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Fastly, Inc. Stock: price and insider trades · United States
Fastly, Inc.: what insiders have been doing
Headquartered in San Francisco, United States, Fastly, Inc. belongs to the Technology sector and traces its origins to 2011. Filings by its managers are published through SEC (Form 4). The last twelve months, up to 18 October 2026, brought 163 filings signed by 19 insiders.
All open-market trades in the period are sales: 119 sales worth €42.6M, by 7 insiders, with no purchase on record. The totals do not cover 2 filings with an undisclosed amount. At €6.9M, the sale published on 25 September 2026 by Bergman Artur is the largest of the period (0.17% of market cap).
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. The legal deadline for a Form 4 is two business days after the transaction. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Compared with its exchange (5,810 companies, median 19 filings), a count of 163 filings is above the norm. Our records for Fastly, Inc. go back to 2021, with 2 purchases and 345 sales on the open market in total. The 10-K for the year ended 31 December 2025 shows 624.0 m USD of revenue and -121.7 m USD of net income.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
503
Thresholds
n/a
Buy Volume
€1M
2 ops. · all time
Sell Volume
€95M
345 ops. · all time
Who traded when
BuySaleArtur Bergman95 sales
Compton Charles Lacey III31 sales
Scott R. Lovett17 sales
Kisling Ronald W15 sales
Nightingale Todd8 sales
Wong Richard6 sales
+3 other insiders
Since the insiders bought
- +15.5%Entry US$13.20 · Close at T+365 US$15.24
- -78.3%Entry US$46.35 · Close at T+365 US$10.04
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Fastly, Inc. Buy (bullish), based on 11 analysts. Average price target: US$28.55.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 18,068 of 24,148 companies
34.8
score / 100
Value35
Quality35
FCF yld1.3%
Earn yld-3.4%
EV/EBITDA·
ROE-8.4%
Gross mgn57%
Net mgn-19%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$25.00
Analyst consensus
11 analystsBuy
US$22.00Target US$28.55(+14%)US$37.00
Income statement
RevenueUS$624M
Gross profitUS$356.2M57% margin
EBITDA-US$28.6M-5% margin
Net income-US$121.7M-11.8% margin
Valuation
PER (forward)38.9x
P/Book4.0x
Beta0.31
Balance sheet & cash
Market capUS$4B
Total debtUS$430.2M
Free Cash FlowUS$48.1M
Debt / Equity40%
Profitability & ownership
ROE-8.4%
ROA-3.5%
% insiders4.5%
% institutions95.5%
Last declaration on 14 October 2026
Declarations503 total
3,002 shares@ US$30.070.0021% mcap0.1% of flowClass A Common StockSEC:0001517413-26-000304:0
30,739 shares@ US$26.620.019% mcap1.3% of flowClass A Common StockSEC:0001517413-26-000304:1
5,500 shares@ US$27.640.0036% mcap0.2% of flowClass A Common StockSEC:0001517413-26-000304:2
800 shares@ US$28.450.0005% mcap0.0% of flowClass A Common StockSEC:0001517413-26-000304:3
11,344 shares@ US$25.290.0068% mcap9.9% of flowCOMMONSEC144:0001517413-26-000302
32,878 shares@ US$24.750.020% mcap1.3% of flowClass A Common StockSEC:0001517413-26-000300:0
200 shares@ US$25.2250.0001% mcap0.0% of flowClass A Common StockSEC:0001517413-26-000300:1
3,961 shares@ US$25.260.0025% mcap0.2% of flowClass A Common StockSEC:0001517413-26-000300:2
111,116 shares@ US$24.960.070% mcap23.2% of flowCommonSEC144:0001950047-26-009848
7,600 shares@ US$28.040.0045% mcap0.4% of flowClass A Common StockSEC:0001517413-26-000298:0
24,300 shares@ US$29.170.015% mcap1.2% of flowClass A Common StockSEC:0001517413-26-000298:1
262,185 shares@ US$30.150.17% mcap13.2% of flowClass A Common StockSEC:0001517413-26-000298:2
85,517 shares@ US$30.650.055% mcap4.4% of flowClass A Common StockSEC:0001517413-26-000298:3
353,532 shares@ US$26.080.19% mcap100.0% of flowCommonSEC144:0001950047-26-009772
2,400 shares@ US$25.320.0013% mcap0.1% of flowClass A Common StockSEC:0001517413-26-000296:0
