<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) 本週經歷了顯著的下滑，股價跌至歷史最低水平 5.52 美元，並在週四收盤時下跌了 14.33%。</p>
<p>這一下跌始於公司發佈的 Q2 財報，週三發佈後市場關閉，Fastly 宣佈將其 2024 財年營收指導下調 5%。調整後的預測範圍現在在 5.3 億美元至 5.4 億美元之間。</p>
<h2>分析師對 Fastly 的修正指導做出反應</h2>
<p>像 Piper Sandler 的 James Fish 等分析師對 Fastly 的反應是將其評級從'Overweight'下調至'Neutral'，並將目標股價從 10 美元下調至 6 美元，主要原因是其最大客户存在需求問題，這些客户簽訂了實用型合同。</p>
<p>修正後的指導和隨後的股價下跌受到了 Fastly 主要客户需求預測的影響。Fish 在他的報告中強調了對 Fastly 未來營收前景的擔憂，導致了評級下調。</p>
<p>Fastly 報告的 Q2 營收為 1.3237 億美元，同比增長 7.8%，略高於預期的 850 萬美元。</p>
<p>然而，儘管有增長，公司面臨着 4,370 萬美元的 GAAP 淨虧損，較去年同期的 1070 萬美元虧損加深。</p>
<h2>Fastly 面臨的挑戰</h2>
<p>財報細節揭示了更多不僅僅是財務數據；它們描繪了一家公司在應對重大市場和運營挑戰。</p>
<p>值得注意的是，Fastly 的最近 12 個月淨留存率 (LTM NRR) 下降，突顯了客户保留問題，可能預示着來自現有客户的未來營收減少。</p>
<p>Fastly 不僅面臨需求減弱，還面臨內容傳遞網絡行業競爭加劇。</p>
<p>公司對少數幾家大型媒體公司的嚴重依賴加劇了其對價格壓力和支出模式變化的脆弱性。</p>
<p>儘管在最大客户羣體之外取得了一些成功，Fastly 在安全和計算領域的擴張尚未有效地抵消這些挑戰。</p>
<p>作為應對這些挑戰的策略，Fastly CEO Todd Nightingale 概述了公司減輕這些需求挑戰的戰略。在 Q2，Fastly 加大了客户獲取力度，尤其是企業客户數量實現了 4% 的環比增長。</p>
<p>此外，Fastly 推出了面向 ChatGPT 應用程序的 Fastly AI Accelerator 測試版，旨在提高性能並降低運營成本。這一舉措標誌着 Fastly 轉向利用人工智能來多樣化和加強其服務提供。</p>
<h2>人員減少作為成本調整措施</h2>
<p>除了一系列挑戰外，Fastly 還宣佈全球員工減少 11%。預計這一決定將產生約 950 萬至 1000 萬美元的費用，主要與解僱和相關成本有關，預計將於 2024 年底完成。</p>
<p>儘管短期指標令人擔憂，Fastly 正在努力調整其戰略。這包括加大對安全和計算服務的投資，預計將提供交叉銷售機會，並有望穩定營收流。</p>
<p>然而，這些戰略轉變的有效性尚待觀察，特別是在更廣泛的市場挑戰和內部重組的背景下。</p>
<p>隨着 Fastly 在這些動盪時期的航行，投資者面臨的根本問題是當前低股價是否代表買入機會或潛在價值陷阱。</p>
<p>為了回答這個問題，讓我們深入研究圖表對 Fastly 股價走勢的看法，並探討技術指標是否與所呈現的基本分析相一致。</p>
<h2>短期反彈機會？</h2>
<p>Fastly 股票自 2020 年底以來一直處於持續下跌趨勢，從 130 美元以上暴跌至昨天的 5.52 美元。儘管股價可能進一步下跌，但值得注意的是昨天的股價收盤比開盤價 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 圖表由 TradingView 提供</p>
<p>考慮到短期交易者希望押注近期反彈的情況，可以在 5.85 美元附近建立多頭頭寸，並將嚴格止損設置在 5.50 美元。然而，投資者必須遠離股票，直到其能夠重新奪回 8.46 美元以上的中期高點。</p>
<p>希望做空該股票的交易者必須等待股價反彈至 6 美元以上或跌破 5.52 美元以啓動新的做空頭寸。</p>
<p>本文首發於 Invezz，Fastly 股價跌至歷史最低水平 5.52 美元：現在是買入時機嗎？</p>

FSLY

<p>Fastly Inc.（Fastly 公司）經歷了顯著的下滑，股價跌至歷史最低的 5.52 美元。公司宣佈將全年營收指引下調 5%，導致分析師們下調評級。Fastly 面臨着客户保留、競爭加劇和價格壓力等挑戰。公司正在實施戰略轉變和成本調整措施，但其有效性仍不確定。投資者必須考慮當前低股價是否代表買入機會</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) 本週經歷了顯著的下滑，股價跌至歷史最低水平 5.52 美元，並在週四收盤時下跌了 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>這一下跌始於公司發佈的 Q2 財報，週三發佈後市場關閉，Fastly 宣佈將其 2024 財年營收指導下調 5%。調整後的預測範圍現在在 5.3 億美元至 5.4 億美元之間。</p>
</div><h2>Analysts react to Fastly’s revised guidance</h2>
<div class="lb-trans"><h2>分析師對 Fastly 的修正指導做出反應</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 等分析師對 Fastly 的反應是將其評級從'Overweight'下調至'Neutral'，並將目標股價從 10 美元下調至 6 美元，主要原因是其最大客户存在需求問題，這些客户簽訂了實用型合同。</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>修正後的指導和隨後的股價下跌受到了 Fastly 主要客户需求預測的影響。Fish 在他的報告中強調了對 Fastly 未來營收前景的擔憂，導致了評級下調。</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 報告的 Q2 營收為 1.3237 億美元，同比增長 7.8%，略高於預期的 850 萬美元。</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，儘管有增長，公司面臨着 4,370 萬美元的 GAAP 淨虧損，較去年同期的 1070 萬美元虧損加深。</p>
</div><h2>Challenges for Fastly</h2>
<div class="lb-trans"><h2>Fastly 面臨的挑戰</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>財報細節揭示了更多不僅僅是財務數據；它們描繪了一家公司在應對重大市場和運營挑戰。</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 個月淨留存率 (LTM NRR) 下降，突顯了客户保留問題，可能預示着來自現有客户的未來營收減少。</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 不僅面臨需求減弱，還面臨內容傳遞網絡行業競爭加劇。</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>公司對少數幾家大型媒體公司的嚴重依賴加劇了其對價格壓力和支出模式變化的脆弱性。</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>儘管在最大客户羣體之外取得了一些成功，Fastly 在安全和計算領域的擴張尚未有效地抵消這些挑戰。</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>作為應對這些挑戰的策略，Fastly CEO Todd Nightingale 概述了公司減輕這些需求挑戰的戰略。在 Q2，Fastly 加大了客户獲取力度，尤其是企業客户數量實現了 4% 的環比增長。</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 應用程序的 Fastly AI Accelerator 測試版，旨在提高性能並降低運營成本。這一舉措標誌着 Fastly 轉向利用人工智能來多樣化和加強其服務提供。</p>
</div><h2>Workforce reduction as a cost alignment measure</h2>
<div class="lb-trans"><h2>人員減少作為成本調整措施</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>除了一系列挑戰外，Fastly 還宣佈全球員工減少 11%。預計這一決定將產生約 950 萬至 1000 萬美元的費用，主要與解僱和相關成本有關，預計將於 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>儘管短期指標令人擔憂，Fastly 正在努力調整其戰略。這包括加大對安全和計算服務的投資，預計將提供交叉銷售機會，並有望穩定營收流。</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，這些戰略轉變的有效性尚待觀察，特別是在更廣泛的市場挑戰和內部重組的背景下。</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>隨着 Fastly 在這些動盪時期的航行，投資者面臨的根本問題是當前低股價是否代表買入機會或潛在價值陷阱。</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>為了回答這個問題，讓我們深入研究圖表對 Fastly 股價走勢的看法，並探討技術指標是否與所呈現的基本分析相一致。</p>
</div><h2>A short-term bounce-back play?</h2>
<div class="lb-trans"><h2>短期反彈機會？</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 年底以來一直處於持續下跌趨勢，從 130 美元以上暴跌至昨天的 5.52 美元。儘管股價可能進一步下跌，但值得注意的是昨天的股價收盤比開盤價 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 圖表由 TradingView 提供</p>
<p>考慮到短期交易者希望押注近期反彈的情況，可以在 5.85 美元附近建立多頭頭寸，並將嚴格止損設置在 5.50 美元。然而，投資者必須遠離股票，直到其能夠重新奪回 8.46 美元以上的中期高點。</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>希望做空該股票的交易者必須等待股價反彈至 6 美元以上或跌破 5.52 美元以啓動新的做空頭寸。</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>本文首發於 Invezz，Fastly 股價跌至歷史最低水平 5.52 美元：現在是買入時機嗎？</p>
</div>

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

- Fastly Inc. (NYSE: FSLY) 本週經歷了顯著下滑，股價跌至歷史最低點 $5.52，週四收盤下跌 14.33%。  
- 下滑始於公司週三發佈的 Q2 財報，Fastly 宣佈將全年 2024 年營收指引下調 5%，調整後的預測範圍在 $530 到 $540 百萬美元之間。  
- 分析師對 Fastly 的修正指引做出反應，Piper Sandler 的 James Fish 將 Fastly 評級從 'Overweight' 降至 'Neutral'，將目標股價從 $10 下調至 $6，主要引用其最大客户存在需求問題。

Fastly 股價跌至歷史最低點 5.52 美元：現在是買入的好時機嗎？