FSLY Classe A Fastly, Inc. - Class A Common Stock
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Sobre Fastly, Inc. - Class A Common Stock Visão geral da empresa da 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.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | FSLY | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | -48.5média 5A ≈-12.3 | ≈-12.3 | · | · | |
| P/S (TTM) | 5.9média 5A ≈4.8 | ≈4.8 | 3.9 | Sobreavaliado | |
| P/B (MRQ) | 4.1média 5A ≈2.1 | ≈2.1 | 4.2 | Subvalorizado | |
| EV / EBITDA | -33.7média 5A ≈-13.2 | ≈-13.2 | · | · | |
| Preço / FCF (TTM) | 80.6média 5A ≈-9.5 | ≈-9.5 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 34.2média 5A ≈1302.7 | ≈1302.7 | 13.3 | Sobreavaliado | |
| EV / Receita (TTM) | 5.9média 5A ≈5.5 | ≈5.5 | · | · | |
| EV / FCF (TTM) | 80.4média 5A ≈-11.9 | ≈-11.9 | · | · | |
| Preço / Valor Patrimonial Tangível (MRQ) | 4.2média 5A ≈8.4 | ≈8.4 | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | FSLY | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Bruta (TTM) | 61.5%média 5A ≈53.1% | ≈53.1% | 61.7% | Primeira linha | |
| Margem Operacional (TTM) | -12.0%média 5A ≈-41.6% | ≈-41.6% | -9.8% | Primeira linha | |
| EBITDA Margin (Margem EBITDA) | -19.1%média 5A ≈-39.9% | ≈-39.9% | -9.8% | Primeira linha | |
| Margem de Impostos Pré-Tributação (TTM) | -12.2%média 5A ≈-36.2% | ≈-36.2% | -11.8% | Primeira linha | |
| Margem de Lucro Líquido (TTM) | -11.8%média 5A ≈-36.4% | ≈-36.4% | -11.9% | Primeira linha | |
| ROA (TTM) | -5.5%média 5A ≈-9.8% | ≈-9.8% | -5.6% | Fraco | |
| ROE (TTM) | -8.4%média 5A ≈-17.0% | ≈-17.0% | -7.6% | Fraco | |
| ROIC | -9.4%média 5A ≈-12.7% | ≈-12.7% | -7.4% | Fraco |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | FSLY | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido (MRQ) | 0.3média 5A ≈0.5 | ≈0.5 | 0.1 | Dívida alta | |
| Índice de liquidez corrente (MRQ) | 3.4média 5A ≈3.8 | ≈3.8 | 1.6 | Liquidez forte | |
| Índice de Liquidez Seca (MRQ) | 3.2média 5A ≈2.5 | ≈2.5 | 0.8 | Liquidez forte | |
| Dívida de Longo Prazo / Patrimônio Líquido (MRQ) | 0.3média 5A ≈0.5 | ≈0.5 | · | · |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | FSLY | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 14.8%média 5A ≈16.6% | ≈16.6% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 13.0%média 5A ≈16.2% | ≈16.2% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 16.5% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | FSLY | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.4média 5A ≈0.3 | ≈0.3 | 0.4 | Em linha | |
| Receivables Turnover (Giro de Contas a Receber) | 5.3média 5A ≈5.3 | ≈5.3 | 9.5 | Fraco | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$547.4K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 4, 2026 | $0.15 | $0.07 | 123.2% |
| 31 de Março de 2026 | $0.13 | $0.08 | 58.3% | |
| 31 de Dezembro de 2025 | $0.12 | $0.06 | 111.6% | |
| 30 de Setembro de 2025 | $0.07 | $0.00 | — | |
| 30 de Junho de 2025 | $-0.03 | $-0.05 | 40.2% | |
| 31 de Março de 2025 | $-0.05 | $-0.07 | 24.5% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 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 | · |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 | · |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% | 58.7% | 55.9% | · | |
| Operating Margin | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% | -36.9% | -23.2% | · | |
| Net Margin | -19.5% | -29.1% | -26.3% | -44.1% | -62.8% | -33.0% | -25.7% | · | |
| Pretax Margin | -19.1% | -28.6% | -26.4% | -44.1% | -62.8% | -36.9% | -25.5% | · | |
