FSLY Clase A Fastly, Inc. - Class A Common Stock
NASDAQ · Technology · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026FSLY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
FSLY Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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Acerca de Fastly, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia
Fastly es un proveedor estadounidense de servicios de computación en la nube.
Fastly describe su red como una plataforma de nube, diseñada para ayudar a los desarrolladores a extender su infraestructura de nube central en la frontera de la red, más cerca de los usuarios. La plataforma incluye su red de entrega de contenido, optimización de imágenes, video y transmisión, seguridad en la nube y servicios de equilibrio de carga. Los servicios de seguridad en la nube incluyen protección contra ataques de denegación de servicio, mitigación de bots y un cortafuegos de aplicaciones web. El cortafuegos utiliza las reglas básicas de ModSecurity de OWASP junto con su propio conjunto de reglas.
La plataforma Fastly está construida sobre Varnish.
Historia
Fastly fue fundada en 2011 por Artur Bergman, anteriormente director técnico de Wikia. En junio de 2013, Fastly recaudó $10 millones de dólares en financiamiento. En abril de 2014, la compañía anunció que había adquirido CDN Sumo, un complemento de CDN para Heroku. En septiembre de 2014, Fastly recaudó otros $40 millones, seguido de $75 millones en agosto de 2015.
En septiembre de 2015, Google se asoció con Fastly y otros proveedores de redes de distribución de contenido para ofrecer servicios a sus usuarios. En abril de 2017, lanzó su plataforma en la nube junto con servicios de optimización de imágenes, equilibrio de carga y un firewall de aplicaciones web.
Recaudó $50 millones en fondos en abril de 2017, y otros $40 millones en julio de 2018. La compañía presentó una oferta pública inicial en abril de 2019 y se lanzó en la Bolsa de Valores de Nueva York el 17 de mayo de 2019. En febrero de 2020, Bergman dejó el cargo de director ejecutivo y asumió el cargo de arquitecto en jefe y presidente ejecutivo; Joshua Bixby asumió el cargo de director ejecutivo.
En agosto de 2020, Fastly anunció que estaba adquiriendo la empresa de ciberseguridad Signal Sciences por $775 millones de dólares ($200 millones en efectivo y $575 millones en acciones).
Operación
Fastly fue descrito por TechRadar como «un CDN de fuerza industrial ultraconfigurable para profesionales». Sigue el simple modelo de proxy inverso similar a Cloudflare. En lugar de proporcionar una dirección "cdn.midominio.com" para almacenar archivos específicos, enruta rápidamente todo el tráfico del sitio web a través de sus servidores. Luego opera de manera similar a cualquier CDN, obteniendo contenido desde el servidor más cercano al usuario final entre más de 50 servidores en todo el mundo. Tiene características de seguridad de nivel empresarial. Tiene un precio de servicio de pago por uso sujeto a un cargo mínimo de 50 dólares estadounidenses por mes, comparable a CloudFront y Azure.
El análisis de TechRadar descubrió que tiene muchas características útiles, es ampliamente configurable y purga su caché casi instantáneamente (lo que lo hace adecuado para contenido que cambia rápidamente), pero podría ser complicado de configurar, más caro que otros servicios similares y con resultados de velocidad de rango medio.
Interrupción de servicios de 2021
El 8 de junio de 2021, Fastly informó sobre problemas con su servicio CDN que causaron muchos sitios web importantes, como Reddit, gov.uk, Twitch, Spotify y Amazon, junto con importantes fuentes de noticias como The New York Times, The Guardian, CNN y la BBC, dejarán de estar disponibles. The Verge, un sitio de noticias tecnológicas también afectado, recurrió al uso de Google Docs para informar sobre la interrupción en curso. También afectó a ciertas partes de otros sitios web importantes, como los servidores que alojan los emojis utilizados por Twitter, por lo que se volvieron inaccesibles. La interrupción de Fastly se resolvió después de unas horas, comenzando a estar disponibles nuevamente muchos de los sitios web afectados. Desde entonces, Fastly ha declarado que la causa de la interrupción fue un error de software provocado por una configuración de usuario específica.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | FSLY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -48.7promedio 5A ≈-12.3 | ≈-12.3 | · | · | |
| P/S (TTM) | 6.0promedio 5A ≈4.8 | ≈4.8 | 3.9 | Sobrevalorado | |
| P/C (MRQ) | 4.1promedio 5A ≈2.1 | ≈2.1 | 4.2 | Infravalorado | |
| EV / EBITDA | -33.9promedio 5A ≈-13.2 | ≈-13.2 | · | · | |
