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FSLY

Neutral signalScored 2026-10-25 Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.

Research, not advice.

À propos

Fastly, Inc.

Nom
Fastly, Inc.
Secteur
Technology
Industrie
Software - Application
Bourse
NASDAQ
Capitalisation
$3.9B
Employés
1,140
PDG
Charles Compton
Site web
https://www.fastly.com
Marché
AKAMCHKPCRWDFFIVNETQLYS

Fastly, Inc. offers an advanced edge cloud computing platform designed to efficiently manage, distribute, and safeguard client applications across a global footprint, including North America, the Asia Pacific region, Europe, and other international markets. This specialized Infrastructure as a Service (IaaS) empowers developers to build, secure, and rapidly deliver digital experiences right at the internet's edge. It functions as a highly customizable platform, optimized for web and application delivery. The company's broad range of offerings includes: Compute@Edge, their serverless computing environment. A comprehensive developer hub providing solution patterns, API and language references, change logs, and Fastly Fiddle resources. Specialized edge services such as device detection, geolocation, edge dictionaries, access control lists (ACLs), and authentication. Full site delivery capabilities, encompassing dynamic site acceleration, origin shield, instant cache purging, real-time logging and statistics, cloud optimization, programmatic control, edge databases, content compression, and support for modern protocols to ensure high performance and reliability. Streaming solutions for live media, media shield, and origin connect. Robust edge security features, including Distributed Denial of Service (DDoS) protection, a cloud-based web application firewall (WAF), Transport Layer Security (TLS), platform TLS, and various compliance services. Unified web application and API protection that incorporates runtime self-application protection, advanced rate limiting, API and account takeover (ATO) protection, bot mitigation, and a next-generation WAF. Supplementary edge applications like load balancers and image optimizers. Video on demand services and fully managed edge delivery services. Fastly caters to a wide array of industries, including digital publishing, media and entertainment, technology, e-commerce, travel and hospitality, and financial services. Originally incorporated in 2011 as SkyCache, Inc., the company officially adopted the name Fastly, Inc. in May 2012. Its corporate headquarters are situated in San Francisco, California.

Price (1 year)

Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.

VENTE TOTALE: 70 841 titres (~1 749 043,54 $ US)

Insiders
Compton Charles Lacey III
Total bought
—

Avg buy (VWAP, 90d window) —

Total sold
$18,029,482

Avg sell (VWAP, 90d window) $26.79 vs last close $25.61 (-4.4%)

Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.

$10,291,364 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.

Last activity
2026-10-19
Liquidity
Liquid $138,097,963/day · 20d vol
Last synced
2026-10-26 21:10:28 Synced via automated research pipeline

Sign in to request a sync of this company's price history and timing levels.

Insider holdings as a share of total assets aren't available for this company.

Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.

Recent Form 4

Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.

