Professional
Added to YB: 2025-07-04
Pitch date: 2025-07-02
FSLY [neutral]
Fastly, Inc.
+44.41%
current return
Author Info
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Company Info
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer’s applications in the United States, the Asia Pacific, Europe, and internationally.
Market Cap
$1.7B
Pitch Price
$6.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
-51.39
P/E
-11.68
EV/Sales
2.95
Sector
IT Services
Category
N/A
Pernas Research Passes On: Fastly, Inc.
FSLY PASS: CDN provider showing modest improvement (17% YoY growth ex-top 10, FCF positive) but faces structural issues: management turnover, high churn, commoditized market. Lacks Akamai's scale and Cloudflare's ecosystem. Rents network capacity, remains secondary provider with unclear strategic position.
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