| Precio / FCF (TTM) | 81.0promedio 5A ≈-9.5 | ≈-9.5 | · | · | |
| Precio / Flujo de Caja (TTM) | 34.3promedio 5A ≈1302.7 | ≈1302.7 | 13.3 | Sobrevalorado | |
| EV / Ingresos (TTM) | 6.0promedio 5A ≈5.5 | ≈5.5 | · | · | |
| EV / FCF (TTM) | 80.8promedio 5A ≈-11.9 | ≈-11.9 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 4.2promedio 5A ≈8.4 | ≈8.4 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | FSLY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 61.5%promedio 5A ≈53.1% | ≈53.1% | 61.7% | De primer nivel | |
| Margen Operativo (TTM) | -12.0%promedio 5A ≈-41.6% | ≈-41.6% | -9.8% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | -19.1%promedio 5A ≈-39.9% | ≈-39.9% | -9.8% | De primer nivel | |
| Margen antes de impuestos (TTM) | -12.2%promedio 5A ≈-36.2% | ≈-36.2% | -11.8% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | -11.8%promedio 5A ≈-36.4% | ≈-36.4% | -11.9% | De primer nivel | |
| ROA (TTM) | -5.5%promedio 5A ≈-9.8% | ≈-9.8% | -5.6% | Débil | |
| ROE (TTM) | -8.4%promedio 5A ≈-17.0% | ≈-17.0% | -7.6% | Débil | |
| ROIC | -9.4%promedio 5A ≈-12.7% | ≈-12.7% | -7.4% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | FSLY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.3promedio 5A ≈0.5 | ≈0.5 | 0.1 | Deuda alta | |
| Ratio corriente (MRQ) | 3.4promedio 5A ≈3.8 | ≈3.8 | 1.6 | Liquidez sólida | |
| Ratio Rápido (MRQ) | 3.2promedio 5A ≈2.5 | ≈2.5 | 0.8 | Liquidez sólida | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.3promedio 5A ≈0.5 | ≈0.5 | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | FSLY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 14.8%promedio 5A ≈16.6% | ≈16.6% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 13.0%promedio 5A ≈16.2% | ≈16.2% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 16.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | FSLY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.4promedio 5A ≈0.3 | ≈0.3 | 0.4 | En línea | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 5.3promedio 5A ≈5.3 | ≈5.3 | 9.5 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$547.4K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $0.15 | $0.07 | 123.2% |
| 31 de marzo de 2026 | $0.13 | $0.08 | 58.3% | |
| 31 de diciembre de 2025 | $0.12 | $0.06 | 111.6% | |
| 30 de septiembre de 2025 | $0.07 | $0.00 | — | |
| 30 de junio de 2025 | $-0.03 | $-0.05 | 40.2% | |
| 31 de marzo de 2025 | $-0.05 | $-0.07 | 24.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $624M | $544M | $506M | $433M | $354M | $291M | $200M | $145M | |
| Cost of Revenue | $268M | $248M | $240M | $223M | $167M | $120M | $88M | $65M | |
| Gross Profit | $356M | $296M | $266M | $210M | $187M | $171M | $112M | $79M | |
| R&D Expense | $163M | $138M | $152M | $155M | $127M | $75M | $46M | $35M | |
| SG&A Expense | $111M | $113M | $116M | $121M | $127M | $102M | $41M | $23M | |
| Operating Expenses | $475M | $464M | $464M | $456M | $406M | $278M | $159M | $108M | |
| Operating Income | $-119M | $-168M | $-198M | $-246M | $-219M | $-107M | $-47M | $-29M | |
| Interest Expense | · | · | $4M | $6M | $5M | $2M | $5M | $2M | |
| Interest Income | $12M | $15M | $18M | $7M | $1M | $2M | $3M | $939.0K | |
| Other Non-op | $-721.0K | $-1M | $-2M | $-29.0K | $356.0K | $-279.0K | $-3M | $-741.0K | |
| Pretax Income | $-119M | $-155M | $-133M | $-191M | $-223M | $-107M | $-51M | $-31M | |
| Income Tax | $2M | $3M | $-221.0K | $94.0K | $69.0K | $-11M | $492.0K | $185.0K | |
| Net Income | $-122M | $-158M | $-133M | $-191M | $-223M | $-96M | $-52M | $-31M | |
| EPS (Basic) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · | |
| EPS (Diluted) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · | |
| Shares (Basic) | 146,902,000 | 138,099,000 | 128,770,000 | 121,723,000 | 116,053,000 | 103,552,000 | 68,350,000 | · | |
| Shares (Diluted) | 146,902,000 | 138,099,000 | 128,770,000 | 121,723,000 | 116,053,000 | 103,552,000 | 68,350,000 | · | |
| EBITDA | $-119M | $-168M | $-198M | $-246M | $-190M | $-87M | $-30M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $181M | $286M | $108M | $143M | $166M | $63M | $16M | $37M | |
| Short-term Investments | $181M | $10M | $215M | $375M | · | $131M | $115M | $47M | |
| Receivables | $118M | $116M | $120M | $90M | $65M | $50M | $37M | $25M | |
| Prepaid Expense | $27M | $28M | $20M | $29M | $32M | $17M | $11M | $9M | |
| Other Current Assets | $10M | $6M | · | · | · | · | · | · | |
| Current Assets | $507M | $440M | $464M | $636M | $625M | $261M | $249M | $117M | |
| PP&E (Net) | · | · | · | $180M | $167M | $96M | $60M | $42M | |
| PP&E (Gross) | · | · | · | $303M | $255M | $158M | $108M | $78M | |
