
Fastly (FSLY) Stock Forecast & Price Target
Fastly (FSLY) Analyst Ratings
Bulls say
Fastly Inc. has demonstrated significant growth, with its Remaining Performance Obligations (RPO) bookings increasing by 89% year-over-year, driven by larger commitments from former Edgio customers and enhanced execution in security packaging. The company is capitalizing on favorable dynamics in content delivery networks (CDN) and security, with expectations of Network Services and Security growth rates exceeding market averages of 6-7% and 12-13%, respectively, fueled by strong demand and successful cross-selling efforts. Additionally, Fastly's stock has gained over 30%, reflecting improved execution, stable traffic growth, and positive guidance for 2026, indicating a strong upward trajectory for the company's financial performance.
Bears say
Fastly faces substantial challenges from competitive pressures, particularly from established players like Akamai, which could further intensify the historical price compression in the content delivery network (CDN) market. The company remains unprofitable with no expectation of achieving profitability in the near term, and it additionally grapples with international risks due to approximately 25-30% of its revenue being derived from non-U.S. markets, alongside significant concentration risk as its top 10 customers contribute over 30% of total revenue. Despite appearing inexpensive on an enterprise value to revenue basis, Fastly's limited valuation support on price-to-earnings or enterprise value to free cash flow metrics raises concerns about its financial stability and growth potential.
This aggregate rating is based on analysts' research of Fastly and is not a guaranteed prediction by Public.com or investment advice.
Fastly (FSLY) Analyst Forecast & Price Prediction
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