13F Pro Quality Score

44.6/100

Rank #1,906 of 2,962 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

72.1/100

Profitability

24.7/100

Balance Sheet

22.2/100

Earnings Quality

57.0/100

Free Cash Flow

48.7/100

Institutional Flow

28.3/100

Revenue Scale

42.5/100

Dilution Risk

9.5/100
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FSLY Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Fastly, Inc. (FSLY), a Technology sector company. 13F Pro's AI-powered ranking engine scores FSLY at 44.6/100 on a 32-signal composite quality model, placing it at rank #1,906 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include balance sheet strength (22.2) and profitability (24.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Fastly, Inc. reports quarterly revenue of $183.3M, net income of $-15.6M, free cash flow of $7.7M. Top institutional holders of FSLY by reported 13-F value include BlackRock, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. FSLY trades on the Nasdaq exchange and files with the SEC under CIK 1517413. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FSLY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Fastly, Inc. directly from SEC EDGAR. Fastly, Inc.'s 13F Pro composite quality score has ranged between 37 and 45 since 2026, currently 44.6 — a stable long-term trajectory across 48 quarterly and live scoring snapshots.

Fun facts about Fastly, Inc.

Quirks, history, and lore behind FSLY — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. technology company · mid-cap · listed on NYSE · headquartered in San Francisco, California.
  • 2
    The Numbers
    Annual revenue in the low hundreds of millions of dollars, with a customer base heavily weighted toward large enterprise and media companies — think big traffic, big bills.
  • 3
    The History
    Founded around 2011, it rode the wave of the modern internet's demand for real-time content delivery and went public in 2019 at a valuation that made Wall Street do a double-take.
  • 4
    The Secret
    Unlike older rivals, it was built from the ground up around programmable edge infrastructure, letting developers push logic to the network itself rather than just files and images.
  • 5
    The Lore
    Its stock famously surged over 500% in 2020 — then cratered just as dramatically — partly because one of its biggest customers, TikTok, faced a U.S. ban scare.
  • 6
    The Giveaway
    Its ticker is a portmanteau of "fast" and a adverb suffix, its logo leans hard into speed, and its whole pitch is making the internet edge-delivered and blazingly quick.
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Revenue

Q2 2026

$183.3M

Net Income

Q2 2026

$-15.6M

Free Cash Flow

Q2 2026

$7.7M

ROIC

Q2 2026

-4.4%

D/E Ratio

Q2 2026

0.33

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+14.8% YoY
$624.0MFY 2025
FY22 $432.7MFY23 $506.0MFY24 $543.7MFY25 $624.0M

Net Income

+23.0% YoY
$-121.7MFY 2025
FY22 $-190.8MFY23 $-133.1MFY24 $-158.1MFY25 $-121.7M

Operating Income

+29.1% YoY
$-119.0MFY 2025
FY22 $-246.2MFY23 $-198.0MFY24 $-167.9MFY25 $-119.0M

EPS (Diluted)

+27.2% YoY
$-0.83FY 2025
FY22 $-1.57FY23 $-1.03FY24 $-1.14FY25 $-0.83

Total Assets

+3.3% YoY
$1.50BFY 2025
FY22 $1.90BFY23 $1.53BFY24 $1.45BFY25 $1.50B

Total Debt

+7.2% YoY
$361.8MFY 2025
FY22 $704.7MFY23 $343.5MFY24 $337.6MFY25 $361.8M

Op. Cash Flow

+475.7% YoY
$94.4MFY 2025
FY22 $-69.6MFY23 $362.0KFY24 $16.4MFY25 $94.4M

Free Cash Flow

+982.1% YoY
$65.8MFY 2025
FY22 $-89.6MFY23 $-10.6MFY24 $6.1MFY25 $65.8M

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Available Research

13F Pro tracks comprehensive data for Fastly, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of FSLY

Companies Similar to FSLY

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

SMTC

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SEDG

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VIAV

VIAVI SOLUTIONS INC.

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SYNA

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APPN

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NEO

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AI score
Similar quality profile · 8 shared holders

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is FSLY a good stock to buy?

13F Pro's AI-powered analysis of Fastly, Inc. (FSLY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FSLY are available on the FSLY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FSLY is classified as a mid company.

Which hedge funds own FSLY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FSLY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Fastly, Inc.'s investment landscape.