<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/06/fastly.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1000" height="667" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/06/fastly.jpg"/></p>
<p>Fastly（纳斯达克股票代码：FSLY）股价创下历史新低后成为了一只 “堕落的天使”。周一收盘价为 5.67 美元，大幅下跌。这与其 2020 年的最高价 136 美元形成鲜明对比。这一跌幅意味着在 2020 年股价最高点投入 1 万美元的人现在持有 73 股，价值仅 467 美元。</p>
<h2>Fastly 是一家重要公司</h2>
<p>尽管股价暴跌，Fastly 仍然是全球最重要的公司之一。虽然大多数人从未听说过它，但他们间接使用过它的服务。</p>
<p>例如，如果您使用过 Spotify、纽约时报、Pinterest、Reddit 和 Ticketmaster 等平台，您就使用过它的服务。这些公司使用其内容传送网络（CDN）来确保其网站在全球范围内安全且无缝可用。</p>
<p>Fastly 还为公司提供其他解决方案，包括安全、计算和观察。其重要性在 2021 年 6 月 8 日全球性宕机事件中得以体现，使人们无法使用热门服务。</p>
<p>然而，Fastly 运营在一个竞争激烈的行业中，如今这个行业主要由 Cloudflare 这样的公司主导，其市值已超过 250 亿美元。它还与 Akamai Technologies、Amazon CloudFront 甚至微软等公司竞争。</p>
<p>这种竞争导致了公司目前的困境，因为其增长在过去几年中停滞不前。</p>
<h2>Fastly 最近的财报</h2>
<p>Fastly 股价最近的催化剂是其最近的财务业绩。结果显示，其第二季度总收入仅增长了 8%，达到 1.32 亿美元。</p>
<p>这种增长主要是因为 Fastly 的网络服务收入增长了 6%，达到 1.04 亿美元，以及其安全收入业务增长至 2500 万美元。</p>
<p>有迹象表明，对其解决方案的需求并未增长，因为公司第二季度仅增加了 24 个客户，达到 601 个。净留存率从 114% 下降至 110%。</p>
<p>最重要的是，Fastly 仍在亏损，其第二季度净亏损跃升至 4370 万美元。在 2023 年同一季度，亏损为 1070 万美元。</p>
<p>Fastly 预计其业务将继续放缓。其收入预计在 1.3 亿美元至 1.34 亿美元之间，而运营亏损约为 1200 万美元。今年，Fastly 的收入将在 5.3 亿美元至 5.4 亿美元之间。按照其指引的最高端，Fastly 的收入将比去年增加 3600 万美元。</p>
<p>这些数字意味着该公司不再像几年前那样看到强劲增长。例如，其收入从 2020 年到 2021 年增长了 6400 万美元。</p>
<h2>Fastly 仍然被高估</h2>
<p>Fastly 股价的急剧下跌意味着其估值已跌至 7.85 亿美元，这对于几年前估值超过 150 亿美元的公司来说是一个巨大的下滑。</p>
<p>在大多数情况下，像这样暴跌的公司会被高度低估。然而，对 Fastly 的仔细观察显示，它实际上是相当被高估的。</p>
<p>对于像 Fastly 这样的 SaaS 公司，最好的方法是看其增长与利润率的比例，即 “40 规则”。最近的结果显示，其收入增长约为 8%，而净利润率为负 31%。</p>
<p>总和为 23，这意味着公司被高估，因为管理层更看重增长而非利润。最理想的情况是公司的 “40 规则” 指标达到 40 或以上。</p>
<p>值得注意的是，Fastly 的指标明显弱于行业中的其他公司。其最接近的竞争对手 Cloudflare 的毛利率为 77%，而 Fastly 为 54%。同样，Akamai Technologies 的毛利率接近 60%。</p>
<p>与此同时，Fastly 和其他 CDN 公司在定价方面不得不展开竞争，这一举措可能导致其在短期内难以提高利润率。</p>
<p>对于 Fastly 股价，分析师们意见不一。最近，Piper Sandler 的一位分析师在一份最新报告中将该股评级从超配调降至中性，仅仅一个月前他还将评级上调。</p>
<h2>Fastly 股价分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Fastly-stock-1024x568.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1024" height="568" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Fastly-stock-1024x568.png"/></p>
<p>周线图显示，FSLY 股价在过去几个月一直处于稳定下降趋势中。最近跌破了 7.23 美元的关键支撑位，达到 2023 年的最低点。跌破该水平确认了空头控制。</p>
<p>股价已跌破了 50 周和 100 周移动平均线，而大多数振荡指标均向下指。因此，股价很可能会继续下跌，卖方将瞄准 4.5 美元的关键阻力点。另一方面，如果发生空头挤压，股价可能会看到更多上涨，因为其空头头寸为 11%。</p>
<p>文章来源：Invezz</p>

FSLY

<p>Fastly（纳斯达克股票代码：FSLY）股价已从历史最高点下跌了 96%，表明其被高估了。尽管股价下跌，Fastly 仍然是一家重要公司，其服务被流行平台使用。然而，它面临激烈竞争，最近的财务业绩显示增长缓慢且亏损严重。分析师对该股票持有不同意见。周线图证实了下降趋势，股价低于关键支撑水平。总体而言，Fastly 股价下跌凸显了与竞争对手相比其被高估和财务指标疲弱</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/06/fastly.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2021/06/fastly.jpg"/></p>
