Fastly (NASDAQ:FSLY) CEO Sells $1,256,272.56 in Stock

Fastly, Inc. (NASDAQ:FSLY) CEO Charles Compton, III sold 50,392 shares of the company’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $24.93, for a total value of $1,256,272.56. Following the completion of the transaction, the chief executive officer directly owned 851,949 shares in the company, valued at approximately $21,239,088.57. The trade was a 5.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 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, September 8th, Charles Compton, III sold 2,436 shares of Fastly stock. The stock was sold at an average price of $21.23, for a total transaction of $51,716.28.
• On Wednesday, September 2nd, Charles Compton, III sold 9,458 shares of Fastly stock. The shares were 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 stock was sold at an average price of $24.69, for a total transaction of $276,478.62.
• On Tuesday, August 18th, Charles 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 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.

Fastly Stock Down 2.9%

NASDAQ:FSLY opened at $23.86 on Friday. The company has a market capitalization of $3.80 billion, a price-to-earnings ratio of -45.02 and a beta of 0.36. Fastly, Inc. has a one year low of $7.74 and a one year high of $34.82. The stock has a 50-day simple moving average of $23.10 and a 200 day simple moving average of $22.44. The company has a debt-to-equity ratio of 0.33, a quick ratio of 3.36 and a current ratio of 3.36.

Fastly (NASDAQ:FSLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.15 earnings per share (EPS) for the quarter, beating the consensus estimate 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 firm had revenue of $183.32 million for the quarter, compared to analysts’ expectations 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. Sell-side analysts predict that Fastly, Inc. will post -0.29 EPS for the current fiscal year.

Institutional Investors Weigh In On Fastly

A number of hedge funds have recently added to or reduced their stakes in FSLY. First Trust Advisors LP increased its stake in shares of Fastly by 100.5% in the first quarter. First Trust Advisors LP now owns 7,031,952 shares of the company’s stock valued at $204,349,000 after purchasing an additional 3,524,763 shares during the period. Bank of America Corp DE boosted its position in shares of Fastly by 120.0% during the first quarter. Bank of America Corp DE now owns 1,269,369 shares of the company’s stock worth $36,888,000 after buying an additional 692,459 shares during the period. Wellington Management Group LLP acquired a new position in shares of Fastly during the second quarter worth approximately $8,696,000. SG Americas Securities LLC grew its holdings in Fastly by 90.7% in the 1st quarter. SG Americas Securities LLC now owns 685,415 shares of the company’s stock worth $19,918,000 after buying an additional 326,087 shares in the last quarter. Finally, Castleark Management LLC bought a new position in Fastly in the 1st quarter worth approximately $5,164,000. 79.71% of the stock is currently owned by institutional investors.

More Fastly News

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Fastly’s latest quarterly results exceeded expectations, with adjusted earnings of $0.15 per share versus the $0.07 consensus and revenue of $183.32 million versus estimates of $173.94 million. Management’s fiscal 2026 EPS guidance of $0.50–$0.54 also supports the turnaround narrative. Analysts’ average price target of $25.33 remains above the recent trading level, although the consensus rating is Hold. Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround
• Positive Sentiment: Institutional ownership remains high at approximately 79.7%, while several investment firms established or expanded positions during the second quarter. This may provide some support for the stock’s edge-cloud and artificial-intelligence growth story.
• Neutral Sentiment: Fastly’s CTO Artur Bergman sold 2,500 shares for about $62,850 under a pre-arranged Rule 10b5-1 trading plan. Because the sale was scheduled in advance and represented only 0.16% of his holdings, its immediate signal may be limited. Fastly CTO Artur Bergman Sells 2,500 Shares
• Negative Sentiment: Multiple insiders sold significant amounts of stock: Scott Lovett sold 34,820 shares for approximately $830,000, while Jeffrey Ford sold 37,091 shares for about $884,000. The transactions reduced their holdings by 2.56% and 11.15%, respectively, adding selling pressure and potentially weakening investor confidence. Fastly Insider Sale Filing
• Negative Sentiment: Recent reports also highlight repeated insider sales by CTO Artur Bergman, including a combined 31,079-share sale on September 14 and additional transactions in recent weeks. Although some sales used 10b5-1 plans, the frequency and size of the transactions may pressure FSLY. Artur Bergman Sells Fastly Shares
• Negative Sentiment: Concerns about substantial stock-based compensation and continued GAAP losses remain an overhang. Investors may question the quality of Fastly’s adjusted profitability and the potential dilution to shareholders. Fastly: SBC Running Rampant As GAAP Profitability Remains Under Water

Wall Street Analyst Weigh In

Several research firms have weighed in on FSLY. Canaccord Genuity Group initiated coverage on shares of Fastly in a research note on Friday, July 17th. They set a “buy” rating and a $27.00 target price for the company. Raymond James Financial reaffirmed an “outperform” rating and issued a $29.00 price target on shares of Fastly in a report on Thursday, August 6th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Fastly in a research report on Friday, August 7th. Evercore reiterated an “outperform” rating on shares of Fastly in a research note on Thursday, August 6th. Finally, KeyCorp reissued an “overweight” rating and issued a $30.00 target price on shares of Fastly in a report on Friday. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $25.33.

Fastly Company Profile

Fastly, Inc is a cloud computing company that provides an edge cloud platform for delivering, securing and accelerating digital experiences. Its platform processes and serves applications, websites, APIs, streaming media and other internet content closer to end users, helping organizations improve performance, reliability and control.

Fastly’s product portfolio includes content delivery and application performance services, application programming interface (API) security, web application and bot protection, distributed denial-of-service (DDoS) mitigation, and edge compute capabilities.