Fastly, Inc. (FSLY) is up 5.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued momentum and positioning ahead of Fastly’s next earnings report, with the stock still sensitive to sentiment after its earlier 2026 reset. With no single, widely-circulated headline tied to today’s move, the catalyst looks more like anticipation and incremental optimism than a discrete news event.
Details:
Sources:
Fastly Investor Relations, Investing.com, TipRanks
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$FSLY Insider Trading Activity
$FSLY insiders have traded $FSLY stock on the open market 85 times in the past 6 months. Of those trades, 0 have been purchases and 85 have been sales.
Here’s a breakdown of recent trading of $FSLY stock by insiders over the last 6 months:
- ARTUR BERGMAN (Chief Technology Officer) has made 0 purchases and 56 sales selling 2,526,173 shares for an estimated $40,062,935.
- CHARLES LACEY III COMPTON (CEO) has made 0 purchases and 16 sales selling 258,666 shares for an estimated $4,883,622.
- SCOTT R. LOVETT (President, Go to Market) has made 0 purchases and 10 sales selling 243,337 shares for an estimated $4,424,679.
- RICHARD DEVON DANIELS sold 14,976 shares for an estimated $312,848
- RICHARD WONG (CFO) has made 0 purchases and 2 sales selling 9,242 shares for an estimated $191,897.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$FSLY Hedge Fund Activity
We have seen 131 institutional investors add shares of $FSLY stock to their portfolio, and 102 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. added 4,623,767 shares (+2795.2%) to their portfolio in Q4 2025, for an estimated $47,069,948
- ROYAL BANK OF CANADA removed 2,500,858 shares (-98.4%) from their portfolio in Q4 2025, for an estimated $25,458,734
- DIVISADERO STREET CAPITAL MANAGEMENT, LP removed 2,476,487 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $25,210,637
- POINT72 ASSET MANAGEMENT, L.P. added 2,386,742 shares (+204.3%) to their portfolio in Q4 2025, for an estimated $24,297,033
- PRUDENTIAL FINANCIAL INC added 1,845,821 shares (+3649.7%) to their portfolio in Q4 2025, for an estimated $18,790,457
- TWO SIGMA INVESTMENTS, LP added 1,726,776 shares (+123.7%) to their portfolio in Q4 2025, for an estimated $17,578,579
- DIMENSIONAL FUND ADVISORS LP removed 1,407,281 shares (-34.0%) from their portfolio in Q4 2025, for an estimated $14,326,120
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$FSLY Analyst Ratings
Wall Street analysts have issued reports on $FSLY in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keybanc issued a "Overweight" rating on 12/15/2025
To track analyst ratings and price targets for $FSLY, check out Quiver Quantitative's $FSLY forecast page.
$FSLY Price Targets
Multiple analysts have issued price targets for $FSLY recently. We have seen 6 analysts offer price targets for $FSLY in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Peter Levine from Evercore ISI Group set a target price of $32.0 on 04/14/2026
- James Fish from Piper Sandler set a target price of $30.0 on 04/07/2026
- Rishi Jaluria from RBC Capital set a target price of $20.0 on 03/02/2026
- Fatima Boolani from Citigroup set a target price of $13.0 on 02/13/2026
- Rudy Kessinger from DA Davidson set a target price of $9.0 on 02/09/2026
- Jackson Ader from Keybanc set a target price of $14.0 on 12/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
