Market Cap
$4.1B
FSLY
Fastly, Inc.
$26.33 ▼ -0.25%
Prev close $26.39Market cap$4.1B
ConsensusHold
12-mo target$27.90 (+6.0%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (4 insiders)31 New Institutional Positions19 Institutional Exits Software & IT
Snapshot
The big-picture read on FSLY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (56%)
Inst. Holders
50 funds
Inst. Value
$2.5B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $26.1M sell
Insider Net $
-$26.1M
Social Sentiment
56° Neutral
SEC Reports
20
Price chart 30d +28.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: FSLY — 71.2% short (1.1M / 1.5M)
Short: 1,101,687 | Exempt: 1,331 | TRF Vol: 1,546,658 | Short Ratio: 71.2% | Off-exchange volume (da
Sep 29, 2026 Insider
Bergman Artur sold 3,961 shares
Chief Technology Officer @ $25.26 ($100.1K)
Sep 28, 2026 Insider
Bergman Artur sold 32,878 shares
Chief Technology Officer @ $24.75 ($813.7K)
Sep 28, 2026 Insider
Sep 10, 2026 SEC Bergman Artur sold 200 shares
Chief Technology Officer @ $25.23 ($5.0K)
Fastly CEO and CTO sold a combined $279K in open-market sales over a week, with the CTO's $227K sale representing the bu
CLUSTER — Impact 2/10
Four Fastly insiders, including the CEO, CTO, President, and a Director, sold a total of ~$2.39M in open-market transact
CLUSTER — Impact 2/10
Three Fastly insiders (CEO, CTO, and a director) sold a combined $627K in shares over a one-week window ending Sep 1, 20
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
FMR LLC — ADD
11,892,230 shares ($218.3M)
Analyst ratings buy % +700.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
56% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Sep 23, 2026 | Freedom Broker | MAINTAIN | Buy | 66% |
| Sep 23, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Sep 23, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 6, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 6, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 17, 2026 | Freedom Broker | INITIATE | Buy | 66% |
| Jul 17, 2026 | Canaccord Genuity | INITIATE | Buy | 47% |
| May 7, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 7 | 1 | 0 | 56% | |
| Aug 1, 2026 | 3 | 7 | 7 | 1 | 0 | 56% | |
| Jul 1, 2026 | 3 | 6 | 7 | 1 | 0 | 53% | |
| Jun 1, 2026 | 3 | 6 | 7 | 1 | 0 | 53% | |
| May 1, 2026 | 3 | 5 | 8 | 1 | 0 | 47% | |
| Apr 1, 2026 | 3 | 5 | 7 | 1 | 0 | 50% | |
| Mar 1, 2026 | 3 | 5 | 7 | 1 | 0 | 50% | |
| Feb 1, 2026 | 2 | 5 | 8 | 1 | 0 | 44% |
Price targets
Where 10 covering analysts think FSLY trades over the next 12 months.
$27.90 +6.0% upside Buy
Current$26.33 Low$22.00 Median$27.50 High$37.00 10 analysts
$22.00$37.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood -26.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
Recent posts
19 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
▲ 1 · 💬 1· ⚡ 0.5
13 MAY 2026 , WHAT ARE THE BIGGEST LOSERS TODAY AND WHY ?
▲ 1 · 💬 1· ⚡ 0.5
ZS is getting the FSLY treatment and nobody's paying attention
▲ 1 · 💬 1· ⚡ 0.5
NFLX SHORTS
▲ 1 · 💬 1· ⚡ 0.5
FSLY +91% in February: The Earnings Blowout Signals AI Tailwinds – But Is It Sustainable?
▲ 0 · 💬 3
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 6 bearish, 0 mixed, 14 neutral · avg impact 3.1/10.