Date Person Side Shares Price Value Form 4
2026-10-19 Compton Charles Lacey III Sell · S 9,016 $23.08 $208,089 Form 4
2026-10-16 Compton Charles Lacey III Sell · S 11,433 $24.90 $284,682 Form 4
2026-09-29 Bergman Artur Sell · S · 10b5-1 3,961 $25.26 $100,055 Form 4
2026-09-28 Bergman Artur Sell · S · 10b5-1 200 $25.23 $5,045 Form 4
2026-09-23 Bergman Artur Sell · S · 10b5-1 85,517 $30.65 $2,621,096 Form 4
2026-09-22 Bergman Artur Sell · S · 10b5-1 27,900 $27.82 $776,178 Form 4
2026-09-21 Bergman Artur Sell · S · 10b5-1 45,646 $27.51 $1,255,721 Form 4
2026-09-17 Bergman Artur Sell · S · 10b5-1 2,200 $25.30 $55,660 Form 4
2026-09-17 Ford Jeffrey Sell · S · 10b5-1 6,338 $25.37 $160,795 Form 4
2026-09-17 Lovett Scott R. Sell · S · 10b5-1 5,690 $25.38 $144,412 Form 4
2026-09-16 Ford Jeffrey Sell · S 37,091 $23.84 $884,249 Form 4
2026-09-16 Lovett Scott R. Sell · S 34,820 $23.85 $830,457 Form 4
2026-09-15 Bergman Artur Sell · S · 10b5-1 2,500 $25.14 $62,850 Form 4
2026-09-14 Bergman Artur Sell · S · 10b5-1 4,500 $25.02 $112,590 Form 4
2026-09-14 Compton Charles Lacey III Sell · S · 10b5-1 50,392 $24.93 $1,256,273 Form 4
2026-09-09 Bergman Artur Sell · S · 10b5-1 400 $24.11 $9,644 Form 4
2026-09-08 Bergman Artur Sell · S · 10b5-1 300 $22.51 $6,753 Form 4
2026-09-08 Compton Charles Lacey III Sell · S · 10b5-1 2,436 $21.23 $51,716 Form 4
2026-09-03 Bergman Artur Sell · S · 10b5-1 17,576 $20.66 $363,120 Form 4
2026-09-02 Compton Charles Lacey III Sell · S · 10b5-1 9,458 $20.42 $193,132 Form 4
2026-09-01 Compton Charles Lacey III Sell · S · 10b5-1 1,100 $22.61 $24,871 Form 4
2026-08-31 Bergman Artur Sell · S 6,225 $23.00 $143,175 Form 4
2026-08-31 Compton Charles Lacey III Sell · S · 10b5-1 15,028 $23.00 $345,644 Form 4
2026-08-31 Lovett Scott R. Sell · S 19,624 $23.00 $451,352 Form 4
2026-08-31 PAISLEY CHRISTOPHER B Sell · S · 10b5-1 3,000 $23.00 $69,000 Form 4
2026-08-27 Bergman Artur Sell · S 851 $24.08 $20,492 Form 4
2026-08-21 WONG RICHARD Sell · S · 10b5-1 1,808 $24.95 $45,110 Form 4
2026-08-19 Bergman Artur Sell · S · 10b5-1 4,164 $25.78 $107,348 Form 4
2026-08-19 Compton Charles Lacey III Sell · S · 10b5-1 700 $26.05 $18,235 Form 4
2026-08-18 Bergman Artur Sell · S · 10b5-1 32,387 $28.60 $926,268 Form 4
2026-08-18 Compton Charles Lacey III Sell · S · 10b5-1 34,552 $28.60 $988,187 Form 4
2026-08-18 Lovett Scott R. Sell · S 14,936 $28.60 $427,170 Form 4
2026-08-18 WONG RICHARD Sell · S 148,015 $28.61 $4,234,709 Form 4
2026-08-12 Loop Paula Sell · S · 10b5-1 7,332 $30.00 $219,960 Form 4
2026-08-07 Daniels Richard Devon Sell · S 11,080 $22.90 $253,743 Form 4
2026-08-04 Compton Charles Lacey III Sell · S · 10b5-1 14,868 $25.00 $371,700 Form 4

Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.

Congressional trades

STOCK Act disclosures (90-day window)

Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.

No STOCK Act disclosures for this company in this window.

Recent trades

DateRepresentativeTypeAmount
2022-08-23Ro KhannaSale$1,001 - $15,000
2022-05-23Ro KhannaPurchase$1,001 - $15,000
2022-05-05Ro KhannaPurchase$1,001 - $15,000
2021-01-25Tom MalinowskiSale (Full)$1,001 - $15,000
2020-11-19Tom MalinowskiSale (Full)$15,001 - $50,000
2020-10-27Tom MalinowskiSale (Full)$15,001 - $50,000

Signal

Neutral signalScored 2026-10-25 Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.

FSLY presents a moderately constructive setup: solid liquidity (75) and improving fundamentals (65) are supported by a meaningful catalyst score (70) driven by an analyst upgrade and a notable partnership expansion with…

The first sentence of the analysis written for FSLY on 2026-10-25 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.

Neutral signal Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.

Factor checklist — research, not advice

A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.

  • Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
  • Narrative Supports a bullish reading. Stored narrative reading is in the bullish band
  • Congress Supports a bullish reading. 2 purchase disclosures year to date
  • Timing Unavailable or mixed. Weekly bias is flat
  • Financial indicators Unavailable or mixed. Current ratio 2.61 · operating margin -19% — readings disagree

Suggested stop 23.49, nearest stored support minus 0.5 ATR(8.3% under the last close). Reward/risk to the next stored resistance is 0.82. Wait — that reward/risk is under 2. Research, not advice. Not an order.

