Fastly (NYSE:FSLY) Issues FY 2025 Earnings Guidance

Fastly (NYSE:FSLY) issued an update on its FY 2025 earnings guidance on Wednesday morning. The company provided EPS guidance of 0.030-0.070 for the period, compared to the consensus EPS estimate of -0.350. The company issued revenue guidance of $610.0 million-$614.0 million, compared to the consensus revenue estimate of $598.3 million. Fastly also updated its Q4 2025 guidance to 0.040-0.080 EPS.

Fastly Stock Up 1.5%

Shares of Fastly stock traded up $0.12 during trading hours on Wednesday, reaching $8.08. 5,102,406 shares of the company were exchanged, compared to its average volume of 2,942,164. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.49 and a current ratio of 1.49. The firm has a market cap of $1.19 billion, a PE ratio of -7.84 and a beta of 1.21. The stock’s fifty day moving average is $8.17 and its 200 day moving average is $7.42. Fastly has a 1 year low of $4.65 and a 1 year high of $12.08.

Fastly (NYSE:FSLY) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $0.07 earnings per share for the quarter, beating analysts’ consensus estimates of $0.01 by $0.06. Fastly had a negative net margin of 25.85% and a negative return on equity of 11.98%. The business had revenue of $158.22 million for the quarter, compared to analyst estimates of $151.04 million. Fastly has set its Q4 2025 guidance at 0.040-0.080 EPS. FY 2025 guidance at 0.030-0.070 EPS. As a group, equities research analysts forecast that Fastly will post -0.78 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on FSLY shares. Royal Bank Of Canada increased their price objective on Fastly from $6.00 to $7.00 and gave the stock a “sector perform” rating in a research report on Thursday, August 7th. Weiss Ratings reissued a “sell (d-)” rating on shares of Fastly in a research note on Wednesday, October 8th. Finally, Craig Hallum raised shares of Fastly from a “hold” rating to a “buy” rating and set a $10.00 target price on the stock in a report on Thursday, August 7th. One investment analyst has rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $8.69.

Insiders Place Their Bets

In other news, insider Scott R. Lovett sold 178,931 shares of the company’s stock in a transaction on Monday, September 15th. The stock was sold at an average price of $8.28, for a total value of $1,481,548.68. Following the sale, the insider directly owned 1,165,185 shares in the company, valued at $9,647,731.80. This represents a 13.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Artur Bergman sold 58,138 shares of the company’s stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $7.41, for a total transaction of $430,802.58. Following the completion of the transaction, the chief technology officer owned 3,521,276 shares in the company, valued at approximately $26,092,655.16. This trade represents a 1.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 577,933 shares of company stock valued at $4,659,159. Insiders own 6.70% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the company. Amundi increased its stake in Fastly by 11.3% during the first quarter. Amundi now owns 46,624 shares of the company’s stock worth $277,000 after acquiring an additional 4,724 shares during the last quarter. AQR Capital Management LLC acquired a new position in shares of Fastly during the 1st quarter valued at $837,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Fastly by 1.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 466,042 shares of the company’s stock valued at $2,950,000 after purchasing an additional 6,247 shares during the period. Jones Financial Companies Lllp boosted its position in shares of Fastly by 963.6% in the first quarter. Jones Financial Companies Lllp now owns 60,838 shares of the company’s stock worth $385,000 after buying an additional 55,118 shares during the period. Finally, Goldman Sachs Group Inc. lifted its position in Fastly by 7.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,302,164 shares of the company’s stock worth $14,573,000 after acquiring an additional 165,937 shares in the last quarter. 79.71% of the stock is owned by hedge funds and other institutional investors.

Fastly Company Profile

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.