Fastly (NYSE:FSLY) CTO Artur Bergman Sells 20,000 Shares

Fastly, Inc. (NYSE:FSLY) CTO Artur Bergman sold 20,000 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $8.84, for a total transaction of $176,800.00. Following the completion of the transaction, the chief technology officer owned 2,540,214 shares in the company, valued at approximately $22,455,491.76. This trade represents a 0.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link.

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

• On Monday, February 2nd, Artur Bergman sold 20,000 shares of Fastly stock. The shares were 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 stock was 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 stock was sold at an average price of $9.35, for a total value of $187,000.00.
• On Monday, January 5th, Artur Bergman sold 40,000 shares of Fastly stock. The shares were 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.
• On Monday, December 22nd, Artur Bergman sold 40,000 shares of Fastly stock. The stock was sold at an average price of $10.59, for a total value of $423,600.00.
• On Monday, December 15th, Artur Bergman sold 40,000 shares of Fastly stock. The stock was sold at an average price of $10.50, for a total value of $420,000.00.
• On Monday, December 15th, Artur Bergman sold 40,000 shares of Fastly stock. The stock was sold at an average price of $10.50, for a total transaction of $420,000.00.

Fastly Stock Up 2.4%

FSLY opened at $9.31 on Thursday. The company has a fifty day moving average of $9.79 and a two-hundred day moving average of $9.01. The stock has a market capitalization of $1.39 billion, a price-to-earnings ratio of -9.70 and a beta of 1.03. Fastly, Inc. has a fifty-two week low of $4.65 and a fifty-two week high of $12.59. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.46 and a current ratio of 1.46.

Hedge Funds Weigh In On Fastly

Several hedge funds and other institutional investors have recently modified their holdings of the business. Penserra Capital Management LLC purchased a new stake in Fastly during the 3rd quarter valued at about $61,864,000. Divisadero Street Capital Management LP acquired a new position in shares of Fastly during the 3rd quarter worth approximately $21,174,000. Marshall Wace LLP boosted its holdings in shares of Fastly by 115.2% during the 2nd quarter. Marshall Wace LLP now owns 3,385,167 shares of the company’s stock worth $23,899,000 after purchasing an additional 1,811,935 shares during the last quarter. Balyasny Asset Management L.P. grew its position in shares of Fastly by 3,941.1% in the second quarter. Balyasny Asset Management L.P. now owns 1,329,006 shares of the company’s stock valued at $9,383,000 after purchasing an additional 1,296,119 shares in the last quarter. Finally, Algert Global LLC increased its holdings in shares of Fastly by 288.8% in the third quarter. Algert Global LLC now owns 1,521,733 shares of the company’s stock valued at $13,011,000 after purchasing an additional 1,130,293 shares during the last quarter. 79.71% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Fastly

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Company reported record Q4 and full-year 2025 revenue, gross margin and operating profit, and provided upbeat guidance — the core catalyst for the rally. Fastly Announces Both Record Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Market commentary positions Fastly as an “underrated AI play” — analysts point to continued LLM-driven traffic growth as supportive for revenue/usage. Fastly Stock Soars 34% After Earnings. Why It’s an Underrated AI Play.
• Positive Sentiment: After‑hours coverage and market movers reports highlighted a strong earnings beat and upbeat guidance that sent shares sharply higher. Fastly shares soar 24% after crushing Q4 earnings estimates, upbeat guidance
• Neutral Sentiment: Detailed earnings highlights and metrics show record revenue and profitability; investors should watch in‑line vs. inline product revenue trends discussed in post‑earnings writeups. Fastly Inc (FSLY) Q4 2025 Earnings Call Highlights: Record Revenue and Profitability Amidst …
• Neutral Sentiment: Full earnings call transcript is available for investors wanting management commentary and detail on margin drivers and guidance assumptions. Fastly, Inc. (FSLY) Q4 2025 Earnings Call Transcript
• Negative Sentiment: DA Davidson trimmed its price target to $9 from $11.50 prior to the print, a reminder some analysts remain cautious on valuation and cadence. Fastly price target lowered to $9 from $11.50 at DA Davidson
• Negative Sentiment: Insider selling: CTO Artur Bergman sold 20,000 shares on Feb. 9, a small portion of his holdings — worth noting for investor optics. SEC Form 4 – Artur Bergman

Analysts Set New Price Targets

A number of analysts have recently commented on FSLY shares. Oppenheimer initiated coverage on Fastly in a research report on Monday, November 17th. They issued a “market perform” rating for the company. Piper Sandler upped their price objective on shares of Fastly from $10.00 to $11.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. DA Davidson decreased their price objective on shares of Fastly from $11.50 to $9.00 and set a “neutral” rating on the stock in a report on Monday. Citigroup cut their target price on shares of Fastly from $12.00 to $10.00 and set a “neutral” rating for the company in a research note on Friday, January 16th. Finally, Royal Bank Of Canada raised their price target on shares of Fastly from $9.00 to $10.00 and gave the company a “sector perform” rating in a research note on Monday, January 5th. Three analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $10.29.

About Fastly

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.