Fastly Inc Class A

FSLY: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Fastly: Raising Fair Value Estimate to $7 as Firm Should Benefit from Growing Edge-Computing Demand

Samuel Siampaus

Mar 17, 2025

After taking a fresh look at Fastly, we've increased our fair value estimate to $7 from $5 to account for an improved outlook on the firm's ability to scale its network infrastructure assets and drive profits. We maintain our no-moat rating, Standard Capital Allocation Rating, and Very High Uncertainty Rating.

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Fastly Inc Class A

Fastly: Raising Fair Value Estimate to $7 as Firm Should Benefit from Growing Edge-Computing Demand

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