- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: stock tip...FSLY
Posted on 10/28/20 at 3:32 pm to AA7
Posted on 10/28/20 at 3:32 pm to AA7
How did this thread die the day before earnings?
Anyway, looks like a mixed reaction based on not meeting earnings estimates, yet some other potentially exciting developments.
I actually hedged a little and bought puts yesterday which were up nicely by close today. Not sure how it will look tomorrow based on the current movement.
Anyway, looks like a mixed reaction based on not meeting earnings estimates, yet some other potentially exciting developments.
I actually hedged a little and bought puts yesterday which were up nicely by close today. Not sure how it will look tomorrow based on the current movement.
This post was edited on 10/28/20 at 3:34 pm
1
Posted on 10/28/20 at 3:35 pm to rintintin
* Lost TikTok due to U.S. interference
* DBNER substantially higher
* Traffic issues in Q3 resolved
* Signal Sciences in revenue as of Q4
* The second-highest quarter of new customer additions since going public
* Gross Margins higher
* DBNER substantially higher
* Traffic issues in Q3 resolved
* Signal Sciences in revenue as of Q4
* The second-highest quarter of new customer additions since going public
* Gross Margins higher
Posted on 10/28/20 at 4:34 pm to cgrand
Ended up adding more at 70. Not sure if I was overly pessimistic heading into earnings, but I was pleased with what I heard. Edge going into production is huge.
Posted on 10/28/20 at 5:01 pm to AA7
yes
key takeaways are that tiktok is gone (finally) and that’s the dip in revenue and profit. Compute@edge is live. Signal sciences revenue will be in the Q4 report. They added enterprise customers and the shortfall in existing customer traffic they warned about last week has been resolved
Strong hands will be rewarded
key takeaways are that tiktok is gone (finally) and that’s the dip in revenue and profit. Compute@edge is live. Signal sciences revenue will be in the Q4 report. They added enterprise customers and the shortfall in existing customer traffic they warned about last week has been resolved
Strong hands will be rewarded
Posted on 10/28/20 at 6:20 pm to cgrand
I missed getting back in at 65-66. Will check back in the morning
Posted on 10/29/20 at 8:05 am to thejudge
Fastly (NYSE:FSLY) maintained at Outperform, PT Lowered to $90.00 (from $100) at Credit Suisse Group
Posted on 10/29/20 at 8:31 am to cgrand
quote:
Fastly (NYSE:FSLY) maintained at Outperform, PT Lowered to $90.00 (from $100) at Credit Suisse Group
Is this a good price to add more? Are we thinking we’ve seen the bottom?
Posted on 10/29/20 at 8:48 am to BigOrangeBri
quote:
Are we thinking we’ve seen the bottom?
That’s looking like a no lol
Posted on 10/29/20 at 8:49 am to BigOrangeBri
quote:
Is this a good price to add more? Are we thinking we’ve seen the bottom?
I am not going to speculate on the bottom, I have been wrong about that before. But I will say this, it's the perfect time to get into FSLY if you like it long term.
We got through the uncertainty around this earnings and updated guidance - with no material changes to the business structure or long term outlook.
The TikTok mess is over with, there is no need to worry about that anymore.
FSLY had a good quarter growing it's customer base. The reason TikTok mattered so much was because of it's low concentration of customers. To see FSLY have it's second best quarter of customer growth since IPO was a great sign.
Signal Services revenue will start coming in 4th Quarter.
So from a long term perspective - it looks like all the grey clouds that have caused this massive, and probably justified, drop from the $120's are in the rear view mirror. The thematics of this business going forward look just as promising as they did when the stock was trading in the $120's.
The price may drop from here in the short term, who knows - but long term it looks good and there is nothing in the visible horizon to think the stock price will take another massive drop, so I wouldn't worry about timing it perfectly if you want in, I would take the current discounted price and load up.
Posted on 10/29/20 at 8:52 am to BigOrangeBri
quote:
Is this a good price to add more?
It’s at 68 right now which is an excellent entry point IMO.
quote:
Are we thinking we’ve seen the bottom?
Couldn’t even begin to guess with how volatile things have been with both FSLY and the market itself
Posted on 10/29/20 at 9:02 am to Tigerfan56
quote:
Tigerfan56
great post
Posted on 10/29/20 at 9:04 am to cgrand
quote:
great post
Agreed
Posted on 10/29/20 at 9:30 am to BigOrangeBri
Good day to buy for sure. I scooped up some more shares at $68.2. In this one for the long haul (10+ years).
Posted on 10/29/20 at 9:36 am to cgrand
quote:
Strong hands will be rewarded
I hope so . im note really a strong hand for not selling. My other option right now is a take huge loss but i prefer the term Strong hand
Posted on 10/29/20 at 9:51 am to FLObserver
My god, it keeps going down.
Posted on 10/29/20 at 10:20 am to xxTIMMYxx
I bought it and DQ this am. I like this entrance under 70 with this stock.
Posted on 10/29/20 at 10:39 am to djrunner
Just bought a Jan 21 and Jan 22 $70 call.
Posted on 10/29/20 at 10:39 am to xxTIMMYxx
quote:
My god, it keeps going down.
Just presenting an opportunity for you to buy.
Posted on 10/29/20 at 11:12 am to skewbs
Added to my position. In for the long haul.
Perspective: Do you think this stock will retest it's highs in the next, say....2 years?
If so, it's a no doubt hold.
Perspective: Do you think this stock will retest it's highs in the next, say....2 years?
If so, it's a no doubt hold.
Posted on 10/29/20 at 1:36 pm to skewbs
Why FSLY over AKAM?
Page 68 of 98
Back to top
Follow TigerDroppings for LSU Football News