| EBITDA Margin | -19.1% | -30.9% | -39.1% | -56.9% | -53.7% | -30.0% | -15.0% | · | |
| ROA | -8.2% | -10.6% | -7.8% | -9.4% | -13.2% | -12.4% | -21.3% | · | |
| ROE | -13.0% | -16.3% | -13.7% | -19.9% | -21.9% | -12.0% | -19.9% | · | |
| ROIC | -9.4% | -13.1% | -14.9% | -14.8% | -11.2% | -9.0% | -18.2% | · |
Liquidez e Solvência
| Métrica | Tendência | 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 | · |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.4 | 0.8 | · | |
| Receivables Turnover | 5.3 | 4.6 | 4.8 | 5.6 | 6.2 | 6.7 | 6.5 | · |
Por Ação
| Métrica | Tendência | 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 | · |
Taxas de Crescimento
| Métrica | Tendência | 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% | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 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% | · |
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 | · |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · |
Lucratividade
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 63.2% | 62.5% | · | 58.4% | 54.5% | 53.2% | · | 54.5% | 55.1% | 54.9% | · | 51.7% | 52.3% | 51.2% | · | 48.5% | |
| Operating Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| Net Margin | -8.5% | -11.9% | · | -18.6% | -25.2% | -27.1% | · | -27.7% | -33.0% | -32.5% | · | -42.5% | -8.7% | -38.0% | · | -58.5% | |
| Pretax Margin | -8.4% | -14.2% | · | -18.3% | -24.9% | -26.6% | · | -27.4% | -32.5% | -32.3% | · | -42.5% | -8.6% | -37.9% | · | -58.3% | |
| EBITDA Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| ROA | -1.1% | -1.4% | · | -2.0% | -2.5% | -2.6% | · | -2.4% | -2.8% | -2.6% | · | -3.1% | -0.60% | -2.2% | · | -3.1% | |
| ROE | -1.6% | -2.1% | · | -3.1% | -3.9% | -4.0% | · | -3.9% | -4.4% | -4.5% | · | -5.6% | -1.1% | -4.6% | · | -6.4% | |
| ROIC | -1.1% | -1.5% | · | -2.3% | -2.9% | -3.0% | · | -3.1% | -3.6% | -3.5% | · | -4.0% | -3.5% | -2.9% | · | -3.9% |
Liquidez e Solvência
| Métrica | Tendência | 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 |
Eficiência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.5 | 1.7 | 1.5 | · | 1.7 |
Por Ação
| Métrica | Tendência | 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 |
Avaliação (TTM)
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $687M | $653M | · | $592M | $571M | $555M | · | $541M | $531M | $522M | · | $488M | $468M | $448M | · | $411M | |
| Net Income TTM | $-81M | $-103M | · | $-139M | $-148M | $-154M | · | $-149M | $-165M | $-132M | · | $-156M | $-165M | $-171M | · | $-202M | |
| Market Cap | $2.92B | $4.54B | · | $1.28B | $1.04B | $916M | · | $1.06B | $1.02B | $1.77B | · | $2.51B | $2.03B | $2.25B | · | · | |
| Enterprise Value | $2.91B | $4.54B | · | $1.27B | $1.06B | $946M | · | $1.10B | $1.05B | $1.78B | · | $2.71B | $2.23B | $2.61B | · | · | |
| P/E | -34.6 | -42.1 | · | -8.9 | -6.9 | -5.8 | · | -7.0 | -6.0 | -13.1 | · | -15.6 | -11.9 | -12.8 | · | -5.4 | |
| P/S | 4.3 | 7.0 | · | 2.2 | 1.8 | 1.7 | · | 2.0 | 1.9 | 3.4 | · | 5.1 | 4.3 | 5.0 | · | · | |
| P/B | 2.9 | 4.7 | · | 1.4 | 1.1 | 1.0 | · | 1.1 | 1.0 | 1.8 | · | 2.6 | 2.1 | 2.3 | · | · | |
| P / Tangible Book | 9.8 | 16.0 | · | 5.3 | 4.3 | 3.7 | · | 4.2 | 4.0 | 6.7 | · | 10.9 | 8.3 | 10.7 | · | · | |
| P / Cash Flow | · | 157.5 | · | · | · | 53.0 | · | · | · | 159.0 | · | · | · | -254.1 | · | · | |
| EV / Revenue | 4.2 | 7.0 | · | 2.1 | 1.8 | 1.7 | · | 2.0 | 2.0 | 3.4 | · | 5.6 | 4.8 | 5.8 | · | · | |
| Earnings Yield | -2.9% | -2.4% | · | -11.2% | -14.6% | -17.2% | · | -14.3% | -16.7% | -7.6% | · | -6.4% | -8.4% | -7.8% | · | -18.4% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $624M | $544M | $506M | $433M | $354M |
