Lumida
/FSLY
⌘K
Fastly Inc

Fastly Inc

FSLY
$23.16USD+1.98%+0.45 today

MARKET CAP

3.7B

P/E (TTM)

FWD P/E

DAY RANGE

$22 – $23

52W RANGE

$7
$35

AI Summary

Stalk
Buy NowMedium

Despite the lack of a clear active pattern and a period of consolidation just below key resistance, FSLY remains in a Stage 2 advance above rising longer-term averages. Price is holding above the 9/20 EMA cluster, momentum indicators show no exhaustion, and the 200-day trend remains bullish. Execution favors buying this pullback into rising EMAs to position for a potential continuation toward prior highs, while monitoring for any decisive break below short-term support.

  • Q2’26 revenue $183.3M, up 23% YoY, above guidance
  • Trailing 12-month net retention at 117%, highest in 3+ years
  • Top 10 clients contribute ~37% of revenue, raising concentration risk
Full analysis →

Buying

8

institutions

Selling

5

institutions

New Positions

0

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY15.22 M279.49 M+2.78 M-22.7%0.00%
CA

Citadel Advisors LLC

Q2 2026

BUY4.17 M76.59 M+381.87 K-30.4%0.01%
MM

Millennium Management LLC

Q2 2026

BUY2.68 M49.23 M+1.12 M+8.3%0.02%
JC

Jpmorgan Chase & Co

Q2 2026

BUY901.62 K16.35 M+488.49 K+55.1%0.00%
AC

Aqr Capital Management LLC

Q2 2026

BUY336.79 K6.17 M+21.64 K-28.3%0.00%
RT

Renaissance Technologies LLC

Q2 2026

SELL324.20 K5.95 M+-194.15 K-60.5%0.01%
JH

Janus Henderson Group Plc

Q1 2026

BUY134.10 K3.90 M+80.95 K+620.5%0.00%
HS

Hussman Strategic Advisors, Inc.

Q2 2026

BUY147.00 K2.70 M+42.00 K-11.6%0.62%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL133.50 K2.45 M+-3.05 M-97.3%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

SELL22.04 K404.60 K+-17.61 K-64.9%0.00%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUY3.92 K71.99 K+1.16 K-10.3%0.00%
TR

T. Rowe Price Investment Management, Inc.

Q2 2026

SELL0.000.00+-2.06 M-100.0%0.00%
BA

Bridgewater Associates, LP

Q2 2026

SELL0.000.00+-62.77 K-100.0%0.00%