FSLY Kelas A Fastly, Inc. - Class A Common Stock
NASDAQ · Technology · Lihat di SEC EDGAR ↗ tutup Okt 2, 2026 10-K/10-Q Agu 5, 2026FSLY Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
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Tentang Fastly, Inc. - Class A Common Stock Tinjauan perusahaan dari Wikipedia
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
History
Founding and IPO (2011–2019)
Fastly was founded in 2011 by the Swedish-American entrepreneur Artur Bergman, previously chief technical officer at Wikia (now Fandom). In June 2013, Fastly raised $10 million in Series B funding. In April 2014, the company announced that it had acquired CDN Sumo, a CDN add-on for Heroku. In September 2014, Fastly raised a further $40 million in Series C funding, followed by a $75 million Series D round in August 2015.
In September 2015, Google partnered with Fastly and other content delivery network providers to offer services to its users. In April 2017, Fastly launched its edge cloud platform along with image optimization, load balancing, and a web application firewall.
Fastly raised $50 million in funding in May 2017, and another $40 million in July 2018. The company filed for an initial public offering (IPO) in April 2019 and debuted on the New York Stock Exchange on May 17, 2019.
Joshua Bixby as CEO (2020–2022)
In February 2020, Bergman stepped down as CEO and assumed the role of chief architect and executive chairperson; Joshua Bixby took over the CEO role.
In August 2020, Fastly announced it was acquiring cybersecurity company Signal Sciences for $775 million ($200 million in cash and $575 million in stock).
In June 2021, Ronald W. Kisling, previously employed by Alphabet as the CFO of the Fitbit division, was hired to serve as Fastly's CFO, succeeding Adriel Lares. He assumed the position in August 2021.
On 8 June 2021, a software bug in Fastly's CDN, triggered by a valid customer configuration change, temporarily disrupted access to major websites, including Reddit, Twitch, Amazon, GOV.UK, The New York Times, The Guardian, and the BBC. According to Fastly, 95% of its network was operating normally within 49 minutes. The incident prompted discussion about the internet's reliance on a small number of CDN providers.
In May 2022, Fastly announced it had acquired Glitch, a web coding platform with more than 1.8 million developers.
Todd Nightingale as CEO (2022-2025)
In August 2022, Todd Nightingale, previously an executive VP at Cisco, was hired to serve as Fastly's CEO, succeeding Joshua Bixby.
In March 2023, Fastly made all of its network services and web application security products available to its partners. Previously, some of the company's partners had only been able to sell specific Fastly products, such as its web application firewall. Also in March 2023, Fastly announced an Oblivious HTTP relay service to enable clients, such as Google Chrome, to improve anonymity of end users while gathering data.
In August 2023, Fastly announced that it had acquired the domain status API provider, Domainr.
In August of 2024, Fastly laid off 11% of its work force. Later in December 2024, Fastly issued $150 million in convertible senior notes due in 2028, carrying an annual interest rate of 7.75%..
Kip Compton as CEO (2025–present)
In June 2025, Kip Compton was appointed CEO. Kip was formerly Chief Product Officer, and previously held leadership roles at Cisco and Comcast.
In November 2025, Fastly announced that it would transfer its stock exchange listing from the New York Stock Exchange to the Nasdaq Global Select Market. The company began trading on Nasdaq under the ticker symbol FSLY in December 2025.
In March 2026, Fastly appointed Joan Jenkins as chief marketing officer.
Products and services
Fastly provides content delivery, edge computing, security, and observability services.
Content delivery
Fastly operates a content delivery network (CDN) that caches web content, delivers live and on-demand video, and serves application programming interface (API) responses through geographically distributed points of presence. Its CDN follows a reverse-proxy model, routing requests through Fastly's servers. Content is retrieved from customers' origin servers and cached to reduce the time required for users to access it. Fastly also offers semantic caching through its AI Accelerator, which caches responses to similar AI prompts to reduce latency and API calls.
The platform supports static and dynamic content delivery, configurable caching rules, and instant purging, which allows customers to invalidate cached content across the network. According to Fastly, its mean global cache purge time was less than 150 milliseconds as of December 31, 2025.
