Key Points
- Fastly CEO Charles Compton sold 2,436 shares at an average price of $21.23, generating approximately $51,716. The transaction occurred under a pre-arranged Rule 10b5-1 plan and reduced his ownership by 0.27%, leaving him with 902,341 shares.
- Fastly reported stronger-than-expected quarterly results, posting $0.15 in earnings per share versus the $0.07 analyst consensus and revenue of $183.32 million versus expectations of $173.94 million. However, the company remained unprofitable, with a negative net margin of 11.80%.
- Analysts maintain a consensus “Hold” rating with an average price target of $25.33, compared with shares opening at $22.71. Institutional investors own approximately 79.71% of Fastly’s stock.
Fastly, Inc. (NASDAQ:FSLY - Get Free Report) CEO Charles Compton, III sold 2,436 shares of the business's stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $21.23, for a total transaction of $51,716.28. Following the completion of the sale, the chief executive officer owned 902,341 shares of the company's stock, valued at approximately $19,156,699.43. The trade was a 0.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Charles Lacey Compton III also recently made the following trade(s):
- On Wednesday, September 2nd, Charles Compton, III sold 9,458 shares of Fastly stock. The stock was sold at an average price of $20.42, for a total transaction of $193,132.36.
- On Tuesday, September 1st, Charles Compton, III sold 55,579 shares of Fastly stock. The shares were sold at an average price of $21.39, for a total transaction of $1,188,834.81.
- On Monday, August 31st, Charles Compton, III sold 15,028 shares of Fastly stock. The stock was sold at an average price of $23.00, for a total transaction of $345,644.00.
- On Wednesday, August 19th, Charles Compton, III sold 11,198 shares of Fastly stock. The shares were sold at an average price of $24.69, for a total value of $276,478.62.
- On Tuesday, August 18th, Charles Compton, III sold 34,552 shares of Fastly stock. The stock was sold at an average price of $28.60, for a total value of $988,187.20.
- On Tuesday, August 4th, Charles Compton, III sold 14,868 shares of Fastly stock. The stock was sold at an average price of $25.00, for a total value of $371,700.00.
Fastly Price Performance
Shares of NASDAQ:FSLY opened at $22.71 on Friday. The company has a market capitalization of $3.62 billion, a price-to-earnings ratio of -42.85 and a beta of 0.36. The company has a 50 day moving average of $22.51 and a two-hundred day moving average of $22.22. Fastly, Inc. has a 52-week low of $7.43 and a 52-week high of $34.82. The company has a quick ratio of 3.36, a current ratio of 3.36 and a debt-to-equity ratio of 0.33.
Fastly (NASDAQ:FSLY - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $0.15 EPS for the quarter, topping analysts' consensus estimates of $0.07 by $0.08. The business had revenue of $183.32 million for the quarter, compared to analysts' expectations of $173.94 million. Fastly had a negative net margin of 11.80% and a negative return on equity of 6.31%. Fastly has set its FY 2026 guidance at 0.500-0.540 EPS and its Q3 2026 guidance at 0.110-0.130 EPS. As a group, analysts forecast that Fastly, Inc. will post -0.29 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several brokerages have recently weighed in on FSLY. Royal Bank Of Canada raised their target price on Fastly from $22.00 to $28.00 and gave the company a "sector perform" rating in a research note on Thursday, August 6th. Canaccord Genuity Group started coverage on Fastly in a research note on Friday, July 17th. They issued a "buy" rating and a $27.00 price target on the stock. Piper Sandler increased their price target on Fastly from $27.00 to $28.00 and gave the company a "neutral" rating in a report on Thursday, August 6th. Raymond James Financial restated an "outperform" rating and set a $29.00 price objective on shares of Fastly in a research note on Thursday, August 6th. Finally, Weiss Ratings restated a "sell (d-)" rating on shares of Fastly in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Fastly currently has an average rating of "Hold" and a consensus target price of $25.33.
Get Our Latest Analysis on Fastly
Institutional Inflows and Outflows
Several hedge funds have recently added to or reduced their stakes in FSLY. Amundi grew its holdings in Fastly by 11.3% during the 1st quarter. Amundi now owns 46,624 shares of the company's stock worth $277,000 after acquiring an additional 4,724 shares in the last quarter. AQR Capital Management LLC acquired a new stake in shares of Fastly in the 1st quarter valued at about $837,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Fastly by 1.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 466,042 shares of the company's stock valued at $2,950,000 after purchasing an additional 6,247 shares in the last quarter. Jones Financial Companies Lllp lifted its position in shares of Fastly by 963.6% during the first quarter. Jones Financial Companies Lllp now owns 60,838 shares of the company's stock worth $385,000 after purchasing an additional 55,118 shares during the last quarter. Finally, Goldman Sachs Group Inc. lifted its position in shares of Fastly by 7.8% during the first quarter. Goldman Sachs Group Inc. now owns 2,302,164 shares of the company's stock worth $14,573,000 after purchasing an additional 165,937 shares during the last quarter. 79.71% of the stock is owned by institutional investors and hedge funds.
More Fastly News
Here are the key news stories impacting Fastly this week:
- Positive Sentiment: Fastly shares recently jumped roughly 5.5%–7% after management highlighted an accelerating growth strategy and a transition toward sustained profitability at the Citi conference. The presentation appears to have renewed investor confidence in the company’s edge-cloud opportunity and long-term earnings outlook. Fastly Shares Skyrocket, What You Need To Know
- Positive Sentiment: The latest rally follows Fastly’s stronger-than-expected quarterly results, including earnings of $0.15 per share versus the $0.07 consensus estimate and revenue of $183.3 million versus expectations of $173.9 million. Management’s fiscal 2026 profitability guidance provides additional support for the bullish narrative.
- Neutral Sentiment: Fastly’s short-interest data showed zero reported shares short and a zero-day days-to-cover ratio. Because the reported figures are unchanged at zero and include an apparent “NaN” percentage change, the data offers no meaningful evidence of short-covering or bearish positioning.
- Neutral Sentiment: Fastly’s chief technology officer Artur Bergman sold 300 shares for approximately $6,753, while retaining about 1.64 million shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan and represents only 0.02% of his holdings. SEC filing
- Negative Sentiment: CEO Charles Compton sold 2,436 shares for about $51,716, reducing his direct ownership by 0.27%. Although the transaction was also executed under a 10b5-1 plan and he retains roughly 902,000 shares, insider selling can weigh modestly on sentiment.
- Negative Sentiment: A valuation review flagged Fastly as potentially expensive: GuruFocus estimated fair value at $10.84 versus a share price around $22.73. This gap suggests the recent rally may have outpaced underlying valuation and leaves the stock vulnerable to profit-taking. Fastly valuation review
About Fastly
(
Get Free Report)
Fastly, Inc operates an edge cloud platform designed to accelerate, secure and enable modern digital experiences. The company offers a suite of services including a content delivery network (CDN), edge compute, load balancing, web application firewall (WAF) and DDoS protection. Fastly’s real-time architecture allows customers to seamlessly deploy software logic at the network edge, reducing latency by bringing applications and content closer to end users.
Founded in 2011 by Artur Bergman, Fastly has evolved from a pure-play CDN provider into a comprehensive edge cloud platform.
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