| Accum. Depreciation | · | · | · | $122M | $88M | $62M | $48M | $36M | |
| Goodwill | $670M | $670M | $670M | $670M | $637M | $636M | $372.0K | $360.0K | |
| Intangibles | $26M | $43M | $62M | $83M | $103M | $122M | $1M | $610.0K | |
| Other Non-current Assets | $58M | $68M | $91M | $93M | $29M | $25M | $10M | $2M | |
| Total Assets | $1.50B | $1.45B | $1.53B | $1.90B | $2.16B | $1.22B | $321M | $163M | |
| Accounts Payable | $18M | $6M | $6M | $5M | $9M | $9M | $5M | $2M | |
| Accrued Liabilities | $71M | $42M | $62M | $61M | $36M | $34M | $20M | $16M | |
| Current Liabilities | $194M | $104M | $148M | $152M | $132M | $94M | $37M | $32M | |
| Capital Leases | $44M | $40M | $48M | $61M | $55M | $45M | $0 | $2M | |
| Other Non-current Liabilities | $9M | $4M | $4M | $7M | $3M | $4M | $1M | $647.0K | |
| Total Liabilities | $570M | $486M | $546M | $941M | $1.15B | $158M | $63M | $75M | |
| Long-term Debt | $362M | $338M | · | · | $933M | · | $25M | $51M | |
| Total Debt | $362M | $338M | $344M | $705M | $933M | $0 | · | · | |
| Common Stock | · | $3.0K | $3.0K | $2.0K | $2.0K | $2.0K | $2.0K | $1.0K | |
| Paid-in Capital | $2.04B | $1.96B | $1.82B | $1.67B | $1.53B | $1.35B | $449M | $16M | |
| Retained Earnings | $-1.11B | $-993M | $-835M | $-702M | $-511M | $-288M | $-192M | $-146M | |
| Treasury Stock | · | · | · | · | · | · | $0 | $2M | |
| AOCI | $-41.0K | $-100.0K | $-1M | $-9M | $-3M | $6.0K | $196.0K | $-36.0K | |
| Stockholders' Equity | $930M | $965M | $979M | $955M | $1.01B | $1.06B | $258M | $-132M | |
| Liabilities + Equity | $1.50B | $1.45B | $1.53B | $1.90B | $2.16B | $1.22B | $321M | $163M | |
| Shares Outstanding | 151,500,000 | 142,086,000 | 132,992,000 | 124,336,000 | 118,811,000 | 113,623,196 | 94,817,715 | 25,025,836 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | $29M | $20M | $17M | $13M | |
| Stock-based Comp | $117M | $108M | $136M | $146M | $140M | $64M | $12M | $4M | |
| Deferred Tax | $1M | $2M | $-900.0K | $0 | $0 | · | · | · | |
| Amort. of Intangibles | $17M | $20M | $20M | $22M | $21M | $5M | $100.0K | $100.0K | |
| Restructuring | $0 | $10M | $0 | $0 | · | · | · | · | |
| Other Non-cash | · | · | · | · | $15M | $-8M | $-8M | · | |
| Operating Cash Flow | $94M | $16M | $362.0K | $-70M | $-38M | $-20M | $-31M | $-17M | |
| CapEx | $29M | $10M | $11M | $20M | $35M | $30M | $15M | $17M | |
| Investing Cash Flow | $-213M | $179M | $295M | $236M | $-795M | $-275M | $-88M | $-47M | |
| Stock Issued | · | · | · | $0 | $0 | $275M | $0 | $0 | |
| Net Stock Activity | · | · | · | $0 | $0 | $275M | · | · | |
| Financing Cash Flow | $13M | $-17M | $-331M | $-189M | $937M | $273M | $168M | $70M | |
| Net Change in Cash | $-106M | $178M | $-35M | $-23M | $103M | $-22M | $49M | $6M | |
| Taxes Paid | $1M | $809.0K | $331.0K | $250.0K | $267.0K | $1M | $361.0K | $55.0K | |
| Free Cash Flow | $66M | $6M | $-11M | $-90M | $-73M | $-49M | $-46M | · | |
| Levered FCF | · | · | $-15M | $-95M | $-79M | $-51M | $-51M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% | 58.7% | 55.9% | · | |
| Operating Margin | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% | -36.9% | -23.2% | · | |
| Net Margin | -19.5% | -29.1% | -26.3% | -44.1% | -62.8% | -33.0% | -25.7% | · | |
| Pretax Margin | -19.1% | -28.6% | -26.4% | -44.1% | -62.8% | -36.9% | -25.5% | · | |
| EBITDA Margin | -19.1% | -30.9% | -39.1% | -56.9% | -53.7% | -30.0% | -15.0% | · | |
| ROA | -8.2% | -10.6% | -7.8% | -9.4% | -13.2% | -12.4% | -21.3% | · | |
| ROE | -13.0% | -16.3% | -13.7% | -19.9% | -21.9% | -12.0% | -19.9% | · | |
| ROIC | -9.4% | -13.1% | -14.9% | -14.8% | -11.2% | -9.0% | -18.2% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 | 2.8 | 6.7 | · | |
| Quick Ratio | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 | 1.2 | 1.4 | · | |
| Debt / Equity | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 | 0.0 | · | · | |
| LT Debt / Equity | 0.3 | 0.3 | 0.4 | 0.7 | 0.9 | 0.0 | · | · | |
| Interest Coverage | · | · | -48.9 | -41.8 | -41.8 | -69.2 | -8.9 | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.4 | 0.8 | · | |
| Receivables Turnover | 5.3 | 4.6 | 4.8 | 5.6 | 6.2 | 6.7 | 6.5 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $6.13 | $6.79 | $7.37 | $7.68 | $8.53 | $9.35 | $2.72 | · | |
| Revenue / Share | $4.25 | $3.94 | $3.93 | $3.56 | $3.05 | · | · | · | |
| Cash Flow / Share | $0.64 | $0.12 | $0.00 | $-0.57 | $-0.33 | · | · | · | |
| Cash / Share | $1.19 | $2.01 | $0.81 | $1.15 | $1.40 | $0.55 | $0.17 | · | |
| EPS (TTM) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.8% | 7.4% | 16.9% | 22.1% | 21.8% | · | · | · | |
