FSLY

Fastly, Inc.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0001517413
$18.55 -1.75% $2.9B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)28 New Institutional Positions9 Institutional Exits
Vol
Market Cap$2.9B
Cap SizeMid Cap
Analyst ConsensusBuy (53%)
Inst. Holders50 funds
Inst. Value$3.1B
Inst. Activity28 buys / 9 sells
Insider Activity0B / 34S
Insider Net $-$14.9M
Reddit Sentiment56° Neutral
SEC Reports14
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0001517413·Prev Close $18.88

Recent Activity

Jun 9, 2026 SEC
Fastly appointed Jeffrey Ford as principal accounting officer, relieving CFO Richard Wong of that dual role. The company
8-K — Impact 2/10
Jun 5, 2026 SEC
Fastly insiders, including the CEO and President of Go to Market, sold a total of $442K in open-market sales over a 7-da
CLUSTER — Impact 3/10
Jun 5, 2026 SEC
Four Fastly insiders, including the CEO and CTO, sold a total of $710K in open-market sales on May 29, 2026, at $16.96 p
CLUSTER — Impact 3/10
Jun 3, 2026 Insider
Hornik David was granted 9,601 shares
Director
Jun 3, 2026 Insider
PAISLEY CHRISTOPHER B was granted 9,601 shares
Director
Jun 3, 2026 Insider
Smith Vanessa C. was granted 9,601 shares
Director
Inst.
FMR LLC — DOUBLED
8,636,789 shares ($251.0M)
Inst.
FIRST TRUST ADVISORS LP — DOUBLED
7,031,952 shares ($204.3M)

Price Targets

$24.11 +30.0% upside Strong Buy
Current $18.55 Low $18.00 Median $24.00 High $32.00 9 analysts
$18.00 $32.00

Analyst Ratings

Hold53% buy · 17 analysts
3Strong Buy
6Buy
7Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Citigroup MAINTAIN Neutral → Neutral
May 7, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
May 7, 2026 Keybanc MAINTAIN Overweight → Overweight
May 7, 2026 Piper Sandler MAINTAIN Neutral → Neutral
Apr 14, 2026 Evercore ISI Group INITIATE Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.07 ▲ +50.0% $0.05 — $0.08 323% YoY 11
Next Q $0.05 ▲ +9.9% $0.04 — $0.07 -21% YoY 11
Current FY $0.32 $0.30 — $0.37 150% YoY 11
Next FY $0.39 $0.33 — $0.47 21% YoY 11

Top Institutional Holders

FundValueMove
BlackRock, Inc.$361.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$320.2M
FMR LLC$251.0MDOUBLED
Legal & General Group$234.2M
FIRST TRUST ADVISORS LP$204.3MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Hornik DavidA$0.00
Jun 3, 2026PAISLEY CHRISTOPHERA$0.00
Jun 3, 2026Smith VanessaA$0.00
Jun 3, 2026Meyers CharlesA$0.00
Jun 3, 2026Daniels RichardA$0.00

