Fastly (NASDAQ:FSLY) CEO Sells 11,198 Shares

Fastly, Inc. (NASDAQ:FSLY) CEO Charles Lacey Compton III sold 11,198 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $24.69, for a total transaction of $276,478.62. Following the completion of the sale, the chief executive officer directly owned 984,842 shares in the company, valued at approximately $24,315,748.98. This trade represents a 1.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 Tuesday, August 18th, Charles Lacey Compton III sold 34,552 shares of Fastly stock. The shares were sold at an average price of $28.60, for a total transaction of $988,187.20.
• On Tuesday, August 4th, Charles Lacey Compton III sold 14,868 shares of Fastly stock. The stock was sold at an average price of $25.00, for a total transaction of $371,700.00.
• On Wednesday, June 3rd, Charles Lacey Compton III sold 9,313 shares of Fastly stock. The stock was sold at an average price of $20.79, for a total transaction of $193,617.27.
• On Friday, May 29th, Charles Lacey Compton III sold 15,028 shares of Fastly stock. The stock was sold at an average price of $16.96, for a total value of $254,874.88.

Fastly Trading Down 4.0%

Shares of NASDAQ FSLY traded down $0.95 during trading hours on Thursday, hitting $22.71. The company’s stock had a trading volume of 5,761,319 shares, compared to its average volume of 9,739,349. Fastly, Inc. has a 12 month low of $7.01 and a 12 month high of $34.82. The stock has a market cap of $3.62 billion, a price-to-earnings ratio of -42.85 and a beta of 0.34. The company has a debt-to-equity ratio of 0.33, a quick ratio of 3.36 and a current ratio of 3.36. The business has a 50-day simple moving average of $21.09 and a 200-day simple moving average of $21.23.

Fastly (NASDAQ:FSLY) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.15 EPS for the quarter, beating analysts’ consensus estimates of $0.07 by $0.08. Fastly had a negative return on equity of 6.31% and a negative net margin of 11.80%.The business had revenue of $183.32 million during the quarter, compared to analyst estimates of $173.94 million. Fastly has set its FY 2026 guidance at 0.500-0.540 EPS and its Q3 2026 guidance at 0.110-0.130 EPS. On average, analysts anticipate that Fastly, Inc. will post -0.29 earnings per share for the current fiscal year.

More Fastly News

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Fastly is highlighted as one of three mid-cap stocks benefiting from strong AI and cloud-computing momentum. The report points to expanding cloud demand, AI adoption and improving earnings estimates as potential long-term catalysts for FSLY. Buy 3 High-Flying Mid-Cap Stocks on Solid AI Cloud Computing Momentum
• Neutral Sentiment: Fastly’s CTO Artur Bergman sold 64,074 shares for approximately $1.71 million across August 18–19, while retaining nearly 1.97 million shares. Both transactions were conducted under a pre-arranged Rule 10b5-1 trading plan, which may reduce their significance as a discretionary signal. CTO SEC Form 4 Filing
• Neutral Sentiment: CEO Charles Lacey Compton III sold 45,750 shares for roughly $1.26 million over the same two days, leaving him with nearly 985,000 shares. The sales also followed a pre-arranged Rule 10b5-1 plan, limiting the extent to which investors should interpret them as a change in management’s outlook. CEO SEC Form 4 Filing
• Negative Sentiment: CFO Richard Wong sold 148,015 shares for approximately $4.23 million, reducing his direct ownership by nearly 12%. Another insider, Scott R. Lovett, sold 14,936 shares for about $427,000. The combined sales—along with those by the CEO and CTO—total approximately $7.84 million and could weigh on sentiment because several senior executives sold shares within a short period. CFO SEC Form 4 Filing Insider SEC Form 4 Filing
• Negative Sentiment: A valuation-focused analysis said Fastly’s shares had fallen sharply and that GF Value still viewed the stock as overvalued. That assessment may reinforce selling pressure, particularly after the stock’s substantial rise from its 52-week low. Fastly Shares Fall; GF Value Says Still Overvalued

Analyst Ratings Changes

FSLY has been the subject of a number of research analyst reports. KeyCorp raised their price target on Fastly from $27.00 to $30.00 and gave the stock an “overweight” rating in a research note on Thursday, August 6th. Freedom Capital raised shares of Fastly to a “strong-buy” rating in a research report on Thursday, July 16th. Citigroup upped their price objective on shares of Fastly from $13.00 to $25.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Canaccord Genuity Group initiated coverage on shares of Fastly in a research report on Friday, July 17th. They issued a “buy” rating and a $27.00 target price for the company. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Fastly in a research note on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $25.33.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. EverSource Wealth Advisors LLC lifted its stake in shares of Fastly by 39.8% in the 1st quarter. EverSource Wealth Advisors LLC now owns 2,204 shares of the company’s stock valued at $64,000 after purchasing an additional 627 shares during the period. PNC Financial Services Group Inc. grew its stake in Fastly by 84.6% in the first quarter. PNC Financial Services Group Inc. now owns 1,381 shares of the company’s stock worth $40,000 after purchasing an additional 633 shares during the period. Kestra Advisory Services LLC grew its stake in Fastly by 8.4% in the fourth quarter. Kestra Advisory Services LLC now owns 11,970 shares of the company’s stock worth $122,000 after purchasing an additional 930 shares during the period. Parallax Volatility Advisers L.P. raised its holdings in Fastly by 13.8% in the third quarter. Parallax Volatility Advisers L.P. now owns 12,095 shares of the company’s stock worth $103,000 after purchasing an additional 1,465 shares in the last quarter. Finally, Sound Income Strategies LLC bought a new position in Fastly in the first quarter worth $44,000. Institutional investors own 79.71% of the company’s stock.

Fastly Company Profile

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.