Amplitude Inc vs Fastly Inc — how do they compare? Amplitude Inc trades at $12.38 (market cap $1.59B), while Fastly Inc trades at $29.01 (market cap $4.58B). The key difference: Fastly Inc is far larger — about 2.9× Amplitude Inc's market cap, and Amplitude Inc is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals.
| AMPL | FSLY | |
|---|---|---|
Market Cap | $1.59B | $4.58B |
Sector | Technology | Technology |
52-Week High | $12.69 | $33.50 |
52-Week Low | $5.61 | $6.85 |
Enterprise Value | $1.45B | $4.65B |
Signals from Pluang's Aura AI — not financial advice
AMPL trades at $12.37, up 1.48% today, with a bullish technical signal from moving averages. Revenue grew to $343.21M in 2025, but net losses persist at -$88.54M. Analyst consensus is bullish with a $12.08 price target, supported by enterprise and AI-driven growth initiatives highlighted in recent earnings calls. The stock shows strong institutional buy ratings despite negative profitability metrics.
Outlook remains cautiously optimistic due to revenue growth and AI expansion, but risks include sustained losses, cash flow deficits, and ongoing legal investigations. The stock's valuation at P/S 4.49 may appeal if profitability improves, yet high P/B 11.64 signals premium pricing relative to book value.
FSLY trades at $29.39, up 5.89% today, near its 52-week high. The stock shows bullish technical signals with strong moving average support. Recent earnings beats, including Q2 2026 EPS of $0.15 versus $0.07 expected, and raised 2026 revenue guidance to $687M reflect robust execution. Security and AI demand are driving growth, though the company remains unprofitable with a net margin of -11.8%.
Outlook is positive due to accelerating revenue growth and AI tailwinds, but risks include persistent losses, high valuation at P/S of 6.38, and competitive pressures. Analysts are mixed with a $28.25 consensus target, slightly below current price, suggesting cautious optimism amid execution risks.
Trailing returns across standard periods
Latest headlines on both assets
Amplitude Inc is pioneering a new category of software called digital optimization. The company's digital optimization system serves as the command center for businesses to connect digital products to business outcomes.
Read more on AMPL →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 →