Compare Airbnb, Inc. (ABNB) vs Fastly Inc (FSLY) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Airbnb, Inc. vs Fastly Inc — how do they compare? Airbnb, Inc. trades at $142.73 (market cap $88.31B), while Fastly Inc trades at $19.02 (market cap $2.91B). The key difference: Airbnb, Inc. is far larger — about 30.3× Fastly Inc's market cap, and Airbnb, Inc. is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals.
| ABNB | FSLY | |
|---|---|---|
Market Cap | $88.31B | $2.91B |
Sector | Consumer Cyclical | Technology |
52-Week High | $148.93 | $33.50 |
52-Week Low | $111.54 | $6.36 |
Enterprise Value | $78.84B | $2.97B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Airbnb (ABNB) trades at $148.80, showing minimal daily movement with a slight decline of 0.09%. The stock maintains a bullish technical outlook with strong moving average signals and trades near pivot point resistance at $149. Fundamentally, the company demonstrates robust profitability with 82.9% gross margins and 19.9% net income margin, though recent quarters have seen earnings misses against expectations. Revenue growth continues with 2025 reaching $12.24 billion, supported by the company's asset-light model and global travel recovery.
The investment case balances strong fundamentals against valuation concerns, with a P/E of 36.5 suggesting premium pricing. Analyst consensus remains positive with a $161.80 price target, though recent earnings misses and CEO stock sales warrant monitoring. Key risks include travel demand sensitivity, competitive pressures, and execution of new initiatives like hotel expansion and AI development. The stock offers growth exposure to travel recovery but requires careful valuation assessment.
Fastly (FSLY) trades at $18.59, up 2.54% with a bullish technical signal and positive earnings momentum, having beaten EPS estimates for three consecutive quarters. The company shows improving revenue growth (20% YoY in Q1 2026) and margin expansion, though it remains unprofitable with a -15.79% net income margin. Recent positive developments include Gartner recognition and strategic AI partnerships, while analyst consensus leans neutral with a $25.80 price target representing 39% upside potential.
Fastly presents a growth opportunity in edge cloud infrastructure with strong AI-driven demand, but carries execution risks amid ongoing losses. The stock's valuation at 4.18x sales appears reasonable for a 20% grower, though competitive pressures and high infrastructure spending require careful monitoring. Current technical strength near key support at $18 suggests near-term stability.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Airbnb, Inc.
Airbnb, Inc. operates an online marketplace for travel information and booking services. The Company offers lodging, home stay, and tourism services via websites and mobile applications. Airbnb serves clients worldwide.
Read more on ABNB →About Fastly Inc
Fastly operates a content delivery network, which is necessary for entities to provide faster and more reliable online content. Fastly's strategy differs from traditional CDNs, which focused on locating servers in as many locations as possible to store copies of files that consumers most use. Fastly has far fewer sites than traditional CDNs, but it houses servers in the most network-dense data centers. Instead of simply storing static content, it allows its customers to program on its platform, enabling edge computing and better service of the more dynamic content that was traditionally not well served by CDNs. Fastly gears its service to the largest, most sophisticated enterprises rather than small companies and generated about two thirds of its revenue in the United States in 2020.
Read more on FSLY →
