Entegris Inc vs Fastly Inc — how do they compare? Entegris Inc trades at $165.79 (market cap $24.78B), while Fastly Inc trades at $29.3 (market cap $4.03B). The key difference: Entegris Inc is far larger — about 6.1× Fastly Inc's market cap, and Entegris Inc pays a 0.25% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Entegris Inc for 41 Days and Fastly Inc for 26 Days on average.
| ENTG | FSLY | |
|---|---|---|
Market Cap | $24.78B | $4.03B |
Volume | 2,648,320 | 5,516,495 |
Sector | Technology | Technology |
52-Week High | $184.00 | $33.50 |
52-Week Low | $68.80 | $7.86 |
Typical Hold Time | 41 Days | 26 Days |
Enterprise Value | $27.99B | $4.09B |
Dividend Yield | 0.25% | — |
Signals from Pluang's Aura AI — not financial advice
ENTG trades at $162.19, down 2.48% today but maintains strong technical momentum with bullish moving averages and key support at $158. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS of $0.93 exceeding expectations by 13%. Revenue remains stable at $3.2B annually while net margins improved to 9.18% in 2026. Recent institutional buying from BlackRock and Baird Financial Group signals confidence in the semiconductor materials supplier.
ENTG presents a compelling growth story driven by AI semiconductor demand and operational improvements, with analyst consensus targeting 12.5% upside to $182.43. However, elevated valuation multiples (P/E 81.1, EV/EBITDA 31.7) and high long-term debt of $3.98B create vulnerability to sector downturns. The stock's performance hinges on continued execution amid semiconductor cycle volatility.
Fastly (FSLY) trades at $25.29, up slightly by 0.04% on the day, with a neutral technical signal. The company has shown strong revenue growth, reaching $624 million in 2025, and has beaten EPS estimates for three consecutive quarters. However, it remains unprofitable with a net income margin of -11.8%. Analyst sentiment is mixed, with a consensus price target of $28.25, while recent news highlights insider selling and AI-driven growth prospects.
The outlook for FSLY hinges on its ability to capitalize on AI infrastructure demand and achieve profitability. Opportunities include a projected revenue increase to $687 million in 2026 and a reduced net loss. Risks include persistent losses, high valuation multiples, and competitive pressures in the edge cloud market. Investors should weigh growth potential against financial sustainability.
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Entegris Inc is a supplier of advanced materials and process solutions for the semiconductor and other high-technology industries. The company's reportable segments include Specialty Chemicals & Engineered Materials (SCEM), Microcontamination Control (MC), and Advanced Materials Handling (AMH). The SCEM segment provides high-performance & high-purity process chemistries, gases, & materials, and safe & efficient delivery systems. The Microcontamination Control (MC) segment includes solutions to purify critical liquid chemistries and process gases used in semiconductor manufacturing processes and other high-technology industries. Its geographical segments are Taiwan, North America, South Korea, Japan, China, Europe, and Southeast Asia.
Read more on ENTG →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 →