Fastly supports the UDP-based HTTP/3 protocol, as well as digital rights management (DRM)-enabled content, encryption, and secure tokens to restrict media access. Its caching infrastructure uses a heavily modified version of Varnish. Fastly's network map listed 622 Tbps of connected global capacity as of June 30, 2026.
Edge computing
Fastly Compute, formerly called Compute@Edge, is a serverless edge computing platform that runs application code on Fastly's distributed network. It uses a WebAssembly (Wasm) runtime based on Wasmtime to execute code in isolated sandboxed environments close to end users. By default, each request starts a new sandbox.
Fastly also co-founded the Bytecode Alliance, an organization supporting the development of WebAssembly technologies.
Developers can write Compute applications in languages including JavaScript, Rust, C++, and Go. Support for other languages depends on compatibility with WebAssembly and the platform's interfaces.
Fastly provides key-value and object storage services for applications using its platform, alongside Fanout for real-time publish-subscribe messaging.
Security
Fastly provides web application security, API discovery and enforcement, bot management, and protection against distributed denial-of-service (DDoS) attacks. Its Next-Gen web application firewall (WAF) is based on technology from Signal Sciences, which Fastly acquired in 2020. The firewall analyzes HTTP requests and applies detection signals and rules to identify and block attacks such as SQL injection and cross-site scripting.
In 2024, Fastly introduced Bot Management, which classifies automated traffic at the network edge and provides controls to allow, challenge, or block bots. Fastly also offers API Security, Client-Side Protection, and DDoS Protection.
In 2025, Fastly reported that its Next-Gen WAF and Bot Management products protected more than 130,000 applications and APIs and inspected over 6.5 trillion requests per month.
Observability
Fastly provides observability tools for monitoring traffic, performance, and security events on its network. These include real-time log streaming to external analytics platforms and security information and event management (SIEM) systems. Its monitoring tools include Custom Dashboards, Log Explorer & Insights, Domain Inspector, and Origin Inspector.
Research
Fastly publishes security research based on traffic observed through its services, including analyses of AI crawlers and other automated requests. A 2025 report attributed 95% of the AI crawler traffic in its dataset to Meta, Google, and OpenAI. A report published in 2026 found that bots accounted for 49% of the requests analyzed during January of that year and classified 99% of that bot traffic as unwanted or unverifiable.
Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
| Metrik | Tren 5 Tahun | FSLY | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| P/E (TTM) | -48.7rata-rata 5T ≈-12.3 | ≈-12.3 | · | · | |
| P/S (TTM) | 6.0rata-rata 5T ≈4.8 | ≈4.8 | 3.9 | Terlalu mahal | |
| P/B (MRQ) | 4.1rata-rata 5T ≈2.1 | ≈2.1 | 4.2 | Kurang nilai | |
| EV / EBITDA | -33.9rata-rata 5T ≈-13.2 | ≈-13.2 | · | · | |
| Harga / FCF (TTM) | 81.0rata-rata 5T ≈-9.5 | ≈-9.5 | · | · | |
| Harga / Arus Kas (TTM) | 34.3rata-rata 5T ≈1302.7 | ≈1302.7 | 13.3 | Terlalu mahal | |
| EV / Pendapatan (TTM) | 6.0rata-rata 5T ≈5.5 | ≈5.5 | · | · | |
| EV / FCF (TTM) | 80.8rata-rata 5T ≈-11.9 | ≈-11.9 | · | · | |
| Harga / Nilai Buku Berwujud (MRQ) | 4.2rata-rata 5T ≈8.4 | ≈8.4 | · | · |
Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
