Fastly (NYSE:FSLY) Issues Q3 2025 Earnings Guidance

Key Points

• Fastly has issued Q3 2025 earnings guidance, expecting an earnings per share (EPS) between -0.020 and -0.02, outpacing the consensus estimate of -0.004, while forecasting revenues of $149.0 million to $153.0 million compared to a $147.2 million consensus.
• Shares of Fastly rose 17.3% to $7.65, with over 3.6 million shares exchanged, indicating increased investor interest.
• Several analysts have raised their price targets for Fastly, with a consensus rating of "Hold" and an average price target of $8.50.

Fastly (NYSE:FSLY - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of -0.020-0.02 for the period, compared to the consensus earnings per share estimate of -0.004. The company issued revenue guidance of $149.0 million-$153.0 million, compared to the consensus revenue estimate of $147.2 million.

Fastly Stock Down 2.4%

FSLY stock traded down $0.17 during mid-day trading on Monday, hitting $6.83. 1,664,436 shares of the company were exchanged, compared to its average volume of 2,897,260. Fastly has a twelve month low of $4.65 and a twelve month high of $12.08. The firm has a fifty day simple moving average of $7.09 and a 200 day simple moving average of $7.17. The company has a current ratio of 1.49, a quick ratio of 1.49 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $1.01 billion, a PE ratio of -6.60 and a beta of 1.19.

Fastly (NYSE:FSLY - Get Free Report) last posted its earnings results on Wednesday, August 6th. The company reported ($0.03) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.05) by $0.02. The firm had revenue of $148.71 million during the quarter, compared to analyst estimates of $144.86 million. Fastly had a negative net margin of 25.85% and a negative return on equity of 11.98%. Fastly's revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the business posted ($0.07) EPS. On average, research analysts forecast that Fastly will post -0.78 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. Morgan Stanley increased their target price on shares of Fastly from $7.00 to $8.00 and gave the company an "equal weight" rating in a research note on Thursday, May 8th. Piper Sandler boosted their price objective on Fastly from $6.00 to $7.00 and gave the stock a "neutral" rating in a report on Thursday, May 8th. Craig Hallum upgraded Fastly from a "hold" rating to a "buy" rating and set a $10.00 price objective on the stock in a report on Thursday. KeyCorp upgraded shares of Fastly to a "sector weight" rating in a research report on Thursday, June 5th. Finally, Royal Bank Of Canada upped their price target on shares of Fastly from $6.00 to $7.00 and gave the company a "sector perform" rating in a research report on Thursday. Nine analysts have rated the stock with a hold rating and one has given a buy rating to the stock. According to data from MarketBeat, Fastly has an average rating of "Hold" and an average price target of $8.69.

Insider Buying and Selling at Fastly

In other news, CFO Ronald W. Kisling sold 12,000 shares of Fastly stock in a transaction dated Monday, June 2nd. The shares were sold at an average price of $7.41, for a total transaction of $88,920.00. Following the sale, the chief financial officer directly owned 635,053 shares in the company, valued at approximately $4,705,742.73. The trade was a 1.85% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CRO Scott R. Lovett sold 127,608 shares of the business's stock in a transaction dated Tuesday, June 17th. The shares were sold at an average price of $6.95, for a total transaction of $886,875.60. Following the completion of the transaction, the executive owned 1,287,145 shares in the company, valued at approximately $8,945,657.75. This trade represents a 9.02% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 162,124 shares of company stock worth $1,138,628 over the last three months. Corporate insiders own 6.70% of the company's stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Goldman Sachs Group Inc. raised its stake in shares of Fastly by 7.8% during the first quarter. Goldman Sachs Group Inc. now owns 2,302,164 shares of the company's stock worth $14,573,000 after buying an additional 165,937 shares during the last quarter. AQR Capital Management LLC bought a new stake in Fastly in the first quarter valued at approximately $837,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Fastly by 25.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 330,878 shares of the company's stock worth $2,094,000 after acquiring an additional 67,754 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in Fastly by 963.6% in the 1st quarter. Jones Financial Companies Lllp now owns 60,838 shares of the company's stock worth $385,000 after purchasing an additional 55,118 shares during the period. Finally, Acadian Asset Management LLC acquired a new position in Fastly in the 1st quarter worth $78,000. 79.71% of the stock is owned by institutional investors and hedge funds.

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.