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 EPS guidance of 0.040-0.080 for the period, compared to the consensus EPS 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.

Analysts Set New Price Targets

FSLY has been the topic of several recent analyst reports. Craig Hallum raised 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. Weiss Ratings reissued a “sell (d-)” rating on shares of Fastly in a research note on Wednesday, October 8th. Finally, Royal Bank Of Canada raised their target price on Fastly from $6.00 to $7.00 and gave the stock a “sector perform” rating in a report on Thursday, August 7th. One analyst has rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Fastly has an average rating of “Hold” and a consensus price target of $8.69.

Fastly Stock Up 1.5%

FSLY traded up $0.12 during trading hours on Wednesday, hitting $8.08. 5,102,406 shares of the company’s stock were exchanged, compared to its average volume of 2,942,164. Fastly has a 1-year low of $4.65 and a 1-year high of $12.08. The stock has a market cap of $1.19 billion, a price-to-earnings ratio of -7.84 and a beta of 1.21. The company has a quick ratio of 1.49, a current ratio of 1.49 and a debt-to-equity ratio of 0.16. The stock’s 50-day moving average is $8.17 and its two-hundred day moving average is $7.42.

Fastly (NYSE:FSLY) last issued its quarterly earnings results on Wednesday, November 5th. The company reported $0.07 EPS for the quarter, beating the consensus estimate of $0.01 by $0.06. Fastly had a negative return on equity of 11.98% and a negative net margin of 25.85%.The firm had revenue of $158.22 million during the quarter, compared to analysts’ expectations 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. Sell-side analysts predict that Fastly will post -0.78 earnings per share for the current fiscal year.

Insider Buying and Selling at Fastly

In other Fastly news, CTO Artur Bergman sold 58,138 shares of the 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 sale, the chief technology officer directly owned 3,521,276 shares in the company, valued at $26,092,655.16. This represents a 1.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, 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 owned 1,165,185 shares of the company’s stock, valued at $9,647,731.80. The trade was a 13.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 577,933 shares of company stock valued at $4,659,159 over the last ninety days. Insiders own 6.70% of the company’s stock.

Institutional Investors Weigh In On Fastly

A number of hedge funds have recently added to or reduced their stakes in the business. Osaic Holdings Inc. boosted its holdings in Fastly by 571.2% in the second quarter. Osaic Holdings Inc. now owns 60,646 shares of the company’s stock worth $428,000 after acquiring an additional 51,611 shares in the last quarter. State of Wyoming bought a new position in Fastly during the second quarter valued at about $373,000. Tower Research Capital LLC TRC grew its position in shares of Fastly by 64.4% during the 2nd quarter. Tower Research Capital LLC TRC now owns 14,475 shares of the company’s stock valued at $102,000 after acquiring an additional 5,670 shares during the period. Oxford Asset Management LLP purchased a new stake in Fastly in the second quarter worth $83,000. Finally, Engineers Gate Manager LP increased its holdings in Fastly by 32.2% in the 2nd quarter. Engineers Gate Manager LP now owns 211,235 shares of the company’s stock worth $1,491,000 after acquiring an additional 51,427 shares during the last quarter. 79.71% of the stock is currently owned by institutional investors.

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.