Fastly (NYSE:FSLY) CTO Sells $176,800.00 in Stock

Fastly, Inc. (NYSE:FSLY) CTO Artur Bergman sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $8.84, for a total transaction of $176,800.00. Following the sale, the chief technology officer directly owned 2,540,214 shares of the company’s stock, valued at $22,455,491.76. The trade was a 0.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

Artur Bergman also recently made the following trade(s):

• On Monday, February 2nd, Artur Bergman sold 20,000 shares of Fastly stock. The stock was sold at an average price of $9.36, for a total transaction of $187,200.00.
• On Tuesday, January 27th, Artur Bergman sold 49,320 shares of Fastly stock. The stock was sold at an average price of $10.40, for a total transaction of $512,928.00.
• On Monday, January 26th, Artur Bergman sold 30,680 shares of Fastly stock. The shares were sold at an average price of $9.92, for a total transaction of $304,345.60.
• On Tuesday, January 20th, Artur Bergman sold 20,000 shares of Fastly stock. The stock was sold at an average price of $8.18, for a total transaction of $163,600.00.
• On Monday, January 12th, Artur Bergman sold 20,000 shares of Fastly stock. The stock was sold at an average price of $9.35, for a total value of $187,000.00.
• On Monday, January 5th, Artur Bergman sold 40,000 shares of Fastly stock. The shares were sold at an average price of $10.27, for a total value of $410,800.00.
• On Monday, December 29th, Artur Bergman sold 40,000 shares of Fastly stock. The stock was sold at an average price of $10.23, for a total value of $409,200.00.
• On Monday, December 22nd, Artur Bergman sold 40,000 shares of Fastly stock. The shares were sold at an average price of $10.59, for a total value of $423,600.00.
• On Monday, December 15th, Artur Bergman sold 40,000 shares of Fastly stock. The shares were sold at an average price of $10.50, for a total value of $420,000.00.
• On Monday, December 15th, Artur Bergman sold 40,000 shares of Fastly stock. The stock was sold at an average price of $10.50, for a total transaction of $420,000.00.

Fastly Stock Up 13.8%

FSLY stock opened at $18.26 on Friday. The firm has a market cap of $2.73 billion, a price-to-earnings ratio of -19.02 and a beta of 1.03. Fastly, Inc. has a 1-year low of $4.65 and a 1-year high of $19.14. The firm has a fifty day moving average price of $10.03 and a two-hundred day moving average price of $9.14. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.46 and a quick ratio of 1.46.

Fastly News Roundup

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Record Q4 and full‑year results, first profitable year on a non‑GAAP basis and stronger than expected guidance—primary catalyst for the rally. Fastly Delivers Record Q4 2025 Results, Achieves Profitability
• Positive Sentiment: Investor/analyst narratives highlight Fastly as an “agentic AI” play — expected sustained traffic and revenue tailwinds from AI workloads support higher growth expectations. The Agentic AI Revolution: Fastly’s Moment
• Positive Sentiment: Unusually large options activity (nearly 100k call contracts) and heavy share volume likely amplified the move and may reflect speculative/short‑covering flows supporting the rally.
• Neutral Sentiment: Detailed earnings call and slide deck available for those who want to drill into margin drivers, product mix (in‑line/edge products) and the assumptions behind guidance. Fastly Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Round‑up coverage explains the move and positioning—useful for sentiment/read‑through but not new company data. Why is Fastly (FSLY) stock rocketing higher today?
• Negative Sentiment: Regulatory/contest risk: multiple law‑firm “investigations” / investor alerts were filed after the print—could create headline risk or shareholder litigation. Morris Kandinov LLP Investor Alert Halper Sadeh LLC Notice
• Negative Sentiment: Insider selling: CTO sold blocks of shares in recent weeks (SEC Form 4 disclosure), which some investors may view as a negative signal despite his remaining large stake. SEC Form 4 – Artur Bergman
• Negative Sentiment: Some sell‑side caution remains (DA Davidson trimmed its target), underscoring remaining valuation and execution risks despite the strong quarter. Fastly price target lowered to $9 at DA Davidson

Analyst Ratings Changes

Several equities analysts have recently commented on the company. William Blair raised Fastly from a “market perform” rating to an “outperform” rating in a report on Thursday. Royal Bank Of Canada boosted their price objective on Fastly from $10.00 to $12.00 and gave the company a “sector perform” rating in a research report on Thursday. Wall Street Zen raised Fastly from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. KeyCorp upgraded Fastly from a “sector weight” rating to an “overweight” rating and set a $14.00 target price on the stock in a research note on Monday, December 15th. Finally, Citigroup upped their price target on shares of Fastly from $10.00 to $13.00 and gave the stock a “neutral” rating in a research report on Friday. Three equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $12.00.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of FSLY. Kestra Advisory Services LLC raised its stake in shares of Fastly by 8.4% during the fourth quarter. Kestra Advisory Services LLC now owns 11,970 shares of the company’s stock valued at $122,000 after purchasing an additional 930 shares in the last quarter. Archon Capital Management LLC acquired a new position in Fastly during the 4th quarter valued at about $713,000. Virtus Advisers LLC bought a new stake in shares of Fastly during the 4th quarter worth about $175,000. C M Bidwell & Associates Ltd. bought a new stake in shares of Fastly during the 4th quarter worth about $54,000. Finally, Bridgefront Capital LLC lifted its stake in shares of Fastly by 55.2% in the 4th quarter. Bridgefront Capital LLC now owns 70,822 shares of the company’s stock worth $721,000 after acquiring an additional 25,197 shares during the period. Institutional investors own 79.71% of the company’s stock.

About Fastly

Fastly, Inc operates an edge cloud platform designed to accelerate, secure and enable modern digital experiences. The company offers a suite of services including a content delivery network (CDN), edge compute, load balancing, web application firewall (WAF) and DDoS protection. Fastly’s real-time architecture allows customers to seamlessly deploy software logic at the network edge, reducing latency by bringing applications and content closer to end users.

Founded in 2011 by Artur Bergman, Fastly has evolved from a pure-play CDN provider into a comprehensive edge cloud platform.