Fastly Inc vs Gigacloud Technology Inc — how do they compare? Fastly Inc trades at $19.8 (market cap $3.13B), while Gigacloud Technology Inc trades at $38.04 (market cap $1.40B). The key difference: Fastly Inc is far larger — about 2.2× Gigacloud Technology Inc's market cap. Which is the better fit depends on your goals.
| FSLY | GCT | |
|---|---|---|
Market Cap | $3.13B | $1.40B |
Sector | Technology | Technology |
52-Week High | $33.50 | $51.80 |
52-Week Low | $6.36 | $20.97 |
Enterprise Value | $3.20B | $1.51B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $20.17, down 3.49% today, with a bullish technical signal from moving averages and a consensus analyst price target of $24.25. The company shows improving revenue growth, reaching $624M in 2025, and has beaten EPS estimates for three consecutive quarters. Recent news highlights partnerships in digital sustainability and edge AI, though the stock faces pressure from negative net income margins and high cash burn.
The outlook is cautiously optimistic, with potential upside from continued execution on AI-driven edge cloud demand and margin expansion. Key risks include persistent profitability challenges, competitive pressures from larger peers, and volatile cash flow trends. Investors should weigh the growth trajectory against fundamental weaknesses before positioning.
GigaCloud Technology (GCT) trades at $37.85, up 6.91% with strong earnings momentum after beating Q1 2026 EPS estimates. The stock shows bullish technical signals despite mixed indicators, with valuation ratios appearing attractive (P/E 9.49, P/S 1.02). Recent recognition as TIME's World Growth Leader and expanding international presence highlight operational strength.
GCT presents compelling value with robust profitability (32.14% ROE) and consistent earnings beats, though technical overbought conditions and competitive pressures warrant caution. The 66.7% analyst buy rating supports upside potential, but investors should monitor execution risks in international expansion.
Trailing returns across standard periods
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 →Gigacloud Technology operates a global B2B e-commerce marketplace for large-parcel goods. It provides a comprehensive solution for furniture manufacturers and retailers with integrated logistics and fulfillment.
Read more on GCT →