FSLYTechnology · Software - ApplicationThe 12 Wall Street analysts covering Fastly, Inc. hold a median 12-month price target of $28 — -8.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 92 of 100 as at 15 Aug 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Fastly, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (100): Analysts have, on balance, been raising their forecasts.
Value (48): The shares cost a lot relative to the profits and assets behind them.
Size (25): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on FSLY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits −8.1% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 6 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 6 Aug 2026 | RBC Capital | Maintains | Sector Perform | — |
| 17 July 2026 | Canaccord Genuity | Initiates | Buy | — |
| 17 July 2026 | Freedom Broker | Initiates | Buy | — |
| 7 May 2026 | Citigroup | Maintains | Neutral | — |
| 7 May 2026 | Keybanc | Maintains | Overweight | — |
| 7 May 2026 | Piper Sandler | Maintains | Neutral | — |
| 7 May 2026 | RBC Capital | Maintains | Sector Perform | — |
| 14 Apr 2026 | Evercore ISI Group | Initiates | Outperform | — |
| 7 Apr 2026 | Piper Sandler | Maintains | Neutral | — |
| 2 Mar 2026 | RBC Capital | Maintains | Sector Perform | — |
| 13 Feb 2026 | Citigroup | Maintains | Neutral | — |
| 12 Feb 2026 | Piper Sandler | Reiterates | Neutral | — |
| 12 Feb 2026 | RBC Capital | Maintains | Sector Perform | — |
| 9 Feb 2026 | DA Davidson | Maintains | Neutral | — |
| 16 Jan 2026 | Citigroup | Maintains | Neutral | — |
| 5 Jan 2026 | Piper Sandler | Maintains | Neutral | — |
| 5 Jan 2026 | RBC Capital | Maintains | Sector Perform | — |
| 15 Dec 2025 | Keybanc | Upgrade | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. FSLY appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 97% of US stocks
Cheaper than 19% of US stocks
Cheaper than 23% of US stocks
Cheaper than 96% of US stocks
Higher than 73% of US stocks
Higher than 62% of US stocks
Higher than 77% of US stocks
Higher than 25% of US stocks
Higher than 19% of US stocks
Higher than 37% of US stocks
Higher than 34% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Fastly, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Research reports that Fastly (FSLY) shares have begun to gain momentum, with solid earnings estimate revisions suggesting the stock may continue moving higher in the near term.
Why it matters — Fastly watchers would note that improving earnings estimate revisions could signal strengthening analyst expectations for the company's near-term performance.
Zacks Investment Research published an article examining whether Fastly (FSLY) qualifies as a top pick for momentum investors, describing it as a great momentum stock and asking whether investors should buy it.
Why it matters — FSLY watchers would care because the piece frames the company as a strong momentum stock, drawing attention to its standing among investors.
On CNBC's "Mad Money Lightning Round," Jim Cramer commented on stocks including Fastly, describing it as "back from the abyss." He also said he likes utility stocks Vistra Corp. and Constellation Energy, calling them oversold and sensible. Fastly was not the focus of the segment, which centered mainly on utilities.
Why it matters — A FSLY watcher would care because a prominent financial commentator characterized the company's outlook in positive terms on a widely watched show, potentially drawing investor attention to the stock.
Carillon Eagle Small Cap Growth Fund's Q2 2026 portfolio review notes Bloom Energy's strong performance amid AI infrastructure adoption, unprecedented demand in the optical industry from hyperscaler capital expenditure announcements, and Karman's stock lagging after slightly missing organic growth expectations.
Why it matters — The unprecedented optical-industry demand tied to hyperscaler capital spending describes the broader infrastructure environment in which Fastly operates, though Fastly itself is not mentioned.
Fastly stock surged after earnings, reaching its highest level since May and rising 78% from its July low, outperforming the broader market this year.
Why it matters — The stock's parabolic move highlights renewed investor enthusiasm for Fastly following its earnings report.
The 12 Wall Street analysts covering Fastly, Inc. have a median 12-month price target of $28, with estimates ranging from $20 to $32. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Fastly, Inc., 5 rate it a Buy, 6 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Fastly, Inc. 92 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Fastly, Inc. ranks 92 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (100 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies -8.1% from the last close, and Ticker Nerd's factor model ranks Fastly, Inc. 92 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Fastly, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FSLY are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $20 to $32 over the next 12 months.
Fastly, Inc. returned +333.1% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Fastly, Inc. is a cloud computing company that provides edge cloud services for websites and applications.
The most recent item we track (Zacks Investment Research, 13 Aug 2026): "Surging Earnings Estimates Signal Upside for Fastly (FSLY) Stock". Zacks Research reports that Fastly (FSLY) shares have begun to gain momentum, with solid earnings estimate revisions suggesting the stock may continue moving higher in the near term.
Fastly, Inc. is a cloud computing company that provides edge cloud services for websites and applications. Its platform helps businesses deliver digital content quickly and reliably, while also supporting image optimization, load balancing, and traffic management. Fastly also offers security capabilities such as denial-of-service attack protection, bot mitigation, and web application firewall services. The company serves organizations that need low-latency performance, resilient infrastructure, and protection for online services across media, retail, software, and other digital industries. By combining content delivery, security, and application delivery tools in a single edge network, Fastly plays a role in helping customers run and secure modern internet experiences at scale.
CEO Mr. Charles Compton · 1,140 employees · United States · https://www.fastly.com