Fastly shares jump as AI-infrastructure optimism and recent guidance raise keep buyers engaged

Fastly, Inc. (FSLY) is up 9.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks most consistent with a momentum rebound in AI- and infrastructure-linked software names, reinforced by Fastly’s recently raised full-year revenue outlook and continued messaging around security and AI-related tooling. With no single, clearly identifiable company-specific headline today, the rally could also reflect short covering and options-driven flows after recent volatility.

Details:

Fastly’s latest quarterly update highlighted stronger year-over-year growth in security and included a higher 2026 revenue guidance range than previously communicated.

Management also discussed new AI-focused developer tooling (including an “Agent Toolkit”) aimed at speeding up how customers build and deploy services on Fastly’s edge platform.

Fastly rolled out an update enabling its Next-Gen WAF to protect traffic routed through Google Cloud Load Balancers, potentially improving its fit for cloud-native enterprise deployments.

Recent weeks also featured multiple upward revisions in Street price targets/ratings activity, which can add incremental demand when a stock begins to trend higher.

Sources:

Fastly Investor Relations, Fastly Documentation, MarketScreener

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 84 times in the past 6 months. Of those trades, 0 have been purchases and 84 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 46 sales selling 2,090,881 shares for an estimated $35,884,790.
CHARLES LACEY III COMPTON (CEO) has made 0 purchases and 20 sales selling 304,059 shares for an estimated $6,162,476.
SCOTT R. LOVETT (President, Go to Market) has made 0 purchases and 11 sales selling 268,023 shares for an estimated $4,907,533.
RICHARD WONG (CFO) has made 0 purchases and 5 sales selling 21,649 shares for an estimated $396,873.
RICHARD DEVON DANIELS sold 14,976 shares for an estimated $312,848
CHRISTOPHER B PAISLEY sold 1,000 shares for an estimated $16,960

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$FSLY Hedge Fund Activity

We have seen 218 institutional investors add shares of $FSLY stock to their portfolio, and 126 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 7,572,885 shares (+711.8%) to their portfolio in Q1 2026, for an estimated $220,068,038
MORGAN STANLEY removed 6,879,737 shares (-82.5%) from their portfolio in Q1 2026, for an estimated $199,925,157
ALYESKA INVESTMENT GROUP, L.P. removed 4,789,185 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $139,173,716
CAPITAL WORLD INVESTORS added 3,754,537 shares (+inf%) to their portfolio in Q1 2026, for an estimated $109,106,845
FIRST TRUST ADVISORS LP added 3,524,763 shares (+100.5%) to their portfolio in Q1 2026, for an estimated $102,429,612
VOYA INVESTMENT MANAGEMENT LLC added 2,910,957 shares (+285.6%) to their portfolio in Q1 2026, for an estimated $84,592,410
TWO SIGMA INVESTMENTS, LP added 2,491,276 shares (+79.8%) to their portfolio in Q1 2026, for an estimated $72,396,480

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$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 $26.0.

Here are some recent targets:

Jackson Ader from Keybanc set a target price of $27.0 on 05/07/2026
James Fish from Piper Sandler set a target price of $27.0 on 05/07/2026
Rishi Jaluria from RBC Capital set a target price of $18.0 on 05/07/2026
Fatima Boolani from Citigroup set a target price of $25.0 on 05/07/2026
Peter Levine from Evercore ISI Group set a target price of $32.0 on 04/14/2026
Rudy Kessinger from DA Davidson set a target price of $9.0 on 02/09/2026

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.