| Margem Bruta % | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% |
| Margem Operacional % | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% |
| Lucro líquido | $-122M | $-158M | $-133M | $-191M | $-223M |
| EPS Diluído | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 |
| Índice de liquidez corrente | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 |
| Índice de Liquidez Seca | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $66M | $6M | $-11M | $-90M | $-73M |
Investidores institucionais (13F) 328 declarantes · $3.0B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 56 (-89 vs trimestre anterior) | 105 (+73 vs trimestre anterior) | 113 (+6 vs trimestre anterior) | 97 (+18 vs trimestre anterior) | +9.4M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $279.492.204 | 15.222.887 | 9,26% | Ações |
| FMR LLC | $218.341.334 | 11.892.230 | 7,23% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $180.197.965 | 9.814.704 | 5,97% | Ações |
| VANGUARD GROUP INC | $172.824.903 | 16.976.906 | 5,72% | Ações |
| Capital World Investors | $151.068.577 | 8.228.136 | 5,00% | Ações |
| FIRST TRUST ADVISORS LP | $141.023.251 | 7.681.005 | 4,67% | Ações |
| D. E. Shaw & Co., Inc. | $121.483.090 | 6.616.726 | 4,02% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $115.936.350 | 6.314.616 | 3,84% | Ações |
| TWO SIGMA INVESTMENTS, LP | $111.307.702 | 6.062.511 | 3,69% | Ações |
| Legal & General Group Plc | $80.083.414 | 4.366.475 | 2,65% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $71.808.624 | 3.910.461 | 2,38% | Ações |
| STATE STREET CORP | $64.939.999 | 3.537.037 | 2,15% | Ações |
| Alyeska Investment Group, L.P. | $58.115.385 | 3.165.326 | 1,92% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $56.264.647 | 3.064.798 | 1,86% | Ações |
| JANE STREET GROUP, LLC | $47.721.073 | 2.599.187 | 1,58% | Ações |
| Driehaus Capital Management LLC | $46.715.294 | 2.544.406 | 1,55% | Ações |
| GOLDMAN SACHS GROUP INC | $45.588.669 | 2.483.043 | 1,51% | Ações |
| VOYA INVESTMENT MANAGEMENT LLC | $44.760.854 | 2.437.955 | 1,48% | Ações |
| UBS Group AG | $43.714.793 | 2.380.980 | 1,45% | Opção de compra |
| FULLER & THALER ASSET MANAGEMENT, INC. | $40.209.880 | 2.190.081 | 1,33% | Ações |
| CITADEL ADVISORS LLC | $39.989.916 | 2.178.100 | 1,32% | Opção de venda |
| MORGAN STANLEY | $38.309.896 | 2.086.595 | 1,27% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $35.521.423 | 1.934.718 | 1,18% | Ações |
| Nuveen, LLC | $33.388.237 | 1.818.532 | 1,11% | Ações |
| NORTHERN TRUST CORP | $32.221.561 | 1.754.987 | 1,07% | Ações |
| Divisadero Street Capital Management, LP | $31.106.650 | 1.694.262 | 1,03% | Ações |
| MILLENNIUM MANAGEMENT LLC | $27.818.723 | 1.515.181 | 0,92% | Ações |
| JUPITER ASSET MANAGEMENT LTD | $26.428.834 | 1.439.479 | 0,88% | Ações |
| CITADEL ADVISORS LLC | $25.654.428 | 1.397.300 | 0,85% | Opção de compra |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.960.649 | 1.250.580 | 0,76% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.312.288 | 1.160.800 | 0,71% | Opção de compra |
| MILLENNIUM MANAGEMENT LLC | $21.156.228 | 1.152.300 | 0,70% | Opção de venda |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.060.136 | 1.092.600 | 0,66% | Opção de venda |
| UBS Group AG | $19.734.778 | 1.074.879 | 0,65% | Ações |
| BANK OF AMERICA CORP /DE/ | $19.477.683 | 1.060.876 | 0,65% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $19.296.727 | 1.051.020 | 0,64% | Ações |
| TWO SIGMA ADVISERS, LP | $17.840.450 | 1.752.500 | 0,59% | Ações |
| Trexquant Investment LP | $16.452.984 | 896.132 | 0,54% | Ações |
| JPMORGAN CHASE & CO | $16.349.976 | 901.620 | 0,54% | Ações |
| OBERWEIS ASSET MANAGEMENT INC/ | $15.648.632 | 852.322 | 0,52% | Ações |
| WOLVERINE ASSET MANAGEMENT LLC | $15.582.132 | 848.700 | 0,52% | Opção de venda |
| BNP PARIBAS FINANCIAL MARKETS | $14.694.353 | 800.346 | 0,49% | Ações |
| JANE STREET GROUP, LLC | $14.019.696 | 763.600 | 0,46% | Opção de venda |
| PEAK6 LLC | $13.806.720 | 752.000 | 0,46% | Opção de compra |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $13.238.920 | 716.933 | 0,44% | Ações |
| Bank of New York Mellon Corp | $13.069.865 | 711.866 | 0,43% | Ações |
| RAYMOND JAMES FINANCIAL INC | $12.617.763 | 687.242 | 0,42% | Ações |
| JANE STREET GROUP, LLC | $11.922.984 | 649.400 | 0,39% | Opção de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.793.050 | 642.323 | 0,39% | Ações |
| GMT Capital Corp | $10.993.968 | 598.800 | 0,36% | Ações |
Ativistas e proprietários de 5%+ 1 participação
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Abdiel Qualified Master Fund, LP, Abdiel Capital, LP, Abdiel Capital Management, LLC, Abdiel Capital Advisors, LP, Colin T. Moran ×4 declarações | 23 de Agosto de 2019 | · | Declaração inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Executivos da empresa 22 insiders · 12 diretores · 13 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Charles Lacey Compton III | CEO | 14 de Setembro de 2026 S | 851.949 | 0 | 42 | $-11.872.067 |
| Todd Nightingale | CEO | 28 de Maio de 2025 S | 1.901.200 | 0 | 0 | $0 |
| Joshua Bixby | CEO | 16 de Agosto de 2022 S | 591.630 | 0 | 0 | $0 |
| Richard Wong | CFO | 21 de Agosto de 2026 S | 1.043.610 | 0 | 9 | $-5.779.870 |
| Ronald W Kisling | Chief Financial Officer | 16 de Julho de 2025 S | 627.590 | 0 | 0 | $0 |
| Adriel G Lares | Chief Financial Officer | 15 de Julho de 2021 M | 179.471 | 0 | 0 | $0 |
| Scott R. Lovett | President, Go to Market | 17 de Setembro de 2026 S | 1.281.583 | 0 | 20 | $-9.122.154 |
| Artur Bergman | Chief Technology Officer | 29 de Setembro de 2026 S | 1.101.319 | 0 | 94 | $-59.974.968 |
| Jeffrey Ford | Principal Accounting Officer | 17 de Setembro de 2026 S | 249.861 | 0 | 4 | $-2.013.787 |
| Brett Shirk | Executive Vice President, CRO | 30 de Novembro de 2023 S | 264.501 | 0 | 0 | $0 |
| Paul Luongo | General Counsel | 16 de Fevereiro de 2022 S | 566.552 | 0 | 0 | $0 |
| Wolfgang Maasberg | EVP of Sales | 21 de Maio de 2020 S | 210.040 | 0 | 0 | $0 |
| Christopher B Paisley | Conselheiro | 31 de Agosto de 2026 S | 280.485 | 0 | 2 | $-85.960 |
| Paula Loop | Conselheiro | 12 de Agosto de 2026 S | 90.443 | 0 | 1 | $-219.960 |
| Richard Devon Daniels | Conselheiro | 7 de Agosto de 2026 S | 51.197 | 0 | 2 | $-566.581 |
| Vanessa C. Smith | Conselheiro | 3 de Junho de 2026 A | 98.267 | 0 | 0 | $0 |
| David Hornik | Conselheiro | 3 de Junho de 2026 A | 269.431 | 0 | 0 | $0 |
| Charles J Meyers | Conselheiro | 3 de Junho de 2026 A | 97.775 | 0 | 0 | $0 |
| Aida Alvarez | Conselheiro | 3 de Junho de 2026 A | 105.667 | 0 | 0 | $0 |
| Kelly Wright | Conselheiro | 12 de Julho de 2021 C | 192.812 | 0 | 0 | $0 |
| Sunil Dhaliwal | Conselheiro | 21 de Junho de 2021 A | 164.365 | 0 | 0 | $0 |
| Eric W Carlborg | Detentor de 10% | 4 de Março de 2020 S | 115.245 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 41 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| IDGT · iShares Trust | 5,96% | 1.333.267 SH | 11 de Setembro de 2026 | Diário |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,49% | 281.372 NS | 31 de Julho de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 131.552 NS | 31 de Julho de 2026 | N-PORT |
