Fastly, Inc. Class A (FSLY)

Fastly's stock has experienced fluctuations, with a 52-week range between $4.65 and $12.59. In Q3 2025, Fastly reported stronger-than-expected results, with revenue up 15.3% year-over-year, leading to a stock price surge. Several analysts adjusted their ratings and price targets for FSLY in December 2025 and January 2026. In the three months leading up to January 2026, Fastly insiders sold more company stock than they bought, with sales totaling $9,258,075.00.

Information regarding specific demand seasonality patterns for Fastly, Inc.'s products and services is not readily available. Fastly generates revenue through a usage-based model, charging customers based on data transferred and computational resources used, which can lead to a lumpy revenue base.

Fastly, Inc. is an American cloud computing company operating an edge cloud platform to accelerate, secure, and enable digital experiences. It is categorized within the Technology sector, specifically in the Software & Services and Internet Services and Infrastructure industries, evolving from a CDN provider into a comprehensive edge cloud platform. Fastly's major products and services include Content Delivery Network (CDN), Edge Compute, Edge Security, Edge Applications, Video and Streaming, Observability, and Professional Services.

Fastly's network spans major metropolitan areas across North America, Europe, Asia, and Australia. The company operates in 79 markets worldwide with strategically located points of presence (POPs) near major internet exchange points and cloud providers. Fastly has operations in countries including the United States, the UK, Japan, Germany, Spain, India, and Australia.

Fastly's brand reputation has been positively influenced by its focus on innovation and security offerings. Product innovations include API Discovery and deception capabilities in its Next-Gen Web Application Firewall (WAF). The security segment has been a major growth driver, with revenue accelerating to 30% year-over-year growth in Q3 2025. Fastly has successfully signed new enterprise customers and improved its net retention rate to 106% in Q3 2025.

Approximately 79.71% of Fastly's stock is held by institutions, including Vanguard Group Inc, BlackRock, Inc., and Legal & General Group Plc. Individual and insider ownership accounts for 6.70% of the stock, with Abdiel Capital Management LLC and Artur Bergman being notable shareholders.