Fastly CEO Sells 49,350 Shares of Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy FSLY?
Source: Fool
- Transaction Overview: On March 11, 2026, Fastly CEO Kip Compton sold 49,350 shares of common stock for $1.2 million, retaining 1,163,428 shares post-transaction valued at $28 million, indicating his ongoing confidence in the company.
- Historical Comparison: The sale exceeded the median of 13,682 shares from 13 prior transactions and surpassed the recent median of 14,870.5 shares, highlighting the significance of this liquidity event.
- Impact on Holdings: This transaction represented 4.07% of Compton's direct holdings, well above the historical median of 0.99%, reflecting meaningful liquidity management without a full position reduction.
- Market Performance Context: The sale occurred after Fastly's stock achieved a one-year total return of 265.5%, with shares closing at $24.05 on the transaction day, yet reaching a 52-week high of $25.79 just two days later, underscoring the company's strong performance growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy FSLY?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on FSLY
Wall Street analysts forecast FSLY stock price to fall
10 Analyst Rating
2 Buy
7 Hold
1 Sell
Hold
Current: 24.220
Low
10.00
Averages
11.70
High
14.00
Current: 24.220
Low
10.00
Averages
11.70
High
14.00
About FSLY
Fastly, Inc. provides a programmable edge cloud platform that helps the world’s brands deliver online experiences through edge compute, delivery, security, and observability offerings, improving site performance, and enhancing security at a global scale. The Company enables developers to deliver secure Websites and apps. The edge cloud is a category of Infrastructure as a Service (IaaS) that enables developers to build, secure, and deliver digital experiences at the edge of the Internet. The Company’s products and services includes Programmable Edge Platform, Network Services, Security, Compute, Observability, and Services. Its Network services include content delivery network, video / streaming, load balancing, image optimization, and origin connect. Its Security service includes Next-Gen WAF, bot management, DDoS protection, and others. The Company’s professional services include network services, managed security service, and response security service.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Fastly Inc. Stock Surges 22% Amid Tech Rally
- Significant Stock Surge: Fastly Inc. experienced a 22% increase in stock price this week, reflecting investor enthusiasm for technology companies amidst escalating tensions in the Middle East, leading to a shift away from more vulnerable sectors.
- Price Target Upgrade: RBC Capital raised Fastly's price target from $12 to $20, a substantial 67% increase, while reaffirming its 'sector perform' rating, which bolsters investor confidence in the company's prospects.
- Growth in Security Services: Fastly's recent Global Security Research Report indicates that security services are now its second-largest revenue source, with security revenues projected to grow by 21% to $125.1 million by 2025, and a 32% year-over-year increase to $35.4 million in the fourth quarter.
- AI Security Risks: The report highlights that companies integrating AI face a 135% higher risk of financial losses from cybersecurity threats, underscoring Fastly's opportunity to modernize security infrastructure in response to the rapid evolution of AI technologies.
See More
Fastly CEO Sells 49,350 Shares of Stock
- Transaction Overview: On March 11, 2026, Fastly CEO Kip Compton sold 49,350 shares of common stock for $1.2 million, retaining 1,163,428 shares post-transaction valued at $28 million, indicating his ongoing confidence in the company.
- Historical Comparison: The sale exceeded the median of 13,682 shares from 13 prior transactions and surpassed the recent median of 14,870.5 shares, highlighting the significance of this liquidity event.
- Impact on Holdings: This transaction represented 4.07% of Compton's direct holdings, well above the historical median of 0.99%, reflecting meaningful liquidity management without a full position reduction.
- Market Performance Context: The sale occurred after Fastly's stock achieved a one-year total return of 265.5%, with shares closing at $24.05 on the transaction day, yet reaching a 52-week high of $25.79 just two days later, underscoring the company's strong performance growth.
See More
Fastly CEO Kip Compton Sells $1.23 Million in Shares
- Executive Share Sale: Fastly CEO Kip Compton sold 49,350 shares on March 11, 2026, for approximately $1.23 million, representing 4.1% of his direct holdings, reducing his ownership to 1,163,428 shares, which reflects confidence in the company's future prospects.
- Transparent Trading Plan: The transaction was part of Compton's Rule 10b5-1 trading plan established in August 2025, designed to avoid insider trading allegations, indicating that the sale was a well-considered decision rather than a hasty liquidation.
- Strong Market Performance: Following Compton's sale, Fastly's stock reached a 52-week high of $25.79 on March 13, 2026, reflecting the company's impressive revenue of $624 million in 2025, a 14.8% increase from the previous year, driven by strong performance in artificial intelligence.
