<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（納斯達克股票代碼：FSLY）股價創下歷史新低後成為了一隻 “墮落的天使”。週一收盤價為 5.67 美元，大幅下跌。這與其 2020 年的最高價 136 美元形成鮮明對比。這一跌幅意味着在 2020 年股價最高點投入 1 萬美元的人現在持有 73 股，價值僅 467 美元。</p>
<h2>Fastly 是一家重要公司</h2>
<p>儘管股價暴跌，Fastly 仍然是全球最重要的公司之一。雖然大多數人從未聽説過它，但他們間接使用過它的服務。</p>
<p>例如，如果您使用過 Spotify、紐約時報、Pinterest、Reddit 和 Ticketmaster 等平台，您就使用過它的服務。這些公司使用其內容傳送網絡（CDN）來確保其網站在全球範圍內安全且無縫可用。</p>
<p>Fastly 還為公司提供其他解決方案，包括安全、計算和觀察。其重要性在 2021 年 6 月 8 日全球性宕機事件中得以體現，使人們無法使用熱門服務。</p>
<p>然而，Fastly 運營在一個競爭激烈的行業中，如今這個行業主要由 Cloudflare 這樣的公司主導，其市值已超過 250 億美元。它還與 Akamai Technologies、Amazon CloudFront 甚至微軟等公司競爭。</p>
<p>這種競爭導致了公司目前的困境，因為其增長在過去幾年中停滯不前。</p>
<h2>Fastly 最近的財報</h2>
<p>Fastly 股價最近的催化劑是其最近的財務業績。結果顯示，其第二季度總收入僅增長了 8%，達到 1.32 億美元。</p>
<p>這種增長主要是因為 Fastly 的網絡服務收入增長了 6%，達到 1.04 億美元，以及其安全收入業務增長至 2500 萬美元。</p>
<p>有跡象表明，對其解決方案的需求並未增長，因為公司第二季度僅增加了 24 個客户，達到 601 個。淨留存率從 114% 下降至 110%。</p>
<p>最重要的是，Fastly 仍在虧損，其第二季度淨虧損躍升至 4370 萬美元。在 2023 年同一季度，虧損為 1070 萬美元。</p>
<p>Fastly 預計其業務將繼續放緩。其收入預計在 1.3 億美元至 1.34 億美元之間，而運營虧損約為 1200 萬美元。今年，Fastly 的收入將在 5.3 億美元至 5.4 億美元之間。按照其指引的最高端，Fastly 的收入將比去年增加 3600 萬美元。</p>
<p>這些數字意味着該公司不再像幾年前那樣看到強勁增長。例如，其收入從 2020 年到 2021 年增長了 6400 萬美元。</p>
<h2>Fastly 仍然被高估</h2>
<p>Fastly 股價的急劇下跌意味着其估值已跌至 7.85 億美元，這對於幾年前估值超過 150 億美元的公司來説是一個巨大的下滑。</p>
<p>在大多數情況下，像這樣暴跌的公司會被高度低估。然而，對 Fastly 的仔細觀察顯示，它實際上是相當被高估的。</p>
<p>對於像 Fastly 這樣的 SaaS 公司，最好的方法是看其增長與利潤率的比例，即 “40 規則”。最近的結果顯示，其收入增長約為 8%，而淨利潤率為負 31%。</p>
<p>總和為 23，這意味着公司被高估，因為管理層更看重增長而非利潤。最理想的情況是公司的 “40 規則” 指標達到 40 或以上。</p>
<p>值得注意的是，Fastly 的指標明顯弱於行業中的其他公司。其最接近的競爭對手 Cloudflare 的毛利率為 77%，而 Fastly 為 54%。同樣，Akamai Technologies 的毛利率接近 60%。</p>
<p>與此同時，Fastly 和其他 CDN 公司在定價方面不得不展開競爭，這一舉措可能導致其在短期內難以提高利潤率。</p>
<p>對於 Fastly 股價，分析師們意見不一。最近，Piper Sandler 的一位分析師在一份最新報告中將該股評級從超配調降至中性，僅僅一個月前他還將評級上調。</p>
<h2>Fastly 股價分析</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>周線圖顯示，FSLY 股價在過去幾個月一直處於穩定下降趨勢中。最近跌破了 7.23 美元的關鍵支撐位，達到 2023 年的最低點。跌破該水平確認了空頭控制。</p>
<p>股價已跌破了 50 周和 100 周移動平均線，而大多數振盪指標均向下指。因此，股價很可能會繼續下跌，賣方將瞄準 4.5 美元的關鍵阻力點。另一方面，如果發生空頭擠壓，股價可能會看到更多上漲，因為其空頭頭寸為 11%。</p>
<p>文章來源：Invezz</p>

