Fastly (FSLY): Exploring the Valuation Gap After Recent Share Price Weakness

Simply Wall St.12-17 09:20

Fastly (FSLY) has quietly drifted lower over the past month, even though its longer term performance looks better. That gap between sentiment and fundamentals is what makes the stock interesting now. ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2592950980?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8030001-choice2-main-header/1585186766184","is_english":true,"pubTime":"2025-12-17 09:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592950980","market":"us","top_or_hot":-1,"title":"Fastly (FSLY): Exploring the Valuation Gap After Recent Share Price Weakness","media":"Simply Wall St.","content":"<div>\n<p>Fastly (FSLY) has quietly drifted lower over the past month, even though its longer term performance looks better. That gap between sentiment and fundamentals is what makes the stock interesting now. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-fsly/fastly/news/fastly-fsly-exploring-the-valuation-gap-after-recent-share-p\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fastly (FSLY): Exploring the Valuation Gap After Recent Share Price Weakness</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFastly (FSLY): Exploring the Valuation Gap After Recent Share Price Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-fsly/fastly/news/fastly-fsly-exploring-the-valuation-gap-after-recent-share-p><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fastly (FSLY) has quietly drifted lower over the past month, even though its longer term performance looks better. That gap between sentiment and fundamentals is what makes the stock interesting now. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-fsly/fastly/news/fastly-fsly-exploring-the-valuation-gap-after-recent-share-p\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FSLY","symbol_name":"Fastly, Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-fsly/fastly/news/fastly-fsly-exploring-the-valuation-gap-after-recent-share-p","article_id":"2592950980","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8030001-choice2-main-header/1585186766184"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-fsly/fastly/news/fastly-fsly-exploring-the-valuation-gap-after-recent-share-p","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592950980","pubTimestamp":1765934408,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Fastly (FSLY) has quietly drifted lower over the past month, even though its longer term performance looks better. That gap between sentiment and fundamentals is what makes the stock interesting now.\nSee our latest analysis for Fastly.\nOver the last year, Fastly’s share price has swung between renewed optimism and caution. The recent 30 day share price return of negative 9.44 percent has cooled what had been stronger 90 day momentum, while the three year total shareholder return of 20.93...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"FSLY":"Fastly, Inc.","BK4585":"ETF&股票定投概念","BK4613":"AI应用软件","BK4554":"元宇宙及AR概念","BK4608":"AI应用概念股","BK4116":"互联网服务与基础架构","BK4588":"碎股"},"translate_title":"Fastly(FSLY)：探索近期股价疲软后的估值差距","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FSLY":1.5},"content_text":"Fastly (FSLY) has quietly drifted lower over the past month, even though its longer term performance looks better. That gap between sentiment and fundamentals is what makes the stock interesting now. See our latest analysis for Fastly. Over the last year, Fastly’s share price has swung between renewed optimism and caution. The recent 30 day share price return of negative 9.44 percent has cooled what had been stronger 90 day momentum, while the three year total shareholder return of 20.93 percent shows that patient holders have still come out ahead despite a weaker one year total shareholder return of negative 10.24 percent. If you like Fastly’s volatility but want more names on your radar, this is a good moment to explore high growth tech and AI stocks for other potential growth stories. With shares still far below their five year peak, but only modestly below analyst targets, the key question now is whether Fastly is quietly undervalued or if the market is already pricing in its next leg of growth. Most Popular Narrative: 2.4% Undervalued Fastly's most followed narrative puts fair value slightly above the last close of $10.17, framing the stock as modestly mispriced rather than deeply discounted. The acceleration of cloud migration and edge computing, combined with Fastly's increased product velocity (especially in Compute and adaptive observability analytics at the edge), expands the company's addressable market and supports durable multi-year revenue growth. Read the complete narrative. Want to see how measured revenue growth, improving margins, and a rich future earnings multiple all connect into that small discount? The full narrative explains the specific forecasts, the timing of margin inflection, and the valuation math behind this fair value estimate. Result: Fair Value of $10.42 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, sustained CDN pricing pressure and reliance on a concentrated group of large customers could quickly challenge assumptions about margin expansion and steady growth. Find out about the key risks to this Fastly narrative. Another View: Market Ratio Signals Caution While the narrative suggests Fastly is about 2.4 percent undervalued, its price to sales ratio near 2.6 times tells a different story. That is slightly more expensive than the US IT average of 2.5 times, and only in line with its own fair ratio of 2.6 times. This hints at a limited margin of safety if growth disappoints. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:FSLY PS Ratio as at Dec 2025 Build Your Own Fastly Narrative If you see the story differently or simply want to dig into the numbers yourself, you can build a personalized view in minutes using Do it your way. A great starting point for your Fastly research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision. Ready for your next investing move? Fastly might fit your thesis today, but you will miss some of the market’s strongest setups if you ignore the opportunities waiting in our screeners.  Capture potential mispricings by targeting quality companies trading below their estimated worth with these 909 undervalued stocks based on cash flows that highlight compelling value ideas. Ride powerful innovation trends by focusing on these 25 AI penny stocks that could benefit most as artificial intelligence adoption accelerates globally. Strengthen your income stream by hunting for reliable payers through these 13 dividend stocks with yields > 3% that offer yields above 3 percent with supporting fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592950980","isCrawlerRequest":true}