Fastly (NYSE:FSLY) Issues Q4 2025 Earnings Guidance

Fastly (NYSE:FSLY) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.040-0.080 for the period, compared to the consensus estimate of -0.050. The company issued revenue guidance of $159.0 million-$163.0 million, compared to the consensus revenue estimate of $153.9 million. Fastly also updated its FY 2025 guidance to 0.030-0.070 EPS.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Craig Hallum upgraded 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. Royal Bank Of Canada upped their price objective on Fastly from $6.00 to $7.00 and gave the company a “sector perform” rating in a research note on Thursday, August 7th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Fastly in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $8.69.

Fastly Stock Up 1.5%

NYSE FSLY traded up $0.12 during trading hours on Wednesday, hitting $8.08. The company had a trading volume of 5,102,406 shares, compared to its average volume of 2,942,164. The company has a market capitalization of $1.19 billion, a price-to-earnings ratio of -7.84 and a beta of 1.21. Fastly has a fifty-two week low of $4.65 and a fifty-two week high of $12.08. The firm’s 50 day moving average is $8.17 and its 200 day moving average is $7.42. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.49 and a quick ratio of 1.49.

Fastly (NYSE:FSLY) last issued 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. The firm had revenue of $158.22 million during the quarter, compared to analyst estimates of $151.04 million. Fastly had a negative return on equity of 11.98% and a negative net margin of 25.85%. Fastly has set its Q4 2025 guidance at 0.040-0.080 EPS. FY 2025 guidance at 0.030-0.070 EPS. Sell-side analysts anticipate that Fastly will post -0.78 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CTO Artur Bergman sold 58,138 shares of the business’s stock in a transaction on 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 of the company’s stock, valued at approximately $26,092,655.16. The trade was a 1.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Scott R. Lovett sold 178,931 shares of Fastly stock in a transaction that occurred on Monday, September 15th. The shares were 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 approximately $9,647,731.80. This trade represents a 13.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 577,933 shares of company stock valued at $4,659,159. 6.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On Fastly

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Balyasny Asset Management L.P. raised its position in Fastly by 3,941.1% during the second quarter. Balyasny Asset Management L.P. now owns 1,329,006 shares of the company’s stock valued at $9,383,000 after acquiring an additional 1,296,119 shares in the last quarter. Cubist Systematic Strategies LLC bought a new position in Fastly in the 2nd quarter worth approximately $6,697,000. Jump Financial LLC acquired a new position in Fastly during the 2nd quarter valued at $2,748,000. Arrowstreet Capital Limited Partnership acquired a new position in shares of Fastly during the second quarter valued at about $1,510,000. Finally, PDT Partners LLC lifted its position in shares of Fastly by 34.5% in the 2nd quarter. PDT Partners LLC now owns 833,415 shares of the company’s stock worth $5,884,000 after acquiring an additional 213,790 shares during the period. Hedge funds and other institutional investors own 79.71% of the company’s stock.

About Fastly

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.