Fastly Inc vs Fortinet Inc — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while Fortinet Inc trades at $194.75 (market cap $138.75B). The key difference: Fortinet Inc is far larger — about 34.4× Fastly Inc's market cap, and Fortinet Inc is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Fortinet Inc for 72 Days on average.
| FSLY | FTNT | |
|---|---|---|
Market Cap | $4.03B | $138.75B |
Volume | 5,516,495 | 2,956,908 |
Sector | Technology | Technology |
52-Week High | $33.50 | $194.75 |
52-Week Low | $7.86 | $75.23 |
Typical Hold Time | 26 Days | 72 Days |
Enterprise Value | $4.09B | $135.17B |
Signals from Pluang's Aura AI — not financial advice
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.
Fortinet (FTNT) trades at $189.10, down 0.1% on the day but maintaining strong momentum near 52-week highs. The stock shows bullish technical signals with consistent earnings beats and robust revenue growth, reaching $6.80 billion in 2025. Recent news highlights the company's leadership in AI-driven cybersecurity and market share gains against competitors. Analyst sentiment remains positive with 42% buy ratings, though valuation metrics appear elevated with a P/E of 66.82 and P/S of 18.79.
Fortinet presents a compelling growth story with superior profitability margins and expanding market presence, but faces risks from premium valuation and competitive pressures. The upcoming Q3 2026 earnings report on October 28 will be critical for validating current momentum. While institutional ownership is growing, investors should weigh the stock's rich multiples against its strong execution track record and cybersecurity sector tailwinds.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Fortinet is a cybersecurity vendor that sells products, support, and services to small and midsize businesses, enterprises, and government entities. Its products include unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. Services revenue is primarily from FortiGuard security subscriptions and FortiCare technical support. At the end of 2021, products were 38% of revenue and services were 62% of sales. The California-based company sells products worldwide.
Read more on FTNT →