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

Posted by Geri Gentry on Aug 21st, 2026

Fastly, Inc. (NASDAQ:FSLY – Get Free Report) CEO Charles Lacey Compton III sold 34,552 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $28.60, for a total value of $988,187.20. Following the completion of the sale, the chief executive officer directly owned 996,040 shares of the company’s stock, valued at $28,486,744. The trade was a 3.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 shares were 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 value of $371,700.00.
On Wednesday, June 3rd, Charles Lacey Compton III sold 9,313 shares of Fastly stock. The stock was sold at an average price of $20.79, for a total value of $193,617.27.
On Friday, May 29th, Charles Lacey Compton III sold 15,028 shares of Fastly stock. The shares were sold at an average price of $16.96, for a total transaction of $254,874.88.

Fastly Stock Performance

NASDAQ FSLY opened at $22.71 on Friday. The business’s 50 day moving average is $21.09 and its two-hundred day moving average is $21.23. Fastly, Inc. has a 12-month low of $7.01 and a 12-month high of $34.82. The stock has a market capitalization of $3.62 billion, a price-to-earnings ratio of -42.85 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 (NASDAQ:FSLY – Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $0.15 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate 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 EPS for the current year.

Key Fastly News

Here are the key news stories impacting Fastly this week:

Positive Sentiment: Fastly’s edge-cloud platform remains positioned to benefit from long-term growth in artificial intelligence and cloud-computing demand. The company recently exceeded quarterly earnings and revenue expectations, reporting $0.15 in EPS versus the $0.07 consensus estimate and $183.32 million in revenue versus expectations of $173.94 million. Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround
Neutral Sentiment: Fastly CTO Artur Bergman sold 64,074 shares for approximately $1.71 million across August 18–19, while CEO Charles Lacey Compton III sold 45,750 shares for roughly $1.26 million. Both executives’ transactions were executed under pre-arranged Rule 10b5-1 trading plans, which reduces their value as a discretionary signal about management’s outlook. CTO SEC Form 4 Filing CEO SEC Form 4 Filing
Negative Sentiment: Investor concerns about competitive pressure from AI weighed on software stocks after a report said Anthropic’s anticipated IPO could rival or exceed SpaceX’s record debut. The news appears to have intensified worries that major AI companies could capture spending and attention that might otherwise benefit infrastructure providers such as Fastly. Why Fastly Shares Are Falling Today
Negative Sentiment: CFO Richard Wong sold 148,015 shares valued at approximately $4.23 million, reducing his direct ownership by 11.94%. Another insider, Scott R. Lovett, sold 14,936 shares for about $427,000. Combined with the CEO and CTO transactions, the roughly $7.8 million of recent insider selling may weigh on sentiment, even though some sales were conducted under 10b5-1 plans. Fastly Insider Selling Alert

Hedge Funds Weigh In On Fastly

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

Analyst Ratings Changes

Several equities analysts have weighed in on FSLY shares. Canaccord Genuity Group assumed coverage on Fastly in a research report on Friday, July 17th. They set a “buy” rating and a $27.00 price target for the company. KeyCorp boosted their target price on Fastly from $27.00 to $30.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Freedom Capital upgraded Fastly to a “strong-buy” rating in a research note on Thursday, July 16th. Royal Bank Of Canada boosted their target price on shares of Fastly from $22.00 to $28.00 and gave the stock a “sector perform” rating in a research report on Thursday, August 6th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $29.00 price objective on shares of Fastly in a research note on Thursday, August 6th. One research 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’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $25.33.

Check Out Our Latest Report on Fastly

Fastly Company Profile

(Get Free Report)

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.