Fastly (NYSE:FSLY) Sees Strong Trading Volume – Here’s Why

Fastly, Inc. (NYSE:FSLY) shares saw strong trading volume on Friday . 8,815,075 shares traded hands during trading, an increase of 15% from the previous session’s volume of 7,642,327 shares.The stock last traded at $16.5810 and had previously closed at $16.04.

Fastly News Summary

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Company reported record Q4 and full‑year 2025 revenue, gross margin and operating profit and issued upbeat FY2026 and Q1 guidance — the primary near‑term catalyst for the rally. Fastly Announces Both Record Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Fastly reported profitability for the year and a strong Q4 beat (adjusted EPS and ~23% revenue growth), which market writeups tie to increased traffic from AI/LLM workloads. Fastly Delivers Record Q4 2025 Results, Achieves Profitability
• Positive Sentiment: Analyst and media pieces frame Fastly as an “underappreciated AI/agentic‑AI play,” supporting investor optimism about durable traffic and monetization upside. Fastly Stock Soars 34% After Earnings. Why It’s an Underrated AI Play.
• Positive Sentiment: Unusually large options activity and reported purchases of ~99,745 call contracts indicate speculative / directional bullish positioning that has amplified the move. Why Is Fastly (FSLY) Stock Rocketing Higher Today?
• Neutral Sentiment: Detailed earnings call transcript and analyses are available for investors to validate margin drivers, guidance assumptions and product/mix trends (important for judging sustainability). Fastly Q4 2025 Earnings Call Transcript
• Negative Sentiment: Regulatory / legal alert: two law firms have issued investor notices about Fastly, which could signal potential shareholder litigation — a headline risk to monitor. Investor Alert: Morris Kandinov LLP Investigating Fastly
• Negative Sentiment: Insider selling by CTO Artur Bergman (small relative to his holdings) and at least one analyst trimming price targets remind investors some remain cautious on valuation and execution pacing. SEC Form 4 – Artur Bergman Price target lowered to $9 at DA Davidson

Analyst Ratings Changes

A number of brokerages have recently commented on FSLY. KeyCorp raised shares of Fastly from a “sector weight” rating to an “overweight” rating and set a $14.00 price objective for the company in a research report on Monday, December 15th. Wall Street Zen raised Fastly from a “hold” rating to a “buy” rating in a report on Saturday, November 15th. William Blair raised Fastly from a “market perform” rating to an “outperform” rating in a report on Thursday. DA Davidson set a $13.00 target price on Fastly in a research note on Thursday. Finally, Oppenheimer initiated coverage on Fastly in a research report on Monday, November 17th. They issued a “market perform” rating for the company. Three research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $12.00.

Fastly Stock Up 17.0%

The company has a market cap of $2.80 billion, a P/E ratio of -19.64 and a beta of 1.03. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.46 and a quick ratio of 1.46. The business’s 50 day moving average price is $9.88 and its 200-day moving average price is $9.06.

Insider Buying and Selling at Fastly

In other news, CEO Charles Lacey Compton III sold 4,638 shares of the firm’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $8.81, for a total value of $40,860.78. Following the completion of the sale, the chief executive officer directly owned 612,232 shares in the company, valued at approximately $5,393,763.92. This trade represents a 0.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CTO Artur Bergman sold 20,000 shares of Fastly stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $8.84, for a total value of $176,800.00. Following the completion of the transaction, the chief technology officer directly owned 2,540,214 shares of the company’s stock, valued at $22,455,491.76. This represents a 0.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 706,530 shares of company stock worth $7,298,947 in the last 90 days. Company insiders own 6.70% of the company’s stock.

Hedge Funds Weigh In On Fastly

A number of large investors have recently modified their holdings of FSLY. First Trust Advisors LP increased its holdings in shares of Fastly by 29.0% in the fourth quarter. First Trust Advisors LP now owns 3,507,189 shares of the company’s stock valued at $35,703,000 after purchasing an additional 787,981 shares in the last quarter. Alyeska Investment Group L.P. boosted its position in Fastly by 2,795.2% in the 4th quarter. Alyeska Investment Group L.P. now owns 4,789,185 shares of the company’s stock valued at $48,754,000 after buying an additional 4,623,767 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its position in Fastly by 0.8% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,165,161 shares of the company’s stock valued at $11,861,000 after buying an additional 9,355 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in shares of Fastly in the 4th quarter valued at $564,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Fastly by 4.0% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 310,606 shares of the company’s stock worth $3,162,000 after acquiring an additional 11,967 shares during the last quarter. 79.71% of the stock is currently owned by institutional investors and hedge funds.

Fastly Company Profile

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.