Charles Lacey Compton III Sells 34,552 Shares of Fastly (NASDAQ:FSLY) Stock

Fastly, Inc. (NASDAQ:FSLY) CEO Charles Lacey Compton III sold 34,552 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $28.60, for a total transaction of $988,187.20. Following the completion of the transaction, the chief executive officer owned 996,040 shares of the company’s stock, valued at $28,486,744. This trade represents a 3.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 Wednesday, August 19th, Charles Lacey 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 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 transaction of $371,700.00.
• 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 stock was sold at an average price of $16.96, for a total transaction of $254,874.88.

Fastly Price Performance

FSLY stock opened at $24.95 on Friday. The stock has a 50-day moving average price of $21.22 and a two-hundred day moving average price of $21.26. The stock has a market cap of $3.97 billion, a PE ratio of -47.08 and a beta of 0.34. The company has a current ratio of 3.36, a quick ratio of 3.36 and a debt-to-equity ratio of 0.33. Fastly, Inc. has a 1 year low of $7.05 and a 1 year high of $34.82.

Fastly (NASDAQ:FSLY) last released its quarterly earnings results 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. The firm had revenue of $183.32 million for the quarter, compared to the consensus estimate of $173.94 million. Fastly had a negative return on equity of 6.31% and a negative net margin of 11.80%.Fastly has set its FY 2026 guidance at 0.500-0.540 EPS and its Q3 2026 guidance at 0.110-0.130 EPS. Equities analysts forecast that Fastly, Inc. will post -0.29 EPS for the current fiscal year.

Institutional Trading of Fastly

Several institutional investors and hedge funds have recently bought and sold shares of FSLY. Amundi grew its stake 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 in the last quarter. AQR Capital Management LLC bought a new stake in shares of Fastly during the 1st quarter worth approximately $837,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Fastly by 1.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 466,042 shares of the company’s stock valued at $2,950,000 after buying an additional 6,247 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in shares of Fastly by 963.6% in the 1st quarter. Jones Financial Companies Lllp now owns 60,838 shares of the company’s stock valued at $385,000 after buying an additional 55,118 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its stake 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 buying an additional 165,937 shares in the last quarter. Institutional investors own 79.71% of the company’s stock.

Key Fastly News

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

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on FSLY shares. KeyCorp boosted their target price on Fastly from $27.00 to $30.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Royal Bank Of Canada lifted 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, August 6th. Raymond James Financial reissued an “outperform” rating and issued a $29.00 price objective on shares of Fastly in a research report on Thursday, August 6th. Evercore restated an “outperform” rating on shares of Fastly in a report on Thursday, August 6th. Finally, Citigroup raised their target price on shares of Fastly from $13.00 to $25.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $25.33.

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.