$FSLY

Bergman Artur sold $11.4M of FSLY (indirect holdings)

Bergman Artur (Chief Technology Officer) sold 379,602 indirectly-held shares of Fastly, Inc. (FSLY) at an average of $30.16 ($28.04–$30.65, $11.45M total) across 4 trades on 2026-09-23 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Bergman Artur
Published Sep 25, 2026, 8:50 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 25, 2026, 9:03 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$FSLY
Bearish
medium confidence
Mentioned
$FSLY
Relevance
6/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$FSLYBearishLow
01

Why it matters

The disclosed sale adds a negative data point for Fastly, potentially prompting short‑term traders to consider downside exposure.

02

Market read

Insider sell is a primary disclosure that may influence Fastly's stock price in the near term.

03

What to watch

Fastly's recent earnings beat and growth initiatives could offset concerns from the insider sale.

Relevance 6/10Novelty 7/10Timing: post‑market 2026‑09‑23

Background

Form 4 filing discloses insider transactions; Fastly is a mid‑cap cloud services provider.

Company-level read

Ticker impact

$FSLYBearishMedium confidence
Context

CTO Bergman Artur sold 379,602 shares for $11.4M via a 10b5‑1 plan, reducing his stake to 1,138,358 shares.

Expected impact

Modest short‑term price dip expected.

Evidence & confidence

Large insider sell by a senior officer often signals reduced confidence; the transaction size is material relative to float.

Market effects

Minimal impact on the broader CDN/edge computing sector.

Primarily U.S. market effect; no notable regional ripple.

Limited global relevance beyond Fastly investors.

Counterpoint

The sale may be routine under a pre‑arranged 10b5‑1 plan, not a bearish signal.

Key entities

  • Fastly, Inc.

    U.S. listed provider of edge cloud platform (ticker FSLY).

  • Bergman Artur

    Chief Technology Officer of Fastly.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$AKAMHighAI 9/10

Akamai's $11.6B Anthropic Deal Jolts Edge Cloud

Akamai Technologies signed an $11.6B, 7-year deal with Anthropic, potentially reaching $20B. The agreement focuses on CPU capacity for AI workloads, not GPUs. Fastly's stock rose 17% after an Oppenheimer upgrade, citing AI-driven demand for edge infrastructure. Cloudflare and Datadog also saw gains, reflecting market interest in edge cloud services for AI.

$FSLYMed

Why Fastly Stock Is Soaring Today

Fastly (FSLY) shares rose 19% on Oct. 9 after Oppenheimer upgraded its rating to 'Outperform' with a $35 price target, citing rising contract values and strong interest in AI and security tools. The stock trades at a discount to peers based on enterprise value to sales and has a low PEG ratio of 0.46.

$FSLYHigh

Fastly (FSLY) Stock Pops as Oppenheimer Upgrades to Buy, Says ‘High Growth Trajectory Is Underappreciated’

Fastly (FSLY) stock rose 16% after Oppenheimer upgraded it to Buy with a $35 price target, citing underappreciated growth potential. Analyst Param Singh expects high-teens to low-20s growth driven by security products and AI traffic. Fastly's Q3 revenue is expected to be at the high end of guidance ($184M-$190M). Wall Street has a Moderate Buy consensus rating on FSLY.

$FSLYHigh

Fastly Shares Jump as Oppenheimer Lifts Rating to Outperform on AI Momentum

Fastly Inc. (FSLY) shares rose 16% after Oppenheimer upgraded it to Outperform with a $35 price target, citing growing contract values and early AI traffic monetization. Analysts note increasing security product sales and AI-driven network traffic growth. Fastly trades at 5.2x EV/CY27 sales, below industry average. Q3 earnings are expected Nov. 4, 2026, with revenue projected at $187.7M, up 18% YoY. Analysts have mixed views, with a consensus Buy rating and $28.70 average price target.