Fastly, Inc. (FSLY): A Bull Case Theory [Yahoo! Finance]
Fastly, Inc. Class A (FSLY)
Last fastly, inc. class a earnings: 2/20 04:05 pm
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Source: Yahoo! Finance
An overhead view of a large-scale data center with rows of servers and blinking lights. Fastly (FSLY), trading at a ~1.9x revenue multiple, appears undervalued compared to similar SaaS companies growing at 5-10% annually. Despite negative EBITDA margins of -20% to -30%, Fastly's valuation could potentially rise to 3-4x revenue, aligning with peers. The company operates in the content delivery network (CDN) space, which has a high barrier to entry due to the complexity and cost of maintaining a globally distributed server infrastructure. This provides Fastly with a strong competitive moat, reducing the threat of new entrants. Fastly's long cash runway, estimated at 5-10 years without the need for additional funding, provides stability while the company works towards profitability. Key catalysts for significant upside include reaching EBITDA or free cash flow breakeven, stronger-than-expected quarterly revenue growth in the 10-20% range, and successful launches of AI-related produc
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FSLY
News
- Long Road to Recovery: Fastly Research Reveals Businesses Taking 25% Longer to Recover From Cybersecurity Incidents Than Expected [Yahoo! Finance]Yahoo! Finance
- Long Road to Recovery: Fastly Research Reveals Businesses Taking 25% Longer to Recover From Cybersecurity Incidents Than ExpectedBusiness Wire
- Fastly Named a Leader in IDC MarketScape for Worldwide Edge Delivery Services 2024 [Yahoo! Finance]Yahoo! Finance
- Fastly Named a Leader in IDC MarketScape for Worldwide Edge Delivery Services 2024Business Wire
- Fastly, Inc. (NYSE: FSLY) had its price target raised by analysts at DA Davidson from $5.50 to $7.50. They now have a "neutral" rating on the stock.MarketBeat
FSLY
Earnings
- 11/6/24 - Beat
FSLY
Sec Filings
- 11/20/24 - Form 4
- 11/20/24 - Form 4
- 11/20/24 - Form 4
- FSLY's page on the SEC website