| IWO · iShares Trust | 0,23% | 1.441.592 SH | 11 de Setembro de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,17% | 164.271 SH | 19 de Agosto de 2026 | Diário |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,16% | 95.025 NS | 31 de Julho de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 168.563 SH | 19 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,14% | 142.742 SH | 2 de Outubro de 2026 | Diário |
| BKSE · BNY Mellon ETF Trust | 0,14% | 5.231 NS | 31 de Julho de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 39.245 NS | 31 de Julho de 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,12% | 23.520 SH | 2 de Outubro de 2026 | Diário |
| IWM · iShares Trust | 0,11% | 3.941.781 SH | 11 de Setembro de 2026 | Diário |
| RSSL · Global X Funds | 0,11% | 73.360 NS | 31 de Julho de 2026 | N-PORT |
| ISCG · iShares Trust | 0,11% | 46.152 SH | 11 de Setembro de 2026 | Diário |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,10% | 25.491 NS | 31 de Julho de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 881.975 SH | 19 de Agosto de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,08% | 516.482 NS | 31 de Julho de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,07% | 1.866.335 SH | 19 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,07% | 81.694 SH | 11 de Setembro de 2026 | Diário |
| FTEC · FIDELITY COVINGTON TRUST | 0,05% | 436.910 NS | 31 de Julho de 2026 | N-PORT |
| NFRA · FlexShares Trust | 0,05% | 62.628 NS | 31 de Julho de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,04% | 3.452.940 SH | 19 de Agosto de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,04% | 8.737 NS | 31 de Julho de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 9.180 SH | 11 de Setembro de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1.687.108 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3.231.972 SH | 19 de Agosto de 2026 | Diário |
| TECB · iShares Trust | 0,03% | 5.545 SH | 11 de Setembro de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,02% | 374.833 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 21.693 NS | 31 de Julho de 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 68.101 SH | 11 de Setembro de 2026 | Diário |
| DFSU · Dimensional ETF Trust | 0,01% | 11.531 NS | 31 de Julho de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 9.480 NS | 31 de Julho de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 867 SH | 2 de Outubro de 2026 | Diário |
| DFAU · Dimensional ETF Trust | 0,01% | 40.733 NS | 31 de Julho de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 45.652 NS | 31 de Julho de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 40.470 SH | 11 de Setembro de 2026 | Diário |
| ITOT · iShares Trust | 0,00% | 188.401 SH | 11 de Setembro de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4.485.467 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 12.836 SH | 19 de Agosto de 2026 | Diário |
| ISCB · iShares Trust | · | 6.516 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 168.637 SH | 11 de Setembro de 2026 | Diário |
FSLY Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
10 analistas · 2026-10-01Alvo médio $27.90 +8,6%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| 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% |
| WYFI | $606M | -20.3 | 66.2% | -31.2% | -6.2% | 60.2% |
| RXT | $238M | -1.0 | -1.9% | -8.4% | 19.3% | 18.9% |
| BLZE | · | -10.1 | 14.3% | -17.6% | -31.4% | 60.9% |
| NET | · | -679.8 | 29.8% | · | · | · |
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