| Metrik | Tren 5 Tahun | FSLY | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Margin Kotor (TTM) | 61.5%rata-rata 5T ≈53.1% | ≈53.1% | 61.7% | Tingkat teratas | |
| Margin Operasi (TTM) | -12.0%rata-rata 5T ≈-41.6% | ≈-41.6% | -9.8% | Tingkat teratas | |
| EBITDA Margin (Margin EBITDA) | -19.1%rata-rata 5T ≈-39.9% | ≈-39.9% | -9.8% | Tingkat teratas | |
| Margin Sebelum Pajak (TTM) | -12.2%rata-rata 5T ≈-36.2% | ≈-36.2% | -11.8% | Tingkat teratas | |
| Margin Laba Bersih (TTM) | -11.8%rata-rata 5T ≈-36.4% | ≈-36.4% | -11.9% | Tingkat teratas | |
| ROA (TTM) | -5.5%rata-rata 5T ≈-9.8% | ≈-9.8% | -5.6% | Lemah | |
| ROE (TTM) | -8.4%rata-rata 5T ≈-17.0% | ≈-17.0% | -7.6% | Lemah | |
| ROIC | -9.4%rata-rata 5T ≈-12.7% | ≈-12.7% | -7.4% | Lemah |
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
| Metrik | Tren 5 Tahun | FSLY | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Utang / Ekuitas (MRQ) | 0.3rata-rata 5T ≈0.5 | ≈0.5 | 0.1 | Utang tinggi | |
| Rasio Lancar (MRQ) | 3.4rata-rata 5T ≈3.8 | ≈3.8 | 1.6 | Likuiditas kuat | |
| Rasio Cepat (MRQ) | 3.2rata-rata 5T ≈2.5 | ≈2.5 | 0.8 | Likuiditas kuat | |
| Utang Jangka Panjang / Ekuitas (MRQ) | 0.3rata-rata 5T ≈0.5 | ≈0.5 | · | · |
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
| Metrik | Tren 5 Tahun | FSLY | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Revenue YoY (Pendapatan YoY) | 14.8%rata-rata 5T ≈16.6% | ≈16.6% | · | · | |
| Revenue CAGR 3Y (CAGR Pendapatan 3T) | 13.0%rata-rata 5T ≈16.2% | ≈16.2% | · | · | |
| Revenue CAGR 5Y (CAGR Pendapatan 5T) | 16.5% | · | · | · |
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
| Metrik | Tren 5 Tahun | FSLY | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Asset Turnover (Perputaran Aset) | 0.4rata-rata 5T ≈0.3 | ≈0.3 | 0.4 | Sejajar | |
| Receivables Turnover (Perputaran Piutang) | 5.3rata-rata 5T ≈5.3 | ≈5.3 | 9.5 | Lemah | |
| Revenue / Employee (Pendapatan Tahunan ÷ karyawan (jumlah karyawan, yfinance). Turunan — bukan konsep SEC-XBRL yang tersimpan.) | ≈$547.4K | · | · | · |
nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | Laporan | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|---|
| 30 Juni 2026 | Agu 4, 2026 | $0.15 | $0.07 | 123.2% |
| 31 Maret 2026 | $0.13 | $0.08 | 58.3% | |
| 31 Des. 2025 | $0.12 | $0.06 | 111.6% | |
| 30 Sep. 2025 | $0.07 | $0.00 | — | |
| 30 Juni 2025 | $-0.03 | $-0.05 | 40.2% | |
| 31 Maret 2025 | $-0.05 | $-0.07 | 24.5% |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi
| Metrik | Tren | 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 | · |
Neraca
| Metrik | Tren | 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 |
Arus Kas
| Metrik | Tren | 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 | · |
Profitabilitas
| Metrik | Tren | 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% | · |
Likuiditas & Solvabilitas
| Metrik | Tren | 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 | · |
Efisiensi
| Metrik | Tren | 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 | · |
Per Saham
| Metrik | Tren | 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 | · |
Tingkat Pertumbuhan
| Metrik | Tren | 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% | · | · | · | · | · | · | · |
Valuasi (TTM)
| Metrik | Tren | 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% | · |
Laporan Laba Rugi
| Metrik | Tren | 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 |
Neraca
| Metrik | Tren | 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 | · |
Arus Kas
| Metrik | Tren | 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 | · | · |
Profitabilitas
| Metrik | Tren | 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% |
Likuiditas & Solvabilitas
