Arqit Quantum Inc vs Fastly Inc — how do they compare? Arqit Quantum Inc trades at $23.69 (market cap $424.79M), while Fastly Inc trades at $29.1 (market cap $4.58B). The key difference: Fastly Inc is far larger — about 10.8× Arqit Quantum Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Arqit Quantum Inc nearer its low. Which is the better fit depends on your goals.
| ARQQ | FSLY | |
|---|---|---|
Market Cap | $424.79M | $4.58B |
Sector | Technology | Technology |
52-Week High | $58.27 | $33.50 |
52-Week Low | $11.78 | $6.85 |
Enterprise Value | $398.10M | $4.65B |
Signals from Pluang's Aura AI — not financial advice
ARQQ trades at $24.10, up 6.59% today, with a bullish technical signal from moving averages. The company shows explosive revenue growth (829% YoY in H1 2026) but remains deeply unprofitable with a -4,508% net margin. Recent news highlights quantum-safe encryption partnerships with telecom and government clients, driving investor optimism despite significant financial losses.
Outlook remains speculative with high risk/reward profile. The quantum security market offers substantial growth potential, but ARQQ must demonstrate path to profitability amid heavy operating losses. Analyst consensus is divided (50% Buy, 50% Hold), reflecting uncertainty about timeline for sustainable operations.
Fastly (FSLY) surged 20.86% to $27.75, approaching its consensus price target of $28.25, driven by strong Q2 2026 earnings that beat estimates with $0.15 EPS versus $0.07 expected. Revenue grew 23% year-over-year to $624M in 2025, with improving margins and raised 2026 guidance. Technical indicators show bullish momentum with the stock trading near pivot point resistance at $30, though RSI levels suggest overbought conditions. The company is benefiting from AI-driven demand and security product expansion.
While Fastly shows promising revenue growth and consecutive earnings beats, the stock faces headwinds from negative profitability metrics and cash flow challenges. The net income margin remains negative at -11.8% despite improvement, and the company burned $105.6M in cash during 2025. Analyst sentiment is mixed with 29% buy ratings versus 65% hold, indicating cautious optimism amid execution risks in the competitive edge cloud market.
Trailing returns across standard periods
Latest headlines on both assets
Arqit Quantum provides advanced cybersecurity software that uses symmetric key agreement technology. Its solutions protect networked devices and data against current and future cyber threats, including quantum attacks.
Read more on ARQQ →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 →