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Forecast

The analysts' average price target is €25.21 (+34.31%). The median is €25.36 (+35.11%).

Buy	6
Hold	11
Sell	1

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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. » More on 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. » More on 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. » More on finance.yahoo.com

Financials

In the last quarter, Fastly A had revenue of €160.62m and net profit of -€13.66m

(EUR)	June 2026	YoY
Revenue	160.62m	27.31%
Gross profit	101.6m	56.91%
Net profit	-13.66m	57.11%
EBITDA	2.62m	122.35%

Fundamentals

Metric	Value
Market capitalization	€3.28bn
Number of shares	159.3m
52-week high/low	€30.99 - €7.00
Dividends	No
Beta	0.36
P/E ratio	-43.61
PEG ratio	-0.58
P/B ratio	3.68
P/S ratio	5.36

Company profile

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.

Name	Fastly A
CEO	Charles Compton
Headquarters	San Francisco, ca USA
Website	fastly.com
Sector	Consumer Discretionary
Industry	Specialty Retail
IPO	17/05/2019
Employees	1,140