Fastly: Help Me Edge Compute, You're My Only Hope

May 11, 2021 4:16 PM ETFastly, Inc. (FSLY)NET14 Comments
Richard Durant profile picture
Richard Durant


  • Fastly’s financial performance continues to disappoint investors who believed the Q2 2020 jump in revenue growth was sustainable.
  • Fastly’s performance remains reasonable, although should be viewed as disappointing in light of the favorable macro environment and the stock’s recent high valuation.
  • Management is guiding for stronger growth later in the year, and the stock is now more reasonably priced.
  • For those that invested in Fastly for the company's technology, the general availability of Compute@Edge in 2021 and how customers respond is critical.
Data center corridor 3d rendering
Photo by Galina Shafran/iStock via Getty Images

Fastly’s (NYSE:FSLY) stock has struggled in recent months as investors have grappled with the high valuation, customer concentration and modest growth. The acquisition of Signal Sciences gives Fastly a more well-rounded product portfolio and the general availability of Compute@Edge could allow

This article was written by

Richard Durant profile picture
I have been managing my own investment portfolio for the past 9 years with a focus on fundamental research and deep value investing over long time horizons. My primary interest is finding early stage innovations which will create long-term value. I have a Bachelors degree in finance, an MBA and have completed the CFA and CMT

Disclosure: I am/we are long NET. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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