| Revenue CAGR 3Y | 13.0% | 15.3% | 20.3% | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.5% | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $624M | $544M | $506M | $433M | $354M | $291M | $200M | · | |
| Net Income TTM | $-122M | $-158M | $-133M | $-191M | $-223M | $-96M | $-52M | · | |
| Market Cap | $1.54B | $1.34B | $2.37B | $1.02B | $4.21B | $9.93B | $1.90B | · | |
| Enterprise Value | $1.54B | $1.38B | $2.39B | $1.58B | $4.98B | $9.86B | · | · | |
| P/E | -12.3 | -8.3 | -17.3 | -5.2 | -18.5 | -93.9 | -26.8 | · | |
| P/S | 2.5 | 2.5 | 4.7 | 2.4 | 11.9 | 34.1 | 9.5 | · | |
| P/B | 1.7 | 1.4 | 2.4 | 1.1 | 4.2 | 9.3 | 7.4 | · | |
| P / Tangible Book | 6.6 | 5.3 | 9.6 | 5.0 | 15.3 | 32.6 | · | · | |
| P / Cash Flow | 16.3 | 81.8 | 6539.4 | -14.6 | -109.4 | -498.5 | -60.8 | · | |
| P / FCF | 23.5 | 220.8 | -223.0 | -11.4 | -57.5 | -200.6 | -41.4 | · | |
| EV / EBITDA | -13.0 | -8.2 | -12.1 | -6.4 | -26.2 | -113.1 | · | · | |
| EV / FCF | 23.5 | 227.6 | -225.0 | -17.6 | -67.9 | -199.3 | · | · | |
| EV / Revenue | 2.5 | 2.5 | 4.7 | 3.7 | 14.1 | 33.9 | · | · | |
| Earnings Yield | -8.2% | -12.1% | -5.8% | -19.2% | -5.4% | -1.1% | -3.7% | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $183M | $173M | $173M | $158M | $149M | $144M | $141M | $137M | $132M | $134M | $138M | $128M | $123M | $118M | $119M | $109M | |
| Cost of Revenue | $67M | $65M | $67M | $66M | $68M | $68M | $66M | $62M | $59M | $60M | $62M | $62M | $59M | $57M | $57M | $56M | |
| Gross Profit | $116M | $108M | $106M | $92M | $81M | $77M | $75M | $75M | $73M | $73M | $76M | $66M | $64M | $60M | $63M | $53M | |
| R&D Expense | $42M | $42M | $42M | $41M | $42M | $37M | $33M | $32M | $35M | $38M | $38M | $39M | $37M | $37M | $37M | $39M | |
| SG&A Expense | $32M | $35M | $28M | $30M | $24M | $28M | $26M | $27M | $28M | $32M | $31M | $30M | $29M | $26M | $29M | $32M | |
| Operating Expenses | $130M | $132M | $121M | $121M | $118M | $115M | $109M | $115M | $120M | $119M | $118M | $124M | $114M | $108M | $111M | $118M | |
| Operating Income | $-14M | $-24M | $-15M | $-29M | $-37M | $-38M | $-34M | $-41M | $-47M | $-46M | $-43M | $-58M | $-50M | $-47M | $-48M | $-66M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $579.0K | · | $862.0K | $1M | $1M | · | $1M | |
| Interest Income | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $3M | $2M | |
| Other Non-op | $-400.0K | $-380.0K | $-625.0K | $-55.0K | $39.0K | $-80.0K | $-815.0K | $-317.0K | $193.0K | $-89.0K | $-763.0K | $-16.0K | $-803.0K | $-250.0K | $46.0K | $2M | |
| Pretax Income | $-15M | $-25M | $-15M | $-29M | $-37M | $-38M | $-32M | $-38M | $-43M | $-43M | $-24M | $-54M | $-11M | $-45M | $-47M | $-63M | |
| Income Tax | $252.0K | $-4M | $681.0K | $559.0K | $557.0K | $691.0K | $1M | $455.0K | $661.0K | $347.0K | $-465.0K | $-1.0K | $110.0K | $135.0K | $-223.0K | $118.0K | |
| Net Income | $-16M | $-21M | $-16M | $-29M | $-38M | $-39M | $-33M | $-38M | $-44M | $-43M | $-23M | $-54M | $-11M | $-45M | $-47M | $-63M | |
| EPS (Basic) | $-0.10 | $-0.13 | $-0.10 | $-0.20 | $-0.26 | $-0.27 | $-0.23 | $-0.27 | $-0.32 | $-0.32 | $-0.17 | $-0.42 | $-0.08 | $-0.36 | $-0.37 | $-0.52 | |
| EPS (Diluted) | $-0.10 | $-0.13 | $-0.10 | $-0.20 | $-0.26 | $-0.27 | $-0.23 | $-0.27 | $-0.32 | $-0.32 | $-0.17 | $-0.42 | $-0.08 | $-0.36 | $-0.37 | $-0.52 | |
| Shares (Basic) | 157,596,000 | 153,579,000 | · | 148,129,000 | 145,780,000 | 143,284,000 | · | 139,237,000 | 137,444,000 | 134,587,000 | · | 129,873,000 | 127,863,000 | 125,418,000 | · | 122,339,000 | |
| Shares (Diluted) | 157,596,000 | 153,579,000 | · | 148,129,000 | 145,780,000 | 143,284,000 | · | 139,237,000 | 137,444,000 | 134,587,000 | · | 129,873,000 | 127,863,000 | 125,418,000 | · | 122,339,000 | |
| EBITDA | $-14M | $-24M | · | $-29M | $-37M | $-38M | · | $-41M | $-47M | $-46M | · | $-58M | $-50M | $-47M | · | $-66M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $90M | $147M | $181M | $113M | $82M | $125M | $286M | $218M | $147M | $151M | $108M | $270M | $274M | $348M | $143M | $88M | |
| Short-term Investments | $248M | $184M | $181M | $230M | $239M | $182M | $10M | $91M | $165M | $179M | · | · | · | · | · | · | |
| Receivables | $114M | $130M | $118M | $109M | $117M | $119M | $116M | $117M | $114M | $108M | · | $99M | $78M | $85M | · | $73M | |
| Prepaid Expense | $27M | $30M | $27M | $28M | $26M | $26M | $28M | $28M | $25M | $23M | · | $24M | $30M | $30M | · | $31M | |
| Other Current Assets | · | $12M | $10M | · | · | · | $6M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $479M | $490M | $507M | $480M | $465M | $453M | $440M | $453M | $451M | $460M | · | $551M | $505M | $662M | · | $637M | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | $179M | $180M | · | $179M | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | · | · | · | · | $320M | $311M | · | $286M | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | · | · | · | $141M | $131M | · | $107M | |
