Fastly (NYSE:FSLY) Releases Q2 2025 Earnings Guidance

Fastly (NYSE:FSLY) updated its second quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of -0.080–0.040 for the period, compared to the consensus EPS estimate of -0.050. The company issued revenue guidance of $143.0 million-$147.0 million, compared to the consensus revenue estimate of $144.5 million. Fastly also updated its FY 2025 guidance to -0.130–0.070 EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Piper Sandler boosted their price objective on shares of Fastly from $6.00 to $7.00 and gave the stock a “neutral” rating in a research note on Thursday, May 8th. Oppenheimer assumed coverage on shares of Fastly in a research report on Thursday, March 20th. They set a “market perform” rating for the company. KeyCorp raised shares of Fastly to a “sector weight” rating in a research report on Thursday, June 5th. Morgan Stanley upped their target price on Fastly from $7.00 to $8.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 8th. Finally, Royal Bank Of Canada upped their target price on Fastly from $5.00 to $6.00 and gave the stock a “sector perform” rating in a research report on Thursday, May 8th. Ten investment analysts have rated the stock with a hold rating, Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $8.28.

Fastly Stock Performance

NYSE:FSLY opened at $6.86 on Thursday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.50 and a quick ratio of 1.50. The firm has a 50-day moving average of $6.95 and a two-hundred day moving average of $7.85. The stock has a market cap of $992.57 million, a P/E ratio of -6.29 and a beta of 1.29. Fastly has a 1-year low of $4.65 and a 1-year high of $12.08.

Fastly (NYSE:FSLY) last released its earnings results on Wednesday, May 7th. The company reported ($0.05) EPS for the quarter, beating the consensus estimate of ($0.06) by $0.01. Fastly had a negative return on equity of 12.29% and a negative net margin of 27.73%. The company had revenue of $144.47 million during the quarter, compared to analysts’ expectations of $138.40 million. During the same period in the prior year, the business posted ($0.05) EPS. The business’s revenue was up 8.2% on a year-over-year basis. On average, research analysts expect that Fastly will post -0.78 earnings per share for the current fiscal year.

Insider Transactions at Fastly

In other Fastly news, CFO Ronald W. Kisling sold 12,000 shares of the firm’s stock in a transaction dated Monday, March 31st. The shares were sold at an average price of $6.32, for a total value of $75,840.00. Following the transaction, the chief financial officer now owns 671,035 shares of the company’s stock, valued at $4,240,941.20. This trade represents a 1.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Todd Nightingale sold 12,547 shares of the firm’s stock in a transaction dated Friday, May 23rd. The stock was sold at an average price of $7.19, for a total transaction of $90,212.93. Following the completion of the transaction, the chief executive officer now directly owns 1,904,388 shares in the company, valued at $13,692,549.72. This represents a 0.65% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 177,283 shares of company stock valued at $1,227,657. Insiders own 6.70% of the company’s stock.

Institutional Trading of Fastly

Several hedge funds have recently made changes to their positions in FSLY. Acadian Asset Management LLC bought a new stake in Fastly in the first quarter valued at $78,000. Geneos Wealth Management Inc. bought a new stake in shares of Fastly during the first quarter valued at approximately $52,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Fastly by 25.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 330,878 shares of the company’s stock valued at $2,094,000 after acquiring an additional 67,754 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in Fastly by 7.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,302,164 shares of the company’s stock valued at $14,573,000 after acquiring an additional 165,937 shares in the last quarter. Finally, Jones Financial Companies Lllp raised its stake in Fastly by 963.6% during the 1st quarter. Jones Financial Companies Lllp now owns 60,838 shares of the company’s stock valued at $385,000 after acquiring an additional 55,118 shares in the last quarter. Institutional investors own 79.71% of the company’s stock.

About Fastly

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. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet.