Broadcom Inc vs Fastly Inc — how do they compare? Broadcom Inc trades at $417.6 (market cap $1.98T), while Fastly Inc trades at $30 (market cap $4.54B). The key difference: Broadcom Inc is far larger — about 436.1× Fastly Inc's market cap, and Broadcom Inc pays a 0.62% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| AVGO | FSLY | |
|---|---|---|
Market Cap | $1.98T | $4.54B |
Sector | Technology | Technology |
52-Week High | $481.57 | $33.50 |
52-Week Low | $289.60 | $6.91 |
Enterprise Value | $2.02T | $4.61B |
Dividend Yield | 0.62% | — |
Signals from Pluang's Aura AI — not financial advice
Broadcom (AVGO) trades at $417.82, up 0.42% with strong bullish momentum. The stock shows robust fundamentals with revenue growth from $33.2B in 2022 to $63.9B in 2025 and net income surging to $23.1B. Technical indicators signal bullish trends with support at $412 and resistance at $422. Recent earnings consistently beat expectations, with Q1 2026 EPS of $2.44 exceeding the $2.40 forecast. The company maintains strong profitability with 68.3% gross margins and 38.9% net income margins.
Outlook remains positive with 86% analyst buy ratings and $508.28 consensus price target representing 22% upside. Key opportunities include AI infrastructure growth and expanding profit margins. Risks include premium valuation at 69x P/E and semiconductor cycle volatility. Strong cash flow generation and institutional support provide stability amid market uncertainties.
Fastly (FSLY) trades at $30.02, up 4.31% today, showing strong momentum following consecutive earnings beats. The stock is approaching resistance at $30 with bullish technical signals from moving averages. Revenue growth accelerated to 23% in Q2 2026, reaching $624M annually, though the company remains unprofitable with a -19.5% net margin. Recent news highlights security expansion and AI demand driving optimism.
The outlook balances improving fundamentals against persistent losses. Earnings momentum and raised 2026 guidance support upside potential, but negative cash flow and high valuation multiples pose risks. Analyst consensus is cautious with a $28.25 target below current price, suggesting limited near-term appreciation despite operational progress.
Trailing returns across standard periods
Latest headlines on both assets
Broadcom--the combined entity of Broadcom and Avago--boasts a highly diverse product portfolio across an array of end markets. Avago focused primarily on radio frequency filters and amplifiers used in high-end smartphones, such as the Apple iPhone and Samsung Galaxy devices, in addition to an assortment of solutions for wired infrastructure, enterprise storage, and industrial end markets. Legacy Broadcom targeted networking semiconductors, such as switch and physical layer chips, broadband products (such as television set-top box processors), and connectivity chips that handle standards such as Wi-Fi and Bluetooth. The company has acquired Brocade, CA Technologies, Symantec's enterprise security business, and has a pending deal to acquire VMware to bolster its offerings in software.
Read more on AVGO →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 →