| Goodwill | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | · | $670M | $670M | $670M | $670M | $670M | |
| Intangibles | $21M | $23M | $26M | $28M | $33M | $38M | $43M | $48M | $53M | $58M | · | $67M | $73M | $78M | · | $88M | |
| Other Non-current Assets | $54M | $56M | $58M | $56M | $60M | $62M | $68M | $73M | $79M | $84M | · | $94M | $96M | $95M | · | $73M | |
| Total Assets | $1.50B | $1.51B | $1.50B | $1.47B | $1.46B | $1.45B | $1.45B | $1.47B | $1.48B | $1.51B | · | $1.64B | $1.66B | $1.86B | · | $1.91B | |
| Accounts Payable | $20M | $39M | $18M | $11M | $13M | $10M | $6M | $11M | $6M | $5M | · | $6M | $6M | $5M | · | $8M | |
| Accrued Liabilities | $53M | $46M | $71M | $60M | $45M | $37M | $42M | $41M | $34M | $36M | · | $57M | $47M | $42M | · | $54M | |
| Current Liabilities | $143M | $163M | $194M | $329M | $313M | $301M | $104M | $114M | $109M | $120M | · | $143M | $132M | $125M | · | $145M | |
| Capital Leases | $44M | $46M | $44M | $47M | $49M | $37M | $40M | $41M | $45M | $47M | · | $48M | $51M | $56M | · | $63M | |
| Other Non-current Liabilities | $2M | $3M | $9M | $8M | $9M | $5M | $4M | $3M | $3M | $3M | · | $4M | $7M | $6M | · | $7M | |
| Total Liabilities | $513M | $536M | $570M | $534M | $521M | $492M | $486M | $502M | $501M | $514M | · | $672M | $670M | $904M | · | $940M | |
| Long-term Debt | $324M | $324M | $362M | $338M | $338M | $338M | $338M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $324M | $324M | · | $338M | $338M | $338M | · | $344M | $344M | $344M | · | $473M | $472M | $705M | · | $704M | |
| Common Stock | · | · | · | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | $3.0K | · | $2.0K | $2.0K | $2.0K | · | $2.0K | |
| Paid-in Capital | $2.14B | $2.11B | $2.04B | $2.04B | $2.01B | $1.99B | $1.96B | $1.93B | $1.90B | $1.87B | · | $1.78B | $1.75B | $1.71B | · | $1.63B | |
| Retained Earnings | $-1.15B | $-1.14B | $-1.11B | $-1.10B | $-1.07B | $-1.03B | $-993M | $-960M | $-922M | $-878M | · | $-811M | $-757M | $-746M | · | $-655M | |
| AOCI | $-493.0K | $-423.0K | $-41.0K | $-12.0K | $-169.0K | $-130.0K | $-100.0K | $-22.0K | $-282.0K | $-521.0K | · | $-2M | $-3M | $-6M | · | $-13M | |
| Stockholders' Equity | $991M | $977M | $930M | $937M | $943M | $957M | $965M | $969M | $981M | $992M | $979M | $969M | $988M | $959M | $955M | $967M | |
| Liabilities + Equity | $1.50B | $1.51B | $1.50B | $1.47B | $1.46B | $1.45B | $1.45B | $1.47B | $1.48B | $1.51B | · | $1.64B | $1.66B | $1.86B | · | $1.91B | |
| Shares Outstanding | 159,100,000 | 156,400,000 | 151,537,000 | 149,211,000 | 147,172,000 | 144,700,000 | 142,086,000 | 140,100,000 | 138,400,000 | 136,500,000 | 132,992,000 | 130,700,000 | 129,000,000 | 126,800,000 | 124,336,000 | · |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $35M | $35M | $32M | $33M | $26M | $26M | $25M | $25M | $26M | $32M | $35M | $36M | $37M | $28M | $31M | $39M | |
| Deferred Tax | $-23.0K | $-4M | $395.0K | $289.0K | $327.0K | $422.0K | $893.0K | $339.0K | $333.0K | $228.0K | $-900.0K | $0 | $0 | $0 | · | · | |
| Amort. of Intangibles | $2M | $2M | $2M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | |
| Restructuring | · | · | $0 | $0 | · | · | $0 | $10M | · | · | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $39M | $29M | $22M | $29M | $26M | $17M | $5M | $5M | $-5M | $11M | $-7M | $-8M | $25M | $-9M | $-12M | $-28M | |
| CapEx | $32M | $21M | $10M | $6M | $10M | $3M | $5M | $2M | $2M | $2M | $3M | $325.0K | $4M | $3M | $9M | $3M | |
| Investing Cash Flow | $-99M | $-27M | $36M | $-344.0K | $-70M | $-179M | $71M | $66M | $8M | $34M | $-37M | $8M | $105M | $220M | $73M | $62M | |
| Financing Cash Flow | $2M | $-36M | $9M | $2M | $982.0K | $828.0K | $-7M | $-1M | $-7M | $-2M | $-118M | $-3M | $-205M | $-6M | $-5M | $-8M | |
| Net Change in Cash | $-57M | $-34M | $67M | $31M | $-43M | $-161M | $69M | $70M | $-4M | $43M | $-162M | $-3M | $-75M | $205M | $55M | $25M | |
| Taxes Paid | $233.0K | $364.0K | $234.0K | $358.0K | $296.0K | $449.0K | $70.0K | $213.0K | $234.0K | $292.0K | $-38.0K | $-82.0K | $269.0K | $182.0K | $25.0K | $45.0K | |
| Free Cash Flow | · | $8M | · | · | · | $15M | · | · | · | $10M | · | · | · | $-12M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $9M | · | · | · | $-14M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 63.2% | 62.5% | · | 58.4% | 54.5% | 53.2% | · | 54.5% | 55.1% | 54.9% | · | 51.7% | 52.3% | 51.2% | · | 48.5% | |
| Operating Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| Net Margin | -8.5% | -11.9% | · | -18.6% | -25.2% | -27.1% | · | -27.7% | -33.0% | -32.5% | · | -42.5% | -8.7% | -38.0% | · | -58.5% | |
