FSLY · Fastly, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on FSLY. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About FSLY · Fastly, Inc.
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. The company offers network services to speed up and optimize the delivery of web and application traffic; content delivery network, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, programmatic control, content compression, reliability features, fanout, domainr, modern protocols and performance services; staging environment; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, cache reservation, and media shield. It also provides security solutions, such as DDoS protection, next-gen WAF, bot management, API and ATO protection, advanced rate limiting, privacy, and compliance services; load balancing; image optimization; and origin connect. In addition, the company offers professional services comprising managed and response security services; managed CDN; and support plans services. It serves customers operating in ecommerce, streaming media, gaming, digital publishing, and high tech to financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Live Quote
HOLD (score +3) · 12-1 mom 135.3% · RSI 39.6 · above_200_only · -50.3% from high
Targets blend Wall Street consensus (9 analysts: low $18.00 / mean $24.11 / high $32.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Four Form 4 filings in the past 14 days (all filed May 20, reporting transactions on May 18–19) represent the investigation trigger. However, every single one is an SELL transaction executed to satisfy tax withholding obligations upon RSU vesting — no open-market P/S trades were verified among any of them. The stock collapsed ~42% on May 7 after a Q1 beat ($0.13 actual vs $0.087 est; revenue +20% YoY) due to guidance concerns, slower Network Services growth, pricing pressure, and elevated infrastructure spend for 2026. FSLY is above its 200-DMA but below both the 50-DMA ( RSI 38, bearish MACD cross 9 bars ago). The technical picture is broken short-term; fundamentals show improving gross margins (~59%) and a pivot to profitability, but valuation at forward P/E ~43x on negative EBITDA makes it expensive relative to sector medians. No asymmetric long exists here.