<p>Fastly (NASDAQ: FSLY) stock price has become a fallen angel after dropping to a record low. It was trading at $5.67 on Monday, a big drop from its 2020 high of $136. This decline means that people who allocated $10,000 at its highest point in 2020 received 73 shares that are now valued at just $467.</p>
<div class="lb-trans"><p>Fastly（纳斯达克股票代码：FSLY）股价创下历史新低后成为了一只 “堕落的天使”。周一收盘价为 5.67 美元，大幅下跌。这与其 2020 年的最高价 136 美元形成鲜明对比。这一跌幅意味着在 2020 年股价最高点投入 1 万美元的人现在持有 73 股，价值仅 467 美元。</p>
</div><h2>Fastly is an important company</h2>
<div class="lb-trans"><h2>Fastly 是一家重要公司</h2>
</div><p>Despite its collapse, Fastly is still one of the most important companies globally. While most people have never heard about it, they have used its services indirectly.</p>
<div class="lb-trans"><p>尽管股价暴跌，Fastly 仍然是全球最重要的公司之一。虽然大多数人从未听说过它，但他们间接使用过它的服务。</p>
</div><p>For example, you used its service if you have used platforms like Spotify, New York Times, Pinterest, Reddit, and Ticketmaster. These companies use its content delivery network (CDN) to ensure that their websites are safe and available globally seamlessly.</p>
<div class="lb-trans"><p>例如，如果您使用过 Spotify、纽约时报、Pinterest、Reddit 和 Ticketmaster 等平台，您就使用过它的服务。这些公司使用其内容传送网络（CDN）来确保其网站在全球范围内安全且无缝可用。</p>
</div><p>Fastly also offers other solutions to companies, including security, compute, and observatory. Its importance was seen on June 8 2021 when it went through a global outage that made it impossible for people to use popular services.</p>
<div class="lb-trans"><p>Fastly 还为公司提供其他解决方案，包括安全、计算和观察。其重要性在 2021 年 6 月 8 日全球性宕机事件中得以体现，使人们无法使用热门服务。</p>
</div><p>However, Fastly operates in a highly competitive industry that is now dominated by a company like Cloudflare, which has achieved a market cap of over $25 billion. It also competes with firms like Akamai Technologies, Amazon CloudFront, and even Microsoft.</p>
<div class="lb-trans"><p>然而，Fastly 运营在一个竞争激烈的行业中，如今这个行业主要由 Cloudflare 这样的公司主导，其市值已超过 250 亿美元。它还与 Akamai Technologies、Amazon CloudFront 甚至微软等公司竞争。</p>
</div><p>This competition has contributed to the company’s current woes as its growth has stalled in the past few years.</p>
<div class="lb-trans"><p>这种竞争导致了公司目前的困境，因为其增长在过去几年中停滞不前。</p>
</div><h2>Fastly recent earnings</h2>
<div class="lb-trans"><h2>Fastly 最近的财报</h2>
</div><p>The most recent catalyst for the Fastly stock price was its recent financial earnings. The results showed that its total revenue rose by just 8% in the second quarter to $132 million.</p>
<div class="lb-trans"><p>Fastly 股价最近的催化剂是其最近的财务业绩。结果显示，其第二季度总收入仅增长了 8%，达到 1.32 亿美元。</p>