| Pretax Margin | -8.4% | -14.2% | · | -18.3% | -24.9% | -26.6% | · | -27.4% | -32.5% | -32.3% | · | -42.5% | -8.6% | -37.9% | · | -58.3% | |
| EBITDA Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| ROA | -1.1% | -1.4% | · | -2.0% | -2.5% | -2.6% | · | -2.4% | -2.8% | -2.6% | · | -3.1% | -0.60% | -2.2% | · | -3.1% | |
| ROE | -1.6% | -2.1% | · | -3.1% | -3.9% | -4.0% | · | -3.9% | -4.4% | -4.5% | · | -5.6% | -1.1% | -4.6% | · | -6.4% | |
| ROIC | -1.1% | -1.5% | · | -2.3% | -2.9% | -3.0% | · | -3.1% | -3.6% | -3.5% | · | -4.0% | -3.5% | -2.9% | · | -3.9% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.4 | 3.0 | · | 1.5 | 1.5 | 1.5 | · | 4.0 | 4.1 | 3.8 | · | 3.8 | 3.8 | 5.3 | · | 4.4 | |
| Quick Ratio | 3.2 | 2.8 | · | 1.4 | 1.4 | 1.4 | · | 3.7 | 3.9 | 3.6 | · | 2.6 | 2.7 | 3.5 | · | 1.1 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.7 | · | 0.7 | |
| LT Debt / Equity | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.7 | · | 0.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -79.9 | · | -67.7 | -40.4 | -39.0 | · | -47.6 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.5 | 1.7 | 1.5 | · | 1.7 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $6.23 | $6.25 | · | $6.28 | $6.41 | $6.61 | · | $6.92 | $7.09 | $7.27 | · | $7.41 | $7.66 | $7.56 | · | · | |
| Revenue / Share | $1.16 | $1.13 | · | $1.07 | $1.02 | $1.01 | · | $0.99 | $0.96 | $0.99 | · | $0.98 | $0.96 | $0.94 | · | $0.89 | |
| Cash Flow / Share | · | $0.19 | · | · | · | $0.12 | · | · | · | $0.08 | · | · | · | $-0.07 | · | · | |
| Cash / Share | $0.56 | $0.94 | · | $0.76 | $0.56 | $0.87 | · | $1.55 | $1.06 | $1.10 | · | $2.07 | $2.12 | $2.75 | · | · | |
| EPS (TTM) | $-0.53 | $-0.69 | · | $-0.96 | $-1.03 | $-1.09 | · | $-1.08 | $-1.23 | $-0.99 | · | $-1.23 | $-1.33 | $-1.39 | · | $-1.69 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $687M | $653M | · | $592M | $571M | $555M | · | $541M | $531M | $522M | · | $488M | $468M | $448M | · | $411M | |
| Net Income TTM | $-81M | $-103M | · | $-139M | $-148M | $-154M | · | $-149M | $-165M | $-132M | · | $-156M | $-165M | $-171M | · | $-202M | |
| Market Cap | $2.92B | $4.54B | · | $1.28B | $1.04B | $916M | · | $1.06B | $1.02B | $1.77B | · | $2.51B | $2.03B | $2.25B | · | · | |
| Enterprise Value | $2.91B | $4.54B | · | $1.27B | $1.06B | $946M | · | $1.10B | $1.05B | $1.78B | · | $2.71B | $2.23B | $2.61B | · | · | |
| P/E | -34.6 | -42.1 | · | -8.9 | -6.9 | -5.8 | · | -7.0 | -6.0 | -13.1 | · | -15.6 | -11.9 | -12.8 | · | -5.4 | |
| P/S | 4.3 | 7.0 | · | 2.2 | 1.8 | 1.7 | · | 2.0 | 1.9 | 3.4 | · | 5.1 | 4.3 | 5.0 | · | · | |
| P/B | 2.9 | 4.7 | · | 1.4 | 1.1 | 1.0 | · | 1.1 | 1.0 | 1.8 | · | 2.6 | 2.1 | 2.3 | · | · | |
| P / Tangible Book | 9.8 | 16.0 | · | 5.3 | 4.3 | 3.7 | · | 4.2 | 4.0 | 6.7 | · | 10.9 | 8.3 | 10.7 | · | · | |
| P / Cash Flow | · | 157.5 | · | · | · | 53.0 | · | · | · | 159.0 | · | · | · | -254.1 | · | · | |
| EV / Revenue | 4.2 | 7.0 | · | 2.1 | 1.8 | 1.7 | · | 2.0 | 2.0 | 3.4 | · | 5.6 | 4.8 | 5.8 | · | · | |
| Earnings Yield | -2.9% | -2.4% | · | -11.2% | -14.6% | -17.2% | · | -14.3% | -16.7% | -7.6% | · | -6.4% | -8.4% | -7.8% | · | -18.4% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $624M | $544M | $506M | $433M | $354M |
| Margen Bruto % | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% |
| Margen Operativo % | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% |
| Beneficio neto | $-122M | $-158M | $-133M | $-191M | $-223M |
| EPS Diluido | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 |
| Ratio corriente | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 |
| Ratio Rápido | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $66M | $6M | $-11M | $-90M | $-73M |
Propietarios institucionales (13F) 328 declarantes · $3.0B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 56 (-89 vs trimestre anterior) | 105 (+73 vs trimestre anterior) | 113 (+6 vs trimestre anterior) | 97 (+18 vs trimestre anterior) | +9.4M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $279 492 204 | 15 222 887 | 9,26% | Acciones |
| FMR LLC | $218 341 334 | 11 892 230 | 7,23% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $180 197 965 | 9 814 704 | 5,97% | Acciones |
| VANGUARD GROUP INC | $172 824 903 | 16 976 906 | 5,72% | Acciones |
| Capital World Investors | $151 068 577 | 8 228 136 | 5,00% | Acciones |
| FIRST TRUST ADVISORS LP | $141 023 251 | 7 681 005 | 4,67% | Acciones |
| D. E. Shaw & Co., Inc. | $121 483 090 | 6 616 726 | 4,02% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $115 936 350 | 6 314 616 | 3,84% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $111 307 702 | 6 062 511 | 3,69% | Acciones |
