Fastly (NASDAQ:FSLY) CEO Charles Lacey Compton III Sells 2,436 Shares

Fastly, Inc. (NASDAQ:FSLY) CEO Charles Compton, III sold 2,436 shares of the business’s stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $21.23, for a total value of $51,716.28. Following the transaction, the chief executive officer directly owned 902,341 shares in the company, valued at $19,156,699.43. This trade represents a 0.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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, September 2nd, Charles Compton, III sold 9,458 shares of Fastly stock. The stock was sold at an average price of $20.42, for a total value 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 shares were 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 Price Performance

Fastly stock opened at $22.71 on Friday. The company has a market capitalization of $3.62 billion, a PE ratio of -42.85 and a beta of 0.36. 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, Inc. has a fifty-two week low of $7.43 and a fifty-two week high of $34.82. The firm has a 50 day moving average price of $22.51 and a 200 day moving average price of $22.22.

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. Fastly had a negative return on equity of 6.31% and a negative net margin of 11.80%.The company 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. Research analysts expect that Fastly, Inc. will post -0.29 earnings per share for the current year.

Key Stories Impacting Fastly

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Fastly shares recently jumped roughly 5.5%–7% after management highlighted an accelerating growth strategy and a transition toward sustained profitability at the Citi conference. The presentation appears to have renewed investor confidence in the company’s edge-cloud opportunity and long-term earnings outlook. Fastly Shares Skyrocket, What You Need To Know
• Positive Sentiment: The latest rally follows Fastly’s stronger-than-expected quarterly results, including earnings of $0.15 per share versus the $0.07 consensus estimate and revenue of $183.3 million versus expectations of $173.9 million. Management’s fiscal 2026 profitability guidance provides additional support for the bullish narrative.
• Neutral Sentiment: Fastly’s short-interest data showed zero reported shares short and a zero-day days-to-cover ratio. Because the reported figures are unchanged at zero and include an apparent “NaN” percentage change, the data offers no meaningful evidence of short-covering or bearish positioning.
• Neutral Sentiment: Fastly’s chief technology officer Artur Bergman sold 300 shares for approximately $6,753, while retaining about 1.64 million shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan and represents only 0.02% of his holdings. SEC filing
• Negative Sentiment: CEO Charles Compton sold 2,436 shares for about $51,716, reducing his direct ownership by 0.27%. Although the transaction was also executed under a 10b5-1 plan and he retains roughly 902,000 shares, insider selling can weigh modestly on sentiment.
• Negative Sentiment: A valuation review flagged Fastly as potentially expensive: GuruFocus estimated fair value at $10.84 versus a share price around $22.73. This gap suggests the recent rally may have outpaced underlying valuation and leaves the stock vulnerable to profit-taking. Fastly valuation review

Institutional Trading of Fastly

A number of large investors have recently made changes to their positions in the company. Amundi lifted its position in shares of Fastly by 11.3% during the 1st quarter. Amundi now owns 46,624 shares of the company’s stock worth $277,000 after purchasing an additional 4,724 shares during the last quarter. AQR Capital Management LLC acquired a new position in shares of Fastly during the 1st quarter worth 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 acquiring an additional 6,247 shares during the last quarter. Jones Financial Companies Lllp lifted its stake 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 period. Finally, Goldman Sachs Group Inc. lifted its position in Fastly by 7.8% during the first quarter. Goldman Sachs Group Inc. now owns 2,302,164 shares of the company’s stock worth $14,573,000 after buying an additional 165,937 shares during the period. 79.71% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on FSLY. Weiss Ratings reissued a “sell (d-)” rating on shares of Fastly in a research report on Friday, August 7th. Evercore restated an “outperform” rating on shares of Fastly in a report on Thursday, August 6th. Royal Bank Of Canada increased their target price on shares of Fastly from $22.00 to $28.00 and gave the stock a “sector perform” rating in a report on Thursday, August 6th. Piper Sandler raised their price target on shares of Fastly from $27.00 to $28.00 and gave the company a “neutral” rating in a research report on Thursday, August 6th. Finally, 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 objective on the stock. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average 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.