VaramirStart free · no cardSign in
FSLY as of Nov 1 · 00:35 ET
FSLYNasdaqServices-Prepackaged Software

Fastly, Inc. · Brief

Next report

3 days

Nov 4 · after closeest.Q3 FY26
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
6 of 8≥ implied
avg implied
±15.1%
avg realized
±27.6%
Nov 6 '24±15.4%▲+0.12%×0.01
Feb 12 '25±18.9%▼−20.85%×1.10
May 7 '25±13.8%▲+26.37%×1.92
Aug 6 '25±13.0%▲+14.42%×1.11
Nov 5 '25±12.4%▲+35.94%×2.91
Feb 11 '26±14.8%▲+72.29%×4.88
Q1 FY26±18.0%▼−38.23%×2.13
Q2 FY26±14.7%▼−12.87%×0.87
quarterimplied−75%0+75%realized×
Q2 FY26±14.7%▼−12.87%×0.87
Q1 FY26±18.0%▼−38.23%×2.13
Feb '26±14.8%▲+72.29%×4.88
Nov '25±12.4%▲+35.94%×2.91
Aug '25±13.0%▲+14.42%×1.11
May '25±13.8%▲+26.37%×1.92
2 older reports
Feb '25±18.9%▼−20.85%×1.10
Nov '24±15.4%▲+0.12%×0.01
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 4 report · est.

Bull2

288managers reporting a position in the latest quarterly filings13F · Jun 30 '26
+17.62%net increase in shares held by the ten largest reporting managers13F · Jun 30 '26

Bear2 of 4

10.00%portion of revenue from the largest disclosed affiliated customerSEC filings
0.09%largest reported fund weight inside a major small cap index fundN-PORT · Jun 30 '26
AI captions · Sep 16 '26once per report · top 2 per case

Linked exposure

FSLY report session

No linked exposure.

Latest changes

30 daysAll changes
Oct 21impliedImplied move: ±18.6% into Nov 4 earnings (Oct 21 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.