<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/170122379-m.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/170122379-m.jpg"/></p>
<p>Fastly Inc. (NYSE: FSLY) 本周经历了显著的下滑，股价跌至历史最低水平 5.52 美元，并在周四收盘时下跌了 14.33%。</p>
<p>这一下跌始于公司发布的 Q2 财报，周三发布后市场关闭，Fastly 宣布将其 2024 财年营收指导下调 5%。调整后的预测范围现在在 5.3 亿美元至 5.4 亿美元之间。</p>
<h2>分析师对 Fastly 的修正指导做出反应</h2>
<p>像 Piper Sandler 的 James Fish 等分析师对 Fastly 的反应是将其评级从'Overweight'下调至'Neutral'，并将目标股价从 10 美元下调至 6 美元，主要原因是其最大客户存在需求问题，这些客户签订了实用型合同。</p>
<p>修正后的指导和随后的股价下跌受到了 Fastly 主要客户需求预测的影响。Fish 在他的报告中强调了对 Fastly 未来营收前景的担忧，导致了评级下调。</p>
<p>Fastly 报告的 Q2 营收为 1.3237 亿美元，同比增长 7.8%，略高于预期的 850 万美元。</p>
<p>然而，尽管有增长，公司面临着 4,370 万美元的 GAAP 净亏损，较去年同期的 1070 万美元亏损加深。</p>
<h2>Fastly 面临的挑战</h2>
<p>财报细节揭示了更多不仅仅是财务数据；它们描绘了一家公司在应对重大市场和运营挑战。</p>
<p>值得注意的是，Fastly 的最近 12 个月净留存率 (LTM NRR) 下降，突显了客户保留问题，可能预示着来自现有客户的未来营收减少。</p>
<p>Fastly 不仅面临需求减弱，还面临内容传递网络行业竞争加剧。</p>
<p>公司对少数几家大型媒体公司的严重依赖加剧了其对价格压力和支出模式变化的脆弱性。</p>
<p>尽管在最大客户群体之外取得了一些成功，Fastly 在安全和计算领域的扩张尚未有效地抵消这些挑战。</p>
<p>作为应对这些挑战的策略，Fastly CEO Todd Nightingale 概述了公司减轻这些需求挑战的战略。在 Q2，Fastly 加大了客户获取力度，尤其是企业客户数量实现了 4% 的环比增长。</p>
<p>此外，Fastly 推出了面向 ChatGPT 应用程序的 Fastly AI Accelerator 测试版，旨在提高性能并降低运营成本。这一举措标志着 Fastly 转向利用人工智能来多样化和加强其服务提供。</p>
<h2>人员减少作为成本调整措施</h2>
<p>除了一系列挑战外，Fastly 还宣布全球员工减少 11%。预计这一决定将产生约 950 万至 1000 万美元的费用，主要与解雇和相关成本有关，预计将于 2024 年底完成。</p>
<p>尽管短期指标令人担忧，Fastly 正在努力调整其战略。这包括加大对安全和计算服务的投资，预计将提供交叉销售机会，并有望稳定营收流。</p>
<p>然而，这些战略转变的有效性尚待观察，特别是在更广泛的市场挑战和内部重组的背景下。</p>
<p>随着 Fastly 在这些动荡时期的航行，投资者面临的根本问题是当前低股价是否代表买入机会或潜在价值陷阱。</p>
<p>为了回答这个问题，让我们深入研究图表对 Fastly 股价走势的看法，并探讨技术指标是否与所呈现的基本分析相一致。</p>
<h2>短期反弹机会？</h2>
<p>Fastly 股票自 2020 年底以来一直处于持续下跌趋势，从 130 美元以上暴跌至昨天的 5.52 美元。尽管股价可能进一步下跌，但值得注意的是昨天的股价收盘比开盘价 5.58 美元高出 5% 以上。</p>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/FSLY_2024-08-09_18-59-02-1024x555.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/FSLY_2024-08-09_18-59-02-1024x555.png"/></p>
<p>FSLY 图表由 TradingView 提供</p>
<p>考虑到短期交易者希望押注近期反弹的情况，可以在 5.85 美元附近建立多头头寸，并将严格止损设置在 5.50 美元。然而，投资者必须远离股票，直到其能够重新夺回 8.46 美元以上的中期高点。</p>
<p>希望做空该股票的交易者必须等待股价反弹至 6 美元以上或跌破 5.52 美元以启动新的做空头寸。</p>
<p>本文首发于 Invezz，Fastly 股价跌至历史最低水平 5.52 美元：现在是买入时机吗？</p>

