← Back Fastly, Inc. · Software FSLY Next report: In 7 days (est.)
The short version A company still losing money with growing sales.
Going well Watch out for Money moves Facts from SEC filings, not a recommendation.
What the price means Price as of Oct 26
$25.61 +4.9% that day
Company value $4.1B Share price times all shares
Price vs sales 5.9x No profit over the last year, so this compares value with sales instead
Cash vs value 2% Cash as a share of company value
Debt vs value 9% Debt as a share of company value From FSLY's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time Last 12 quarters, from SEC filings
Sales Profit EPS Free cash flow Margin
Sales, Jun '26 $183.3M +23% vs a year earlier
Sep '23 Tap a bar Jun '26
Last 12 months: $687.2M, up 20% from the 12 months before. Over 5 years, sales grew about 17% a year.
Overview Earnings Insiders Institutions Safety Filings
Business quality The checklist Warren Buffett-style investors use. Annual numbers for 2025. Miss Return on equity 15%+ Earns a lot on the money owners have in the business. -12.8% Pass Debt under half of equity Not relying on borrowed money. 0.39x equity Miss Net margin 10%+ Keeps at least 10 cents of profit from each dollar of sales. -19.5% Miss Profitable every year Steady profits, not one good year. 0 of 9 years Pass Free cash flow positive Brings in more cash than it spends to run and grow. $65.8M Miss Share count not growing Not diluting owners. Falling means buybacks. +20.7% in 3 years Pass Gross margin 40%+ Pricing power: sells for well above what it costs to make. 57.1%
Revenue $624.0M +14.8% vs prior year
5-year growth +16.5%/yr revenue, per year
Total debt $361.8M 0.39x equity
Current ratio 2.61x short-term assets / bills due From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter Quarter ended Jun 30, 2026
Revenue $183.3M +23.3% YoY
EPS -$0.10 vs -$0.26
Op. margin -7.9% +16.9 pts
Gross margin 63.3% +8.8 pts
Free cash flow $7.7M
Share count +8.1% vs a year ago Insider rating Last 90 days
43 Mixed
Pre-planned sales of $13.9M (weaker signal) 50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend 13 weeks ago This week
Filing buzz Last 7 days vs normal
27 / 100
This week 2
Normal week 5.0
vs normal 0.4x SEC filings of any kind. 50 means a normal week.
Institutional ownership ■ Steady+7.6% Institutions added 7.6% to their holdings. 149 bought, 192 sold. 6 quarters of net buying in a row.
Shares held by institutions 148.4M
Sep '24 Jun '26
Share count growth Yearly rate, last 3 years
+7.3% Cash runway At last year's cash burn
Cash flow positive Debt to equity Latest balance sheet: debt compared with what owners have
0.3x · $324.0M debt Shares outstanding Latest reported
159M Why high risk Losing money Share count growing 7.3% a year Auditor change Exchange listing notice (a delisting warning or a move to another exchange) Next report In 7 days (est.) Estimated from the same quarter last year
Results filed Aug 5 Results filed May 6 Results filed Feb 11 Results filed Nov 5, 2025 Results filed Aug 6, 2025 Insider trades Open-market buys and sells, last 90 days Bought $0 0 insiders
Sold $13.9M 2 insiders, 4 pre-planned
Insider Trade Shares Avg price Value Owns after Date Charles Lacey Iii Compton CEO
Sell 20K $24.10 $493K 832K -2.4% of their holdings $23.08 to $24.90 across 2 trades Traded Oct 16 to Oct 19 Pre-planned sale (10b5-1) Also Director Filed 1 day after Artur Bergman Chief Technology Officer
Sell 40K $27.06 $1.1M 1M -3.6% of their holdings $26.62 to $30.07 across 4 trades Traded Oct 9 to Oct 12 Held See Footnote. Pre-planned sale (10b5-1) Also Director Filed 2 days after Artur Bergman Chief Technology Officer
Sell 37K $24.81 $919K 1M -3.3% of their holdings $24.75 to $25.26 across 3 trades Traded Sep 28 to Sep 29 Held See Footnote. Pre-planned sale (10b5-1) Also Director Filed 1 day after Artur Bergman Chief Technology Officer
Sell 380K $30.16 $11.4M 1M -25% of their holdings $28.04 to $30.65 across 4 trades Held See Footnote. Pre-planned sale (10b5-1) Also Director Filed 2 days after
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings Straight from SEC EDGAR
Planned insider sale Oct 26 · Form 144 ↗ Planned insider sale Oct 26 · Form 144 ↗ Sold Charles Lacey Iii Compton CEO, Director
20,449 shares at $24.10 avg ($23.08 to $24.90) · $493K
-2% of holdings Now owns 831,500 shares Pre-planned sale (10b5-1) 2 transactions Filed 1 day after trade Planned insider sale Oct 19 · Form 144 ↗ Sold Artur Bergman Chief Technology Officer, Director
40,041 shares at $27.06 avg ($26.62 to $30.07) · $1.1M
-4% of holdings Now owns 1,061,278 shares Pre-planned sale (10b5-1) Held See Footnote. 4 transactions Filed 2 days after trade Planned insider sale Oct 13 · Form 144 ↗ Sold Artur Bergman Chief Technology Officer, Director
37,039 shares at $24.81 avg ($24.75 to $25.26) · $919K
-3% of holdings Now owns 1,101,319 shares Pre-planned sale (10b5-1) Held See Footnote. 3 transactions Filed 1 day after trade Planned insider sale Sep 28 · Form 144 ↗ Sold Artur Bergman Chief Technology Officer, Director
379,602 shares at $30.16 avg ($28.04 to $30.65) · $11.4M
-25% of holdings Now owns 1,138,358 shares Pre-planned sale (10b5-1) Held See Footnote. 4 transactions Filed 2 days after trade Planned insider sale Sep 23 · Form 144 ↗ Sold Artur Bergman Chief Technology Officer, Director
77,046 shares at $27.54 avg ($25.32 to $27.82) · $2.1M
-5% of holdings Now owns 1,517,960 shares Pre-planned sale (10b5-1) Held See Footnote. 4 transactions Filed 1 day after trade Sold Artur Bergman Chief Technology Officer, Director
2,200 shares at $25.30 · $56K
-0% of holdings Now owns 1,595,006 shares Pre-planned sale (10b5-1) Held See Footnote. Filed 4 days after trade Insider trade Sep 21 · Form 4 ↗ Insider trade Sep 21 · Form 4 ↗ 3/A Sep 18 · Form 3/A ↗