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Prognose

Analytikernes gennemsnitlige kursmål er 25,25 € (+34,74 %). Medianen er 25,40 € (+35,54 %).

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Nyheder Til nyhedsfeedet

Fastly sets revenue target for 2029 and stock jumps after investor day

Fastly’s stock rose 13.7% to $29.65 after the investor day in New York. Management is targeting 2029 revenue of $1.10–1.30 billion, equivalent to annual growth of 14–21% from 2026; adjusted operating margin is expected to reach 20–22% and the free cash flow margin 12–15%. Fastly reports that AI traffic on its platform grew 6.5 times faster than human traffic from January to May, and an analysis says about 29% of Meta’s Muse test traffic runs over Fastly, which could bring additional revenue. Analysts are divided: some view the targets as positive or conservative, others point to wide ranges and fierce competition. » Mere på deraktionaer.de
Fastly reports 23% revenue growth; security revenue rises 43% as AI traffic boosts demand

Fastly generated $183 million in revenue, up 23% year over year, with delivery services up 17% and security revenue up 43%. Remaining performance obligations increased 38% and net retention reached 117%, reflecting stronger customer commitments and cross-selling. Management said accelerating machine-to-machine and AI traffic is driving demand for bot management and DDoS protection, while edge compute focus centers on software and existing network capacity. The company plans an investor day to outline its longer-term operating model and will not provide fiscal 2027 guidance at the event. » Mere på finance.yahoo.com
Fastly reports accelerating growth, record margins and rising AI-driven compute demand

Fastly posted Q2 revenue of $183 million, up 23.3% year over year, with record gross margin of 65.8% and its fourth consecutive profitable quarter. Security revenue grew 43% and compute/other revenue rose 69%, as management expects the revenue mix to shift toward higher-growth security and compute products. Machine-generated (AI) requests increased sixfold, driving demand for request-priced security and compute services; net retention was 117% and top-10 customer concentration stood at 37%. Fastly plans capital expenditures of about 10–12% of revenue to support its edge-cloud expansion while leveraging existing CPU capacity for compute. » Mere på finance.yahoo.com

Virksomhedstal

I det seneste kvartal havde Fastly A en omsætning på 160,62 mio. € og et nettoresultat på -13,66 mio. €

(EUR)	juni 2026	YoY
Omsætning	160,62 mio.	27,31 %
Bruttofortjeneste	101,6 mio.	56,91 %
Nettoresultat	-13,66 mio.	57,11 %
EBITDA	2,62 mio.	122,35 %

Fundamentale data

Nøgletal	Værdi
Markedsværdi	3,28 mia. €
Antal aktier	159,3 mio.
Højeste/laveste i 52 uger	31,04 € - 7,01 €
Udbytte	Nej
Beta	0,36
P/E (PE Ratio)	-43,61
PEG (PEG Ratio)	-0,58
K/I (PB Ratio)	3,68
P/S (PS Ratio)	5,36

Virksomhedsprofil

Fastly, Inc. driver en edge cloud-platform til behandling, levering og sikring af sine kunders applikationer i USA, Asien-Stillehavsregionen, Europa og internationalt. Edge cloud er en kategori af Infrastructure as a Service, der gør det muligt for udviklere at bygge, sikre og levere digitale oplevelser i kanten af internettet. Det er en programmerbar platform designet til levering af web- og applikationer. Virksomheden tilbyder Compute@Edge; developer hub, der omfatter løsningsbibliotekets mønstre og opskrifter, API- og sprogreferencer, changelogs og Fastly Fiddle-løsninger; enhedsdetektion og geolokation, edge dictionaries, edge access control lists og edge-autentificeringstjenester; fuld webstedslevering, såsom dynamic site acceleration, origin shield, instant purge, surrogate keys, realtidslogning og statistik, cloud optimizer, programmatisk styring, edge databases, indholdskomprimering, pålidelighed samt moderne protokoller og ydelsestjenester; og streaming-løsninger og -tjenester, herunder live streaming, media shield og origin connect. Virksomheden leverer også edge-sikkerhedsløsninger, såsom DDoS-beskyttelse i skyen og ved kanten, edge web application firewall (WAF), transport layer security (TLS), platform TLS og compliance-tjenester; samlede løsninger til beskyttelse af web-applikationer og API'er, der omfatter runtime self-application protection, avanceret rate limiting, API- og ATO-beskyttelse, beskyttelse mod kontokapring, bot-beskyttelse og next generation WAF. Derudover tilbyder virksomheden edge-applikationer, såsom load balancers og image optimizers; video on demand; og administrerede edge-leveringstjenester. Den betjener kunder inden for digital publicering, medier og underholdning, teknologi, online-detailhandel, rejse og hotel- og restaurationsbranchen samt finansielle tjenester. Virksomheden var tidligere kendt som SkyCache, Inc. og skiftede navn til Fastly, Inc. i maj 2012. Fastly, Inc. blev stiftet i 2011 og har hovedkontor i San Francisco, Californien.

Navn	Fastly A
CEO	Charles Compton
Hjemsted	San Francisco, ca USA
Websted	fastly.com
Sektor	Cykliske forbrugsvarer
Branche	Specialdetailhandel
Børsnotering	17.05.2019
Medarbejdere	1.140