FSLY — Fastly, Inc. Class A Common Stock

Founder-Led

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

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$16.94
Market Cap$2.68B
Float148.1M
Shares Outstanding156.5M
P/E (Forward)52.63
Price/Sales (TTM)4.11
vs. Analyst Target+43.2% to analyst PT
Profit Margin-15.79%
Operating Margin (TTM)-13.81%
Revenue (TTM)$653M
Dividend RateNone
Analyst Target Price$24.25 (10 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
Jun 2025 $149M -$37.5M
Sep 2025 $158M -$29.5M
Dec 2025 $173M -$15.5M
Mar 2026 $173M -$20.5M

Ownership & Float

Insider Ownership4.5%
Institutional Ownership93.1%
Short Float12.8%
% of All Funds Holding3.94%
Number of Funds Holding324

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$23.12Near-term / short-term trend
Weekly40-Week SMA$14.50Medium-term trend
Weekly80-Week SMA$11.09Cyclical trend (business cycle)
Weekly200-Week SMA$12.05Secular trend (multi-year)
Monthly10-Month SMA$14.59Near-term monthly trend
Monthly20-Month SMA$11.08Medium-term monthly trend
Monthly40-Month SMA$12.68Secular 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
$25.60 resistance 1.32x 0 months ago
$9.20 support 3.57x 2 months ago
$8.30 support 1.54x 5 months ago

Historical Earnings Reactions (29 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -4.17% -4.16% 41.38% 44.90% -36.97%
1 Day -2.50% -10.35% 41.38% 72.29% -38.23%
1 Week -4.59% -8.38% 34.48% 94.20% -44.00%
2 Weeks -2.93% -11.94% 37.93% 105.37% -48.05%
1 Month 6.04% 0.44% 50.00% 159.72% -45.75%

Next earnings: July 25, 2026 (56 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
May9.0%50.0%6
Jun14.0%28.6%7
Jul3.1%57.1%7
Aug4.4%42.9%7
Sep-2.0%42.9%7
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 0.45% 49.4% 330
Tuesday 0.32% 49.7% 366
Wednesday 0.13% 50.7% 361
Thursday 0.02% 48.7% 353
Friday -0.22% 47.5% 354

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 93.1%

Insider Transactions — Smart Summary

Total insider ownership: 4.5%

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

12-Month Insider Activity Summary

Total Filings80
Net Value-$57.8M
Net Shares Change-3,497,027
% of Float-2.4%
C-Suite Filings78
Clusters Detected7

Key Insiders

NameTitleNet ValueFilingsActivity
Lovett Scott R. President, Go to Market -$1.8M 2 2 sell
Bergman Artur Chief Technology Officer -$531,851.42 2 2 sell
WONG RICHARD CFO -$396,873.509 4 4 sell
Daniels Richard Devon -$312,848.64 1 1 sell
Compton Charles Lacey III CEO -$268,853.2 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-30 – 2025-06-06 5 3 -$131,372.2 5 C-suite
2025-08-20 – 2025-09-03 5 4 -$636,627.361 4 C-suite
2025-09-04 – 2025-09-17 6 3 -$2.6M 6 C-suite
2025-11-14 – 2025-11-25 6 3 -$1.9M 6 C-suite
2026-02-17 – 2026-03-02 9 3 -$17.8M 9 C-suite
2026-03-04 – 2026-03-13 12 5 -$19.7M 11 C-suite
2026-05-20 – 2026-05-22 5 4 -$2.3M 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-22 WONG RICHARD CFO -$41,200 Transaction at $16.48, now +2.8%
2026-05-20 WONG RICHARD CFO -$163,775.589 Transaction at $16.53, now +2.5%
2026-05-20 Lovett Scott R. President, Go to Market -$250,104.55 Transaction at $16.85, now +0.5%
2026-03-05 Lovett Scott R. President, Go to Market -$1.6M Transaction at $21.06, now -19.6%
2026-03-05 Bergman Artur Chief Technology Officer -$516,643.92 Transaction at $21.06, now -19.6%
2026-03-10 Daniels Richard Devon -$312,848.64 Transaction at $20.89, now -18.9%

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 →