Compare Global X Cybersecurity (BUG) vs Fastly Inc (FSLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Global X Cybersecurity vs Fastly Inc — how do they compare? Global X Cybersecurity trades at $42.93, while Fastly Inc trades at $29.41 (market cap $4.58B). The key difference: Global X Cybersecurity is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals.
| BUG | FSLY | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $43.00 | $33.50 |
52-Week Low | $23.30 | $6.85 |
Market Cap | — | $4.58B |
Enterprise Value | — | $4.65B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
BUG trades at $42.61, down 0.91% today but near its 52-week high, with a bullish technical signal from moving averages but overbought RSI readings. The ETF holds a premium valuation (27x P/E per Seeking Alpha, August 7, 2026) and benefits from strong cybersecurity sector momentum, with recent news highlighting resilience amid AI-driven market shifts and global spending exceeding $300 billion in 2026.
Outlook remains positive due to structural demand for cybersecurity, though high valuation and concentrated SMID-cap exposure pose risks. Further upside depends on sustained earnings growth and sector tailwinds outweighing potential overbought corrections.
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.
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 Global X Cybersecurity
BUG is a thematic ETF that invests in companies at the forefront of the global cybersecurity industry. It provides concentrated exposure to leaders in network security, endpoint protection, and cloud security, such as Fortinet, Akamai, and CrowdStrike.
Read more on BUG →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 →