</div><p>This growth was mostly because of Fastly’s network services whose revenues rose by 6% to $104 million and its security revenue whose business rose to $25 million.</p>
<div class="lb-trans"><p>这种增长主要是因为 Fastly 的网络服务收入增长了 6%，达到 1.04 亿美元，以及其安全收入业务增长至 2500 万美元。</p>
</div><p>There are signs that demand for its solutions is not growing as the company added just 24 customers in the second quarter to 601. Net retention rate dropped from 114% to 110%.</p>
<div class="lb-trans"><p>有迹象表明，对其解决方案的需求并未增长，因为公司第二季度仅增加了 24 个客户，达到 601 个。净留存率从 114% 下降至 110%。</p>
</div><p>Most importantly, Fastly is still losing a lot of money as its net loss jumped to over $43.7 million during the second quarter. It had lost $10.7 million in the same quarter in 2023.</p>
<div class="lb-trans"><p>最重要的是，Fastly 仍在亏损，其第二季度净亏损跃升至 4370 万美元。在 2023 年同一季度，亏损为 1070 万美元。</p>
</div><p>Fastly expects that its business will continue slowing down. Its revenue is expected to come in at between $130 million and $134 million while the operating loss will be about $12 million. For the year, Fastly’s revenues will be between $530 million and $540 million. At the upper side of is guidance, Fastly’s revenue will be a $36 million increase from the previous year.</p>
<div class="lb-trans"><p>Fastly 预计其业务将继续放缓。其收入预计在 1.3 亿美元至 1.34 亿美元之间，而运营亏损约为 1200 万美元。今年，Fastly 的收入将在 5.3 亿美元至 5.4 亿美元之间。按照其指引的最高端，Fastly 的收入将比去年增加 3600 万美元。</p>
</div><p>These numbers mean that the company is no longer seeing the strong growth it had a few years ago. For example, its revenue rose by over $64 million from 2020 and 2021.</p>
<div class="lb-trans"><p>这些数字意味着该公司不再像几年前那样看到强劲增长。例如，其收入从 2020 年到 2021 年增长了 6400 万美元。</p>
</div><h2>Fastly is still overvalued</h2>
<div class="lb-trans"><h2>Fastly 仍然被高估</h2>
</div><p>The sharp decline of the Fastly stock price means that its valuation has tumbled to over $785 million, a sharp decline for a company that was valued at over $15 billion a few years ago.</p>
<div class="lb-trans"><p>Fastly 股价的急剧下跌意味着其估值已跌至 7.85 亿美元，这对于几年前估值超过 150 亿美元的公司来说是一个巨大的下滑。</p>
</div><p>In most cases, a company that drops like this becomes highly undervalued. However, a closer look at Fastly shows that it is fairly overvalued.</p>
<div class="lb-trans"><p>在大多数情况下，像这样暴跌的公司会被高度低估。然而，对 Fastly 的仔细观察显示，它实际上是相当被高估的。</p>
</div><p>For a SaaS company like Fastly, the best approach is to look at the rule of 40, which looks at its growth compared with its margins. The most recent results showed that its revenue growth was about 8% while its net income margin was minus 31%.</p>
<div class="lb-trans"><p>对于像 Fastly 这样的 SaaS 公司，最好的方法是看其增长与利润率的比例，即 “40 规则”。最近的结果显示，其收入增长约为 8%，而净利润率为负 31%。</p>
