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FSFSLY

Fastly, Inc.

$FSLY·$3.6B·Software - Application·Technology
$23.04-6.5%YTD+141.5%1Y+198.4%
Mentions · last 7 days
2026-08-21: 22 posts2026-08-22: 7 posts118+5%
Price updated 2d ago·X counts updated 8d ago
FSFSLY
$FSLYFastly, Inc.
$23.04-6.49%118 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FSLY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Fastly +142% YTD with revenue re-accelerating — real turnaround but insider selling and today's -6.5% say the run is cooling.

Fastly is an edge cloud platform (CDN, edge compute, security) — the SaaSpocalypse-survivor tape as one bull description puts it. The setup is a hot-momentum turnaround cooling on a loud insider-selling cluster.

  • The revenue re-acceleration is genuine: Q1 revenue grew 19.8% YoY to $173M, Q2 EPS beat at $0.15 vs $0.066 consensus (+128%), and the sell side models revenue climbing from ~$719M this year to ~$882M in 2028 — the mid-20% revenue growth rate is a real signal of the platform pivot working.
  • The stock has been in a strong Stage 1-to-Stage 2 transition: FSLY is +142% YTD and +198% t12m at 63% of the 52-week range and 34% above the 200-day, and the crowd is treating it as one of the top relative-strength names in the SaaSpocalypse-survivor group; a reverse DCF at $26 requires 22%+ FCF growth for a decade to justify.
  • The insider signal is the loud negative: officers Bergman ($1.7M combined), Compton ($1.3M combined), Wong ($1.15M), Lovett ($427K), and the CFO ($4.2M in a separate 148K-share sale) — combined ~$8M+ of officer selling into strength on August 18-21 is a real cluster; the August 17 senior notes-related 8-K adds a capital-structure component.

The setup is a hot-momentum edge-cloud turnaround cooling on a loud insider-selling cluster with real fundamentals underneath — the November 4 Q3 print is the referee, and the market needs continued 20%+ revenue growth plus updated edge-security segment color. A clean beat with a lifted FY guide breaks cooling back into a bid; another cluster of officer selling above $25 or a growth deceleration below 15% extends the cooling.

Agrees with X sentimentThe bullish X read on the Stage 1-to-Stage 2 transition after two months of relentless accumulation, revenue re-acceleration into mid-20%, and the monthly base setup among SaaSpocalypse-survivor relative-strength names is factually consistent with the reported metrics and tape. The skeptics' reverse-DCF-requiring-22%-FCF-growth-for-a-decade caution is fair at 26x sales. The ~$8M+ insider cluster is the missing counter-tell.

What to watch: The November 4 Q3 earnings — need continued 20%+ revenue growth, updated edge-security segment color, and reiterated FY26 EPS guide toward the $0.33 consensus. Another cluster of officer selling above $25 or a growth deceleration below 15% extends the cooling; a clean beat with a lifted FY guide breaks cooling back into a bid.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment7 posts analyzed · as of 2026-08-30

The Fastly conversation is divided. Swing traders describe a constructive setup with an entry zone around $20.27-$23.14 and a first trim at $30.69, framing tight consolidation above support as a cybersecurity theme reactivating. Fundamentals-oriented posters counter that a reverse DCF on the current price implies growth the business is unlikely to hit without a moat, even with revenue re-accelerating into the mid-20s. Basers versus valuation is the live debate.

Read the AI verdict + X sentiment for $FSLY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Programmable edge cloud delivering CDN, web application firewall, and compute-at-edge services for developers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $FSLY.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $FSLY

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Fastly, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-26.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-15.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-10.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.15$0.07+127.5%
Q1 2026May 6, 2026$0.13$0.08+62.5%
Q4 2025Feb 11, 2026$0.12$0.06+100.0%
Q3 2025Nov 5, 2025$0.07$0.06+22.0%
Next earningsWed, Nov 4·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$173.0M+19.8%62.5%-13.8%$-0.13$3.6M
Q4 FY25$172.6M+22.8%61.4%-8.6%$-0.10$12.2M
Q3 FY25$158.2M+15.3%58.4%-18.2%$-0.20$18.2M
Q2 FY25$148.7M+12.3%51.3%-24.6%$-0.26$20.7M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$718.6M$717.5M – $720.2M$0.33$0.31 – $0.389
FY27$800.3M$782.4M – $824.3M$0.40$0.33 – $0.489
FY28$882.1M$877.8M – $886.3M$0.49$0.48 – $0.504
FY29$949.0M$934.8M – $967.5M$0.59$0.58 – $0.613
FY30$1.0B$1.0B – $1.0B$0.66$0.64 – $0.673

