Artur Bergman Sells 40,000 Shares of Fastly (NYSE:FSLY) Stock

Fastly, Inc. (NYSE:FSLY) CTO Artur Bergman sold 40,000 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $17.53, for a total value of $701,200.00. Following the sale, the chief technology officer directly owned 2,259,711 shares in the company, valued at $39,612,733.83. This trade represents a 1.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website.

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

• On Friday, February 13th, Artur Bergman sold 200,847 shares of Fastly stock. The stock was sold at an average price of $18.42, for a total value of $3,699,601.74.
• On Friday, February 13th, Artur Bergman sold 20,128 shares of Fastly stock. The stock was sold at an average price of $18.25, for a total value of $367,336.00.
• On Monday, February 9th, Artur Bergman sold 20,000 shares of Fastly stock. The shares were sold at an average price of $8.84, for a total value of $176,800.00.
• 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 shares were 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 stock was 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 shares were 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 shares were sold at an average price of $9.35, for a total transaction of $187,000.00.
• On Monday, January 5th, Artur Bergman sold 40,000 shares of Fastly stock. The stock was 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 shares were sold at an average price of $10.23, for a total value of $409,200.00.

Fastly Stock Down 4.0%

Shares of FSLY stock opened at $18.07 on Friday. The stock’s fifty day moving average price is $10.63 and its 200 day moving average price is $9.46. Fastly, Inc. has a 1-year low of $4.65 and a 1-year high of $20.27. The company has a market cap of $2.70 billion, a price-to-earnings ratio of -18.82 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.

Key Stories Impacting Fastly

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Q4 outperformance and upbeat guidance — Fastly reported stronger-than-expected Q4 revenue and highlighted accelerating enterprise demand (RPO growth, AI/edge use cases) with FY26 revenue guidance above consensus, a key fundamental driver for upside. Fastly Q4 results
• Positive Sentiment: Analyst estimate revisions — Brokers and commentary have been raising earnings/revenue estimates and turning more constructive after the quarter, supporting further upside potential. Zacks: Earnings Estimates Moving Higher
• Neutral Sentiment: Q4 call follow-ups and investor questions — Analysts raised pointed questions about roadmap, monetization of edge/AI products and margin trajectory; answers could influence near-term sentiment but don’t change the beat/guidance picture immediately. 5 Analyst Questions From Q4 Call
• Neutral Sentiment: Momentum/technical factors — FSLY has rallied to multi‑week/52‑week highs; some price action reflects momentum and rotation rather than fresh fundamentals, increasing volatility risk. MarketBeat coverage
• Negative Sentiment: Insider selling — CTO Artur Bergman disclosed multiple recent sales totaling several hundred thousand shares (Feb. 13–17 filings), which market participants may view as profit-taking and a short-term negative signal despite company performance. SEC Form 4 — Artur Bergman sales

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Piper Sandler restated a “neutral” rating and set a $14.00 price target (up previously from $11.00) on shares of Fastly in a research note on Thursday, February 12th. Royal Bank Of Canada upped their target price on Fastly from $10.00 to $12.00 and gave the company a “sector perform” rating in a research report 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. Oppenheimer began coverage on Fastly in a research note on Monday, November 17th. They set a “market perform” rating on the stock. Finally, Citigroup raised their price objective on Fastly from $10.00 to $13.00 and gave the stock a “neutral” rating in a research note on Friday, February 13th. 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. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $12.00.

Hedge Funds Weigh In On Fastly

Institutional investors have recently modified their holdings of the stock. T. Rowe Price Investment Management Inc. purchased a new stake in shares of Fastly in the fourth quarter worth about $11,657,000. Invesco Ltd. lifted its holdings in Fastly by 13.7% in the fourth quarter. Invesco Ltd. now owns 408,148 shares of the company’s stock valued at $4,155,000 after acquiring an additional 49,093 shares during the period. Fuller & Thaler Asset Management Inc. purchased a new stake in Fastly in the 4th quarter worth approximately $439,000. XTX Topco Ltd acquired a new stake in shares of Fastly during the 4th quarter worth approximately $403,000. Finally, Tudor Investment Corp ET AL increased its holdings in shares of Fastly by 1,934.6% during the 4th quarter. Tudor Investment Corp ET AL now owns 317,303 shares of the company’s stock valued at $3,230,000 after purchasing an additional 301,708 shares in the last quarter. Hedge funds and other institutional investors own 79.71% of the company’s stock.

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.