FSLY — Fastly, Inc. Class A Common Stock

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates FSLY Bullish with a Setup Score of 0, net conviction 34, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction34
Actionability0 (in range)

Key signals behind this score

About Fastly, Inc. Class A Common Stock

Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. The company offers network services to speed up and optimize the delivery of web and application traffic; c… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$29.30
Market Cap$4.03B
Float152.4M
Shares Outstanding159.3M
P/E (Forward)47.39
Price/Sales (TTM)5.86
vs. Analyst Target-4.8% to analyst PT
Profit Margin-11.80%
Operating Margin (TTM)-7.87%
Revenue (TTM)$687M
Dividend RateNone
Analyst Target Price$27.90 (12 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $291M -$95.9M $171M -$80.8M
2021 $354M -$223M $187M -$167M
2022 $433M -$191M $210M -$120M
2023 $506M -$133M $266M -$19.0M
2024 $544M -$158M $296M -$79.1M
2025 $624M -$122M $356M -$9.3M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $158M -$29.5M
Dec 2025 $173M -$15.5M
Mar 2026 $173M -$20.5M
Jun 2026 $183M -$15.6M

Ownership & Float

Insider Ownership4.5%
Institutional Ownership95.4%
Short Float13.3%
% of All Funds Holding3.19%
Number of Funds Holding281

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$24.86Near-term / short-term trend
Weekly40-Week SMA$20.61Medium-term trend
Weekly80-Week SMA$14.31Cyclical trend (business cycle)
Weekly200-Week SMA$13.28Secular trend (multi-year)
Monthly10-Month SMA$21.92Near-term monthly trend
Monthly20-Month SMA$14.94Medium-term monthly trend
Monthly40-Month SMA$13.71Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$30.80 resistance 1.78x 5 months ago
$9.20 support 3.57x 7 months ago
$8.30 support 1.54x 10 months ago

Historical Earnings Reactions (30 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -4.45% -6.16% 40.00% 44.90% -36.97%
1 Day -2.84% -11.34% 40.00% 72.29% -38.23%
1 Week -3.93% -8.35% 36.67% 94.20% -44.00%
2 Weeks -3.26% -12.35% 36.67% 105.37% -48.05%
1 Month 4.41% -3.20% 48.28% 159.72% -45.75%

Next earnings: November 4, 2026 (23 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan8.5%71.4%7
Feb-0.5%28.6%7
Mar6.4%28.6%7
Apr-5.9%14.3%7
May3.5%42.9%7
Jun12.7%37.5%8
Jul5.6%62.5%8
Aug3.9%50.0%8
Sep-0.1%50.0%8
Oct-8.9%14.3%7
Nov14.4%85.7%7
Dec-3.0%42.9%7

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.57% 49.7% 348
Tuesday 0.32% 50.3% 384
Wednesday 0.14% 50.8% 380
Thursday 0.00% 49.2% 372
Friday -0.21% 47.4% 371

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 95.4%

Insider Transactions — Smart Summary

Total insider ownership: 4.5%

Founder-led management: Tyler McMullen (Chief Technology Officer)

12-Month Insider Activity Summary

Total Filings94
Net Value-$88.6M
Net Shares Change-4,231,004
% of Float-2.8%
C-Suite Filings89
Clusters Detected8

Key Insiders

NameTitleNet ValueFilingsActivity
WONG RICHARD CFO -$4.2M 1 1 sell
Lovett Scott R. President, Go to Market -$2.3M 4 4 sell
Ford Jeffrey Principal Accounting Officer -$2.0M 2 1 sell
Daniels Richard Devon -$253,743.08 1 1 sell
Bergman Artur Chief Technology Officer -$163,667.08 2 2 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-11-20 – 2025-12-04 7 3 -$2.1M 7 C-suite
2026-02-20 – 2026-03-05 13 4 -$12.8M 13 C-suite
2026-03-09 – 2026-03-19 7 5 -$11.8M 6 C-suite
2026-05-20 – 2026-06-02 10 5 -$3.0M 9 C-suite
2026-06-05 – 2026-06-18 3 3 -$992,742.671 3 C-suite
2026-08-06 – 2026-08-20 7 6 -$8.5M 5 C-suite
2026-08-25 – 2026-09-08 8 5 -$4.3M 7 C-suite
2026-09-10 – 2026-09-23 11 4 -$8.4M 11 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-09-18 Ford Jeffrey Principal Accounting Officer -$884,249.44 Transaction at $23.84, now +22.9%
2026-09-18 Lovett Scott R. President, Go to Market -$830,457 Transaction at $23.85, now +22.9%
2026-08-20 WONG RICHARD CFO -$4.2M Transaction at $28.61, now +2.4%
2026-08-11 Daniels Richard Devon -$253,743.08 Transaction at $22.90, now +27.9%
2026-09-02 Lovett Scott R. President, Go to Market -$451,352 Transaction at $23.00, now +27.4%
2026-09-02 Bergman Artur Chief Technology Officer -$143,175 Transaction at $23.00, now +27.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Fastly, Inc. Class A Common Stock (FSLY) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for FSLY on Trend Edge →