Fastly Executives Quietly Cash Out in Major Insider Stock Move

New insider activity at Fastly ( (FSLY) ) has taken place on February 20, 2026.

Fastly has seen notable insider selling activity, with three top executives offloading significant blocks of company stock. Chief Technology Officer Artur Bergman sold 18,338 shares of Fastly stock in a transaction worth $321,465. President, Go to Market, Scott R. Lovett sold 6,573 shares for proceeds totaling $115,224. Meanwhile, CEO Charles Lacey III Compton sold 12,916 shares, generating $226,417. These combined transactions highlight meaningful stock sales by key members of Fastly’s leadership team.

Recent Updates on FSLY stock

Fastly shares moved on its Q4 earnings, where the company delivered record revenue, sharply higher margins, and its first full year of profitability, alongside guidance that topped prior revenue and EPS expectations for both Q1 and FY26. Analysts highlighted that upgrades and target changes were driven by stronger‑than‑expected AI and agentic AI traffic, larger multi‑product customer commitments in network, security, and compute, and the view that Fastly is an underappreciated beneficiary of growing large language model and AI workloads, partially offset by concerns over rising infrastructure costs, stepped‑up CapEx, customer concentration, and macro uncertainty.

Spark’s Take on FSLY Stock

According to Spark, TipRanks’ AI Analyst, FSLY is a Outperform.

The score is driven primarily by improving fundamentals (stronger cash flow, better margins, and reduced leverage) and a notably upbeat earnings call with profitable-growth guidance. Offsetting this are mixed technical momentum (negative MACD and price below key mid-term averages) and limited valuation support due to a negative P/E and no dividend.

To see Spark’s full report on FSLY stock, click here.

More about Fastly

YTD Price Performance: 77.50%

Average Trading Volume: 7,830,010

Technical Sentiment Signal: Buy

Current Market Cap: $2.81B