| Metrik | Tren | 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 |
Efisiensi
| Metrik | Tren | 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 |
Per Saham
| Metrik | Tren | 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 |
Valuasi (TTM)
| Metrik | Tren | 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% |
Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Pendapatan | $624M | $544M | $506M | $433M | $354M |
| Margin Kotor % | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% |
| Margin Operasi % | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% |
| Laba Bersih | $-122M | $-158M | $-133M | $-191M | $-223M |
| EPS Dilusian | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 |
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Utang / Ekuitas | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 |
| Rasio Lancar | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 |
| Rasio Cepat | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 |
| Metrik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Arus Kas Bebas | $66M | $6M | $-11M | $-90M | $-73M |
Pemilik institusional (13F) 328 pengaju · $3.0B total · Per tanggal 30 Sep. 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 56 (-89 vs Kuartal sebelumnya) | 105 (+73 vs Kuartal sebelumnya) | 113 (+6 vs Kuartal sebelumnya) | 97 (+18 vs Kuartal sebelumnya) | +9.4M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| BlackRock, Inc. | $279.492.204 | 15.222.887 | 9,26% | Saham |
| FMR LLC | $218.341.334 | 11.892.230 | 7,23% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $180.197.965 | 9.814.704 | 5,97% | Saham |
| VANGUARD GROUP INC | $172.824.903 | 16.976.906 | 5,72% | Saham |
| Capital World Investors | $151.068.577 | 8.228.136 | 5,00% | Saham |
| FIRST TRUST ADVISORS LP | $141.023.251 | 7.681.005 | 4,67% | Saham |
| D. E. Shaw & Co., Inc. | $121.483.090 | 6.616.726 | 4,02% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $115.936.350 | 6.314.616 | 3,84% | Saham |
| TWO SIGMA INVESTMENTS, LP | $111.307.702 | 6.062.511 | 3,69% | Saham |
| Legal & General Group Plc | $80.083.414 | 4.366.475 | 2,65% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $71.808.624 | 3.910.461 | 2,38% | Saham |
| STATE STREET CORP | $64.939.999 | 3.537.037 | 2,15% | Saham |
| Alyeska Investment Group, L.P. | $58.115.385 | 3.165.326 | 1,92% | Saham |
| DIMENSIONAL FUND ADVISORS LP | $56.264.647 | 3.064.798 | 1,86% | Saham |
| JANE STREET GROUP, LLC | $47.721.073 | 2.599.187 | 1,58% | Saham |
| Driehaus Capital Management LLC | $46.715.294 | 2.544.406 | 1,55% | Saham |
| GOLDMAN SACHS GROUP INC | $45.588.669 | 2.483.043 | 1,51% | Saham |
| VOYA INVESTMENT MANAGEMENT LLC | $44.760.854 | 2.437.955 | 1,48% | Saham |
| UBS Group AG | $43.714.793 | 2.380.980 | 1,45% | Opsi beli |
| FULLER & THALER ASSET MANAGEMENT, INC. | $40.209.880 | 2.190.081 | 1,33% | Saham |
| CITADEL ADVISORS LLC | $39.989.916 | 2.178.100 | 1,32% | Opsi jual |
| MORGAN STANLEY | $38.309.896 | 2.086.595 | 1,27% | Saham |
| Connor, Clark & Lunn Investment Management Ltd. | $35.521.423 | 1.934.718 | 1,18% | Saham |
| Nuveen, LLC | $33.388.237 | 1.818.532 | 1,11% | Saham |
| NORTHERN TRUST CORP | $32.221.561 | 1.754.987 | 1,07% | Saham |
| Divisadero Street Capital Management, LP | $31.106.650 | 1.694.262 | 1,03% | Saham |
| MILLENNIUM MANAGEMENT LLC | $27.818.723 | 1.515.181 | 0,92% | Saham |
| JUPITER ASSET MANAGEMENT LTD | $26.428.834 | 1.439.479 | 0,88% | Saham |
| CITADEL ADVISORS LLC | $25.654.428 | 1.397.300 | 0,85% | Opsi beli |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.960.649 | 1.250.580 | 0,76% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.312.288 | 1.160.800 | 0,71% | Opsi beli |