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+34.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 145.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 21Richard WongCFO47.7K sh$1.1MSellAug 19Artur BergmanCTO31.7K sh$783KSellAug 19Compton Charles Lacey IiiCEO11.2K sh$276KSellAug 18Scott R. LovettPresident14.9K sh$427KSellAug 18Richard WongCFO148.0K sh$4.2MSellAug 18Compton Charles Lacey IiiCEO34.6K sh$988KSellAug 18Artur BergmanCTO32.4K sh$926KSellAug 12Paula LoopDirector7.3K sh$220KSellAug 7Daniels Richard DevonDirector11.1K sh$254KSellAug 4Compton Charles Lacey IiiCEO14.9K sh$372K
1–10 of 44
+ 12 other (12 awards) in window

See when $FSLY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Fastly (FSLY) filed an 8-K under Items 1.01 and 2.03, disclosing entry into a material definitive agreement and creation of a new direct financial obligation effective August 17, 2026. The filing indicates Fastly entered into a significant new financing arrangement—likely a credit facility or term loan. No specific terms or amounts were disclosed in the available excerpt. Fastly is an edge cloud and CDN services provider.

S-3ASRAuto-shelf registrationAug 6S-3ASR
AI summary

Fastly, Inc. filed an automatic shelf registration statement (S-3ASR) on August 6, 2026, effective immediately upon filing given Fastly's large accelerated filer status. The registration covers securities to be offered from time to time on a delayed or continuous basis under Rule 415; no specific dollar amount or security type for an immediate offering is disclosed. CEO Charles Compton and CLO Tara Seracka are named representatives. This is a routine shelf registration renewal providing capital-raising flexibility for the edge cloud platform company, with no immediate dilutive impact.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Fastly, Inc. filed its Q2 2026 earnings 8-K on August 5, 2026, reporting financial results for the quarter ended June 30, 2026 via a press release (Exhibit 99.1) and an investor supplement. The filing also includes a Reg FD Item 7.01 disclosure noting that Fastly posted supplemental financial information to its IR website. No headline financial figures appear in the excerpt; the actual results are in the attached exhibits. This is a routine quarterly earnings disclosure with no extraordinary events visible in the filing.

3New insider — initial holdingsJun 93
AI summary

Jeffrey Ford, newly designated Principal Accounting Officer of Fastly, Inc., filed an initial Form 3 on June 9, 2026 disclosing direct ownership of 1,089 shares of Fastly Class A common stock, effective June 3, 2026. Routine Section 16 initial officer disclosure; no derivative securities reported.

8-KOfficer or director changeJun 98-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Fastly, Inc. appointed Jeffrey Ford (age 47, Chief Accounting Officer since September 2025) as principal accounting officer effective June 3, 2026; Ford will not hold executive officer status. CFO Richard Wong simultaneously ceases serving as principal accounting officer but retains the CFO title. Ford's prior experience includes CAO at LivePerson, Controller at Stripe, VP Accounting at CrowdStrike, and over 20 years at KPMG. This filing also covers an annual meeting stockholder vote (Item 5.07) but results are not captured in the excerpt. This is an administrative internal accounting oversight realignment with no financial impact.

8-KMaterial eventMar 58-K — Item 4.01
+ 15 other (9 13Gs · 2 10-Qs · 2 proxys · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fastly Inc (FSLY) Shares Fall 8.1% -- What GF Score of 53 Tells Investorsgurufocus.com·6d agoFastly (FSLY) Crossed Above the 20-Day Moving Average: What That Means for Investorszacks.com·7d agoFastly's CFO Sells Over 148,000 Shares Worth $4.2 Million. Here's What That Means for Investors.fool.com·7d agoFastly Inc (FSLY) Shares Fall 8.4% -- GF Value Says Still Overvaluedgurufocus.com·12d agoBuy 3 High-Flying Mid-Cap Stocks on Solid AI Cloud Computing Momentumzacks.com·13d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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