Signal Sciences Fastly
-68%
est. 2Y upside i
Rank
#3822
Sector
Cybersecurity
Est. Liquidity
~0Y
Data Quality
Data: LowThe company was acquired by Fastly in 2020, so equity is now public and liquid.
Last updated: July 3, 2026
Revenue grows 10% over 2 years to $33.9M, exit multiple holds at 27.7x due to cybersecurity tailwinds and Fastly platform synergies. Implied total value $938M, common stock up 23% from entry.
Revenue flat at $28M, multiple compresses to 10x (in line with public comps). Total value $280M, common after preference recovers $218M, down 69% from entry.
Revenue flat, multiple compresses to 5x due to incumbent pressure and market saturation. Total value $140M, common after preference gets $78M, down 89%.
Preference Stack Risk
moderateFunding Intensity
8%Total preferred funding of $61.7M against $775M valuation (8% overhang).
Dilution Risk
lowCompany was profitable pre-acquisition; no further dilutive raises expected.
Secondary Liquidity
noneNo secondary market exists; equity is now public Fastly stock.
Questions to Ask at the Interview
Strategic questions based on Signal Sciences Fastly's data — designed to show you've done your homework.
- 1
“How does Fastly's strategy differentiate from Cloudflare's in the WAF market?”
- 2
“What is the current ARR and growth rate of the Signal Sciences product line within Fastly?”
- 3
“What is the vesting schedule and any lockup restrictions on equity grants?”
Community
Valuation Sentiment
Our model estimates -68% upside. What do you think?
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.