The name’s Compton, Kip Compton. CEO of Fastly. He unloaded almost fifty thousand shares on March 11th. A tidy sum – $1.2 million, give or take. The market always has a nose for these things. I checked the filings. Standard procedure. But in this business, nothing is ever quite standard.
The Numbers, Cold and Hard
| Metric | Value |
|---|---|
| Shares Sold (Direct) | 49,350 |
| Transaction Value | $1.2 million |
| Post-Transaction Shares (Direct) | 1,163,428 |
| Post-Transaction Value (Direct Ownership) | $28.0 million |
The price? Twenty-five bucks a share, according to the SEC. Closed at twenty-four-oh-five the same day. A small dip, but dips can be deceptive. It’s the pattern you look for, not the single drop.
Questions a Trader Asks
Compton’s been selling before. This wasn’t a sudden panic. Forty-nine thousand shares is bigger than his usual trim – the median sale is smaller, around thirteen thousand. He shed about four percent of his direct holdings. Not a fire sale, but a noticeable move. He still holds over a million shares. A man doesn’t abandon ship entirely unless the rats are already wearing life vests.
No indirect accounts or derivatives involved. Straightforward. Clean. He wasn’t hiding anything in the shadows. And the timing? Fastly’s stock had been on a tear – up 265 percent in a year. A good time to take a profit, if you’re so inclined.
The Company Itself
| Metric | Value |
|---|---|
| Revenue (TTM) | $624.08 million |
| Net Income (TTM) | ($121.68 million) |
| Employees | 1,100 |
| 1-Year Price Change | 265.5% |
Fastly’s in the edge cloud business. Makes things faster, more secure. A lot of buzzwords. They serve everyone from media companies to online retailers. A crowded space, but they’ve carved out a niche. They’re good at what they do. The problem is, good isn’t always enough.
They’re built on consumption. More data, more revenue. And right now, data is flowing like a broken dam. AI is the new fuel, and Fastly’s pipelines are full. But trends change. The tide always turns.
What It Means for Investors
Compton filed a 10b5-1 plan last August. A pre-arranged selling schedule. Smart. It avoids the appearance of insider trading. A little CYA, if you ask me. But it’s a legitimate strategy. He’s playing the game by the rules.
The stock hit a 52-week high a couple of days after the sale. Twenty-five seventy-nine. A coincidence? Maybe. But in this business, I don’t believe in coincidences. Revenue was up to $624 million. Driven by that AI boom. Makes sense. But the price-to-sales ratio is climbing. Six times revenue. That’s rich. Very rich.
So, is it time to buy? Not yet. This stock is expensive. Wait for a correction. Let the froth settle. There will be opportunities. There always are. Patience, my friend. Patience is a virtue, especially in the trading game.
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2026-03-14 20:22