Part 2: Deep dive on Fastly ($FSLY)
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Company: Fastly
Ticker: (FSLY)
Website: Fastly.com
IPO date: May 2019 (traditional IPO)
IPO price: $21.50
Current stock price: $16.11
Outstanding shares: 129.2 million
52 week high: $24.31 on September 01, 2023
52 week low: $7.15 on December 28, 2022
ATH: $136.50 on October 13, 2020
Market cap: $2.08 billion
Net cash/debt: -$98.3 million (net debt)
Enterprise value: $2.18 billion
Headquarters: San Francisco, California, United States
Number of employees: 1,100+
Average price target from analysts: $17.41 or $19.06 (two different websites)
Investor Relations:
https://investors.fastly.com
Q2 2023 Earnings Report: https://investors.fastly.com/news/news-details/2023/Fastly-Announces-Second-Quarter-2023-Financial-Results/
Q2 2023 Investor Supplement: https://investors.fastly.com/files/doc_earnings/2023/q2/supplemental-info/Fastly-Second-Quarter-2023-Investor-Supplement.pdf
2023 Investor Day Presentation: https://investors.fastly.com/files/doc_events/2023/Jun/22/fastly-investor-day-2023.pdf
Outline
Introduction [part 1]
Company Background [part 1]
Opportunity [part 1]
Business Model [part 1]
Competitive Advantages [part 1]
Risks [part 1]
Valuation [part 2]
Investment Model [part 2]
Analysts [part 2]
Technicals [part 2]
Conclusion [part 2]
Additional Sources [part 1 and 2]
Here is part 1 of the FSLY deep dive in case you missed it a few days ago…
Part 1: Deep dive on Fastly ($FSLY)
In order to read this entire deep dive on Fastly ($FSLY) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my investment portfolio (up +95% YTD), investment models and daily webcasts.