- Caution for Investors: Despite the rising stock price, Fastly's price-to-sales ratio of six indicates that the stock is expensive, suggesting that investors should wait for a price correction before considering a purchase to avoid high entry risks.
See More
Fastly Executive Sells Shares to Meet Tax Obligations
- Executive Stock Sale: Fastly's President of Go to Market, Scott Lovett, sold 73,715 shares on March 4, 2026, at an average price of $21.06 per share, totaling approximately $1.55 million, which reduced his direct holdings to 1,580,513 shares, reflecting a strategic financial management approach amidst strong company performance.
- Tax Obligation Fulfillment: The sale was executed to meet tax obligations related to the vesting of previously granted restricted stock units, indicating a prudent financial decision by the executive as the stock reached a 52-week high of $25.22, without causing market concern.
- Strong Performance Growth: Fastly reported record revenue of $624 million in 2025, up from $543.7 million in 2024, and forecasts revenue between $700 million and $720 million for 2026, highlighting the company's sustained growth potential in an AI-driven market.
- Investor Advisory: Despite Fastly's stock being at a high valuation over the past year, analysts recommend that investors exercise caution and wait for a price correction before considering purchases, to avoid buying at inflated levels.
See More
Fastly Executive Sells 73,715 Shares Amid Strong Growth
- Executive Stock Sale: Fastly's President of Go to Market, Scott R. Lovett, sold 73,715 shares of Common Stock on March 4, 2026, for approximately $1.6 million, while still holding 1,580,513 shares valued at about $31.7 million, indicating a strategic move to meet tax obligations.
- Transaction Scale Analysis: The sale of 73,715 shares is significantly larger than Lovett's median direct sale of 42,172 shares over the past year, representing 4.46% of his holdings at the time, compared to a recent median of 2.36%, reflecting a gradual reduction in his stake.
- Strong Company Performance: Fastly reported record revenue of $624.02 million in 2025, up from $543.7 million in 2024, and expects sales to soar further in 2026, forecasting revenue between $700 million and $720 million, showcasing robust growth potential.
- Investor Guidance: While Lovett's stock sale may raise concerns, it is advisable for shareholders to retain their Fastly shares given the company's strong performance, particularly in the AI era, although new investors should wait for a price correction before entering the market.
See More
Fastly Stock Soars 112% Amid Revenue Growth
- Accelerating Revenue Growth: Fastly's Q4 revenue surged 23% year-over-year to $172.6 million, significantly up from 15% growth in Q3, reflecting successful transformation efforts and the positive impact of AI, enhancing its market competitiveness.
- Improved Customer Retention: The company's net retention rate rose to 110%, up from 106% in the previous quarter, indicating increased spending from existing customers, which further solidifies its revenue base and future growth potential.
- Cautious Future Outlook: Management expects revenue for 2026 to be between $700 million and $720 million, representing approximately 14% year-over-year growth, but this deceleration from the 23% growth in Q4 suggests a cautious stance towards market conditions.
- Profitability Challenges: Despite achieving non-GAAP profitability and positive free cash flow in Q4, Fastly reported a GAAP net loss of $15.5 million, and with infrastructure capital expenditures projected to be 10% to 12% of revenue in 2026, future profitability remains uncertain.
See More
Fastly Inc. Stock Surges 22% Amid Tech Rally
- Significant Stock Surge: Fastly Inc. experienced a 22% increase in stock price this week, reflecting investor enthusiasm for technology companies amidst escalating tensions in the Middle East, leading to a shift away from more vulnerable sectors.
- Price Target Upgrade: RBC Capital raised Fastly's price target from $12 to $20, a substantial 67% increase, while reaffirming its 'sector perform' rating, which bolsters investor confidence in the company's prospects.
- Growth in Security Services: Fastly's recent Global Security Research Report indicates that security services are now its second-largest revenue source, with security revenues projected to grow by 21% to $125.1 million by 2025, and a 32% year-over-year increase to $35.4 million in the fourth quarter.
- AI Security Risks: The report highlights that companies integrating AI face a 135% higher risk of financial losses from cybersecurity threats, underscoring Fastly's opportunity to modernize security infrastructure in response to the rapid evolution of AI technologies.
See More
Fastly CEO Sells 49,350 Shares of Stock
- Transaction Overview: On March 11, 2026, Fastly CEO Kip Compton sold 49,350 shares of common stock for $1.2 million, retaining 1,163,428 shares post-transaction valued at $28 million, indicating his ongoing confidence in the company.