1,100 shares@ US$26.620.0006% mcap0.0% of flowClass A Common StockSEC:0001517413-26-000296:1
45,646 shares@ US$27.510.026% mcap2.1% of flowClass A Common StockSEC:0001517413-26-000296:2
27,900 shares@ US$27.820.016% mcap1.3% of flowClass A Common StockSEC:0001517413-26-000296:3
37,494 shares@ US$24.580.019% mcap45.9% of flowClass A Common StockSEC:0001517413-26-000293:1
2,200 shares@ US$25.300.0012% mcap0.1% of flowClass A Common StockSEC:0001517413-26-000292:0
2,000 shares@ US$23.570.0010% mcap2.3% of flowClass A Common StockSEC:0001517413-26-000293:0
34,325 shares@ US$24.580.018% mcap11.9% of flowClass A Common StockSEC:0001517413-26-000294:1
5,690 shares@ US$25.380.0030% mcap2.0% of flowClass A Common StockSEC:0001517413-26-000294:2
6,338 shares@ US$25.370.0034% mcap8.0% of flowClass A Common StockSEC:0001517413-26-000293:2
1,800 shares@ US$23.560.0009% mcap0.6% of flowClass A Common StockSEC:0001517413-26-000294:0
25 of 503 declarations
About Fastly, Inc.
Fastly, Inc. is a US technology company listed on the NASDAQ in the United States under the ticker FSLY. For French, Belgian and Swiss investors, Fastly is best understood as a next-generation digital infrastructure provider focused on edge cloud services: delivering, computing, and securing content and applications as close as possible to end users. The company was founded in 2011 and is headquartered in San Francisco, California. Its platform is designed to give developers and enterprises fine-grained control over performance, security, and real-time observability across web traffic.
Fastly first built its reputation in content delivery, positioning itself as a developer-friendly alternative in the CDN market. Over time, it expanded into a broader edge cloud platform that combines content delivery, edge computing, application security, image optimization, load balancing, TLS/SSL services, and observability tools. The company’s security stack includes products intended to protect websites, apps, APIs, and users, which is increasingly important as digital businesses seek to improve performance without sacrificing protection. This combination of speed, programmability, and security is central to Fastly’s investment case.
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Competitively, Fastly operates in a demanding market alongside large CDN, cybersecurity, and cloud infrastructure players. Its differentiation lies in its programmable architecture, strong developer orientation, low-latency performance, and the integration of delivery and security at the edge. Fastly primarily targets large digital customers in media, financial services, ecommerce, and other high-traffic online businesses that need rapid content delivery, resilience, and customization at scale.
Geographically, Fastly serves customers globally and positions itself as an international platform rather than a US-only provider. Its network supports digital experiences across multiple regions, while its customer base includes enterprise clients with worldwide usage patterns. Recent company communications indicate that Fastly has been improving its commercial momentum, especially in security, and management has emphasized stronger product execution and enterprise traction. In February 2026, Fastly reported record fourth-quarter 2025 revenue, gross margin, and RPO, and management described 2025 as a period of meaningful transformation. The company also said that AI is becoming an additional tailwind for future growth.
From an equity-research perspective, the stock remains one to watch closely, especially in light of SEC Form 4 insider transaction activity. Those filings can be useful for tracking management sentiment, but they should be interpreted alongside fundamentals, execution quality, customer growth, and the competitive landscape.
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