Monitor for any delays in future financial reporting or additional disclosures about the auditor change, which could signal underlying control or financial reporting concerns despite the remediation claim.
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Executive Summary
Fastly, Inc. dismissed Deloitte & Touche LLP as its independent auditor and appointed KPMG LLP effective March 4, 2026, with the approval of the Audit Committee. Deloitte confirmed no disagreements or audit issues, though a prior material weakness in internal controls was disclosed for 2024 (remediated as of 2025).
Key Facts
- Fastly dismissed Deloitte & Touche LLP and appointed KPMG LLP as its new auditor for fiscal year 2026.
- Deloitte confirmed no disagreements on accounting practices or audit scope and did not issue a qualified opinion.
- A material weakness in internal controls was disclosed in the 2024 10-K, but Fastly stated it was remediated as of December 31, 2025.
- KPMG has not yet accepted the engagement and is undergoing standard client evaluation procedures.
- Insiders have sold $1.2M in stock over the past 30 days.
Financial Impact
No immediate financial impact disclosed; transition in auditors may signal governance changes or cost considerations.
Risk Factors
- Change in auditor, especially from a Big 4 firm (Deloitte) to another (KPMG), can signal governance shifts or disagreements, even if not disclosed.
- Prior material weakness in internal controls raises risk of future control failures or restatements, despite remediation claims.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001517413-26-000089 |
| Document: finalfastly-letterpar43.htm | 0001517413-26-000089 |
| Document: 0001517413-26-000089-index-headers.html | 0001517413-26-000089 |
| Document: 0001517413-26-000089-index.html | 0001517413-26-000089 |
| Document: 0001517413-26-000089.txt | 0001517413-26-000089 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | Insider Cluster | $23.16 $24.86 | ▲ +7.34% | ▲ +7.79% | $26.04 (+12.44%) |
Sep 4, 2026 27d ago | Insider Cluster | $21.49 $22.71 | ▲ +5.68% | ▲ +6.14% | $26.04 (+21.17%) |
Sep 2, 2026 29d ago | Insider Cluster | $21.12 $20.59 | ▼ −2.51% | ▼ −2.12% | $26.04 (+23.30%) |
Aug 31, 2026 4w ago | Insider Cluster | $20.77 $20.43 | ▼ −1.64% | ▼ −2.08% | $26.04 (+25.37%) |
Aug 31, 2026 4w ago | 144 | $22.79 $20.77 | ▼ −8.86% | ▼ −8.18% | $26.04 (+14.26%) |
Aug 25, 2026 5w ago | Insider Cluster | $23.29 $24.64 | ▲ +5.80% | ▲ +5.14% | $26.04 (+11.81%) |
Aug 20, 2026 6w ago | Insider Cluster | $24.95 $22.94 | ▲ +8.06% | ▲ +7.76% | $26.04 (−4.37%) |
Aug 20, 2026 6w ago | Insider Cluster | $24.95 $22.94 | ▲ +8.06% | ▲ +7.76% | $26.04 (−4.37%) |
Aug 14, 2026 6w ago | Insider Cluster | $29.04 $26.59 | ▲ +8.44% | ▲ +7.76% | $26.04 (+10.33%) |
Aug 11, 2026 7w ago | Insider Cluster | $28.53 $30.02 | ▲ +5.22% | ▲ +4.52% | $26.04 (−8.73%) |
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