Fastly (NYSE:FSLY) CEO Charles Lacey Compton III Sells 14,868 Shares of Stock

Fastly, Inc. (NYSE:FSLY) CEO Charles Lacey Compton III sold 14,868 shares of Fastly stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $25.00, for a total transaction of $371,700.00. Following the completion of the sale, the chief executive officer owned 1,030,592 shares of the company’s stock, valued at $25,764,800. This trade represents a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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, June 3rd, Charles Lacey Compton III sold 9,313 shares of Fastly stock. The shares were 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 shares were sold at an average price of $16.96, for a total value of $254,874.88.
• On Tuesday, May 19th, Charles Lacey Compton III sold 11,275 shares of Fastly stock. The stock was sold at an average price of $16.48, for a total value of $185,812.00.
• On Monday, May 18th, Charles Lacey Compton III sold 34,334 shares of Fastly stock. The stock was sold at an average price of $16.85, for a total value of $578,527.90.

Fastly Stock Performance

Fastly stock traded down $3.35 during trading hours on Thursday, hitting $22.68. 12,036,219 shares of the stock traded hands, compared to its average volume of 9,928,365. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.46 and a quick ratio of 1.46. The firm’s 50 day moving average price is $19.42 and its 200-day moving average price is $19.90. The stock has a market capitalization of $3.55 billion, a price-to-earnings ratio of -23.62 and a beta of 0.34. Fastly, Inc. has a 1 year low of $6.70 and a 1 year high of $34.82.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the company. Amundi grew its holdings in shares of Fastly by 11.3% during the first quarter. Amundi now owns 46,624 shares of the company’s stock worth $277,000 after buying an additional 4,724 shares in the last quarter. AQR Capital Management LLC acquired a new stake in Fastly in the 1st quarter valued at about $837,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Fastly by 1.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 466,042 shares of the company’s stock worth $2,950,000 after purchasing an additional 6,247 shares in the last quarter. Jones Financial Companies Lllp boosted its holdings in shares of Fastly by 963.6% during the 1st 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. increased its holdings in shares of Fastly by 7.8% in the first quarter. Goldman Sachs Group Inc. now owns 2,302,164 shares of the company’s stock valued at $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.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on FSLY shares. Craig Hallum downgraded shares of Fastly from a “buy” rating to a “hold” rating and set a $24.00 price target on the stock. in a report on Tuesday, April 14th. Royal Bank Of Canada upped their price objective on shares of Fastly from $22.00 to $28.00 and gave the company a “sector perform” rating in a report on Thursday. Canaccord Genuity Group started coverage on shares of Fastly in a research note on Friday, July 17th. They issued a “buy” rating and a $27.00 price objective on the stock. Freedom Capital raised shares of Fastly to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Citigroup boosted their price objective on Fastly from $13.00 to $25.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Fastly currently has an average rating of “Hold” and an average price target of $25.33.

Fastly News Roundup

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Fastly beat quarterly expectations and raised its outlook. Second-quarter revenue reached a record $183.3 million, up 23% year over year, while non-GAAP earnings were $0.15 per share versus the $0.07 consensus estimate. Management raised its 2026 outlook, supported by stronger operating performance and record margins. Fastly Q2 Earnings Beat as Security Growth Spurs 2026 Outlook Hike
• Positive Sentiment: Security and AI-related demand remain key growth drivers. Security revenue increased 43%, and total gross margin reached a record 65.8%, indicating improving business mix and profitability. Third-quarter revenue guidance of $184 million to $190 million and EPS guidance of $0.11 to $0.13 were above analyst expectations. Fastly Q2 Earnings Call Highlights
• Positive Sentiment: Analysts increased their targets. KeyCorp raised its target from $27 to $30 and maintained an “overweight” rating, while RBC lifted its target from $22 to $28 with a “sector perform” rating. Analyst price-target updates
• Neutral Sentiment: Fastly’s partnership with Experian’s Agent Trust ecosystem could position its edge network to help authenticate AI agents, authorize transactions and apply identity-based security policies. The opportunity strengthens the AI growth narrative, although its financial contribution remains uncertain. Fastly and Experian Agent Trust partnership
• Negative Sentiment: The shares are declining despite the results, likely reflecting “sell-the-news” activity and valuation concerns. Fastly has already delivered an exceptionally large 12-month gain, leaving the stock priced for continued strong execution. A valuation analysis cautioned that the shares may be expensive, limiting room for disappointment even after the earnings beat. Fastly Stock Looks Overvalued Despite Strong Return

About Fastly

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.