FSLY

<p>Fastly Inc.（Fastly 公司）经历了显著的下滑，股价跌至历史最低的 5.52 美元。公司宣布将全年营收指引下调 5%，导致分析师们下调评级。Fastly 面临着客户保留、竞争加剧和价格压力等挑战。公司正在实施战略转变和成本调整措施，但其有效性仍不确定。投资者必须考虑当前低股价是否代表买入机会</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/170122379-m.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/02/170122379-m.jpg"/></p>
<p>Fastly Inc. (NYSE: FSLY) experienced a significant downturn this week, with its stock price falling to an all-time low of $5.52 and closing down 14.33% on Thursday.</p>
<div class="lb-trans"><p>Fastly Inc. (NYSE: FSLY) 本周经历了显著的下滑，股价跌至历史最低水平 5.52 美元，并在周四收盘时下跌了 14.33%。</p>
</div><p>This drop followed a series of events beginning with the company’s Q2 earnings report released post-market on Wednesday, where Fastly announced a 5% cut to its full-year 2024 revenue guidance. The adjusted forecast now ranges between $530 million and $540 million.</p>
<div class="lb-trans"><p>这一下跌始于公司发布的 Q2 财报，周三发布后市场关闭，Fastly 宣布将其 2024 财年营收指导下调 5%。调整后的预测范围现在在 5.3 亿美元至 5.4 亿美元之间。</p>
</div><h2>Analysts react to Fastly’s revised guidance</h2>
<div class="lb-trans"><h2>分析师对 Fastly 的修正指导做出反应</h2>
</div><p>Analysts, like Piper Sandler’s James Fish, reacted by downgrading Fastly from ‘Overweight’ to ‘Neutral’ and slashing the price target from $10 to $6, citing demand issues primarily with its largest customers who are on utility-type contracts.</p>
<div class="lb-trans"><p>像 Piper Sandler 的 James Fish 等分析师对 Fastly 的反应是将其评级从'Overweight'下调至'Neutral'，并将目标股价从 10 美元下调至 6 美元，主要原因是其最大客户存在需求问题，这些客户签订了实用型合同。</p>
</div><p>The revised guidance and the subsequent stock price fall were heavily influenced by reduced demand forecasts from Fastly’s major clients. In his note, Fish highlighted concerns about Fastly’s future revenue prospects, leading to the downgrade.</p>
<div class="lb-trans"><p>修正后的指导和随后的股价下跌受到了 Fastly 主要客户需求预测的影响。Fish 在他的报告中强调了对 Fastly 未来营收前景的担忧，导致了评级下调。</p>
</div><p>Fastly reported a Q2 revenue of $132.37 million, a 7.8% increase year-over-year, slightly beating the expectations by $0.85 million.</p>
<div class="lb-trans"><p>Fastly 报告的 Q2 营收为 1.3237 亿美元，同比增长 7.8%，略高于预期的 850 万美元。</p>
</div><p>However, despite this growth, the company faced a GAAP net loss of $43.7 million, deepening from a loss of $10.7 million in the same quarter the previous year.</p>
<div class="lb-trans"><p>然而，尽管有增长，公司面临着 4,370 万美元的 GAAP 净亏损，较去年同期的 1070 万美元亏损加深。</p>
</div><h2>Challenges for Fastly</h2>
<div class="lb-trans"><h2>Fastly 面临的挑战</h2>
</div><p>The earnings details revealed more than just financial figures; they painted a picture of a company grappling with significant market and operational challenges.</p>
<div class="lb-trans"><p>财报细节揭示了更多不仅仅是财务数据；它们描绘了一家公司在应对重大市场和运营挑战。</p>
</div><p>Notably, Fastly’s Last Twelve Months Net Retention Rate (LTM NRR) decreased, highlighting issues in customer retention and possibly signaling reduced future revenues from existing customers.</p>
<div class="lb-trans"><p>值得注意的是，Fastly 的最近 12 个月净留存率 (LTM NRR) 下降，突显了客户保留问题，可能预示着来自现有客户的未来营收减少。</p>
</div><p>Fastly struggles with not only demand softening but also increased competition in the content delivery network sector.</p>
<div class="lb-trans"><p>Fastly 不仅面临需求减弱，还面临内容传递网络行业竞争加剧。</p>
</div><p>The company’s heavy reliance on a small number of large media companies exacerbates its vulnerability to pricing pressures and shifts in spending patterns.</p>
<div class="lb-trans"><p>公司对少数几家大型媒体公司的严重依赖加剧了其对价格压力和支出模式变化的脆弱性。</p>
</div><p>Despite some successes outside its largest customer base, Fastly’s expansion into security and computing has not yet counterbalanced these challenges effectively.</p>
<div class="lb-trans"><p>尽管在最大客户群体之外取得了一些成功，Fastly 在安全和计算领域的扩张尚未有效地抵消这些挑战。</p>
</div><p>In response to these challenges, Fastly CEO Todd Nightingale outlined the company’s strategy to mitigate these demand challenges. In Q2, Fastly pushed forward with its customer acquisition efforts, notably achieving a 4% sequential growth in Enterprise customer count.</p>
<div class="lb-trans"><p>作为应对这些挑战的策略，Fastly CEO Todd Nightingale 概述了公司减轻这些需求挑战的战略。在 Q2，Fastly 加大了客户获取力度，尤其是企业客户数量实现了 4% 的环比增长。</p>