| MILLENNIUM MANAGEMENT LLC | $21.156.228 | 1.152.300 | 0,70% | Opsi jual |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.060.136 | 1.092.600 | 0,66% | Opsi jual |
| UBS Group AG | $19.734.778 | 1.074.879 | 0,65% | Saham |
| BANK OF AMERICA CORP /DE/ | $19.477.683 | 1.060.876 | 0,65% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $19.296.727 | 1.051.020 | 0,64% | Saham |
| TWO SIGMA ADVISERS, LP | $17.840.450 | 1.752.500 | 0,59% | Saham |
| Trexquant Investment LP | $16.452.984 | 896.132 | 0,54% | Saham |
| JPMORGAN CHASE & CO | $16.349.976 | 901.620 | 0,54% | Saham |
| OBERWEIS ASSET MANAGEMENT INC/ | $15.648.632 | 852.322 | 0,52% | Saham |
| WOLVERINE ASSET MANAGEMENT LLC | $15.582.132 | 848.700 | 0,52% | Opsi jual |
| BNP PARIBAS FINANCIAL MARKETS | $14.694.353 | 800.346 | 0,49% | Saham |
| JANE STREET GROUP, LLC | $14.019.696 | 763.600 | 0,46% | Opsi jual |
| PEAK6 LLC | $13.806.720 | 752.000 | 0,46% | Opsi beli |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $13.238.920 | 716.933 | 0,44% | Saham |
| Bank of New York Mellon Corp | $13.069.865 | 711.866 | 0,43% | Saham |
| RAYMOND JAMES FINANCIAL INC | $12.617.763 | 687.242 | 0,42% | Saham |
| JANE STREET GROUP, LLC | $11.922.984 | 649.400 | 0,39% | Opsi beli |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.793.050 | 642.323 | 0,39% | Saham |
| GMT Capital Corp | $10.993.968 | 598.800 | 0,36% | Saham |
Aktivis & pemilik 5%+ 1 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| Abdiel Qualified Master Fund, LP, Abdiel Capital, LP, Abdiel Capital Management, LLC, Abdiel Capital Advisors, LP, Colin T. Moran ×4 pengajuan | 23 Agu 2019 | · | Pengajuan awal | · | 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.
Orang dalam perusahaan 22 orang dalam · 12 pejabat · 13 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Charles Lacey Compton III | CEO | 14 Sep. 2026 S | 851.949 | 0 | 42 | $-11.872.067 |
| Todd Nightingale | CEO | 28 Mei 2025 S | 1.901.200 | 0 | 0 | $0 |
| Joshua Bixby | CEO | 16 Agu 2022 S | 591.630 | 0 | 0 | $0 |
| Richard Wong | CFO | 21 Agu 2026 S | 1.043.610 | 0 | 9 | $-5.779.870 |
| Ronald W Kisling | Chief Financial Officer | 16 Juli 2025 S | 627.590 | 0 | 0 | $0 |
| Adriel G Lares | Chief Financial Officer | 15 Juli 2021 M | 179.471 | 0 | 0 | $0 |
| Scott R. Lovett | President, Go to Market | 17 Sep. 2026 S | 1.281.583 | 0 | 20 | $-9.122.154 |
| Artur Bergman | Chief Technology Officer | 29 Sep. 2026 S | 1.101.319 | 0 | 94 | $-59.974.968 |
| Jeffrey Ford | Principal Accounting Officer | 17 Sep. 2026 S | 249.861 | 0 | 4 | $-2.013.787 |
| Brett Shirk | Executive Vice President, CRO | 30 Nov. 2023 S | 264.501 | 0 | 0 | $0 |
| Paul Luongo | General Counsel | 16 Feb. 2022 S | 566.552 | 0 | 0 | $0 |
| Wolfgang Maasberg | EVP of Sales | 21 Mei 2020 S | 210.040 | 0 | 0 | $0 |
| Christopher B Paisley | Direktur | 31 Agu 2026 S | 280.485 | 0 | 2 | $-85.960 |
| Paula Loop | Direktur | 12 Agu 2026 S | 90.443 | 0 | 1 | $-219.960 |
| Richard Devon Daniels | Direktur | 7 Agu 2026 S | 51.197 | 0 | 2 | $-566.581 |
| Vanessa C. Smith | Direktur | 3 Juni 2026 A | 98.267 | 0 | 0 | $0 |
| David Hornik | Direktur | 3 Juni 2026 A | 269.431 | 0 | 0 | $0 |
| Charles J Meyers | Direktur | 3 Juni 2026 A | 97.775 | 0 | 0 | $0 |
| Aida Alvarez | Direktur | 3 Juni 2026 A | 105.667 | 0 | 0 | $0 |
| Kelly Wright | Direktur | 12 Juli 2021 C | 192.812 | 0 | 0 | $0 |
| Sunil Dhaliwal | Direktur | 21 Juni 2021 A | 164.365 | 0 | 0 | $0 |
