FSLYTechnology · Software - ApplicationThe 12 Wall Street analysts covering Fastly, Inc. hold a median 12-month price target of $28 — +21.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 92 of 100 as at 30 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
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 (97): Analysts have, on balance, been raising their forecasts.
Value (50): The shares cost a lot relative to the profits and assets behind them.
Size (28): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +21.1% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Oct 2026 | Oppenheimer | Upgrade | Outperform | — |
| 24 Sept 2026 | DA Davidson | Maintains | Neutral | — |
| 23 Sept 2026 | B of A Securities | Maintains | Underperform | — |
| 23 Sept 2026 | DA Davidson | Maintains | Neutral | — |
| 23 Sept 2026 | Freedom Broker | Maintains | Buy | — |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
FSLY appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Fastly, Inc. returned +189.7% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 98% of US stocks
Cheaper than 20% 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 76% 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
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Fastly, Inc. has a market value of $4.1B and an enterprise value of $4.1B.
Revenue in the twelve months to 30 June 2026: $687.2M. The latest quarter grew 23.3% year on year.
Net income over the same four quarters: −$81.1M, a −11.8% net margin.
Diluted earnings per share, trailing twelve months: $−0.53.
Free cash flow in the twelve months to 30 June 2026: $34.4M, after $16.2M of capital spending.
Trailing P/E: −30.9×; forward P/E: 39.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Fastly, Inc. employs 1,140 people — $603K of revenue per employee.
Data provided by Twelve Data
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 →
The Motley Fool compares Axon Enterprise’s public safety technology ecosystem with Fastly’s expanding edge cloud platform, highlighting Fastly’s focus on high-traffic media customers and international infrastructure partnerships.
Why it matters — The comparison describes Fastly’s platform expansion and customer and infrastructure focus for investors following FSLY.
The Motley Fool compares Figma and Fastly, describing Figma’s AI-driven enterprise monetization and Fastly’s expansion of its edge cloud platform through strategic partnerships and demand for media streaming.
Why it matters — FSLY watchers may note the article’s focus on Fastly’s platform expansion and media-streaming demand as key areas in its comparison with Figma.
AI cloud stocks fell after two major buyers of AI computing power spent less on capital projects last quarter than Wall Street expected. Fastly shares were reported at $25, down 6%.
Why it matters — The report links weaker-than-expected capital spending by major AI-computing buyers with declines in suppliers such as Fastly.
Schaeffers Research’s headline identifies 15 stocks as having short-squeeze potential. The excerpt notes that bond yields, oil prices, and inflation rhetoric have made this earnings season difficult for investors.
Why it matters — The provided text does not say whether Fastly is among the 15 stocks, so it offers no company-specific information for FSLY watchers.
The Motley Fool compares CrowdStrike and Fastly, noting CrowdStrike’s position in endpoint security and Fastly’s edge cloud platform for digital experiences and security.
Why it matters — The comparison highlights Fastly’s platform and security capabilities for media and technology firms.
The 12 Wall Street analysts covering Fastly, Inc. have a median 12-month price target of $28, with estimates ranging from $22 to $37. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Fastly, Inc., 6 rate it a Buy, 5 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 30 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 30 Oct 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +21.1% from the last close, and Ticker Nerd's factor model ranks Fastly, Inc. 92 out of 100 as at 30 Oct 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: $22 to $37 over the next 12 months.
Fastly, Inc. returned +189.7% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Fastly Inc. Class A Common Stock represents ownership in Fastly, a technology company that provides real-time content delivery network services.
The most recent item we track (The Motley Fool, 31 Oct 2026): "Axon Enterprise vs. Fastly: Which Industrials Stock Is a Better Buy in 2026?". The Motley Fool compares Axon Enterprise’s public safety technology ecosystem with Fastly’s expanding edge cloud platform, highlighting Fastly’s focus on high-traffic media customers and international infrastructure partnerships.
Fastly Inc. Class A Common Stock represents ownership in Fastly, a technology company that provides real-time content delivery network services. Fastly’s platform is designed to help businesses deliver, secure, and optimize digital experiences across the internet through edge compute, edge delivery, edge security, and edge applications. Its services include load balancing, image optimization, video delivery, managed edge delivery, web and API protection, and real-time data processing at the edge. The company serves organizations that need fast, reliable, and scalable online performance for websites, applications, and digital content. Fastly’s cloud-based edge platform plays a role in supporting modern internet infrastructure for media, software, e-commerce, and other digital businesses. Fastly Inc. is headquartered in San Francisco, California.
CEO Mr. Charles Compton · 1,140 employees · United States · https://www.fastly.com