Recent news

Market snapshot

Financial ratios

MetricTrend2025-12-312024-12-312023-12-312022-12-312021-12-31
Gross Profit Margin57.1%54.4%52.6%48.5%52.9%
Ebit Margin-17.1%-28.1%-25.5%-42.7%-61.4%
Ebitda Margin-4.6%-14.5%-11.3%-27.8%-47.2%
Operating Profit Margin-18.9%-30.9%-39.1%-56.9%-61.8%
Pretax Profit Margin-19.1%-28.6%-26.3%-44.1%-62.8%
Continuous Operations Profit Margin-19.5%-29.1%-26.3%-44.1%-62.9%
Net Profit Margin-19.5%-29.1%-26.3%-44.1%-62.9%
Bottom Line Profit Margin-19.5%-29.1%-26.3%-44.1%-62.9%
Current Ratio2.6124.2143.1394.1794.737
Quick Ratio2.6124.2143.1394.1794.737
Solvency Ratio-0.077-0.174-0.112-0.134-0.151
Cash Ratio0.9312.7400.7310.9411.259
Price To Earnings Ratio-12.265-8.281-17.282-5.217-18.464
Price To Earnings Growth Ratio0.451-0.7750.5020.286-0.173
Forward Price To Earnings Growth Ratio0.451-0.7750.5020.286-0.173
Price To Earnings Diluted Ratio-12.265-8.281-17.282-5.217-18.464
Price To Earnings Diluted Growth Ratio0.451-0.7750.5020.286-0.173
Price To Book Ratio1.6091.3512.3401.0444.057
Price To Sales Ratio2.3972.3984.5302.30411.611
Price To Free Cash Flow Ratio22.745-62.652-71.839-6.648-46.294
Price To Operating Cash Flow Ratio15.83479.4626,331.785-14.317-106.909
Debt To Assets Ratio0.2870.2790.2840.4400.487
Debt To Equity Ratio0.4630.4190.4420.8731.038
Debt To Capital Ratio0.3160.2950.3070.4660.509
Long Term Debt To Capital Ratio0.2580.2590.2600.4250.479
Financial Leverage Ratio1.6131.5041.5571.9852.129
Working Capital Turnover Ratio1.9251.6681.2650.8861.074
Operating Cash Flow Ratio0.4870.1570.002-0.457-0.292
Operating Cash Flow Sales Ratio0.1510.0300.001-0.161-0.109
Free Cash Flow Operating Cash Flow Ratio0.696-1.268-88.1382.1532.309
Debt Service Coverage Ratio-0.607-29.732-14.073-20.481-31.919
Interest Coverage Ratio-9.276-61.127-48.884-41.821-41.758
Short Term Operating Cash Flow Coverage Ratio2.4490.0000.0000.0000.000
Operating Cash Flow Coverage Ratio0.2200.0410.001-0.084-0.037
Capital Expenditure Coverage Ratio3.2910.4410.011-0.867-0.764
Dividend Paid And Capex Coverage Ratio3.2910.4410.011-0.867-0.764
Dividend Payout Ratio0.0000.0000.0000.0000.000
Enterprise Value Multiple-60.936-17.986-45.735-14.003-29.878

Sparkline shows each ratio oldest → newest (left → right).

How the latest year compares

For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower

MetricCurrentvs 1Y agovs 5Y avg
Gross Profit Margin 57.1% ▲2.6% ▲4.0%
Ebit Margin -17.1% ▲11.0% ▲17.9%
Ebitda Margin -4.6% ▲10.0% ▲16.5%
Operating Profit Margin -18.9% ▲12.0% ▲22.6%
Pretax Profit Margin -19.1% ▲9.5% ▲17.1%
Continuous Operations Profit Margin -19.5% ▲9.6% ▲16.9%
Net Profit Margin -19.5% ▲9.6% ▲16.9%
Bottom Line Profit Margin -19.5% ▲9.6% ▲16.9%
Current Ratio 2.612 ▼-1.602 ▼-1.164
Quick Ratio 2.612 ▼-1.602 ▼-1.164
Solvency Ratio -0.077 ▲0.097 ▲0.053
Cash Ratio 0.931 ▼-1.809 ▼-0.390
Price To Earnings Ratio -12.265 ▼-3.984 ▲0.036
Price To Earnings Growth Ratio 0.451 ▲1.226 ▲0.393
Forward Price To Earnings Growth Ratio 0.451 ▲1.226 ▲0.393
Price To Earnings Diluted Ratio -12.265 ▼-3.984 ▲0.036
Price To Earnings Diluted Growth Ratio 0.451 ▲1.226 ▲0.393
Price To Book Ratio 1.609 ▲0.258 ▼-0.471
Price To Sales Ratio 2.397 ▼-0.001 ▼-2.251
Price To Free Cash Flow Ratio 22.745 ▲85.396 ▲55.682
Price To Operating Cash Flow Ratio 15.834 ▼-63.628 ▼-1245.337
Debt To Assets Ratio 0.287 ▲0.008 ▼-0.068
Debt To Equity Ratio 0.463 ▲0.044 ▼-0.184
Debt To Capital Ratio 0.316 ▲0.021 ▼-0.062
Long Term Debt To Capital Ratio 0.258 ▼-0.001 ▼-0.078
Financial Leverage Ratio 1.613 ▲0.110 ▼-0.145
Working Capital Turnover Ratio 1.925 ▲0.256 ▲0.561
Operating Cash Flow Ratio 0.487 ▲0.330 ▲0.507
Operating Cash Flow Sales Ratio 0.151 ▲0.121 ▲0.169
Free Cash Flow Operating Cash Flow Ratio 0.696 ▲1.964 ▲17.546
Debt Service Coverage Ratio -0.607 ▲29.125 ▲18.755
Interest Coverage Ratio -9.276 ▲51.851 ▲31.297
Short Term Operating Cash Flow Coverage Ratio 2.450 ▲2.450 ▲1.960
Operating Cash Flow Coverage Ratio 0.220 ▲0.179 ▲0.191
Capital Expenditure Coverage Ratio 3.291 ▲2.851 ▲2.869
Dividend Paid And Capex Coverage Ratio 3.291 ▲2.851 ▲2.869
Dividend Payout Ratio 0.000 0.000 0.000
Enterprise Value Multiple -60.936 ▼-42.950 ▼-27.228

