Fastly to Move Its Listing from NYSE to Nasdaq
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy FSLY?
- Stock Exchange Transfer: Fastly will voluntarily move its stock listing from the NYSE to Nasdaq.
- Trading Date: The company expects to start trading on Nasdaq around December 9.
- Ticker Symbol: Fastly will continue to use its current ticker symbol, FSLY, after the transfer.
- Company Announcement: This decision was officially announced by Fastly.
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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 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 Reports 23% Revenue Growth in Q4
- Significant Revenue Growth: Fastly's Q4 revenue rose 23% year-over-year to approximately $172.6 million, marking a notable acceleration from 15% growth in Q3, reflecting successful customer engagement and enhancing its market competitiveness.
- Improved Customer Retention: The company's net retention rate increased to 110%, up from 106% in the previous quarter and 102% a year ago, indicating rising spending from existing customers and further solidifying its revenue base.
- Conservative Future Outlook: Management expects full-year 2026 revenue to be between $700 million and $720 million, representing about 14% year-over-year growth, which, while slower than the 23% growth in Q4, still exceeds 2024's growth rate, demonstrating a cautious approach to future performance.
- Increased Capital Expenditures: The company anticipates that infrastructure capital expenditures will account for 10% to 12% of revenue in 2026, up from 5% in 2025, indicating the need for ongoing investment to maintain its competitive edge in the global edge computing network amid the AI era.
See More
Fastly (FSLY.US) Director Plans to Sell $5.37 Million in Common Stock, According to Form 144
Share Sale Announcement: The Perartur Bergman Revocable Trust plans to sell 245.77K shares of its common stock in Fastly (FSLY.US) on March 10, with an estimated market value of around $5.37 million.
Reduction in Holdings: The trust has decreased its shareholding in Fastly by 1.71 million shares since December 15, 2025, with a total value of approximately $28.19 million.
See More
Amazon Temporarily Blocks Perplexity's Access to Its Site
- Legal Proceedings Update: A federal judge has temporarily blocked startup Perplexity from accessing Amazon's site via its Comet AI browser, reflecting Amazon's firm stance on platform protection, which could impact Perplexity's market strategy.
- Evidence Support: Judge Maxine Chesney noted that Amazon provided 'strong evidence' of unauthorized access by Perplexity, with the company spending over $5,000 to respond, highlighting its commitment to customer data security.
- Security Risk Warning: Amazon's lawsuit indicated that Perplexity's AI agents pose security risks to customer data as they can operate within protected systems requiring passwords, potentially diminishing customer trust and affecting Amazon's user base.
- Advertising Business Challenges: Amazon stated that Perplexity's agents create challenges for its advertising business, necessitating the development of new mechanisms to identify and exclude automated traffic, ensuring advertisers only pay for genuine user impressions, which could increase operational costs and impact profitability.
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 Reports 23% Revenue Growth in Q4
- Significant Revenue Growth: Fastly's Q4 revenue rose 23% year-over-year to approximately $172.6 million, marking a notable acceleration from 15% growth in Q3, reflecting successful customer engagement and enhancing its market competitiveness.
- Improved Customer Retention: The company's net retention rate increased to 110%, up from 106% in the previous quarter and 102% a year ago, indicating rising spending from existing customers and further solidifying its revenue base.
- Conservative Future Outlook: Management expects full-year 2026 revenue to be between $700 million and $720 million, representing about 14% year-over-year growth, which, while slower than the 23% growth in Q4, still exceeds 2024's growth rate, demonstrating a cautious approach to future performance.
- Increased Capital Expenditures: The company anticipates that infrastructure capital expenditures will account for 10% to 12% of revenue in 2026, up from 5% in 2025, indicating the need for ongoing investment to maintain its competitive edge in the global edge computing network amid the AI era.
See More
Fastly (FSLY.US) Director Plans to Sell $5.37 Million in Common Stock, According to Form 144
Share Sale Announcement: The Perartur Bergman Revocable Trust plans to sell 245.77K shares of its common stock in Fastly (FSLY.US) on March 10, with an estimated market value of around $5.37 million.
Reduction in Holdings: The trust has decreased its shareholding in Fastly by 1.71 million shares since December 15, 2025, with a total value of approximately $28.19 million.
See More
Amazon Temporarily Blocks Perplexity's Access to Its Site
- Legal Proceedings Update: A federal judge has temporarily blocked startup Perplexity from accessing Amazon's site via its Comet AI browser, reflecting Amazon's firm stance on platform protection, which could impact Perplexity's market strategy.
- Evidence Support: Judge Maxine Chesney noted that Amazon provided 'strong evidence' of unauthorized access by Perplexity, with the company spending over $5,000 to respond, highlighting its commitment to customer data security.
- Security Risk Warning: Amazon's lawsuit indicated that Perplexity's AI agents pose security risks to customer data as they can operate within protected systems requiring passwords, potentially diminishing customer trust and affecting Amazon's user base.
- Advertising Business Challenges: Amazon stated that Perplexity's agents create challenges for its advertising business, necessitating the development of new mechanisms to identify and exclude automated traffic, ensuring advertisers only pay for genuine user impressions, which could increase operational costs and impact profitability.
See More
