Previsão

O preço-alvo médio dos analistas é € 22,79 (+5,80%). A mediana é € 23,81 (+10,54%).

Comprar	5
Manter	11
Vender	1

Notícias Ir para o feed de notícias

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. » Mais em finance.yahoo.com
Fastly shares jump after management appearance and strong quarterly results

Fastly shares rose about 11% intraday to $23.92 after management spoke at the Citi 2026 Global TMT Conference. The move was driven by a strong Q2 report with record revenue of $183.3 million (+23% YoY), a gross margin of 63.3% and net revenue retention of 117%, leading the company to raise its full-year revenue guidance to $732–746 million. Analysts lifted price targets and investors positioned ahead of the investor day on Sept. 22, while the broader U.S. market slipped slightly. » Mais em de.investing.com
Fastly drives shift to edge cloud forward: security and compute grow significantly

At the Citi Global TMT Conference, Fastly presented an accelerated, more profitable business trajectory with quarterly revenue of $183 million (+23.3%), a record gross margin of 65.8% and roughly 15% operating margin. Security and compute are growing markedly faster than the delivery business and together account for over 50% of the projected annual growth; compute is already scaling to a run-rate of about $7 million per quarter. Net revenue retention rose to 117% and Fastly posted four quarters of operating profit and six quarters of positive free cash flow. Management emphasizes a capital- and margin-efficient edge-cloud strategy, rising AI/bot-traffic monetization opportunities and a continuing shift in the revenue mix toward security and compute. » Mais em de.investing.com

Dados financeiros da empresa

No último trimestre, Fastly A registou receitas de € 160,62 mi e um ganho líquido de -€ 13,66 mi

(EUR)	junho de 2026	YoY
Receitas	160,62 mi	27,31%
Ganho bruto	101,6 mi	56,91%
Ganho líquido	-13,66 mi	57,11%
EBITDA	-10,51 mi	35,22%

Dados fundamentais

Métrica	Valor
Capitalização bolsista	€ 3,14 bi
Número de ações	156,5 mi
Máximo/mínimo de 52 semanas	€ 30,14 - € 6,70
Dividendos	Não
Beta	0,36
PER (PE Ratio)	-43,70
PEG (PEG Ratio)	-0,59
P/VC (PB Ratio)	3,68
P/V (PS Ratio)	5,27

Perfil da empresa

Fastly, Inc. betreibt eine Edge-Cloud-Plattform für die Verarbeitung, Bereitstellung und Sicherung der Anwendungen seiner Kunden in den Vereinigten Staaten, im asiatisch-pazifischen Raum, in Europa und international. Die Edge Cloud ist eine Kategorie von Infrastructure as a Service, die es Entwicklern ermöglicht, digitale Erlebnisse am Rande des Internets zu erstellen, zu sichern und bereitzustellen. Es handelt sich um eine programmierbare Plattform, die für die Bereitstellung von Web und Anwendungen konzipiert ist. Das Unternehmen bietet Compute@Edge, einen Entwickler-Hub mit Lösungsbibliotheksmustern und Rezepten, API- und Sprachreferenzen, Änderungsprotokollen und Fastly Fiddle-Lösungen, Geräteerkennung und Geolokalisierung, Edge-Wörterbücher, Edge-Zugangskontrolllisten und Edge-Authentifizierungsdienste; Full-Site-Delivery-Services wie Dynamic Site Acceleration, Origin Shield, Instant Purge, Surrogate Keys, Real-Time Logging und Stats, Cloud Optimizer, Programmatic Control, Edge-Datenbanken, Content Compression, Reliability und Modern Protocols and Performance Services sowie Streaming-Lösungen und -Services wie Live-Streaming, Media Shield und Origin Connect. Darüber hinaus bietet das Unternehmen Edge-Sicherheitslösungen wie DDoS-Schutz und Cloud, Edge-Web Application Firewall (WAF), Transport Layer Security (TLS), Plattform-TLS und Compliance-Services sowie einheitliche Lösungen für den Schutz von Webanwendungen und APIs, die Laufzeit-Selbstanwendungsschutz, erweiterte Ratenbegrenzung, API- und ATO-Schutz, Account-Takeover-Schutz, Bot-Schutz und WAF der nächsten Generation umfassen. Darüber hinaus bietet das Unternehmen Edge-Anwendungen wie Load Balancer und Image Optimizer, Video on Demand und Managed Edge Delivery Services. Das Unternehmen bedient Kunden aus den Bereichen digitales Verlagswesen, Medien und Unterhaltung, Technologie, Online-Einzelhandel, Reisen und Gastgewerbe sowie Finanzdienstleistungen. Das Unternehmen war früher als SkyCache, Inc. bekannt und änderte im Mai 2012 seinen Namen in Fastly, Inc. Fastly, Inc. wurde im Jahr 2011 gegründet und hat seinen Hauptsitz in San Francisco, Kalifornien.

Nome	Fastly A
CEO	Charles Compton
Sede	San Francisco, ca EUA
Site	fastly.com
Setor	Bens de consumo não essenciais
Indústria	Retalho especializado
Entrada em bolsa	17/05/2019
Colaboradores	1.140