Stocks · Technology · Software - Application
Fastly, Inc. FSLY
$25.81 -2.20% Close, Oct 2, 2026 · NASDAQ · Market cap $4.04B
Strong growth
Next earnings report: Nov 4, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Operating margin widened to -11.9% from -26.2% a year earlier.
- Over the past year the stock returned +198.7%, ahead of the S&P 500 by 183.7 percentage points.
- Earnings beat analyst estimates in each of the last 6 quarters (average surprise over the last four: +78.0%).
PromtFinance scores
Each score is a percentile within the Technology sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 33%
- FCF growth (TTM, YoY)Top 14%
- Revenue growth, 3-year CAGRTop 34%
- Revenue growth accelerationTop 31%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalBottom 26%
- Gross marginTop 38%
- Operating marginBottom 24%
- Accruals (lower is better)Top 26%
- Interest coverBottom 24%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 29%
- Free-cash-flow yieldBottom 35%
- EBITDA / enterprise valueBottom 28%
- Sales / enterprise valueBottom 35%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 6%
- 6-month returnBottom 10%
- 1-year return vs S&P 500Top 5%
- Distance from 52-week highTop 43%
- Trend checklist (0–4)Top 18%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 10%
- Consecutive EPS beatsTop 32%
- Share of analysts rating BuyBottom 10%
- Upside to consensus price targetBottom 21%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 13%
- Maximum drawdown, 3 yearsBottom 15%
- Beta vs S&P 500 (lower is better)Top 8%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 17.7% | 20.4% | ↑ |
| Gross margin | 53.1% | 61.5% | ↑ |
| Operating margin | -26.2% | -11.9% | ↑ |
| FCF margin | 3.8% | 6.1% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 20.4% | 17.7% | ↑ | Top 33% |
| Gross margin | 61.5% | 53.1% | ↑ | Top 38% |
| Operating margin | -11.9% | -26.2% | ↑ | Bottom 24% |
| Net margin | -11.8% | -25.8% | ↑ | — |
| Free-cash-flow margin | 6.1% | 3.8% | ↑ | — |
| Return on invested capital | -5.7% | — | Bottom 26% | |
| Revenue growth, 3-year CAGR | 13.0% | — | Top 34% |
Quality of earnings and balance sheet
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -13.3%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 19.7%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -23.0 pp
- Interest cover (operating income / interest)How many times operating profit covers interest.
- -6.3×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- -0.24%
- Shareholder yield
- -0.24%
- Share count change, 1 year
- +8.1%
- Share count change, 3-year CAGR
- +7.2%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 5, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 6
- Beats in the last 8 reports
- 7 of 8
- Average EPS surprise, last 4
- +78.0%
- Average 2-day reaction, last 8
- +2.2%
- Positive 20 days after report
- 5 of 8
Analysts
- Consensus price target
- $26.63
- Target vs current price
- +3.2%
- Analysts with a rating
- 18
- Share rating Buy or Strong Buy
- 33%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 5, 2026 | +127.5% | +4.3% | +15.4% | -16.8% | — |
| May 6, 2026 | +62.5% | -2.4% | -41.2% | -35.6% | -30.0% |
| Feb 11, 2026 | +100.0% | +2.4% | +107.2% | +164.6% | +114.5% |
| Nov 5, 2025 | +22.0% | +1.4% | +50.6% | +47.5% | +16.0% |
| Aug 6, 2025 | +40.0% | +2.2% | +7.4% | +15.4% | +25.7% |
| May 7, 2025 | +16.7% | +3.4% | +40.1% | +31.7% | +9.1% |
| Feb 12, 2025 | -400.0% | +0.1% | -21.7% | -32.8% | -24.3% |
| Nov 6, 2024 | +133.3% | +6.4% | -8.0% | +27.9% | +37.2% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 5, 2026 | $0.15 | $0.07 | +127.5% | $183.3M |
| May 6, 2026 | $0.13 | $0.08 | +62.5% | $173.0M |
| Feb 11, 2026 | $0.12 | $0.06 | +100.0% | $172.6M |
| Nov 5, 2025 | $0.07 | $0.06 | +22.0% | $158.2M |
| Aug 6, 2025 | -$0.03 | -$0.05 | +40.0% | $148.7M |
| May 7, 2025 | -$0.05 | -$0.06 | +16.7% | $144.5M |
| Feb 12, 2025 | -$0.03 | $0.01 | -400.0% | $140.6M |
| Nov 6, 2024 | $0.02 | -$0.06 | +133.3% | $137.2M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (forward) | 49.1× | — | — | — |
| EV / Sales | 6.33× | — | — | Bottom 35% |
| Free-cash-flow yield | 1.05% | — | — | Bottom 35% |
| Earnings yield | -2.05% | — | — | Bottom 29% |
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 18
- Days above the 200-day average
- 165
- 50-day average slope (20 days)
- +9.9%
- 200-day average slope (20 days)
- +7.4%
- Distance from 50-day average
- +6.3%
- Distance from 200-day average
- +29.3%
- RSI (14)
- 53.3
- Relative volume
- 0.44×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 95.2%
- Volatility vs own 5-year history
- 78th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.65
- Correlation with S&P 500
- 0.09
- Current drawdown from 1-year high
- -23.0%
- Maximum drawdown, 3 years
- -80.0%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Oct 13, 2020 | Apr 8, 2025 | -96.1% | 1126 days | Not yet recovered |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $4.04B
- EPS, diluted (TTM)
- -$0.53
- Revenue (TTM)
- $687.2M
- 52-week range
- $7.74 – $34.82
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $354.3M | $432.7M | $506.0M | $543.7M | $624.0M |
| Gross profit | $187.3M | $209.8M | $266.3M | $295.9M | $356.2M |
| Operating income | -$219.0M | -$246.2M | -$198.0M | -$167.9M | -$117.8M |
| Net income | -$222.7M | -$190.8M | -$133.1M | -$158.1M | -$121.7M |
| EPS (diluted) | -$1.92 | -$1.57 | -$1.03 | -$1.14 | -$0.83 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $137.2M | $140.6M | $144.5M | $148.7M | $158.2M | $172.6M | $173.0M | $183.3M |
| Net income | -$38.0M | -$32.9M | -$39.1M | -$37.5M | -$29.5M | -$15.5M | -$20.5M | -$15.6M |
| EPS (diluted) | -$0.27 | -$0.23 | -$0.27 | -$0.26 | -$0.20 | -$0.10 | -$0.13 | -$0.10 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | -$38.5M | -$69.6M | $362,000 | $16.4M | $94.4M |
| Capital expenditure | -$50.4M | -$80.3M | -$32.3M | -$37.2M | -$28.7M |
| Free cash flow | -$88.9M | -$149.9M | -$31.9M | -$20.8M | $65.8M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | $0 | $0 | $0 | $7.4M | $8.1M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $337.5M
- Total assets
- $1.50B
- Total liabilities
- $512.8M
- Total debt
- $398.3M
- Net debt
- $308.5M
- Shareholders’ equity
- $990.8M
As of Jun 30, 2026 (filed Aug 5, 2026).
Short interest
- Shares sold short
- 21,565,154
- Days to cover
- 3.95
- Change vs previous report
- +6.7%
FINRA short interest, settlement date Sep 15, 2026.