Fastly, Inc.(FSLY)Stock Analysis
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Rank #1,906 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
FSLY Stock Analysis & AI Quality Score
Data updated 2026-09-11AI 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.
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
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+14.8% YoYNet Income
+23.0% YoYOperating Income
+29.1% YoYEPS (Diluted)
+27.2% YoYTotal Assets
+3.3% YoYTotal Debt
+7.2% YoYOp. Cash Flow
+475.7% YoYFree Cash Flow
+982.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $624.0M +14.8% | $543.7M +7.4% | $506.0M +16.9% | $432.7M +22.1% | $354.3M +21.8% | $290.9M |
| Net Income | $-121.7M +23.0% | $-158.1M -18.8% | $-133.1M +30.2% | $-190.8M +14.3% | $-222.7M -132.1% | $-95.9M |
| Operating Income | $-119.0M +29.1% | $-167.9M +15.2% | $-198.0M +19.6% | $-246.2M -12.4% | $-219.0M -104.3% | $-107.2M |
| EPS (Diluted) | $-0.83 +27.2% | $-1.14 -10.7% | $-1.03 +34.4% | $-1.57 +18.2% | $-1.92 -106.5% | $-0.93 |
| Total Assets | $1.50B +3.3% | $1.45B -4.8% | $1.53B -19.6% | $1.90B -12.2% | $2.16B +77.0% | $1.22B |
| Total Debt | $361.8M +7.2% | $337.6M -1.7% | $343.5M -51.3% | $704.7M -24.5% | $933.2M | $0.00 |
| Operating Cash Flow | $94.4M +475.7% | $16.4M +4432.0% | $362.0K +100.5% | $-69.6M -80.9% | $-38.5M -93.2% | $-19.9M |
| Free Cash Flow | $65.8M +982.1% | $6.1M +157.2% | $-10.6M +88.2% | $-89.6M -22.3% | $-73.3M -48.1% | $-49.5M |
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Top Institutional Holders of FSLY
BlackRock, Inc.
$279.5M15,222,887 shFMR LLC
$218.3M11,892,230 shVANGUARD PORTFOLIO MANAGEMENT LLC
$180.2M9,814,704 shLINDEN ADVISORS LP
$152.0M104,710,000 shCapital World Investors
$151.1M8,228,136 shFIRST TRUST ADVISORS LP
$141.0M7,681,005 shD. E. Shaw & Co., Inc.
$121.5M6,616,726 shVANGUARD CAPITAL MANAGEMENT LLC
$115.9M6,314,616 shTWO SIGMA INVESTMENTS, LP
$111.3M6,062,511 shPenserra Capital Management LLC
$84.9M4,621,879 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $279.5M | 15,222,887 |
| FMR LLC | $218.3M | 11,892,230 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $180.2M | 9,814,704 |
| LINDEN ADVISORS LP | $152.0M | 104,710,000 |
| Capital World Investors | $151.1M | 8,228,136 |
| FIRST TRUST ADVISORS LP | $141.0M | 7,681,005 |
| D. E. Shaw & Co., Inc. | $121.5M | 6,616,726 |
| VANGUARD CAPITAL MANAGEMENT LLC | $115.9M | 6,314,616 |
| TWO SIGMA INVESTMENTS, LP | $111.3M | 6,062,511 |
| Penserra Capital Management LLC | $84.9M | 4,621,879 |
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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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Popular Research
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.