</div><p>Moreover, Fastly introduced the Fastly AI Accelerator in beta, aimed at enhancing the performance of ChatGPT-powered applications and reducing operational costs. This move signifies Fastly’s pivot towards leveraging AI to diversify and strengthen its service offerings.</p>
<div class="lb-trans"><p>此外，Fastly 推出了面向 ChatGPT 应用程序的 Fastly AI Accelerator 测试版，旨在提高性能并降低运营成本。这一举措标志着 Fastly 转向利用人工智能来多样化和加强其服务提供。</p>
</div><h2>Workforce reduction as a cost alignment measure</h2>
<div class="lb-trans"><h2>人员减少作为成本调整措施</h2>
</div><p>Adding to its slew of challenges, Fastly also announced an 11% reduction in its global workforce. This decision is expected to incur a charge of approximately $9.5 million to $10 million, primarily related to severance and related costs, aiming for completion by the end of 2024.</p>
<div class="lb-trans"><p>除了一系列挑战外，Fastly 还宣布全球员工减少 11%。预计这一决定将产生约 950 万至 1000 万美元的费用，主要与解雇和相关成本有关，预计将于 2024 年底完成。</p>
</div><p>Despite the troubling short-term indicators, Fastly is making concerted efforts to pivot its strategy. This includes enhanced investment in security and compute services, which are expected to provide cross-selling opportunities and potentially stabilize revenue streams.</p>
<div class="lb-trans"><p>尽管短期指标令人担忧，Fastly 正在努力调整其战略。这包括加大对安全和计算服务的投资，预计将提供交叉销售机会，并有望稳定营收流。</p>
</div><p>However, the effectiveness of these strategic shifts remains to be seen, particularly as they occur against a backdrop of broader market challenges and internal restructuring.</p>
<div class="lb-trans"><p>然而，这些战略转变的有效性尚待观察，特别是在更广泛的市场挑战和内部重组的背景下。</p>
</div><p>As Fastly navigates through these tumultuous times, the fundamental question for investors is whether the current low stock price represents a buying opportunity or a potential value trap.</p>
<div class="lb-trans"><p>随着 Fastly 在这些动荡时期的航行，投资者面临的根本问题是当前低股价是否代表买入机会或潜在价值陷阱。</p>
</div><p>To answer that let’s delve deeper into what the charts have to say about Fastly’s price trajectory, and explore whether the technical indicators align with the fundamental analysis presented.</p>
<div class="lb-trans"><p>为了回答这个问题，让我们深入研究图表对 Fastly 股价走势的看法，并探讨技术指标是否与所呈现的基本分析相一致。</p>
</div><h2>A short-term bounce-back play?</h2>
<div class="lb-trans"><h2>短期反弹机会？</h2>
</div><p>Fastly shares have remained in a prolonged downtrend since late 2020 that has seen them crashing from above $130 to yesterday’s low at $5.52. Although the stock can experience further downside, one interesting thing to note about yesterday’s move is that the shares closed over 5% higher from where they opened at $5.58.</p>
<div class="lb-trans"><p>Fastly 股票自 2020 年底以来一直处于持续下跌趋势，从 130 美元以上暴跌至昨天的 5.52 美元。尽管股价可能进一步下跌，但值得注意的是昨天的股价收盘比开盘价 5.58 美元高出 5% 以上。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/FSLY_2024-08-09_18-59-02-1024x555.png" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/FSLY_2024-08-09_18-59-02-1024x555.png"/></p>
<p>FSLY chart by TradingView</p>
<p>Considering that short-term traders who want to bet on a near-term bounce-back can take a long position in the stock near $5.85 with a strict stop loss at $5.50. However, investors must stay away from the stock until it can recapture its medium-term swing high above $8.46.</p>
<div class="lb-trans"><p>FSLY 图表由 TradingView 提供</p>
<p>考虑到短期交易者希望押注近期反弹的情况，可以在 5.85 美元附近建立多头头寸，并将严格止损设置在 5.50 美元。然而，投资者必须远离股票，直到其能够重新夺回 8.46 美元以上的中期高点。</p>
</div><p>Traders who want to short the stock must wait for it to bounce back above $6 or fall below $5.52 to initiate fresh short positions.</p>
<div class="lb-trans"><p>希望做空该股票的交易者必须等待股价反弹至 6 美元以上或跌破 5.52 美元以启动新的做空头寸。</p>
</div><p>The post Fastly shares fall to all-time low of $5.52: Is it time to buy? appeared first on Invezz</p>
<div class="lb-trans"><p>本文首发于 Invezz，Fastly 股价跌至历史最低水平 5.52 美元：现在是买入时机吗？</p>
</div>

Fastly shares fall to all-time low of $5.52: Is it time to buy?

- Fastly Inc. (NYSE: FSLY) 本周经历了显著下滑，股价跌至历史最低点 $5.52，周四收盘下跌 14.33%。  
- 下滑始于公司周三发布的 Q2 财报，Fastly 宣布将全年 2024 年营收指引下调 5%，调整后的预测范围在 $530 到 $540 百万美元之间。  
- 分析师对 Fastly 的修正指引做出反应，Piper Sandler 的 James Fish 将 Fastly 评级从 'Overweight' 降至 'Neutral'，将目标股价从 $10 下调至 $6，主要引用其最大客户存在需求问题。

Fastly 股价跌至历史最低点 5.52 美元：现在是买入的好时机吗？