TickerTalks
Browse all tickers →
TickerTalks›$FSLY
FSFSLY

Fastly, Inc.

$FSLY·$4.6B·Software - Application·Technology
$22.47-10.4%YTD+162.2%1Y+183.0%
Price updated 6h ago·X counts updated 5d ago
FSFSLY
$FSLYFastly, Inc.
$22.47-10.37%360 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $FSLY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

360X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FSLY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 69% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Fastly rallies +6% on AI-agent hype with FSLY, NET, DOCN framed as consumer-agent-usage plays (traffic/security/observability) rather than data-center capex. A $75K 9/18 $23.5C fish buy and multiple exit alerts show trader enthusiasm.

Read what X is saying about $FSLY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FSLY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Edge-compute CDN caught the AI-agent-traffic trade — and the CTO just sold $15M+ into the exact rally.

Fastly runs an edge-cloud CDN platform competing with Cloudflare — delivering, securing and observing web traffic at the network edge. The stock is up 205% TTM on the AI-agent-usage narrative (NET, DOCN, FSLY as the consumer-agent-traffic infrastructure).

  • The business is accelerating: revenue grew 19.8% YoY to $173M last quarter at a -16% operating margin — the top-line reacceleration is real, but the P&L remains loss-making and the business is still smaller than Cloudflare's by every meaningful measure.
  • The AI-agent framing is the active catalyst: traffic/security/observability for consumer AI agents is a real emerging workload that doesn't depend on data-center capex timing, so the TAM is being extended narratively if not yet in revenue.
  • CTO Artur Bergman's selling is massive: $11.4M at $30.16, plus $819K, $776K, $1.3M, and $100K — all September tranches that add up to roughly $14-15M, which on a $3.9B market cap is the clearest take-chips signal possible outside a founder exit.

Accelerating holds while the AI-agent narrative keeps pulling retail into the ticker and NET-group correlation stays strong. A soft Nov 4 earnings print (sub-18% revenue growth), or any specific CDN pricing-pressure commentary from Cloudflare, is what cools the trade; a FY27 revenue guide above $800M is what extends it.

Agrees with X sentimentX bulls framing FSLY/NET/DOCN as the consumer-agent-usage infrastructure have the right narrative pod, and the +6% rally on $23.5C call-buying matches the chart — but Bergman's $14M+ September selling is a counter-signal the thread completely isn't engaging with.

What to watch: Nov 4 earnings — revenue growth above 18%, net revenue retention trajectory, and any specific AI-agent-traffic quantification. Sub-18% growth, or further CTO-level selling, is what cools the breakout.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $FSLY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Programmable edge cloud delivering CDN, web application firewall, and compute-at-edge services for developers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $FSLY.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $FSLY

Partial — Programmable edge cloud delivering CDN, web application firewall, and compute-at-edge services for developers.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-26.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-15.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-10.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.15$0.07+127.5%
Q1 2026May 6, 2026$0.13$0.08+62.5%
Q4 2025Feb 11, 2026$0.12$0.06+100.0%
Q3 2025Nov 5, 2025$0.07$0.06+22.0%
Next earningsWed, Nov 4·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$173.0M+19.8%62.5%-13.8%$-0.13$3.6M
Q4 FY25$172.6M+22.8%61.4%-8.6%$-0.10$12.2M
Q3 FY25$158.2M+15.3%58.4%-18.2%$-0.20$18.2M
Q2 FY25$148.7M+12.3%51.3%-24.6%$-0.26$20.7M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$740.6M$738.5M – $743.1M$0.53$0.51 – $0.549
FY27$846.2M$826.3M – $881.6M$0.63$0.51 – $0.759
FY28$974.9M$958.2M – $999.1M$0.79$0.77 – $0.824
FY29$1.1B$1.1B – $1.1B$0.81$0.79 – $0.842
FY30$1.2B$1.2B – $1.2B$0.94$0.92 – $0.972