FSLY

<p>Fastly（納斯達克股票代碼：FSLY）股價已從歷史最高點下跌了 96%，表明其被高估了。儘管股價下跌，Fastly 仍然是一家重要公司，其服務被流行平台使用。然而，它面臨激烈競爭，最近的財務業績顯示增長緩慢且虧損嚴重。分析師對該股票持有不同意見。周線圖證實了下降趨勢，股價低於關鍵支撐水平。總體而言，Fastly 股價下跌凸顯了與競爭對手相比其被高估和財務指標疲弱</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（納斯達克股票代碼：FSLY）股價創下歷史新低後成為了一隻 “墮落的天使”。週一收盤價為 5.67 美元，大幅下跌。這與其 2020 年的最高價 136 美元形成鮮明對比。這一跌幅意味着在 2020 年股價最高點投入 1 萬美元的人現在持有 73 股，價值僅 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>儘管股價暴跌，Fastly 仍然是全球最重要的公司之一。雖然大多數人從未聽説過它，但他們間接使用過它的服務。</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，如果您使用過 Spotify、紐約時報、Pinterest、Reddit 和 Ticketmaster 等平台，您就使用過它的服務。這些公司使用其內容傳送網絡（CDN）來確保其網站在全球範圍內安全且無縫可用。</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 還為公司提供其他解決方案，包括安全、計算和觀察。其重要性在 2021 年 6 月 8 日全球性宕機事件中得以體現，使人們無法使用熱門服務。</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 運營在一個競爭激烈的行業中，如今這個行業主要由 Cloudflare 這樣的公司主導，其市值已超過 250 億美元。它還與 Akamai Technologies、Amazon CloudFront 甚至微軟等公司競爭。</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>這種競爭導致了公司目前的困境，因為其增長在過去幾年中停滯不前。</p>
</div><h2>Fastly recent earnings</h2>
<div class="lb-trans"><h2>Fastly 最近的財報</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 股價最近的催化劑是其最近的財務業績。結果顯示，其第二季度總收入僅增長了 8%，達到 1.32 億美元。</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>這種增長主要是因為 Fastly 的網絡服務收入增長了 6%，達到 1.04 億美元，以及其安全收入業務增長至 2500 萬美元。</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>有跡象表明，對其解決方案的需求並未增長，因為公司第二季度僅增加了 24 個客户，達到 601 個。淨留存率從 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 仍在虧損，其第二季度淨虧損躍升至 4370 萬美元。在 2023 年同一季度，虧損為 1070 萬美元。</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 預計其業務將繼續放緩。其收入預計在 1.3 億美元至 1.34 億美元之間，而運營虧損約為 1200 萬美元。今年，Fastly 的收入將在 5.3 億美元至 5.4 億美元之間。按照其指引的最高端，Fastly 的收入將比去年增加 3600 萬美元。</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>這些數字意味着該公司不再像幾年前那樣看到強勁增長。例如，其收入從 2020 年到 2021 年增長了 6400 萬美元。</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 股價的急劇下跌意味着其估值已跌至 7.85 億美元，這對於幾年前估值超過 150 億美元的公司來説是一個巨大的下滑。</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>在大多數情況下，像這樣暴跌的公司會被高度低估。然而，對 Fastly 的仔細觀察顯示，它實際上是相當被高估的。</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>對於像 Fastly 這樣的 SaaS 公司，最好的方法是看其增長與利潤率的比例，即 “40 規則”。最近的結果顯示，其收入增長約為 8%，而淨利潤率為負 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>總和為 23，這意味着公司被高估，因為管理層更看重增長而非利潤。最理想的情況是公司的 “40 規則” 指標達到 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 的指標明顯弱於行業中的其他公司。其最接近的競爭對手 Cloudflare 的毛利率為 77%，而 Fastly 為 54%。同樣，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>與此同時，Fastly 和其他 CDN 公司在定價方面不得不展開競爭，這一舉措可能導致其在短期內難以提高利潤率。</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>對於 Fastly 股價，分析師們意見不一。最近，Piper Sandler 的一位分析師在一份最新報告中將該股評級從超配調降至中性，僅僅一個月前他還將評級上調。</p>
</div><h2>Fastly stock price analysis</h2>
<div class="lb-trans"><h2>Fastly 股價分析</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>周線圖顯示，FSLY 股價在過去幾個月一直處於穩定下降趨勢中。最近跌破了 7.23 美元的關鍵支撐位，達到 2023 年的最低點。跌破該水平確認了空頭控制。</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>股價已跌破了 50 周和 100 周移動平均線，而大多數振盪指標均向下指。因此，股價很可能會繼續下跌，賣方將瞄準 4.5 美元的關鍵阻力點。另一方面，如果發生空頭擠壓，股價可能會看到更多上漲，因為其空頭頭寸為 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>文章來源：Invezz</p>
</div>

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

- Fastly (NASDAQ: FSLY) 股價創紀錄新低，從 2020 年的高點 $136 下跌至 $5.67。
- Fastly 是全球重要公司，為 Spotify、紐約時報、Pinterest 等平台提供內容交付網絡服務。
- Fastly 最近財報顯示，收入僅增長 8%，淨虧損超過 $43.7 百萬美元。

Fastly 的股價從歷史最高點下跌了 96%：仍然被認為高估