Fastly, Inc.FSLY

Technology
Neutral

ASignal's systematic analysis rates FSLY as Neutral. Fastly, Inc. has a market cap of $2.83B, a -15.8% net margin, and 19.8% year-over-year revenue growth.

Reflects the latest available analysis · analyzed Jun 7, 2026

The case on FSLY

Bull vs bear, surfaced by ASignal's framework agents from public market data. The precise verdict: ASignal Rank, confidence, and price targets - is in the app.

Bull case
  • Strong revenue growth (19.8% YoY)
  • High gross margin (59.39%) indicating pricing power
  • Positive free cash flow ($116.78M)
  • Low debt-to-equity ratio (0.41x)
  • Current ratio (3.00x) and quick ratio (2.82x) signal solid liquidity
VS
Bear case
  • Negative operating and net margins (-13.81%, -15.79%)
  • Negative return on equity (-10.66%) and return on assets (-4.40%)
  • EV/EBITDA at -52.41x indicates unprofitability
  • Forward P/E of 45.80x is high relative to near-term earnings uncertainty
  • MACD below signal line despite positive histogram, suggesting weak momentum

Key facts

Sector
Technology
Market cap
$2.83B
Gross margin
59.4%
Net margin
-15.8%
Rev growth YoY
19.8%
Price (Jun 7, 2026)
$18.07
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See the full verdict on FSLY

ASignal Rank (1-4), confidence score, Buffett / Ackman / Dalio grades, price targets, and the full reasoning behind the call.

How ASignal analyzes FSLY

Most investors never get a second opinion, let alone several. ASignal runs FSLY past a panel of specialized investor-framework agents, each calibrated on a distinct school of investing: Warren Buffett's value discipline, Bill Ackman's activist lens, and Ray Dalio's macro view. They don't just score in isolation, they argue: a dedicated Challenger agent pushes back on every conclusion until the panel settles on a reasoned consensus, weighing fundamentals, macro conditions, market sentiment, and price action together. The kind of cross-examined read that takes a research desk hours, ASignal delivers in under two minutes, refreshed every cycle.

The signal direction and the bull and bear case above are free. The precise read, ASignal Rank, framework grades, price targets, and full reasoning, stays with subscribers.

Fastly, Inc. (FSLY) Stock Analysis - ASignal rates it Neutral