Added to YB: 2026-09-11
Pitch date: 2026-09-09
FSLY [bullish]
Fastly, Inc.
Author Info
No bio for this author
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
$3.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
318.59
P/E
-42.68
EV/Sales
5.35
Sector
IT Services
Category
growth
Razor's Edge: Agent Economy - Fastly, Inc.
FSLY: Fastly is the preferred exposure to agent-driven web traffic, with a catalyst in higher network consumption and security upsell across its installed base. One long-standing travel customer said traffic and Fastly costs roughly doubled year over year and is evaluating more security products; Fastly separately reported Network Services growth of 17%, Security 43% and Compute/Observability 69%. The thesis depends on consumer agents proliferating, while observability remains immaterial today.
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