- Investing.com
Competitive Pressures | Navigate challenges from cloud giants offering bundled CDN services while Fastly differentiates through programmability and developer-friendly edge solutions |
Platform Expansion | Discover how security services and edge compute offerings diversify revenue streams beyond commoditizing content delivery, creating stickier customer relationships |
Growth Trajectory | Revenue projections reach $710M for FY2026 with EPS of $0.26. Analysts set price target at $32, reflecting confidence in sustainable expansion |
AI-Driven Evolution | Fastly transforms from traditional CDN provider to AI-enhanced edge computing platform, leveraging infrastructure advantages for real-time processing needs |

Metrics to compare | FSLY | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipFSLYPeersSector | |
|---|---|---|---|---|
P/E Ratio | −47.1x | −93.0x | 12.3x | |
PEG Ratio | −0.92 | 0.72 | 0.01 | |
Price / Book | 3.9x | 12.2x | 2.4x | |
Price / LTM Sales | 5.6x | 13.2x | 2.2x | |
Upside (Analyst Target) | 21.1% | 14.3% | 35.3% | |
Fair Value Upside | Unlock | −15.7% | 6.3% | Unlock |
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, modern protocols and performance services; staging environment; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, cache reservation, 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; 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 ecommerce, streaming media, gaming, digital publishing, and high tech to 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.