Reddit Sentiment

56°
Neutral
Bearish Neutral Bullish
5 mentions 1 bullish 0 bearish
50 institutional holders with $3.1B total value (108,497,885 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 28 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.12,438,640$361.5M11.5%
2VANGUARD PORTFOLIO MANAGEMENT LLC11,017,485$320.2M10.2%
3FMR LLC8,636,789$251.0M8.0%DOUBLED +711.8%
4Legal & General Group Plc8,059,757$234.2M7.4%
5FIRST TRUST ADVISORS LP7,031,952$204.3M6.5%DOUBLED +100.5%
6VANGUARD CAPITAL MANAGEMENT LLC5,997,103$174.3M5.5%
7TWO SIGMA INVESTMENTS, LP5,614,247$163.2M5.2%DOUBLED +123.7%
8VOYA INVESTMENT MANAGEMENT LLC3,930,328$114.2M3.6%DOUBLED +285.6%
9Capital World Investors3,754,537$109.1M3.5%NEW
10STATE STREET CORP3,254,929$94.6M3.0%
11Point72 Asset Management, L.P.3,150,321$91.5M2.9%DOUBLED +204.3%
12DIMENSIONAL FUND ADVISORS LP2,741,549$79.6M2.5%TRIM -34.0%
13D. E. Shaw & Co., Inc.2,624,057$76.3M2.4%ADD +48.3%
14CITADEL ADVISORS LLC2,480,200$72.1M2.3%
15FULLER & THALER ASSET MANAGEMENT, INC.2,160,547$62.8M2.0%DOUBLED +4908.0%
16SUSQUEHANNA INTERNATIONAL GROUP, LLP2,099,500$61.0M1.9%
17NORDEA INVESTMENT MANAGEMENT AB2,058,580$56.0M1.8%NEW
18Nuveen, LLC1,863,145$54.1M1.7%
19SUSQUEHANNA INTERNATIONAL GROUP, LLP1,597,100$46.4M1.5%
20MORGAN STANLEY1,459,497$42.4M1.3%NEAR_EXIT -82.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED1,063,9048,636,789+711.8%$251.0M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED3,507,1897,031,952+100.5%$204.3M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED1,019,3713,930,328+285.6%$114.2M2026-Q1
Capital World InvestorsNEW3,754,537$109.1M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.DOUBLED43,1422,160,547+4908.0%$62.8M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABNEW2,058,580$56.0M2026-Q1
MORGAN STANLEYNEAR_EXIT8,339,2341,459,497-82.5%$42.4M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD1,016,7021,393,646+37.1%$40.5M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED476,9101,269,369+166.2%$36.9M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED317,3031,036,479+226.7%$30.1M2026-Q1
Invesco Ltd.DOUBLED408,148891,262+118.4%$25.9M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCTRIM1,384,967838,328-39.5%$24.4M2026-Q1
DEUTSCHE BANK AG\DOUBLED135,628514,786+279.6%$15.0M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED12,570292,861+2229.8%$8.5M2026-Q1
PRUDENTIAL FINANCIAL INCNEAR_EXIT1,896,396273,770-85.6%$8.0M2026-Q1
Gotham Asset Management, LLCDOUBLED62,335175,679+181.8%$5.1M2026-Q1
Mirae Asset Global Investments Co., Ltd.DOUBLED16,668110,508+563.0%$3.2M2026-Q1
SEI INVESTMENTS COADD67,627109,311+61.6%$3.2M2026-Q1
FRANKLIN RESOURCES INCDOUBLED22,507102,033+353.3%$3.0M2026-Q1
Russell Investments Group, Ltd.TRIM183,56988,541-51.8%$2.6M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD64,55480,763+25.1%$2.3M2026-Q1
JANUS HENDERSON GROUP PLCADD53,15067,050+26.2%$1.9M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM88,40036,000-59.3%$1.0M2026-Q1
STRS OHIOADD24,60034,700+41.1%$1.0M2026-Q1
CWM, LLCADD15,66222,857+45.9%$664.2K2026-Q1
11 unique insiders with 50 transactions. Net insider value: -$14.9M ($0.00 bought, $14.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Hornik DavidDirectorAWARD9,601
Jun 3, 2026PAISLEY CHRISTOPHER BDirectorAWARD9,601
Jun 3, 2026Smith Vanessa C.DirectorAWARD9,601
Jun 3, 2026Meyers Charles JDirectorAWARD9,601
Jun 3, 2026Daniels Richard DevonDirectorAWARD9,601
Jun 3, 2026Bergman ArturChief Technology OfficerSELL1,100$19.84$21.8K
Jun 3, 2026ALVAREZ AIDADirectorAWARD9,601
Jun 3, 2026Loop PaulaDirectorAWARD9,601
Jun 3, 2026Compton Charles Lacey IIICEOSELL3,482$20.17$70.2K
May 29, 2026Lovett Scott R.President, Go to MarketSELL19,622$16.96$332.8K
May 29, 2026Compton Charles Lacey IIICEOSELL15,028$16.96$254.9K
May 29, 2026Bergman ArturChief Technology OfficerSELL6,225$16.96$105.6K
May 29, 2026PAISLEY CHRISTOPHER BDirectorSELL1,000$16.96$17.0K
May 28, 2026Bergman ArturChief Technology OfficerSELL1,077$17.02$18.3K
May 27, 2026Bergman ArturChief Technology OfficerSELL852$17.50$14.9K
May 21, 2026WONG RICHARDCFOSELL2,500$16.48$41.2K
May 20, 2026WONG RICHARDCFOAWARD2,500$9.27$23.2K
May 19, 2026Bergman ArturChief Technology OfficerSELL31,848$16.41$522.6K
May 19, 2026Compton Charles Lacey IIICEOSELL11,275$16.48$185.8K
May 19, 2026WONG RICHARDCFOSELL6,315$16.35$103.3K
May 18, 2026Bergman ArturChief Technology OfficerSELL32,181$16.85$542.2K
May 18, 2026Lovett Scott R.President, Go to MarketSELL14,843$16.85$250.1K
May 18, 2026Compton Charles Lacey IIICEOSELL34,334$16.85$578.5K
May 18, 2026WONG RICHARDCFOSELL3,592$16.85$60.5K
Apr 17, 2026Compton Charles Lacey IIICEOSELL6,659$24.52$163.3K
Apr 16, 2026Compton Charles Lacey IIICEOSELL11,042$25.00$276.1K
Mar 18, 2026Lovett Scott R.President, Go to MarketSELL6,409$24.86$159.3K
Mar 17, 2026Lovett Scott R.President, Go to MarketSELL34,953$22.28$778.8K
Mar 11, 2026Compton Charles Lacey IIICEOSELL49,350$25.00$1.2M
Mar 10, 2026Bergman ArturChief Technology OfficerSELL265,000$22.79$6.0M
