FSLY Klasa A Fastly, Inc. - Class A Common Stock
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O Fastly, Inc. - Class A Common Stock Przegląd firmy z Wikipedii
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.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | FSLY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | -48.7średnia z 5 lat ≈-12.3 | ≈-12.3 | · | · | |
| P/S (TTM) | 6.0średnia z 5 lat ≈4.8 | ≈4.8 | 3.9 | Zawyżona wycena | |
| P/B (MRQ) | 4.1średnia z 5 lat ≈2.1 | ≈2.1 | 4.2 | Niedowartościowany | |
| EV / EBITDA | -33.9średnia z 5 lat ≈-13.2 | ≈-13.2 | · | · | |
| Cena / FCF (TTM) | 81.0średnia z 5 lat ≈-9.5 | ≈-9.5 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 34.3średnia z 5 lat ≈1302.7 | ≈1302.7 | 13.3 | Zawyżona wycena | |
| EV / Przychody (TTM) | 6.0średnia z 5 lat ≈5.5 | ≈5.5 | · | · | |
| EV / FCF (TTM) | 80.8średnia z 5 lat ≈-11.9 | ≈-11.9 | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 4.2średnia z 5 lat ≈8.4 | ≈8.4 | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | FSLY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 61.5%średnia z 5 lat ≈53.1% | ≈53.1% | 61.7% | Najwyższa półka | |
| Marża Operacyjna (TTM) | -12.0%średnia z 5 lat ≈-41.6% | ≈-41.6% | -9.8% | Najwyższa półka | |
| EBITDA Margin (Marża EBITDA) | -19.1%średnia z 5 lat ≈-39.9% | ≈-39.9% | -9.8% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | -12.2%średnia z 5 lat ≈-36.2% | ≈-36.2% | -11.8% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | -11.8%średnia z 5 lat ≈-36.4% | ≈-36.4% | -11.9% | Najwyższa półka | |
| ROA (TTM) | -5.5%średnia z 5 lat ≈-9.8% | ≈-9.8% | -5.6% | Słaby | |
| ROE (TTM) | -8.4%średnia z 5 lat ≈-17.0% | ≈-17.0% | -7.6% | Słaby | |
| ROIC | -9.4%średnia z 5 lat ≈-12.7% | ≈-12.7% | -7.4% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | FSLY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.3średnia z 5 lat ≈0.5 | ≈0.5 | 0.1 | Wysokie zadłużenie | |
| Wskaźnik bieżący (MRQ) | 3.4średnia z 5 lat ≈3.8 | ≈3.8 | 1.6 | Silna płynność | |
| Wskaźnik Szybkości (MRQ) | 3.2średnia z 5 lat ≈2.5 | ≈2.5 | 0.8 | Silna płynność | |
| Dług długoterminowy / Kapitał własny (MRQ) | 0.3średnia z 5 lat ≈0.5 | ≈0.5 | · | · |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | FSLY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 14.8%średnia z 5 lat ≈16.6% | ≈16.6% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 13.0%średnia z 5 lat ≈16.2% | ≈16.2% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 16.5% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | FSLY | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.4średnia z 5 lat ≈0.3 | ≈0.3 | 0.4 | Zgodnie z | |
| Receivables Turnover (Rotacja należności) | 5.3średnia z 5 lat ≈5.3 | ≈5.3 | 9.5 | Słaby | |
| Revenue / Employee (Przychody / pracownika) | ≈$547.4K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Sie 4, 2026 | $0.15 | $0.07 | 123.2% |
| 31 marca 2026 | $0.13 | $0.08 | 58.3% | |
| 31 grudnia 2025 | $0.12 | $0.06 | 111.6% | |
| 30 września 2025 | $0.07 | $0.00 | — | |
| 30 czerwca 2025 | $-0.03 | $-0.05 | 40.2% | |
| 31 marca 2025 | $-0.05 | $-0.07 | 24.5% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 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 | · |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | · |
Rentowność
| Wskaźnik | Trend | 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% | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 | · |
Efektywność
| Wskaźnik | Trend | 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 | · |
Na akcję
| Wskaźnik | Trend | 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 | · |
Stopy Wzrostu
| Wskaźnik | Trend | 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% | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 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% | · |
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 | · |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | · | · |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 |
Na akcję
| Wskaźnik | Trend | 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 |
Wycena (TTM)
| Wskaźnik | Trend | 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% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $624M | $544M | $506M | $433M | $354M |
| Marża Brutto % | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% |
| Marża Operacyjna % | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% |
| Zysk netto | $-122M | $-158M | $-133M | $-191M | $-223M |
| Rozwodniony EPS | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 |
| Wskaźnik bieżący | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 |
| Wskaźnik Szybkości | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $66M | $6M | $-11M | $-90M | $-73M |
Właściciele instytucjonalni (13F) 328 emitentów · $3.0B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 56 (-89 vs poprzedni kw.) | 105 (+73 vs poprzedni kw.) | 113 (+6 vs poprzedni kw.) | 97 (+18 vs poprzedni kw.) | +9.4M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| BlackRock, Inc. | $279 492 204 | 15 222 887 | 9,26% | Akcje |
| FMR LLC | $218 341 334 | 11 892 230 | 7,23% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $180 197 965 | 9 814 704 | 5,97% | Akcje |
| VANGUARD GROUP INC | $172 824 903 | 16 976 906 | 5,72% | Akcje |
| Capital World Investors | $151 068 577 | 8 228 136 | 5,00% | Akcje |
| FIRST TRUST ADVISORS LP | $141 023 251 | 7 681 005 | 4,67% | Akcje |
| D. E. Shaw & Co., Inc. | $121 483 090 | 6 616 726 | 4,02% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $115 936 350 | 6 314 616 | 3,84% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $111 307 702 | 6 062 511 | 3,69% | Akcje |
| Legal & General Group Plc | $80 083 414 | 4 366 475 | 2,65% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $71 808 624 | 3 910 461 | 2,38% | Akcje |
| STATE STREET CORP | $64 939 999 | 3 537 037 | 2,15% | Akcje |
| Alyeska Investment Group, L.P. | $58 115 385 | 3 165 326 | 1,92% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $56 264 647 | 3 064 798 | 1,86% | Akcje |
| JANE STREET GROUP, LLC | $47 721 073 | 2 599 187 | 1,58% | Akcje |
| Driehaus Capital Management LLC | $46 715 294 | 2 544 406 | 1,55% | Akcje |
| GOLDMAN SACHS GROUP INC | $45 588 669 | 2 483 043 | 1,51% | Akcje |
| VOYA INVESTMENT MANAGEMENT LLC | $44 760 854 | 2 437 955 | 1,48% | Akcje |
| UBS Group AG | $43 714 793 | 2 380 980 | 1,45% | Opcja kupna |
| FULLER & THALER ASSET MANAGEMENT, INC. | $40 209 880 | 2 190 081 | 1,33% | Akcje |
| CITADEL ADVISORS LLC | $39 989 916 | 2 178 100 | 1,32% | Opcja sprzedaży |
| MORGAN STANLEY | $38 309 896 | 2 086 595 | 1,27% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $35 521 423 | 1 934 718 | 1,18% | Akcje |
| Nuveen, LLC | $33 388 237 | 1 818 532 | 1,11% | Akcje |
| NORTHERN TRUST CORP | $32 221 561 | 1 754 987 | 1,07% | Akcje |
| Divisadero Street Capital Management, LP | $31 106 650 | 1 694 262 | 1,03% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $27 818 723 | 1 515 181 | 0,92% | Akcje |
| JUPITER ASSET MANAGEMENT LTD | $26 428 834 | 1 439 479 | 0,88% | Akcje |
| CITADEL ADVISORS LLC | $25 654 428 | 1 397 300 | 0,85% | Opcja kupna |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22 960 649 | 1 250 580 | 0,76% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21 312 288 | 1 160 800 | 0,71% | Opcja kupna |
| MILLENNIUM MANAGEMENT LLC | $21 156 228 | 1 152 300 | 0,70% | Opcja sprzedaży |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20 060 136 | 1 092 600 | 0,66% | Opcja sprzedaży |
| UBS Group AG | $19 734 778 | 1 074 879 | 0,65% | Akcje |
| BANK OF AMERICA CORP /DE/ | $19 477 683 | 1 060 876 | 0,65% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $19 296 727 | 1 051 020 | 0,64% | Akcje |
| TWO SIGMA ADVISERS, LP | $17 840 450 | 1 752 500 | 0,59% | Akcje |
| Trexquant Investment LP | $16 452 984 | 896 132 | 0,54% | Akcje |
| JPMORGAN CHASE & CO | $16 349 976 | 901 620 | 0,54% | Akcje |
| OBERWEIS ASSET MANAGEMENT INC/ | $15 648 632 | 852 322 | 0,52% | Akcje |
| WOLVERINE ASSET MANAGEMENT LLC | $15 582 132 | 848 700 | 0,52% | Opcja sprzedaży |
| BNP PARIBAS FINANCIAL MARKETS | $14 694 353 | 800 346 | 0,49% | Akcje |
| JANE STREET GROUP, LLC | $14 019 696 | 763 600 | 0,46% | Opcja sprzedaży |
| PEAK6 LLC | $13 806 720 | 752 000 | 0,46% | Opcja kupna |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $13 238 920 | 716 933 | 0,44% | Akcje |
| Bank of New York Mellon Corp | $13 069 865 | 711 866 | 0,43% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $12 617 763 | 687 242 | 0,42% | Akcje |
| JANE STREET GROUP, LLC | $11 922 984 | 649 400 | 0,39% | Opcja kupna |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 793 050 | 642 323 | 0,39% | Akcje |
| GMT Capital Corp | $10 993 968 | 598 800 | 0,36% | Akcje |
Aktywiści i właściciele 5%+ 1 akcja
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Abdiel Qualified Master Fund, LP, Abdiel Capital, LP, Abdiel Capital Management, LLC, Abdiel Capital Advisors, LP, Colin T. Moran ×4 zgłoszenia | 23 sierpnia 2019 | · | Pierwotne zgłoszenie | · | 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.
Insiderzy spółki 22 insiderów · 12 dyrektorzy generalni · 13 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Charles Lacey Compton III | CEO | 14 września 2026 S | 851 949 | 0 | 42 | $-11 872 067 |
| Todd Nightingale | CEO | 28 maja 2025 S | 1 901 200 | 0 | 0 | $0 |
| Joshua Bixby | CEO | 16 sierpnia 2022 S | 591 630 | 0 | 0 | $0 |
| Richard Wong | CFO | 21 sierpnia 2026 S | 1 043 610 | 0 | 9 | $-5 779 870 |
| Ronald W Kisling | Chief Financial Officer | 16 lipca 2025 S | 627 590 | 0 | 0 | $0 |
| Adriel G Lares | Chief Financial Officer | 15 lipca 2021 M | 179 471 | 0 | 0 | $0 |
| Scott R. Lovett | President, Go to Market | 17 września 2026 S | 1 281 583 | 0 | 20 | $-9 122 154 |
| Artur Bergman | Chief Technology Officer | 29 września 2026 S | 1 101 319 | 0 | 94 | $-59 974 968 |
| Jeffrey Ford | Principal Accounting Officer | 17 września 2026 S | 249 861 | 0 | 4 | $-2 013 787 |
| Brett Shirk | Executive Vice President, CRO | 30 listopada 2023 S | 264 501 | 0 | 0 | $0 |
| Paul Luongo | General Counsel | 16 lutego 2022 S | 566 552 | 0 | 0 | $0 |
| Wolfgang Maasberg | EVP of Sales | 21 maja 2020 S | 210 040 | 0 | 0 | $0 |
| Christopher B Paisley | Dyrektor | 31 sierpnia 2026 S | 280 485 | 0 | 2 | $-85 960 |
| Paula Loop | Dyrektor | 12 sierpnia 2026 S | 90 443 | 0 | 1 | $-219 960 |
| Richard Devon Daniels | Dyrektor | 7 sierpnia 2026 S | 51 197 | 0 | 2 | $-566 581 |
| Vanessa C. Smith | Dyrektor | 3 czerwca 2026 A | 98 267 | 0 | 0 | $0 |
| David Hornik | Dyrektor | 3 czerwca 2026 A | 269 431 | 0 | 0 | $0 |
| Charles J Meyers | Dyrektor | 3 czerwca 2026 A | 97 775 | 0 | 0 | $0 |
| Aida Alvarez | Dyrektor | 3 czerwca 2026 A | 105 667 | 0 | 0 | $0 |
| Kelly Wright | Dyrektor | 12 lipca 2021 C | 192 812 | 0 | 0 | $0 |
| Sunil Dhaliwal | Dyrektor | 21 czerwca 2021 A | 164 365 | 0 | 0 | $0 |
| Eric W Carlborg | Posiadacz 10% | 4 marca 2020 S | 115 245 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 41 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| IDGT · iShares Trust | 5,96% | 1 333 267 SH | 11 września 2026 | Dziennie |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,49% | 281 372 NS | 31 lipca 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 131 552 NS | 31 lipca 2026 | N-PORT |
| IWO · iShares Trust | 0,23% | 1 441 592 SH | 11 września 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,17% | 164 271 SH | 19 sierpnia 2026 | Dziennie |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,16% | 95 025 NS | 31 lipca 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 168 563 SH | 19 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 142 742 SH | 2 października 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,14% | 5 231 NS | 31 lipca 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 39 245 NS | 31 lipca 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,12% | 23 520 SH | 2 października 2026 | Dziennie |
| IWM · iShares Trust | 0,11% | 3 941 781 SH | 11 września 2026 | Dziennie |
| RSSL · Global X Funds | 0,11% | 73 360 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,11% | 46 152 SH | 11 września 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,10% | 25 491 NS | 31 lipca 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 881 975 SH | 19 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,08% | 516 482 NS | 31 lipca 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,07% | 1 866 335 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,07% | 81 694 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,05% | 436 910 NS | 31 lipca 2026 | N-PORT |
| NFRA · FlexShares Trust | 0,05% | 62 628 NS | 31 lipca 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,04% | 3 452 940 SH | 19 sierpnia 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,04% | 8 737 NS | 31 lipca 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 9 180 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1 687 108 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3 231 972 SH | 19 sierpnia 2026 | Dziennie |
| TECB · iShares Trust | 0,03% | 5 545 SH | 11 września 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,02% | 374 833 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 21 693 NS | 31 lipca 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 68 101 SH | 11 września 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,01% | 11 531 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 9 480 NS | 31 lipca 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 867 SH | 2 października 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,01% | 40 733 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 45 652 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 40 470 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,00% | 188 401 SH | 11 września 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4 485 467 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 12 836 SH | 19 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | · | 6 516 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 168 637 SH | 11 września 2026 | Dziennie |
FSLY Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
10 analityków · 2026-10-01Średnia cel $27.90 +8,1%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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% | · | · | · |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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