004.0014.0033.0011.00
    LT Debt, Non Current-33.0%472705705704703934933932931930-26.0025.0026.0020.0016.0018.0039.00
Shareholder's Equity3.0%9889599559679949771,0141,0161,0291,0451,062535542256258259267-
  Retained Earnings-1.4%-757-746-701-655-591-575-510-453-397-338-288-242-218-204-192-177-165-146
  Additional Paid-In Capital2.2%1,7481,7101,6661,6351,5981,5611,5271,4691,4271,3841,35077776045944943943516.00
Shares Outstanding1.7%12912712412212112011911611511411410610095.0095.0060.0060.0024.00
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations63.8%-23.63-65.30-69.63-65.41-40.47-40.80-38.48-61.72-31.83-23.60-19.928.00-31.62-28.41-31.30-29.03-20.05-19.31-16.98-14.46-25.17
  Share Based Compensation1.5%13613414615415115014013110689.0064.0039.0031.0017.0012.009.006.005.004.004.004.00
Cashflow From Investing24.8%45936823652.00-412-671-794-952-527-320-27526.00-120-74.29-87.68-129-41.44-66.85-47.11-150-1.13
Cashflow From Financing-12.0%-224-200-189-181-17210.009379179211,20127329126617416819221433.0070.005.0086.00

FSLY Income Statement

2023-06-30
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Income Statement [Abstract]    
Revenue$ 122,831$ 102,518$ 240,395$ 204,900
Cost of revenue58,61756,466115,927110,381
Gross profit64,21446,052124,46894,519
Operating expenses:    
Research and development37,42138,71774,85279,154
Sales and marketing47,79746,76092,06888,240
General and administrative28,82329,54354,65059,097
Total operating expenses114,041115,020221,570226,491
Loss from operations(49,827)(68,968)(97,102)(131,972)
Net gain on extinguishment of debt36,76054,39136,76054,391
Interest income4,5081,5028,6942,183
Interest expense(1,232)(1,530)(2,445)(3,152)
Other expense(803)(1,673)(1,053)(1,952)
Loss before income tax expense(10,594)(16,278)(55,146)(80,502)
Income tax expense110159245199
Net loss$ (10,704)$ (16,437)$ (55,391)$ (80,701)
Net loss per share attributable to common stockholders, basic (in US dollar per share)$ (0.08)$ (0.14)$ (0.44)$ (0.67)
Net loss per share attributable to common stockholders, diluted (in US dollar per share)$ (0.08)$ (0.14)$ (0.44)$ (0.67)
Weighted-average shares used in computing net loss per share attributable to common stockholders, basic (in shares)127,863121,242126,648120,295
Weighted-average shares used in computing net loss per share attributable to common stockholders, diluted (in shares)127,863121,242126,648120,295

FSLY Balance Sheet

2023-06-30
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 273,742$ 143,391
Marketable securities, current123,605374,581
Accounts receivable, net of allowance for credit losses of $6,129 and $5,029 as of June 30, 2023 and December 31, 2022, respectively78,29589,578
Prepaid expenses and other current assets29,50028,933
Total current assets505,142636,483
Property and equipment, net179,045180,378
Operating lease right-of-use assets, net56,73368,440
Goodwill670,356670,185
Intangible assets, net72,55082,900
Marketable securities, non-current78,042165,105
Other assets95,55092,622
Total assets1,657,4181,896,113
Current liabilities:  
Accounts payable5,5614,786
Accrued expenses47,00161,161
Finance lease liabilities, current22,23328,954
Operating lease liabilities, current20,57523,026
Other current liabilities36,23434,394
Total current liabilities131,604152,321
Long-term debt472,369704,710
Finance lease liabilities, non-current7,02615,507
Operating lease liabilities, non-current51,44861,341
Other long-term liabilities7,2177,076
Total liabilities669,664940,955
Commitments and contingencies (Note 10)
Stockholders’ equity:  
Common stock22
Additional paid-in capital1,747,9591,666,106
Accumulated other comprehensive loss(3,152)(9,286)
Accumulated deficit(757,055)(701,664)
Total stockholders’ equity987,754955,158
Total liabilities and stockholders’ equity$ 1,657,418$ 1,896,113
Joshua Bixby
980
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.