Mar 9, 2026Bergman ArturChief Technology OfficerSELL6,956$20.16$140.2K
Mar 6, 2026Daniels Richard DevonDirectorSELL14,976$20.89$312.8K
Mar 6, 2026WONG RICHARDCFOSELL5,494$21.08$115.8K
Mar 5, 2026Bergman ArturChief Technology OfficerSELL24,481$20.54$502.8K
Mar 5, 2026Compton Charles Lacey IIICEOSELL29,294$20.55$602.0K
Mar 4, 2026Bergman ArturChief Technology OfficerAWARD157,438
Mar 4, 2026Lovett Scott R.President, Go to MarketAWARD135,869
Mar 4, 2026WONG RICHARDCFOAWARD118,885
Mar 4, 2026Compton Charles Lacey IIICEOSELL12,357$20.33$251.2K
Mar 3, 2026Bergman ArturChief Technology OfficerGIFT50,481
Mar 3, 2026WONG RICHARDCFOSELL3,748$20.30$76.1K
Mar 3, 2026Compton Charles Lacey IIICEOSELL13,244$20.30$268.9K
Mar 3, 2026Bergman ArturChief Technology OfficerSELL5,657$20.30$114.8K
Mar 2, 2026Bergman ArturChief Technology OfficerSELL1,060$18.77$19.9K
Feb 28, 2026Compton Charles Lacey IIICEOAWARD27,226
Feb 28, 2026Bergman ArturChief Technology OfficerAWARD12,356
Feb 28, 2026Lovett Scott R.President, Go to MarketAWARD109,075
Feb 28, 2026WONG RICHARDCFOAWARD9,242
Feb 27, 2026Bergman ArturChief Technology OfficerSELL869$17.50$15.2K
Feb 23, 2026Bergman ArturChief Technology OfficerSELL40,000$17.08$683.2K
14 SEC filing reports analyzed. Sentiment: 0 bullish, 6 bearish, 1 mixed, 7 neutral. Avg impact: 4.1/10.
NEUTRAL 8-K 2/10
Fastly appointed Jeffrey Ford as principal accounting officer, relieving CFO Richard Wong of that du
Jun 9, 2026
NEUTRAL CLUSTER 3/10
Fastly insiders, including the CEO and President of Go to Market, sold a total of $442K in open-mark
Jun 5, 2026
NEUTRAL CLUSTER 3/10
Four Fastly insiders, including the CEO and CTO, sold a total of $710K in open-market sales on May 2
Jun 5, 2026
BEARISH CLUSTER 4/10
A cluster of insider sales at Fastly, Inc. (FSLY) totaling $360K was executed by the CEO and CTO on
Jun 2, 2026
NEUTRAL CLUSTER 2/10
Two Fastly insiders (CTO and CFO) sold a total of $56K in open-market sales over a week, representin
May 29, 2026
NEUTRAL 144 2/10
Director Christopher B. Paisley filed a Form 144 indicating intent to sell 1,000 Class A shares of F
May 29, 2026
NEUTRAL CLUSTER 2/10
Fastly insiders (CEO, CFO, CTO, President) sold ~$1.06M of stock over a week, representing 0.04% of
May 22, 2026
NEUTRAL DEFA14A 2/10
Fastly, Inc. filed a definitive proxy statement for its annual shareholder meeting, detailing board
Apr 22, 2026
BEARISH CLUSTER 6/10
Fastly's President of Go to Market, Scott R. Lovett, sold a total of 41,362 shares in two open-marke
Mar 19, 2026
BEARISH CLUSTER 6/10
Fastly CEO Charles Lacey sold nearly $1.23M worth of shares in a single open-market transaction. Thi
Mar 13, 2026
BEARISH CLUSTER 7/10
Fastly's CEO, CFO, and CTO collectively sold over $1.78 million in shares over the past week, with t
Mar 9, 2026
BEARISH CLUSTER 6/10
Multiple Fastly executives, including the CEO, CFO, and CTO, conducted open-market share sales total
Mar 5, 2026
MIXED 8-K 6/10
Fastly, Inc. dismissed Deloitte & Touche LLP as its independent auditor and appointed KPMG LLP effec
Mar 5, 2026
BEARISH CLUSTER 6/10
Multiple C-suite executives at Fastly, including the CEO, CFO, and CTO, conducted open-market share
Mar 4, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (53% buy). Based on 17 analysts: 3 strong buy, 6 buy, 7 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$24.11 mean target +30.0% upside Strong Buy (2.45)
$18.00 Low $32.00 High
MetricValue
Current Price$18.55
Target Low$18.00
Target Mean$24.11
Target Median$24.00
Target High$32.00
# Analysts9
RecommendationStrong Buy (2.45)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.07 $0.05 $0.08 322.9% +50.0% 5↑ 0↓ $0.2B 17.0% 11
Next Q
2026-09-30
$0.05 $0.04 $0.07 -21.5% +9.9% 3↑ 3↓ $0.2B 13.7% 11
Current FY
2026-12-31
$0.32 $0.30 $0.37 149.9% +0.0% 8↑ 0↓ $0.7B 15.2% 11
Next FY
2027-12-31
$0.39 $0.33 $0.47 21.5% +0.0% 5↑ 1↓ $0.8B 11.4% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.067
7d ago$0.067
30d ago$0.045+0.022
60d ago$0.047+0.020
90d ago$0.047+0.020
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Citigroup MAINTAIN Neutral Neutral
May 7, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 7, 2026 Keybanc MAINTAIN Overweight Overweight
May 7, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 14, 2026 Evercore ISI Group INITIATE Outperform
Apr 7, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 2, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 13, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 12, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 12, 2026 Piper Sandler REITERATE Neutral Neutral
Feb 9, 2026 DA Davidson MAINTAIN Neutral Neutral
Jan 16, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 5, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Dec 15, 2025 Keybanc UPGRADE Sector Weight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263671053%
May 1, 20263581047%
Apr 1, 20263571050%
Mar 1, 20263571050%
Feb 1, 20262581044%
Jan 1, 20260110227%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

