Fastly expands security offerings, driving adoption and positioning it as a growth driver

Fastly’s Security segment reported revenues of $26.4 million in Q1 2025, up 7% YoY, accounting for 18% of total revenues. The Security portfolio offers solutions like Client-Side Protection and DDoS detection, driving adoption and positioning it as a growth driver within Fastly’s edge platform.

Competitive pressure for Fastly comes from Fortinet and Cloudflare, both scaling their security solutions for performance-driven digital infrastructure. Fortinet’s FortiWeb and FortiDDoS offer advanced capabilities in bot protection, while Cloudflare expands with DDoS protection and bot management, posing competition in key markets.

FSLY shares have declined 25.5% YTD, trading at a forward P/S of 1.63X compared to the industry’s 5.74X. The Zacks Consensus Estimate for Q2 loss is 5 cents per share, unchanged over 30 days, showing a 28.57% improvement YoY. FSLY carries a Zacks Rank #2 (Buy) and has a Value Score of F.

The consensus mark for FSLY’s 2025 loss is 9 cents per share, improving by a penny over 30 days, indicating a 25% YoY improvement. FSLY is positioned as a Buy stock, with experts indicating potential early price pops and long-term growth prospects. Download the free report for more insights and recommendations.

Read more at Nasdaq: FSLY Expands Security Offerings: Will This Move Pay Off for the Stock?