Scanner

FSLY

stockSubYT
Chart
THEMIS SNIPE

Signal Detected

No data

Current Price

$24.58

live

Since Snipe

Buy Range

$20.89 – $23.35

WAIT

Based on: SMA200 at $9.76 provides support · SMA50 ($13.78) - 5% buffer · 52W low ($4.65) + 10% buffer

THEMIS SCORE

73Moderate Signal
Convergence (40%)77
Fundamentals (30%)75
Technicals (30%)60

CONVERGENCE BREAKDOWN

Sources40/40
Media Mix12/20
Quality5/20
Freshness20/20

GURU SCORE

3/10

MIXED

○○ENGINE
Weak: ROIC -9%, Rev growth 15%
●○SAFETY
D/E 0.46, Altman Z 3.4
●○MOAT
Gross 56%, Op -19%
○○REALITY
Weak: Piotroski 5/9, IQ -0.78x
●○TREND
Above SMA50, RSI 80

MARKET DATA

live

$24.58

+1.49%

Fastly, Inc.

Technology · Software - Application

Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, cloud optimizer, programmatic control, edge databases, content compression, reliability, and modern protocols and performance services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection and cloud, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API and ATO protection, account takeover protection, bot protection, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.

Mkt Cap: $3.7B

TECHNICALS

RSI (14)80.2(Overbought)
SMA StatusAbove both
52W Range$5 — $26

FUNDAMENTALS

P/E-30.37
P/S5.98
P/B3.97
FCF Yield1.6%
D/E0.46

CONVERGENCE INTELLIGENCE

32 sources · 101 mentions · 1% direct

TOP THEMES

AI-Driven Cloud Infrastructure Providers

2 sources2x

RaoulPal, Tom Lee Fundstrat

AI Cloud Wars - Microsoft Azure Lead

1 source1x

Tom Lee Fundstrat

AI Inference Cloud & Edge Platforms

1 source1x

peterdiamandis

AI Compute & Edge Infrastructure

1 source1x

Citrini Research

AI Compute Infrastructure (GPUs, Cloud & Edge)

1 source1x

Jeremy Lefebvre Financial Education

AI Compute Server Upsurge

1 source1x

Bowtie Nation

AI Compute & Cloud Backbone

1 source1x

Tom Lee Fundstrat

AI Inference Runtime Platforms

1 source1x

SemiAnalysis

SOURCE TIMELINE

30 entries · 90d

Mar 11, 2026

peterdiamandisYTinferred
Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238

Theme: AI-Accelerated Compute Infrastructure

Mar 10, 2026

Cheeky Pint by StripeYTinferred
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

Theme: Token-Efficiency Middleware for LLMs

Mar 8, 2026

Jordi VisserYTinferred
Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding

Theme: Credit-Resilient AI Chip & Edge Compute Suppliers

Mar 6, 2026

Clouded JudgementSubinferred

Clouded Judgement 3.6.26 - Get in the Token Path

Theme: First-Mover AI Compute Moats

Yet Another Value BlogSubinferred

The future of media free webinar $NFLX

Theme: Infrastructure Play on Streaming Consolidation

Mar 5, 2026

peterdiamandisYTinferred
Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235

Theme: AI-Driven Cloud Services for Enterprise

peterdiamandisYTinferred
Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235

Theme: Edge-First AI Cloud Services

The Pragmatic EngineerSubinferred

The Pulse: AWS region knocked offline by drone attack in historic first

Theme: Edge & Micro Data Center Expansion

RaoulPalYTinferred
We're NOT Ready for This | With David Mattin & Raoul Pal

Theme: Decentralized Multi-Intelligence Compute Networks

Mar 4, 2026

The Chip LetterSubinferred

Nvidia's Groq Plot Thickens

Theme: AI-Factory Real-Time Edge Services

The Great SimplificationYTinferred
AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22

Theme: Edge-Centric Low-Carbon AI Infrastructure

Mar 2, 2026

peterdiamandisYTinferred
Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced | #234

Theme: Rural Edge-Compute & Renewable Data Centers

Odd LotsYTinferred
How the Speed of a Trade Got Down to Nearly the Speed of Light | Odd Lots

Theme: Ultra-Low Latency Connectivity

The Innermost LoopSubinferred

Welcome to March 2, 2026

Theme: Defense-Grade AI Cloud Services

Mar 1, 2026

Exponential ViewSubinferred

🔮 Exponential View #563: The Citrini craze; human cognition; the most aggressive AI regulation; OpenAI spikes; COBOL returns; bye‑bye tax filing++

Theme: Specialized Compute & Edge AI Infrastructure