NEUTRALCLUSTER2/10
Fastly CEO and CTO sold a combined $279K in open-market sales over a week, with the CTO's $227K sale
Sep 10, 2026
NEUTRALCLUSTER2/10
Four Fastly insiders, including the CEO, CTO, President, and a Director, sold a total of ~$2.39M in
Sep 4, 2026
NEUTRALCLUSTER2/10
Three Fastly insiders (CEO, CTO, and a director) sold a combined $627K in shares over a one-week win
Sep 2, 2026
NEUTRALCLUSTER2/10
Two Fastly insiders (CFO and CTO) sold a combined $725K in open-market transactions over a one-week
Aug 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: FSLY — 71.2% short (1.1M / 1.5M)
Short: 1,101,687 | Exempt: 1,331 | TRF Vol: 1,546,658 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: FSLY — 55.4% short (0.9M / 1.7M)
Short: 943,201 | Exempt: 236 | TRF Vol: 1,701,405 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: FSLY — 55.2% short (2.3M / 4.1M)
Short: 2,260,089 | Exempt: 227,317 | TRF Vol: 4,096,595 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: FSLY — 64.0% short (4.9M / 7.6M)
Short: 4,889,682 | Exempt: 391,151 | TRF Vol: 7,637,680 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: FSLY — 64.3% short (9.6M / 15.0M)
Short: 9,637,607 | Exempt: 999,941 | TRF Vol: 14,996,956 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.12 | $0.11–$0.12 | 69.4% | +0.0% | 11↑ 0↓ | $0.2B | 12 |
| Next Q | $0.13 | $0.09–$0.14 | 5.9% | +0.0% | 10↑ 0↓ | $0.2B | 12 |
| Current FY | $0.53 | $0.51–$0.55 | 304.1% | +0.0% | 11↑ 0↓ | $0.7B | 12 |
| Next FY | $0.63 | $0.53–$0.79 | 20.0% | +8.0% | 10↑ 0↓ | $0.8B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.119 | — |
| 7d ago | $0.119 | — |
| 30d ago | $0.119 | — |
| 60d ago | $0.055 | +0.063 |
| 90d ago | $0.055 | +0.064 |
Institutional ownership
Which big funds own FSLY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (137,149,643 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,222,887 | $279.5M | 11.1% | — |
| FMR LLC | 11,892,230 | $218.3M | 8.7% | ADD +37.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,814,704 | $180.2M | 7.2% | — |
| Capital World Investors | 8,228,136 | $151.1M | 6.0% | DOUBLED +119.2% |
| FIRST TRUST ADVISORS LP | 7,681,005 | $141.0M | 5.6% | — |
| D. E. Shaw & Co., Inc. | 6,616,726 | $121.5M | 4.8% | DOUBLED +152.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,314,616 | $115.9M | 4.6% | — |
| TWO SIGMA INVESTMENTS, LP | 6,062,511 | $111.3M | 4.4% | — |
| Legal & General Group Plc | 4,366,475 | $80.1M | 3.2% | TRIM -45.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,910,461 | $71.8M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 8,636,789 | 11,892,230 | +37.7% | $218.3M |
| Capital World Investors | DOUBLED | 3,754,537 | 8,228,136 | +119.2% | $151.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 2,624,057 | 6,616,726 | +152.2% | $121.5M |
| Legal & General Group Plc | TRIM | 8,059,757 | 4,366,475 | -45.8% | $80.1M |
| Alyeska Investment Group, L.P. | NEW | — | 3,165,326 | — | $58.1M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | DOUBLED | 838,328 | 2,544,406 | +203.5% | $46.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,177,040 | 2,483,043 | +111.0% | $45.6M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 3,930,328 | 2,437,955 | -38.0% | $44.8M |
| MORGAN STANLEY | ADD | 1,459,497 | 2,086,595 | +43.0% | $38.3M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 1,393,646 | 1,934,718 | +38.8% | $35.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$26.1M — $0.00 bought, $26.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Bergman Artur | Chief Technology Officer | SELL | 3,961 | $25.26 | $100.1K |
| Sep 28, 2026 | Bergman Artur | Chief Technology Officer | SELL | 32,878 | $24.75 | $813.7K |
| Sep 28, 2026 | Bergman Artur | Chief Technology Officer | SELL | 200 | $25.23 | $5.0K |
| Sep 23, 2026 | Bergman Artur | Chief Technology Officer | SELL | 7,600 | $28.04 | $213.1K |
| Sep 23, 2026 | Bergman Artur | Chief Technology Officer | SELL | 24,300 | $29.17 | $708.8K |
| Sep 23, 2026 | Bergman Artur | Chief Technology Officer | SELL | 262,185 | $30.15 | $7.9M |
| Sep 23, 2026 | Bergman Artur | Chief Technology Officer | SELL | 85,517 | $30.65 | $2.6M |
| Sep 22, 2026 | Bergman Artur | Chief Technology Officer | SELL | 27,900 | $27.82 | $776.2K |
| Sep 21, 2026 | Bergman Artur | Chief Technology Officer | SELL | 2,400 | $25.32 | $60.8K |
| Sep 21, 2026 | Bergman Artur | Chief Technology Officer | SELL | 1,100 | $26.62 | $29.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FSLY.
Shares short
21,565,154
Settlement Sep 15, 2026
Change vs prior
+6.7%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈13.5%
Estimate — not % of float
All FSLY filing & press-release reports (24)
- CLUSTER reportSep 10, 2026
- CLUSTER reportSep 4, 2026
- CLUSTER reportSep 2, 2026
- CLUSTER reportAug 31, 2026
- 144 reportAug 31, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 11, 2026
- 8-K reportJun 9, 2026
- CLUSTER reportJun 5, 2026
- CLUSTER reportJun 5, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportMay 29, 2026
- 144 reportMay 29, 2026
- CLUSTER reportMay 22, 2026
- DEFA14A reportApr 22, 2026
- CLUSTER reportMar 19, 2026
- CLUSTER reportMar 13, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportMar 5, 2026
- 8-K reportMar 5, 2026
- CLUSTER reportMar 4, 2026