Insider Selling: 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 business’s stock in a transaction on 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 of the company’s stock, valued at $24,315,748.98. This represents a 1.12% decrease in their position. The transaction 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 value of $988,187.20.
• On Tuesday, August 4th, Charles Lacey Compton III sold 14,868 shares of Fastly stock. The shares were 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 value of $254,874.88.

Fastly Price Performance

Shares of NASDAQ:FSLY opened at $24.95 on Friday. 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 firm has a market cap of $3.97 billion, a price-to-earnings ratio of -47.08 and a beta of 0.34. The business has a 50-day simple moving average of $21.22 and a two-hundred day simple moving average of $21.26. Fastly, Inc. has a fifty-two week low of $7.05 and a fifty-two week high of $34.82.

Fastly (NASDAQ:FSLY) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.07 by $0.08. Fastly had a negative net margin of 11.80% and a negative return on equity of 6.31%. The firm had revenue of $183.32 million for the quarter, compared to the consensus estimate 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 expect that Fastly, Inc. will post -0.29 earnings per share for the current year.

Key Headlines Impacting Fastly

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Fastly’s latest quarterly results were stronger than expected. The company reported $0.15 in EPS versus the $0.07 consensus estimate and revenue of $183.32 million versus expectations of $173.94 million. Management also provided fiscal 2026 EPS guidance of $0.50 to $0.54, supporting the investment case for an improving edge-cloud business. Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround
• Neutral Sentiment: CEO Charles Lacey Compton III sold 11,198 shares for approximately $276,000 on August 19, following an earlier sale of 34,552 shares. CTO Artur Bergman also sold 64,074 shares for about $1.71 million across August 18–19. These trades were made under pre-arranged Rule 10b5-1 plans, making them less reliable as signals of management’s current outlook. Fastly Insider Selling Alert
• Negative Sentiment: Fastly’s CFO Richard Wong sold 148,015 shares worth approximately $4.23 million, reducing his direct ownership by nearly 12%. Insider Scott R. Lovett sold an additional 14,936 shares for about $427,000. The concentration of sales by senior executives—roughly $7.8 million in reported transactions—could weigh on investor confidence despite the 10b5-1 plans. Fastly CFO SEC Filing
• Negative Sentiment: Shares recently fell after a report that Anthropic’s expected IPO could rival or exceed SpaceX’s record debut. The news renewed concerns that large AI companies could capture technology spending and investor attention, increasing competitive pressure on software and edge-cloud providers such as Fastly. Why Fastly Shares Are Falling Today

Analyst Ratings Changes

FSLY has been the subject of a number of research analyst reports. KeyCorp lifted their target price on shares of Fastly from $27.00 to $30.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. 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. Royal Bank Of Canada raised their price target on Fastly from $22.00 to $28.00 and gave the stock a “sector perform” rating in a research note on Thursday, August 6th. Citigroup lifted their price objective on Fastly from $13.00 to $25.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Finally, Evercore reiterated an “outperform” rating on shares of Fastly in a research report on Thursday, August 6th. One investment 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 given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $25.33.

Institutional Trading of Fastly

Several large investors have recently added to or reduced their stakes in FSLY. PNC Financial Services Group Inc. increased its holdings in Fastly by 84.6% during the first quarter. PNC Financial Services Group Inc. now owns 1,381 shares of the company’s stock valued at $40,000 after buying an additional 633 shares during the last quarter. Sound Income Strategies LLC purchased a new position in shares of Fastly during the 1st quarter worth $44,000. EverSource Wealth Advisors LLC grew its position in shares of Fastly by 39.8% during the 1st quarter. EverSource Wealth Advisors LLC now owns 2,204 shares of the company’s stock valued at $64,000 after acquiring an additional 627 shares during the period. C M Bidwell & Associates Ltd. bought a new stake in shares of Fastly during the 2nd quarter valued at $72,000. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in shares of Fastly in the 4th quarter worth $41,000. 79.71% of the stock is currently owned by institutional investors.

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.