Fastly (NASDAQ:FSLY) CEO Sells $276,478.62 in Stock

Fastly, Inc. (NASDAQ:FSLY) CEO Charles Lacey Compton III sold 11,198 shares of the company’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $24.69, for a total value of $276,478.62. Following the completion of the transaction, the chief executive officer owned 984,842 shares in the company, valued at $24,315,748.98. This represents a 1.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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, 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 value 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 value 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 value 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 transaction of $254,874.88.

Fastly Price Performance

FSLY traded down $0.95 on Thursday, reaching $22.71. The company had a trading volume of 5,761,319 shares, compared to its average volume of 9,739,349. Fastly, Inc. has a 52-week low of $7.01 and a 52-week high of $34.82. The company 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, topping analysts’ consensus estimates of $0.07 by $0.08. The business had revenue of $183.32 million during 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, sell-side analysts anticipate that Fastly, Inc. will post -0.29 EPS for the current year.

Key Stories Impacting Fastly

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

Hedge Funds Weigh In On Fastly

Large investors have recently bought and sold shares of the stock. Amundi lifted its position in Fastly by 11.3% in the first quarter. Amundi now owns 46,624 shares of the company’s stock valued at $277,000 after purchasing an additional 4,724 shares during the last quarter. AQR Capital Management LLC purchased a new stake in shares of Fastly during the first quarter valued at approximately $837,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Fastly by 1.4% during the first 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 during the period. Jones Financial Companies Lllp grew its holdings in shares of Fastly by 963.6% in 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. grew 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 worth $14,573,000 after purchasing an additional 165,937 shares during the last quarter. 79.71% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on FSLY shares. Canaccord Genuity Group initiated coverage on Fastly in a research report on Friday, July 17th. They set a “buy” rating and a $27.00 price target on the stock. Freedom Capital upgraded Fastly to a “strong-buy” rating in a report on Thursday, July 16th. Citigroup increased their price objective on Fastly from $13.00 to $25.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Raymond James Financial reissued an “outperform” rating and set a $29.00 price objective on shares of Fastly in a report on Thursday, August 6th. Finally, KeyCorp boosted their target price on Fastly from $27.00 to $30.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. 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 data from MarketBeat.com, Fastly presently has a consensus rating of “Hold” and a consensus price target of $25.33.

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.