- Historical Comparison: The sale exceeded the median of 13,682 shares from 13 prior transactions and surpassed the recent median of 14,870.5 shares, highlighting the significance of this liquidity event.
- Impact on Holdings: This transaction represented 4.07% of Compton's direct holdings, well above the historical median of 0.99%, reflecting meaningful liquidity management without a full position reduction.
- Market Performance Context: The sale occurred after Fastly's stock achieved a one-year total return of 265.5%, with shares closing at $24.05 on the transaction day, yet reaching a 52-week high of $25.79 just two days later, underscoring the company's strong performance growth.
See More
Fastly CEO Kip Compton Sells $1.23 Million in Shares
- Executive Share Sale: Fastly CEO Kip Compton sold 49,350 shares on March 11, 2026, for approximately $1.23 million, representing 4.1% of his direct holdings, reducing his ownership to 1,163,428 shares, which reflects confidence in the company's future prospects.
- Transparent Trading Plan: The transaction was part of Compton's Rule 10b5-1 trading plan established in August 2025, designed to avoid insider trading allegations, indicating that the sale was a well-considered decision rather than a hasty liquidation.
- Strong Market Performance: Following Compton's sale, Fastly's stock reached a 52-week high of $25.79 on March 13, 2026, reflecting the company's impressive revenue of $624 million in 2025, a 14.8% increase from the previous year, driven by strong performance in artificial intelligence.
- Caution for Investors: Despite the rising stock price, Fastly's price-to-sales ratio of six indicates that the stock is expensive, suggesting that investors should wait for a price correction before considering a purchase to avoid high entry risks.
See More
Fastly Executive Sells Shares to Meet Tax Obligations
- Executive Stock Sale: Fastly's President of Go to Market, Scott Lovett, sold 73,715 shares on March 4, 2026, at an average price of $21.06 per share, totaling approximately $1.55 million, which reduced his direct holdings to 1,580,513 shares, reflecting a strategic financial management approach amidst strong company performance.
- Tax Obligation Fulfillment: The sale was executed to meet tax obligations related to the vesting of previously granted restricted stock units, indicating a prudent financial decision by the executive as the stock reached a 52-week high of $25.22, without causing market concern.
- Strong Performance Growth: Fastly reported record revenue of $624 million in 2025, up from $543.7 million in 2024, and forecasts revenue between $700 million and $720 million for 2026, highlighting the company's sustained growth potential in an AI-driven market.
- Investor Advisory: Despite Fastly's stock being at a high valuation over the past year, analysts recommend that investors exercise caution and wait for a price correction before considering purchases, to avoid buying at inflated levels.
See More
Fastly Executive Sells 73,715 Shares Amid Strong Growth
- Executive Stock Sale: Fastly's President of Go to Market, Scott R. Lovett, sold 73,715 shares of Common Stock on March 4, 2026, for approximately $1.6 million, while still holding 1,580,513 shares valued at about $31.7 million, indicating a strategic move to meet tax obligations.
- Transaction Scale Analysis: The sale of 73,715 shares is significantly larger than Lovett's median direct sale of 42,172 shares over the past year, representing 4.46% of his holdings at the time, compared to a recent median of 2.36%, reflecting a gradual reduction in his stake.
- Strong Company Performance: Fastly reported record revenue of $624.02 million in 2025, up from $543.7 million in 2024, and expects sales to soar further in 2026, forecasting revenue between $700 million and $720 million, showcasing robust growth potential.
- Investor Guidance: While Lovett's stock sale may raise concerns, it is advisable for shareholders to retain their Fastly shares given the company's strong performance, particularly in the AI era, although new investors should wait for a price correction before entering the market.
See More
Fastly Stock Soars 112% Amid Revenue Growth
- Accelerating Revenue Growth: Fastly's Q4 revenue surged 23% year-over-year to $172.6 million, significantly up from 15% growth in Q3, reflecting successful transformation efforts and the positive impact of AI, enhancing its market competitiveness.
- Improved Customer Retention: The company's net retention rate rose to 110%, up from 106% in the previous quarter, indicating increased spending from existing customers, which further solidifies its revenue base and future growth potential.
- Cautious Future Outlook: Management expects revenue for 2026 to be between $700 million and $720 million, representing approximately 14% year-over-year growth, but this deceleration from the 23% growth in Q4 suggests a cautious stance towards market conditions.
- Profitability Challenges: Despite achieving non-GAAP profitability and positive free cash flow in Q4, Fastly reported a GAAP net loss of $15.5 million, and with infrastructure capital expenditures projected to be 10% to 12% of revenue in 2026, future profitability remains uncertain.
See More