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 12Artur BergmanCTO37.0K sh$993KSellOct 9Artur BergmanCTO3.0K sh$90KSellSep 29Artur BergmanCTO4.0K sh$100KSellSep 28Artur BergmanCTO33.1K sh$819KSellSep 23Artur BergmanCTO379.6K sh$11.4MSellSep 22Artur BergmanCTO27.9K sh$776KSellSep 21Artur BergmanCTO49.1K sh$1.3MSellSep 17Artur BergmanCTO2.2K sh$56KSellSep 17Scott R. LovettPresident41.8K sh$1.0MSellSep 17Jeffrey FordPrincipal Accounting Officer45.8K sh$1.1M
1–10 of 56
+ 8 other (8 awards) in window

See when $FSLY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsSep 183/A
AI summary

Jeffrey Ford, Principal Accounting Officer at Fastly (FSLY), filed an amended Form 3 to correct an omission from his June 9, 2026 original filing, adding 331,695 RSUs previously omitted due to an administrative error. Total beneficial ownership is now 332,784 shares of Class A common stock. The RSUs vest 25% on September 15, 2026 with quarterly installments thereafter. Administrative correction only — no economic significance.

8-KMaterial agreementAug 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Fastly (FSLY) filed an 8-K under Items 1.01 and 2.03, disclosing entry into a material definitive agreement and creation of a new direct financial obligation effective August 17, 2026. The filing indicates Fastly entered into a significant new financing arrangement—likely a credit facility or term loan. No specific terms or amounts were disclosed in the available excerpt. Fastly is an edge cloud and CDN services provider.

S-3ASRAuto-shelf registrationAug 6S-3ASR
AI summary

Fastly, Inc. filed an automatic shelf registration statement (S-3ASR) on August 6, 2026, effective immediately upon filing given Fastly's large accelerated filer status. The registration covers securities to be offered from time to time on a delayed or continuous basis under Rule 415; no specific dollar amount or security type for an immediate offering is disclosed. CEO Charles Compton and CLO Tara Seracka are named representatives. This is a routine shelf registration renewal providing capital-raising flexibility for the edge cloud platform company, with no immediate dilutive impact.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Fastly, Inc. filed its Q2 2026 earnings 8-K on August 5, 2026, reporting financial results for the quarter ended June 30, 2026 via a press release (Exhibit 99.1) and an investor supplement. The filing also includes a Reg FD Item 7.01 disclosure noting that Fastly posted supplemental financial information to its IR website. No headline financial figures appear in the excerpt; the actual results are in the attached exhibits. This is a routine quarterly earnings disclosure with no extraordinary events visible in the filing.

3New insider — initial holdingsJun 93
AI summary

Jeffrey Ford, newly designated Principal Accounting Officer of Fastly, Inc., filed an initial Form 3 on June 9, 2026 disclosing direct ownership of 1,089 shares of Fastly Class A common stock, effective June 3, 2026. Routine Section 16 initial officer disclosure; no derivative securities reported.

8-KOfficer or director changeJun 98-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Fastly, Inc. appointed Jeffrey Ford (age 47, Chief Accounting Officer since September 2025) as principal accounting officer effective June 3, 2026; Ford will not hold executive officer status. CFO Richard Wong simultaneously ceases serving as principal accounting officer but retains the CFO title. Ford's prior experience includes CAO at LivePerson, Controller at Stripe, VP Accounting at CrowdStrike, and over 20 years at KPMG. This filing also covers an annual meeting stockholder vote (Item 5.07) but results are not captured in the excerpt. This is an administrative internal accounting oversight realignment with no financial impact.

+ 14 other (8 13Gs · 2 10-Qs · 2 proxys · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fastly Named a Leader in 2026 IDC MarketScape for Worldwide WAAP Platformsbusinesswire.com·3d agoFastly Expands Partnership with Jio Platforms to Power the Next Generation of India's Digital Economybusinesswire.com·4d agoA Look at Fastly Inc (FSLY) After 9.8% Decline -- GF Value $10.73 vs Price $26.43gurufocus.com·4d agoFastly (NASDAQ:FSLY) Shares Down 7.4% – Should You Sell?defenseworld.net·5d agoWhat's Going On With Fastly Stock Monday?benzinga.com·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NBIS$AI$STRK$ZETA$MSTR$BULL$UBER$APP
Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport