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$Fastly (FSLY.US)$ Only Fastly can get compared to industry leader and lose 10% & that's after already losing 45% Short Fastly if any news comes out it's guaranteed money.

My portfolio 😊

$Fastly (FSLY.US)$ everybody in company offloading lolx

Despite Fastly's share price drop, its P/S ratio is still higher than most industry peers. Investors overlook average growth expectations, paying a premium for the stock. However, the high P/S ratio isn't justified by future revenue predictions, necessitating a positive change.

Analyst Madeline Brooks sees Q4 results as a 'hiccup', maintains Buy rating on Fastly, expecting growth in 2024. Morgan Stanley raises its price target on Fastly to $20 from $19, citing new customer gains.

Fastly's Q4 results and Q1 and full-year 2024 guidance were slightly disappointing, leading to a sharp drop in its share price in late trading. Despite the company's revenue growth, it fell short of the high market expectations.

Boolani sees potential in Akamai's streaming video customers and security software segment, as well as its cloud computing business. She also believes Nightingale's clear product vision and strategy will sustain Fastly's balanced execution, noting a trend of increasing and normalizing internet traffic volumes post-pandemic.