Key metrics

MetricTrend20252024202320222021
Market cap$1.50B$1.30B$2.29B$996.9M$4.11B
Enterprise value$1.75B$1.42B$2.62B$1.69B$5.00B
EV / Sales2.80x2.62x5.17x3.90x14.11x
EV / Op. cash flow18.48x86.68x7230.67x-24.23x-129.93x
EV / Free cash flow26.54x-68.35x-82.04x-11.25x-56.26x
EV / EBITDA-60.94x-17.99x-45.73x-14.00x-29.88x
Net debt / EBITDA-8.72x-1.50x-5.69x-5.73x-5.29x
Current ratio2.61x4.21x3.14x4.18x4.74x
Income quality-0.78x-0.10x-0.00x0.36x0.17x
Graham net-net-$1-$1-$1-$3-$5
Tax burden102.1%101.7%99.8%100.0%100.0%
Interest burden111.9%101.8%103.1%103.2%102.4%
Working capital$312.7M$335.7M$316.0M$484.2M$492.8M
Invested capital$1.25B$1.28B$1.28B$1.52B$1.47B
Return on assets-8.1%-10.9%-8.7%-10.1%-10.3%
Operating ROA-8.0%-11.3%-11.6%-12.1%-13.0%
Return on tangible assets-15.1%-21.4%-16.8%-16.7%-15.7%
Return on equity-13.1%-16.4%-13.6%-20.0%-22.0%
Return on invested capital-8.6%-12.2%-13.9%-13.7%-10.6%
Return on capital employed-9.0%-12.5%-14.4%-14.1%-10.8%
Earnings yield-8.1%-12.1%-5.8%-19.1%-5.4%
Free cash flow yield4.4%-1.6%-1.4%-15.0%-2.2%
Capex / Op. cash flow30.4%226.8%8913.8%-115.3%-130.9%
Capex / Depreciation36.9%50.5%44.8%124.9%100.7%
Capex / Sales4.6%6.8%6.4%18.6%14.2%
SG&A / Sales50.0%57.4%60.8%69.5%78.9%
R&D / Sales26.1%25.4%30.1%35.9%35.8%
Stock comp / Sales18.8%19.9%26.9%33.7%39.6%
Intangibles / Total assets46.4%49.1%48.0%39.7%34.2%
Days sales outstanding69d78d87d76d67d
Days payables outstanding24d9d9d8d20d
Operating cycle69d78d87d76d67d
Cash conversion cycle45d69d78d68d46d

Change by theme

Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.

Change over 1 year

Valuation
Market cap ▲+14.7%EV / Sales ▲+6.9%EV / EBITDA ▼-238.8%EV / Op. cash flow ▼-68.207Earnings yield ▲+0.040
Profitability
Return on equity ▲+0.033Return on assets ▲+0.028Return on invested capital ▲+0.036Return on capital employed ▲+0.034Operating ROA ▲+0.033Income quality ▼-0.672Tax burden ▲+0.004
Efficiency
Days sales outstanding ▼-8.832Days payables outstanding ▲+15.098Operating cycle ▼-8.832Cash conversion cycle ▼-23.930Capex / Sales ▼-0.022R&D / Sales ▲+0.007
Balance-sheet strength
Current ratio ▼-1.602Net debt / EBITDA ▼-7.218Working capital ▼-23028000.000Invested capital ▼-30811000.000Intangibles / Total assets ▼-0.027

Change over 5 years

Valuation
Market cap ▼-63.7%EV / Sales ▼-80.2%EV / EBITDA ▼-103.9%EV / Op. cash flow ▲+148.409Earnings yield ▼-0.027
Profitability
Return on equity ▲+0.089Return on assets ▲+0.022Return on invested capital ▲+0.020Return on capital employed ▲+0.018Operating ROA ▲+0.050Income quality ▼-0.949Tax burden ▲+0.021
Efficiency
Days sales outstanding ▲+2.466Days payables outstanding ▲+3.771Operating cycle ▲+2.466Cash conversion cycle ▼-1.305Capex / Sales ▼-0.096R&D / Sales ▼-0.097
Balance-sheet strength
Current ratio ▼-2.125Net debt / EBITDA ▼-3.422Working capital ▼-180065000.000Invested capital ▼-221079000.000Intangibles / Total assets ▲+0.122

Employee count

Peer market caps