| Legal & General Group Plc | $80 083 414 | 4 366 475 | 2,65% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $71 808 624 | 3 910 461 | 2,38% | Acciones |
| STATE STREET CORP | $64 939 999 | 3 537 037 | 2,15% | Acciones |
| Alyeska Investment Group, L.P. | $58 115 385 | 3 165 326 | 1,92% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $56 264 647 | 3 064 798 | 1,86% | Acciones |
| JANE STREET GROUP, LLC | $47 721 073 | 2 599 187 | 1,58% | Acciones |
| Driehaus Capital Management LLC | $46 715 294 | 2 544 406 | 1,55% | Acciones |
| GOLDMAN SACHS GROUP INC | $45 588 669 | 2 483 043 | 1,51% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $44 760 854 | 2 437 955 | 1,48% | Acciones |
| UBS Group AG | $43 714 793 | 2 380 980 | 1,45% | Opción de compra |
| FULLER & THALER ASSET MANAGEMENT, INC. | $40 209 880 | 2 190 081 | 1,33% | Acciones |
| CITADEL ADVISORS LLC | $39 989 916 | 2 178 100 | 1,32% | Opción de venta |
| MORGAN STANLEY | $38 309 896 | 2 086 595 | 1,27% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $35 521 423 | 1 934 718 | 1,18% | Acciones |
| Nuveen, LLC | $33 388 237 | 1 818 532 | 1,11% | Acciones |
| NORTHERN TRUST CORP | $32 221 561 | 1 754 987 | 1,07% | Acciones |
| Divisadero Street Capital Management, LP | $31 106 650 | 1 694 262 | 1,03% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $27 818 723 | 1 515 181 | 0,92% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $26 428 834 | 1 439 479 | 0,88% | Acciones |
| CITADEL ADVISORS LLC | $25 654 428 | 1 397 300 | 0,85% | Opción de compra |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22 960 649 | 1 250 580 | 0,76% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21 312 288 | 1 160 800 | 0,71% | Opción de compra |
| MILLENNIUM MANAGEMENT LLC | $21 156 228 | 1 152 300 | 0,70% | Opción de venta |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20 060 136 | 1 092 600 | 0,66% | Opción de venta |
| UBS Group AG | $19 734 778 | 1 074 879 | 0,65% | Acciones |
| BANK OF AMERICA CORP /DE/ | $19 477 683 | 1 060 876 | 0,65% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $19 296 727 | 1 051 020 | 0,64% | Acciones |
| TWO SIGMA ADVISERS, LP | $17 840 450 | 1 752 500 | 0,59% | Acciones |
| Trexquant Investment LP | $16 452 984 | 896 132 | 0,54% | Acciones |
| JPMORGAN CHASE & CO | $16 349 976 | 901 620 | 0,54% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $15 648 632 | 852 322 | 0,52% | Acciones |
| WOLVERINE ASSET MANAGEMENT LLC | $15 582 132 | 848 700 | 0,52% | Opción de venta |
| BNP PARIBAS FINANCIAL MARKETS | $14 694 353 | 800 346 | 0,49% | Acciones |
| JANE STREET GROUP, LLC | $14 019 696 | 763 600 | 0,46% | Opción de venta |
| PEAK6 LLC | $13 806 720 | 752 000 | 0,46% | Opción de compra |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $13 238 920 | 716 933 | 0,44% | Acciones |
| Bank of New York Mellon Corp | $13 069 865 | 711 866 | 0,43% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $12 617 763 | 687 242 | 0,42% | Acciones |
| JANE STREET GROUP, LLC | $11 922 984 | 649 400 | 0,39% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 793 050 | 642 323 | 0,39% | Acciones |
| GMT Capital Corp | $10 993 968 | 598 800 | 0,36% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Abdiel Qualified Master Fund, LP, Abdiel Capital, LP, Abdiel Capital Management, LLC, Abdiel Capital Advisors, LP, Colin T. Moran ×4 presentaciones | 23 de agosto de 2019 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 22 insiders · 12 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Charles Lacey Compton III | CEO | 14 de septiembre de 2026 S | 851 949 | 0 | 42 | $-11 872 067 |
| Todd Nightingale | CEO | 28 de mayo de 2025 S | 1 901 200 | 0 | 0 | $0 |
| Joshua Bixby | CEO | 16 de agosto de 2022 S | 591 630 | 0 | 0 | $0 |
| Richard Wong | CFO | 21 de agosto de 2026 S | 1 043 610 | 0 | 9 | $-5 779 870 |
| Ronald W Kisling | Chief Financial Officer | 16 de julio de 2025 S | 627 590 | 0 | 0 | $0 |
| Adriel G Lares | Chief Financial Officer | 15 de julio de 2021 M | 179 471 | 0 | 0 | $0 |
| Scott R. Lovett | President, Go to Market | 17 de septiembre de 2026 S | 1 281 583 | 0 | 20 | $-9 122 154 |
| Artur Bergman | Chief Technology Officer | 29 de septiembre de 2026 S | 1 101 319 | 0 | 94 | $-59 974 968 |
| Jeffrey Ford | Principal Accounting Officer | 17 de septiembre de 2026 S | 249 861 | 0 | 4 | $-2 013 787 |
| Brett Shirk | Executive Vice President, CRO | 30 de noviembre de 2023 S | 264 501 | 0 | 0 | $0 |
| Paul Luongo | General Counsel | 16 de febrero de 2022 S | 566 552 | 0 | 0 | $0 |
| Wolfgang Maasberg | EVP of Sales | 21 de mayo de 2020 S | 210 040 | 0 | 0 | $0 |
