New insider activity at Fastly ( (FSLY) ) has taken place on March 5, 2026.
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Fastly has seen significant insider selling activity across its top leadership team. President, Go to Market Scott R. Lovett sold 73,715 shares of Fastly stock in a transaction valued at $1,552,437. CEO Charles Lacey III Compton also reduced his holdings, selling 59,224 shares for a total of $1,247,257. Additionally, CTO Artur Bergman sold 24,532 shares, generating proceeds of $516,643. These sizable sales from key executives highlight notable recent movement in Fastly’s insider ownership.
Recent Updates on FSLY stock
Fastly shares reacted to a strong Q4 earnings report showing record revenue, sharply higher margins, and its first full year of profitability, alongside guidance that projects continued double‑digit growth and solid free cash flow into 2026. Analyst commentary also shifted positively as firms highlighted surging AI‑driven traffic, larger multi‑product customer deals, and Fastly’s positioning as a leveraged play on expanding large language model and agentic AI usage, even as investors weigh higher capex needs, AI regulatory risk, and potential dilution from new convertible notes.
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: 96.86%
Average Trading Volume: 9,108,796
Technical Sentiment Signal: Buy
Current Market Cap: $3.21B