56°
Neutral
Bearish Neutral Bullish
5 mentions 1 bullish 0 bearish 5 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 20, 2026144° Neutral001
Apr 20, 2026144° Neutral001
Mar 8, 2026144° Neutral001
Mar 8, 2026144° Neutral001
Feb 18, 2026160° Warm101

Recent Reddit Threads

r/pennystocks Bearish 24d 21h ago
19 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 1mo ago
13 MAY 2026 , WHAT ARE THE BIGGEST LOSERS TODAY AND WHY ?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
ZS is getting the FSLY treatment and nobody's paying attention
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 3mo ago
NFLX SHORTS
▲ 1 💬 1 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: FSLY — 55.2% short (1.1M / 1.9M)
Short: 1,066,623 | Exempt: 3,120 | TRF Vol: 1,932,153 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: FSLY — 56.0% short (1.3M / 2.3M)
Short: 1,289,240 | Exempt: 19,657 | TRF Vol: 2,302,944 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: FSLY — 29,027 shares ($0.6M) failed to deliver
Settlement: 20260508, Price: $19.50, FTD Value: $566,026.5, FASTLY INC CL A
May 7, 2026
short_volume
Short Volume: FSLY — 57.2% short (12.3M / 21.5M)
Short: 12,302,260 | Exempt: 1,121,184 | TRF Vol: 21,494,155 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: FSLY — 60.5% short (3.1M / 5.1M)
Short: 3,059,709 | Exempt: 4,298 | TRF Vol: 5,056,554 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
FSLY Q1 2026 Earnings After Market Close — 2026-05-06
Apr 10, 2026
short_interest
FTD: FSLY — 18,428 shares ($0.5M) failed to deliver
Settlement: 20260410, Price: $29.46, FTD Value: $542,888.88, FASTLY INC CL A
Mar 25, 2026
short_volume
Short Volume: FSLY — 60.9% short (3.9M / 6.3M)
Short: 3,855,210 | Exempt: 419 | TRF Vol: 6,331,087 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Mar 24, 2026
short_interest
FTD: FSLY — 48,189 shares ($1.4M) failed to deliver
Settlement: 20260324, Price: $28.75, FTD Value: $1,385,433.75, FASTLY INC CL A
Mar 23, 2026
short_interest
FTD: FSLY — 167,525 shares ($4.2M) failed to deliver
Settlement: 20260323, Price: $25.20, FTD Value: $4,221,630, FASTLY INC CL A
Mar 20, 2026
short_interest
FTD: FSLY — 51,871 shares ($1.4M) failed to deliver
Settlement: 20260320, Price: $26.45, FTD Value: $1,371,987.95, FASTLY INC CL A
Mar 19, 2026
short_interest
FTD: FSLY — 51,269 shares ($1.4M) failed to deliver
Settlement: 20260319, Price: $26.88, FTD Value: $1,378,110.72, FASTLY INC CL A
Mar 16, 2026
short_interest
FTD: FSLY — 33,896 shares ($0.8M) failed to deliver
Settlement: 20260316, Price: $24.58, FTD Value: $833,163.68, FASTLY INC CL A
Mar 12, 2026
short_interest
FTD: FSLY — 165,074 shares ($4.0M) failed to deliver
Settlement: 20260312, Price: $24.05, FTD Value: $3,970,029.7, FASTLY INC CL A