$FSLY

Fastly Inc (FSLY) CEO Compton Charles Lacey III sold 50,392 shares on 2026-09-14 at $24.93 per share, reducing his stake to 851,949 shares. The company's market cap is $3.75 billion. The CEO has sold 570,145 shares in the past year with no purchases. Fastly operates an edge cloud platform, serving various industries. The stock is considered significantly overvalued with a price-to-GF-Value ratio of 2.3, according to GuruFocus.

Bergman Artur (Chief Technology Officer) sold 33,579 indirectly-held shares of Fastly, Inc. (FSLY) at an average of $24.57 ($23.60–$25.14, $0.83M total) across 4 trades over 2026-09-14 to 2026-09-15 under a Rule 10b5-1 trading plan.

Compton Charles Lacey III (CEO) sold 50,392 shares of Fastly, Inc. (FSLY) at $24.93 ($1.26M total) on 2026-09-14 under a Rule 10b5-1 trading plan.

Fastly reported 23% revenue growth, driven by 43% year-over-year increase in security. Product expansion and execution improved net retention and multi-product adoption, according to Piper Sandler's conference transcript.

Cloudflare (NET) reported strong Q2 growth, with shares up 8.2%. Akamai (AKAM) missed estimates, guidance met expectations, shares down 10%. F5 (FFIV) beat estimates, shares flat. Market focus shifted from AI to geopolitics and back to fundamentals.

Varonis Systems (VRNS) and Fastly (FSLY) shares rose 4.2% and 4.8% respectively, as investors rotated capital into enterprise software and SaaS companies from semiconductor and AI-hardware stocks. Fastly's CFO highlighted its growth strategy and profitability focus, with Q2 revenue of $183.3M and raised full-year outlook of $732M-$746M.

Fastly's stock rose due to a new partnership with Comcast, positive management comments about record margins and AI-driven demand, and a research report noting a 30% surge in AI-generated traffic. The company's Investor Day is scheduled for September 22. Long-term growth is supported by increased customer usage of security and edge-compute tools, but ongoing GAAP losses and reliance on key customers pose risks.

Fastly reported accelerating growth in security and compute segments, with combined revenue of $49.4M, up over 50% YoY. Compute, the fastest-growing product, saw $7M in revenue. Management expects a revenue mix shift toward security and compute. Pricing in the CDN market has stabilized, with delivery pricing declining mid- to high-single digits YoY. Fastly's remaining performance obligations grew 38% YoY, and net retention rate reached 117%. The company plans to increase capital expenditures by

Fastly's CTO, Artur Bergman, sold 8,960 shares of Class A Common Stock on September 9, 2026, under a pre-arranged trading plan. The sales occurred at weighted-average prices of $22.66 and $24.11. Bergman retains significant holdings, both directly and indirectly.

Comcast announced partnerships with Equinix and Fastly. With Equinix, it offers API-based last-mile connectivity for enterprises. With Fastly, it integrates edge compute to improve Xfinity streaming. Comcast claims these deals reduce delivery time and enhance network performance.