Here is how Fastly (FSLY) and Advantest Corp. (ATEYY) have performed compared to their sector so far this year.
Fastly (FSLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Fastly (NYSE:FSLY) stock rocketed 11% higher Wednesday trading, pushing shares to $26.88.
CEO Kip Compton sold 49,350 shares for a transaction value of ~$1.23 million on March 11, 2026. This represented 4.1% of Compton's direct holdings at the time, reducing direct ownership to 1,163,428 shares.
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Scott Lovett, Fastly's President of Go to Market, sold 73,715 shares for ~$1.55 million on March 4, 2026, at a weighted average price around $21.06 per share. This represented 4.46% of Lovett's direct holdings at the time, reducing direct ownership to 1,580,513 shares post-transaction.
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CTO Artur Bergman sold 40,000 indirectly-held shares for a transaction value of ~$683,000 at a weighted average price around $17.08 per share on Feb. 23, 2026. This sale represented 0.66% of Mr.
Fastly (FSLY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Fastly has staged a dramatic turnaround, with shares nearly doubling YTD and Q4 results highlighting accelerating revenue and improved customer expansion. FSLY is evolving from a pure CDN to a full-stack internet services provider, leveraging AI-driven compute and observability offerings for future growth. Enterprise traction is strengthening, offsetting churn in smaller accounts, with blue-chip customers like JetBlue, Duolingo, and Wayfair anchoring expansion.
Fastly delivered a blowout Q4 2025, achieving its first full year of non-GAAP net profit and positive free cash flow. FSLY's AI-driven offerings, notably the AI accelerator, fueled a 55% surge in RPO to $354M and robust enterprise adoption. Management guided for $700–720M FY 2026 revenue, well above consensus, yet RPO growth suggests guidance may be conservative.
Fastly (FSLY) – an edge cloud platform for application processing and security – has achieved a 5-day winning streak, resulting in total gains of 102% during this time. The company's market capitalization has increased by approximately $1.2 billion over the last 5 days, currently reaching $2.4 billion.