Análisis Argos
FSLY
FSLYSin veredicto1 señal de riesgo
Fastly, Inc. · Technology
US$ 20.80
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
32/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Sin recompensas destacadas.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (0.13)
VALOR1/6FUTURO5/6PASADO2/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO2/6SALUD1/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos32de 100Sin veredicto
Ingresos15%
US$ 0.6 B
Margen operativo39%
-18.9%
Flujo de caja libre450%
US$ 0.1 B
Deuda neta
US$ 0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.3B
P/E
EV/EBITDA
FCF yield2%
ROIC-10%
Margen operativo-18.9%
Crecim. ingresos+14.8%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 9 jul
Fastly to Announce Second Quarter 2026 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, will release financial results for the second quarter of 2026 after market close on Wednesday, August 5, 2026. Fastly will host an investor conference call that day to discuss its results at 1:30 p.m. PT / 4:30 p.m. ET. To access the conference call, please pre-register and dial-in using this link at least 15 minutes prior to the 1:30 p.m. PT start time. Registrants will receive an email confir.
businesswire.com · 8 jul
Fastly Joins DIMPACT to Collaborate on Digital Sustainability
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today announced it has become a participant of DIMPACT, the coalition of leading organizations working to align industry changemakers and policymakers around meaningful, science-based solutions that reduce the environmental impacts of serving digital media products. As the first edge cloud platform provider to join the coalition, Fastly brings critical, real-world edge network data and infrastruct.
businesswire.com · 7 jul
Fastly Named a 2026 Gartner® Peer Insights™ Customers' Choice for Edge Distribution Platforms
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced it has been recognized as a 2026 Gartner® Peer Insights™ Customers' Choice for Edge Distribution Platforms. This distinction is based entirely on verified peer reviews, where Fastly received overall high ratings across the board for its platform performance and reliability, dedication to customer experience, and ongoing customer support.Fastly received the highest overall rating.
fool.com · 27 jun
A Fastly Insider Sold Over 40,000 Shares. What Does That Mean for Investors?
Scott Lovett sold 41,716 shares for a total transaction value of ~$741,000, based on the reported share price of $17.77 as of June 17, 2026. The sale represented 2.91% of Lovett's direct holdings at the time of the transaction, reducing direct ownership to 1,392,778 shares.
seekingalpha.com · 16 jun
Fastly: Shrinking AI Premium, Strong Buy
Fastly remains a compelling AI-driven edge cloud platform despite a sharp post-earnings sell-off tied to disappointing Q2 guidance. FSLY achieved 20% year-over-year revenue growth in Q1'26 and posted its fifth consecutive quarter of positive free cash flow. Shares trade at a discounted 3.6X forward P/S, well below Cloudflare and Akamai, reflecting market overreaction to near-term deceleration.
seekingalpha.com · 12 jun
Fastly: A 20% Grower Priced Like A Mature CDN
Fastly trades at 4.3x EV/NTM revenue despite 20% revenue growth—the peer floor for comparable growth names is 5.5-6x, making the discount hard to justify on fundamentals alone. NRR accelerated from 100% to 113% in four consecutive quarters while RPO surged 63% YoY—both metrics signal the platform strategy is working, not hoping. Security revenue grew 47% YoY for the fourth straight quarter and now represents 22% of total revenue, directly driving a 9-point gross margin expansion since Q1 2025.
gurufocus.com · 10 jun
Fastly and Skyfire Partner to Enable Trusted Agentic Commerce with Verified Identity at the Edge
Fastly (NASDAQ: FSLY), a leader in global edge cloud platforms, and Skyfire, the agentic commerce platform providing identity and payment infrastructure for AI
businesswire.com · 10 jun
Fastly and Skyfire Partner to Enable Trusted Agentic Commerce with Verified Identity at the Edge
SAN FRANCISCO--(BUSINESS WIRE)--Fastly (NASDAQ: FSLY), a leader in global edge cloud platforms, and Skyfire, the agentic commerce platform providing identity and payment infrastructure for AI agents, today announced a new partnership that enables trusted agentic commerce at the edge. Skyfire has integrated its identity and payment-backed credentials into Fastly's programmable edge cloud platform so enterprises can now securely identify, verify, and transact with AI agents in real time and at gl.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.