Compare Arm Holdings plc (ARM) vs Fastly Inc (FSLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Arm Holdings plc vs Fastly Inc — how do they compare? Arm Holdings plc trades at $311.76 (market cap $345.41B), while Fastly Inc trades at $19.44 (market cap $3.07B). The key difference: Arm Holdings plc is far larger — about 112.5× Fastly Inc's market cap, and Arm Holdings plc is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals.
| ARM | FSLY | |
|---|---|---|
Market Cap | $345.41B | $3.07B |
Sector | Technology | Technology |
52-Week High | $439.46 | $33.50 |
52-Week Low | $104.55 | $6.36 |
Enterprise Value | $342.26B | $3.13B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
ARM Holdings trades at $323.39, down 1.37% over 24 hours, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust revenue growth to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 380.46 reflect premium pricing. Recent news highlights ARM's role in AI infrastructure and data center expansion, driving investor optimism.
Outlook remains positive with analyst consensus favoring buy ratings (74.07%) and a $321.65 price target, but risks include high valuation sensitivity and competitive pressures in the semiconductor space. Upside potential hinges on continued AI-driven demand and execution of growth initiatives like the AGI CPU launch.
Fastly (FSLY) trades at $19.59, down 3.64% today, with a bullish technical signal and strong earnings beats in recent quarters. Revenue growth accelerated to 20% year-over-year in Q1 2026, though the company remains unprofitable with a net margin of -19.5% in 2025. Analyst consensus is mixed with a $25.80 price target, while recent news highlights partnerships and AI-driven compute growth.
The outlook is cautiously optimistic: continued revenue expansion and margin improvement offer upside potential, but persistent losses and competitive pressures pose risks. Investors should weigh the stock's discounted valuation against execution challenges in a crowded edge cloud market.
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 Arm Holdings plc
Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →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 →