| Eric W Carlborg | Pemilik 10% | 4 Maret 2020 S | 115.245 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Kepemilikan ETF Dimiliki oleh 41 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| IDGT · iShares Trust | 5,96% | 1.333.267 SH | 11 Sep. 2026 | Harian |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,49% | 281.372 NS | 31 Juli 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 131.552 NS | 31 Juli 2026 | N-PORT |
| IWO · iShares Trust | 0,23% | 1.441.592 SH | 11 Sep. 2026 | Harian |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,17% | 164.271 SH | 19 Agu 2026 | Harian |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,16% | 95.025 NS | 31 Juli 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 168.563 SH | 19 Agu 2026 | Harian |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 142.742 SH | 2 Okt. 2026 | Harian |
| BKSE · BNY Mellon ETF Trust | 0,14% | 5.231 NS | 31 Juli 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 39.245 NS | 31 Juli 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,12% | 23.520 SH | 2 Okt. 2026 | Harian |
| IWM · iShares Trust | 0,11% | 3.941.781 SH | 11 Sep. 2026 | Harian |
| RSSL · Global X Funds | 0,11% | 73.360 NS | 31 Juli 2026 | N-PORT |
| ISCG · iShares Trust | 0,11% | 46.152 SH | 11 Sep. 2026 | Harian |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,10% | 25.491 NS | 31 Juli 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 881.975 SH | 19 Agu 2026 | Harian |
| DFAS · Dimensional ETF Trust | 0,08% | 516.482 NS | 31 Juli 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,07% | 1.866.335 SH | 19 Agu 2026 | Harian |
| ESML · iShares Trust | 0,07% | 81.694 SH | 11 Sep. 2026 | Harian |
| FTEC · FIDELITY COVINGTON TRUST | 0,05% | 436.910 NS | 31 Juli 2026 | N-PORT |
| NFRA · FlexShares Trust | 0,05% | 62.628 NS | 31 Juli 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,04% | 3.452.940 SH | 19 Agu 2026 | Harian |
| DXUV · Dimensional ETF Trust | 0,04% | 8.737 NS | 31 Juli 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 9.180 SH | 11 Sep. 2026 | Harian |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1.687.108 SH | 19 Agu 2026 | Harian |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3.231.972 SH | 19 Agu 2026 | Harian |
| TECB · iShares Trust | 0,03% | 5.545 SH | 11 Sep. 2026 | Harian |
| DFAC · Dimensional ETF Trust | 0,02% | 374.833 NS | 31 Juli 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 21.693 NS | 31 Juli 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 68.101 SH | 11 Sep. 2026 | Harian |
| DFSU · Dimensional ETF Trust | 0,01% | 11.531 NS | 31 Juli 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 9.480 NS | 31 Juli 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 867 SH | 2 Okt. 2026 | Harian |
| DFAU · Dimensional ETF Trust | 0,01% | 40.733 NS | 31 Juli 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 45.652 NS | 31 Juli 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 40.470 SH | 11 Sep. 2026 | Harian |
| ITOT · iShares Trust | 0,00% | 188.401 SH | 11 Sep. 2026 | Harian |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4.485.467 SH | 19 Agu 2026 | Harian |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 12.836 SH | 19 Agu 2026 | Harian |
| ISCB · iShares Trust | · | 6.516 SH | 11 Sep. 2026 | Harian |
| SMLF · iShares Trust | · | 168.637 SH | 11 Sep. 2026 | Harian |
FSLY Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
Target Harga 12 Bulan
10 analis · 2026-10-01Target rata-rata $27.90 +8,1%
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| 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% | · | · | · |
Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini
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