Fastly: The Tide Is Turning (Rating Upgrade)
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Fastly has faced a 40% price drop over the past year due to profitability struggles in FY 2024. However, the company is experiencing positive trends in operating expenses and gross margins, potentially leading to free cash flow profitability in FY 2025.
January 08, 2025 | 11:30 am
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Fastly's stock has dropped 40% in the past year due to profitability issues in FY 2024. However, improving operating expenses and gross margins suggest potential free cash flow profitability in FY 2025.
The article highlights Fastly's significant stock price drop due to profitability issues, but also notes positive trends in operating expenses and gross margins. These improvements could lead to free cash flow profitability in FY 2025, suggesting a potential positive impact on the stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100