| Christopher B Paisley | Consejero | 31 de agosto de 2026 S | 280 485 | 0 | 2 | $-85 960 |
| Paula Loop | Consejero | 12 de agosto de 2026 S | 90 443 | 0 | 1 | $-219 960 |
| Richard Devon Daniels | Consejero | 7 de agosto de 2026 S | 51 197 | 0 | 2 | $-566 581 |
| Vanessa C. Smith | Consejero | 3 de junio de 2026 A | 98 267 | 0 | 0 | $0 |
| David Hornik | Consejero | 3 de junio de 2026 A | 269 431 | 0 | 0 | $0 |
| Charles J Meyers | Consejero | 3 de junio de 2026 A | 97 775 | 0 | 0 | $0 |
| Aida Alvarez | Consejero | 3 de junio de 2026 A | 105 667 | 0 | 0 | $0 |
| Kelly Wright | Consejero | 12 de julio de 2021 C | 192 812 | 0 | 0 | $0 |
| Sunil Dhaliwal | Consejero | 21 de junio de 2021 A | 164 365 | 0 | 0 | $0 |
| Eric W Carlborg | Propietario del 10% | 4 de marzo de 2020 S | 115 245 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 41 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| IDGT · iShares Trust | 5,96% | 1 333 267 SH | 11 de septiembre de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,49% | 281 372 NS | 31 de julio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 131 552 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,23% | 1 441 592 SH | 11 de septiembre de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,17% | 164 271 SH | 19 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,16% | 95 025 NS | 31 de julio de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 168 563 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 142 742 SH | 2 de octubre de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,14% | 5 231 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 39 245 NS | 31 de julio de 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,12% | 23 520 SH | 2 de octubre de 2026 | Diario |
| IWM · iShares Trust | 0,11% | 3 941 781 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,11% | 73 360 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,11% | 46 152 SH | 11 de septiembre de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,10% | 25 491 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 881 975 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,08% | 516 482 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,07% | 1 866 335 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,07% | 81 694 SH | 11 de septiembre de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,05% | 436 910 NS | 31 de julio de 2026 | N-PORT |
| NFRA · FlexShares Trust | 0,05% | 62 628 NS | 31 de julio de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,04% | 3 452 940 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,04% | 8 737 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 9 180 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1 687 108 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3 231 972 SH | 19 de agosto de 2026 | Diario |
| TECB · iShares Trust | 0,03% | 5 545 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,02% | 374 833 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 21 693 NS | 31 de julio de 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 68 101 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,01% | 11 531 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 9 480 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 867 SH | 2 de octubre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 40 733 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 45 652 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 40 470 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 188 401 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4 485 467 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 12 836 SH | 19 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 6 516 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 168 637 SH | 11 de septiembre de 2026 | Diario |
FSLY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
10 analistas · 2026-10-01Objetivo medio $27.90 +8,1%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FSLY | $1.54B | -12.3 | 14.8% | -19.5% | -13.0% | 57.1% |
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | · |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | · |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | · |
| SHAZ | · | · | 257.4% | -2529.2% | -401.0% | 6.4% |
| SHAZ | · | · | 257.4% | -2529.2% | -401.0% | 6.4% |
| RXT | $238M | -1.0 | -1.9% | -8.4% | 19.3% | 18.9% |
| WYFI | $606M | -20.3 | 66.2% | -31.2% | -6.2% | 60.2% |
| BLZE | · | -10.1 | 14.3% | -17.6% | -31.4% | 60.9% |
| NET | · | -679.8 | 29.8% | · | · | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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