Fastly (NYSE:FSLY) Releases FY 2025 Earnings Guidance

Fastly (NYSE:FSLY) issued an update on its FY 2025 earnings guidance on Wednesday morning. The company provided EPS guidance of 0.030-0.070 for the period, compared to the consensus EPS estimate of -0.350. The company issued revenue guidance of $610.0 million-$614.0 million, compared to the consensus revenue estimate of $598.3 million. Fastly also updated its Q4 2025 guidance to 0.040-0.080 EPS.

Analysts Set New Price Targets

Several equities research analysts have weighed in on FSLY shares. Piper Sandler upped their target price on Fastly from $7.50 to $10.00 and gave the stock a “neutral” rating in a report on Thursday. Craig Hallum upgraded Fastly from a “hold” rating to a “buy” rating and set a $10.00 price objective for the company in a report on Thursday, August 7th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Fastly in a report on Wednesday, October 8th. Finally, Royal Bank Of Canada raised their target price on shares of Fastly from $7.00 to $9.00 and gave the company a “sector perform” rating in a research report on Thursday. One equities research analyst has rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Fastly currently has an average rating of “Hold” and a consensus target price of $9.83.

Fastly Price Performance

Shares of FSLY stock opened at $11.07 on Friday. The stock’s 50-day moving average is $8.25 and its 200 day moving average is $7.45. Fastly has a 1-year low of $4.65 and a 1-year high of $12.08. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.49 and a quick ratio of 1.49. The company has a market cap of $1.63 billion, a P/E ratio of -11.53 and a beta of 1.21.

Fastly (NYSE:FSLY) last announced its earnings results on Wednesday, November 5th. The company reported $0.07 EPS for the quarter, topping analysts’ consensus estimates of $0.01 by $0.06. The business had revenue of $158.22 million during the quarter, compared to the consensus estimate of $151.04 million. Fastly had a negative net margin of 23.49% and a negative return on equity of 11.96%. The firm’s revenue was up 15.3% on a year-over-year basis. During the same period in the previous year, the company posted $0.02 earnings per share. Fastly has set its Q4 2025 guidance at 0.040-0.080 EPS. FY 2025 guidance at 0.030-0.070 EPS. Research analysts predict that Fastly will post -0.78 earnings per share for the current fiscal year.

Insider Activity

In related news, CEO Charles Lacey Compton III sold 11,378 shares of the business’s stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $8.41, for a total transaction of $95,688.98. Following the completion of the transaction, the chief executive officer directly owned 659,313 shares in the company, valued at $5,544,822.33. The trade was a 1.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Scott R. Lovett sold 42,172 shares of the stock in a transaction dated Wednesday, September 17th. The stock was sold at an average price of $8.41, for a total value of $354,666.52. Following the sale, the insider directly owned 1,088,551 shares in the company, valued at $9,154,713.91. This represents a 3.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 597,933 shares of company stock valued at $4,823,359 in the last ninety days. Insiders own 6.70% of the company’s stock.

Institutional Trading of Fastly

A number of hedge funds have recently modified their holdings of FSLY. State of Wyoming purchased a new position in Fastly during the second quarter valued at approximately $373,000. Amundi increased its holdings in shares of Fastly by 11.3% during the 1st quarter. Amundi now owns 46,624 shares of the company’s stock valued at $277,000 after purchasing an additional 4,724 shares in the last quarter. Creative Planning lifted its stake in shares of Fastly by 30.9% in the 2nd quarter. Creative Planning now owns 33,678 shares of the company’s stock valued at $238,000 after purchasing an additional 7,959 shares during the period. Canada Pension Plan Investment Board boosted its stake in shares of Fastly by 65.8% during the 2nd quarter. Canada Pension Plan Investment Board now owns 31,000 shares of the company’s stock worth $219,000 after acquiring an additional 12,300 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Fastly during the 2nd quarter valued at about $202,000. Hedge funds and other institutional investors own 79.71% of the company’s stock.

Fastly Company Profile

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.