Fastly, Inc. (NYSE:FSLY) Receives Average Recommendation of "Hold" from Analysts

Key Points

• Shares of Fastly have an average analyst rating of Hold from 10 analysts (1 sell, 6 hold, 3 buy) with a one‑year average price target of $13.14.
• Significant insider selling occurred recently—CEO Charles Lacey Compton III and Scott R. Lovett each sold ~73k shares on March 4—and insiders sold 1,618,702 shares worth $30.18M last quarter; insiders now own 6.70% of the stock while institutions hold about 79.71%.
• Shares rallied to a 52‑week/4‑year high after strong Q4 results, clearing a near‑term debt maturity and landing new commercial wins (prompting some upgrades and higher targets from firms like RBC and William Blair), but the stock has pulled back recently (opened at $25.20, down 4.7%, 12‑month high $27.59).

Shares of Fastly, Inc. (NYSE:FSLY - Get Free Report) have been assigned an average rating of "Hold" from the ten analysts that are presently covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, six have given a hold rating and three have issued a buy rating on the company. The average 1 year target price among brokers that have issued ratings on the stock in the last year is $13.1429.

Several brokerages recently issued reports on FSLY. Royal Bank Of Canada increased their price objective on Fastly from $12.00 to $20.00 and gave the stock a "sector perform" rating in a report on Monday, March 2nd. Piper Sandler reissued a "neutral" rating and set a $14.00 price objective (up from $11.00) on shares of Fastly in a research report on Thursday, February 12th. DA Davidson set a $13.00 target price on Fastly in a research note on Thursday, February 12th. William Blair raised Fastly from a "market perform" rating to an "outperform" rating in a research report on Thursday, February 12th. Finally, Citigroup lifted their price target on Fastly from $10.00 to $13.00 and gave the company a "neutral" rating in a report on Friday, February 13th.

Insider Activity at Fastly

In other Fastly news, CEO Charles Lacey Compton III sold 73,206 shares of Fastly stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $20.94, for a total value of $1,532,933.64. Following the completion of the sale, the chief executive officer directly owned 875,831 shares in the company, valued at $18,339,901.14. The trade was a 7.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Scott R. Lovett sold 73,715 shares of the business's stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $21.06, for a total transaction of $1,552,437.90. Following the completion of the sale, the insider directly owned 1,580,513 shares of the company's stock, valued at $33,285,603.78. This represents a 4.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,618,702 shares of company stock valued at $30,182,155. 6.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Fastly

Large investors have recently bought and sold shares of the business. Divisadero Street Capital Management LP acquired a new stake in shares of Fastly in the third quarter worth about $21,174,000. Vanguard Group Inc. increased its holdings in shares of Fastly by 3.4% during the 3rd quarter. Vanguard Group Inc. now owns 16,666,672 shares of the company's stock valued at $142,500,000 after acquiring an additional 554,909 shares during the last quarter. Knights of Columbus Asset Advisors LLC acquired a new position in shares of Fastly during the 3rd quarter valued at about $1,002,000. Picton Mahoney Asset Management acquired a new stake in Fastly in the 3rd quarter worth approximately $781,000. Finally, Geode Capital Management LLC lifted its holdings in Fastly by 6.3% in the 2nd quarter. Geode Capital Management LLC now owns 3,212,253 shares of the company's stock worth $22,681,000 after purchasing an additional 189,423 shares during the last quarter. 79.71% of the stock is currently owned by institutional investors.

Key Fastly News

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Company fundamentals and deal flow drove the recent rally: Fastly reported strong Q4 performance and cleared a near‑term debt maturity, supporting its rebound and helping push the stock to a 52‑week/4‑year high. Fastly (FSLY) Stock Soars to 52-Week Peak After Debt Maturity and Strong Q4 Performance
• Positive Sentiment: New commercial wins helped sentiment — Fastly announced a partnership with a Dublin-based data platform to launch solutions for real‑time insights, a catalyst cited by markets for the recent price jump. Fastly (FSLY) Soars to 4-Year High on New Deal With Dublin-Based Firm
• Positive Sentiment: Analyst attention and institutional accumulation have been supportive: several upgrades/coverage changes and larger institutional positions were noted in recent filings, which helped sustain the multi‑month rally. MarketBeat Fastly coverage and analyst notes
• Neutral Sentiment: Technical context: the stock is well above its 50‑ and 200‑day moving averages and has seen volumes spike above average — this supports momentum but also raises the risk of short‑term volatility. MarketBeat Fastly technicals and metrics
• Negative Sentiment: Insider sales by a senior exec (Scott R. Lovett) were disclosed this week — multiple Form 4 filings show large sales totaling several hundred thousand dollars, which investors often view as a signal to take profits. SEC Form 4 disclosure for Scott R. Lovett
• Negative Sentiment: Media flagged insider selling amid the stock’s surge, which has increased caution among retail investors despite the positive news flow. That narrative likely contributed to today’s pullback. FSLY stock hits 52-week high, retail flags caution over insider sales

Fastly Trading Down 4.7%

Shares of NYSE:FSLY opened at $25.20 on Friday. The firm has a fifty day moving average of $15.42 and a two-hundred day moving average of $11.57. The firm has a market capitalization of $3.83 billion, a P/E ratio of -26.25 and a beta of 0.88. Fastly has a 12-month low of $4.65 and a 12-month high of $27.59. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.16.

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.

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