Does Fastly’s (FSLY) 0% Notes, CTO Sale and Nasdaq Shift Change The Bull Case For Fastly?

Fastly recently priced US$160 million of 0% convertible senior notes due 2030, expanded from its earlier US$125 million plan, while CTO Artur Bergman sold 20,000 Class A shares under a pre-arranged Rule 10b5-1 plan and the company shifted its stock listing to the Nasdaq Global Select Market. At the same time, easing geopolitical tensions lifted broader technology sentiment, positioning Fastly within a wider risk-on move toward growth-oriented names. We’ll examine how easing geopolitical...