$FSLY

Comcast has partnered with Fastly (FSLY) to run its content and application delivery software on Comcast's AI-powered edge network. This collaboration allows Fastly to access a major ISP's infrastructure, potentially influencing its edge platform's future use cases in gaming, AI, and cybersecurity. Analysts forecast Fastly's revenue to reach $947.9M and earnings to reach $76.8M by 2029, with a 5% potential upside. However, competitive pricing pressure and continued losses remain risks.

Fastly's CTO Artur Bergman sold $918,830 in stock in late September 2026. The sales occurred at prices ranging from $24.22 to $25.52 per share. Fastly's stock is up 200% over the last year but declined 13.5% in the past week. The company trades near its Fair Value of $25.45. Fastly set ambitious financial targets for fiscal year 2029, with mixed analyst reactions.

A Fastly insider sold shares worth $918,830, according to a recent SEC filing. The company's stock is currently trading at $25.67, up 0.75% over 5 days but down 13.42% year-to-date. Fastly has a 152.16% gain since its IPO. The filing does not disclose the identity of the seller or the specific reason for the sale.

Bergman Artur (Chief Technology Officer) sold 37,039 indirectly-held shares of Fastly, Inc. (FSLY) at an average of $24.81 ($24.75–$25.26, $0.92M total) across 3 trades over 2026-09-28 to 2026-09-29 under a Rule 10b5-1 trading plan.

Fastly (FSLY) has partnered with Comcast to embed its delivery software within Comcast's nationwide network, targeting live streaming for NBCUniversal's Peacock. The collaboration aims to support future use cases like gaming, cybersecurity, and AI inference. Fastly's edge cloud platform processes and secures digital applications globally, and this deal integrates its software into over 200 Comcast edge compute centers.

Comcast and Fastly are collaborating with NBCUniversal to enhance Peacock's live sports streaming. They aim to improve capacity and efficiency by running Fastly's software on Comcast's nationwide network, reducing latency and duplicate traffic. This partnership is designed to handle high-demand events like NFL, NBA, and MLB games, ensuring better quality and reliability for viewers.

Berkshire Hathaway bought Lennar (LEN) shares worth $136M. Insiders at Anixa (ANIX), DeFi (DFDV), Clipper (CLPR), and Harvard Apparatus (HRGN) made purchases. CrowdStrike (CRWD) CFO and Robinhood (HOOD) CEO sold shares worth $125M and $30M, respectively. Everpure (P) and Fastly (FSLY) insiders also sold shares.

Fastly (FSLY) presented a platform strategy at its Investor Day, focusing on delivery, security, compute, and observability. The company reported Q2 revenue growth of 23% YoY, with net revenue retention at 117%. Fastly's infrastructure was found in 29.3% of tests involving Meta's Muse assistant, indicating potential AI-driven demand. The company set 2029 targets of $1.1B-$1.3B revenue, with 14%-21% annualized growth.

Fastly (FSLY) shares declined 8.97% last week, with analysts divided on valuation. Bullish targets range from $23 to $29, while bears like Bank of America set a $22 target. Despite a new Comcast deal, mixed views on growth potential have cooled investor enthusiasm.

Fastly CTO Artur Bergman sold 379,602 shares, totaling $11.4m, under a 10b5-1 plan. Shares are up 193.65% over a year. Analysts have mixed views on Fastly's targets and valuation, with price targets ranging from $22 to $26.