These are top 10 stocks traded on the Robinhood UK platform in July
Thursday’s trading session saw Fastly Inc . (NYSE: NYSE:FSLY) shares maintain their Market Perform status according to William Blair analysts. Currently trading at $6.03, InvestingPro analysis suggests the stock is undervalued. The firm’s analysts highlighted Fastly’s impressive quarterly performance, which exceeded revenue expectations by $6.5 million, marking an 8% growth, and surpassed pro forma earnings per share (EPS) estimates by $0.02. With trailing twelve-month revenue of $543.68M and year-over-year growth of 7.45%, the company continues to show momentum. Additionally, Fastly raised its 2025 guidance by $10 million, a move that reflects confidence despite the company’s conservative outlook.
The company has welcomed 19 new enterprise customers, a testament to its successful revenue diversification and expansion strategies. Fastly’s initiatives to cross-sell and enhance its market approach are evidently gaining traction. InvestingPro data reveals strong liquidity with a current ratio of 4.21, though the company remains unprofitable over the last twelve months. Although the security revenue growth stood at 7%, analysts noted the company’s recent investments in security products are beginning to build a robust pipeline that is likely to accelerate growth in the latter half of the year. Subscribers to InvestingPro can access additional insights through comprehensive Pro Research Reports, available for over 1,400 US stocks including Fastly.
Fastly’s emerging products segment, which includes edge compute products designed for dynamic experiences, reported a significant 64% growth. This demand is a strong indicator of the company’s innovative capabilities. The 2025 full-year guidance provided by Fastly notably excludes any major impact from TikTok and anticipates minimal influence from tariffs. The company has proactively mitigated potential tariff impacts by purchasing server equipment in advance, which is necessary for its U.S. market expansion.
Analysts at William Blair expressed optimism about the market environment becoming more stable as aggressive pricing competitors exit the industry. They believe that Fastly is well-positioned to reap the benefits from its platform and security product investments, as reflected in the stabilizing results of this quarter. The company’s strategic moves and go-to-market initiatives appear to be positively influencing its trajectory.
In other recent news, Fastly Inc. reported its first-quarter 2025 earnings, revealing a revenue of $144.5 million, which surpassed analysts’ forecasts of $136 million to $140 million. The company’s earnings per share (EPS) of -$0.05 exceeded the predicted -$0.06, marking a positive surprise for investors. Fastly’s strategic focus on enhancing its security and AI capabilities contributed to its robust performance, with a 64% year-over-year growth in its compute and observability segment. The company also raised its 2025 revenue guidance to a range of $585 million to $595 million. Additionally, Fastly’s management highlighted the company’s progress in market share gains and customer acquisition during the earnings call. Fastly’s efforts resulted in a positive free cash flow of $8.2 million for the first time in eight quarters. The company anticipates achieving operating profit in the second half of 2025. Analyst firms such as Oppenheimer and William Blair noted the company’s strong results and strategic renewals at large accounts, contributing to Fastly’s positive outlook.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.