Charles Lacey Compton III Sells 55,579 Shares of Fastly (NASDAQ:FSLY) Stock

Fastly, Inc. (NASDAQ:FSLY) CEO Charles Compton, III sold 55,579 shares of Fastly stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $21.39, for a total value of $1,188,834.81. Following the transaction, the chief executive officer owned 914,235 shares of the company’s stock, valued at $19,555,486.65. The trade was a 5.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed 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 Monday, August 31st, Charles Compton, III sold 15,028 shares of Fastly stock. The stock was sold at an average price of $23.00, for a total value of $345,644.00.
• On Wednesday, August 19th, Charles Compton, III sold 11,198 shares of Fastly stock. The shares were sold at an average price of $24.69, for a total value of $276,478.62.
• On Tuesday, August 18th, Charles Compton, III sold 34,552 shares of Fastly stock. The stock was sold at an average price of $28.60, for a total value 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 Stock Performance

Shares of FSLY stock opened at $21.12 on Friday. Fastly, Inc. has a one year low of $7.05 and a one year high of $34.82. The company’s 50-day moving average is $22.15 and its 200 day moving average is $22.09. The company has a market capitalization of $3.36 billion, a price-to-earnings ratio of -39.85 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 (NASDAQ:FSLY) last issued its earnings results on Wednesday, August 5th. The company reported $0.15 earnings per share (EPS) for the quarter, topping the consensus estimate 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. Sell-side analysts expect that Fastly, Inc. will post -0.29 EPS for the current fiscal year.

Key Headlines Impacting Fastly

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Fastly’s record second-quarter results support the view that its edge-cloud platform may be reaching an inflection point. Revenue of $183.3 million exceeded expectations of $173.9 million, while adjusted EPS of $0.15 more than doubled the $0.07 consensus estimate. The company also maintained fiscal 2026 EPS guidance of $0.50-$0.54 and third-quarter guidance of $0.11-$0.13. Fastly: Record Q2 Confirms The Platform Inflection
• Neutral Sentiment: Fastly was included on a list of stocks with short-squeeze potential. Elevated short interest could amplify a rally if bullish momentum returns, but this is a speculative trading factor rather than a change in the company’s fundamentals. 15 Stocks to Watch With Short Squeeze Potential
• Neutral Sentiment: Analyst views remain mixed. Recent price targets generally range from $25 to $28, above recent trading levels, but the consensus rating remains “Hold,” limiting the strength of the bullish signal.
• Negative Sentiment: Fastly insiders reported roughly 99,456 shares of sales worth approximately $2.2 million. The transactions included sales by CEO Charles Lacey Compton III, CTO Artur Bergman, director Christopher Paisley and insider Scott R. Lovett. Most sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as a discretionary bearish signal, though the concentration of selling may still pressure the stock. Fastly Insider Buying and Selling Alert

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. PNC Financial Services Group Inc. grew its position in Fastly by 84.6% in the 1st quarter. PNC Financial Services Group Inc. now owns 1,381 shares of the company’s stock worth $40,000 after purchasing an additional 633 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in shares of Fastly during the 4th quarter valued at $41,000. Align Financial LLC bought a new position in shares of Fastly during the 4th quarter valued at $41,000. Sound Income Strategies LLC purchased a new position in shares of Fastly in the 1st quarter worth $44,000. Finally, Quarry LP purchased a new position in shares of Fastly in the 3rd quarter worth $49,000. Institutional investors own 79.71% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on FSLY. Royal Bank Of Canada upped their price objective on Fastly from $22.00 to $28.00 and gave the company a “sector perform” rating in a research report on Thursday, August 6th. Evercore reissued an “outperform” rating on shares of Fastly in a report on Thursday, August 6th. Piper Sandler boosted their price target on Fastly from $27.00 to $28.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. Raymond James Financial reaffirmed an “outperform” rating and set a $29.00 price target on shares of Fastly in a report on Thursday, August 6th. Finally, KeyCorp increased their price objective on Fastly from $27.00 to $30.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Fastly currently has an average rating of “Hold” and a consensus target price 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.