</div><p>The total stands at 23, meaning that the company is overvalued since the management is prioritizing growth than profits. The most ideal situation is where a company has a rule of 40 metric of 40 and above.</p>
<div class="lb-trans"><p>总和为 23，这意味着公司被高估，因为管理层更看重增长而非利润。最理想的情况是公司的 “40 规则” 指标达到 40 或以上。</p>
</div><p>It is also worth noting that Fastly has significantly weak metrics than other companies in the industry. Cloudflare, its closest competitor, has a gross profit of 77% while Fastly has 54%. Similarly, Akamai Technologies has a gross margin of almost 60%.</p>
<div class="lb-trans"><p>值得注意的是，Fastly 的指标明显弱于行业中的其他公司。其最接近的竞争对手 Cloudflare 的毛利率为 77%，而 Fastly 为 54%。同样，Akamai Technologies 的毛利率接近 60%。</p>
</div><p>Meanwhile, Fastly and other CDN companies are having to compete in terms of pricing, a move that could see it struggle to boost its margins in the near term.</p>
<div class="lb-trans"><p>与此同时，Fastly 和其他 CDN 公司在定价方面不得不展开竞争，这一举措可能导致其在短期内难以提高利润率。</p>
</div><p>Analysts have a mixed opinion on the Fastly stock price. In a recent note, an analyst at Piper Sandler slashed the stock from overweight to neutral just a month after he hiked his rating.</p>
<div class="lb-trans"><p>对于 Fastly 股价，分析师们意见不一。最近，Piper Sandler 的一位分析师在一份最新报告中将该股评级从超配调降至中性，仅仅一个月前他还将评级上调。</p>
</div><h2>Fastly stock price analysis</h2>
<div class="lb-trans"><h2>Fastly 股价分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/Fastly-stock-1024x568.png" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/Fastly-stock-1024x568.png"/></p>
<p>The weekly chart shows that the FSLY share price has been in a steady downtrend in the past few months. It recently dropped below the key support level at $7.23, its lowest point in 2023. Moving below that level confirmed that bears were in control.</p>
<div class="lb-trans"><p>周线图显示，FSLY 股价在过去几个月一直处于稳定下降趋势中。最近跌破了 7.23 美元的关键支撑位，达到 2023 年的最低点。跌破该水平确认了空头控制。</p>
</div><p>The stock has dropped below the 50-week and 100-week moving averages while most oscillators have pointed downwards. Therefore, the stock will likely continue falling as sellers target the key resistance point at $4.5. On the flip side, the stock could see more upside if it goes through a short squeeze because it has an 11% short interest.</p>
<div class="lb-trans"><p>股价已跌破了 50 周和 100 周移动平均线，而大多数振荡指标均向下指。因此，股价很可能会继续下跌，卖方将瞄准 4.5 美元的关键阻力点。另一方面，如果发生空头挤压，股价可能会看到更多上涨，因为其空头头寸为 11%。</p>
</div><p>The post Fastly stock price is down 96% from ATH: still overvalued appeared first on Invezz</p>
<div class="lb-trans"><p>文章来源：Invezz</p>
</div>

Fastly stock price is down 96% from ATH: still overvalued

- Fastly (NASDAQ: FSLY) 股价创纪录新低，从 2020 年的高点 $136 下跌至 $5.67。
- Fastly 是全球重要公司，为 Spotify、纽约时报、Pinterest 等平台提供内容交付网络服务。
- Fastly 最近财报显示，收入仅增长 8%，净亏损超过 $43.7 百万美元。

Fastly 的股价从历史最高点下跌了 96%：仍然被认为高估