Fastly Inc vs Global E Online Ltd — how do they compare? Fastly Inc trades at $20.08 (market cap $3.13B), while Global E Online Ltd trades at $38.45 (market cap $6.55B). The key difference: Global E Online Ltd is far larger — about 2.1× Fastly Inc's market cap, and Global E Online Ltd is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals.
| FSLY | GLBE | |
|---|---|---|
Market Cap | $3.13B | $6.55B |
Sector | Technology | Technology |
52-Week High | $33.50 | $41.59 |
52-Week Low | $6.36 | $27.54 |
Enterprise Value | $3.20B | $6.02B |
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.
GLBE trades at $38.70, down 0.13% on the day, with a strong bullish technical signal from moving averages. The company reported Q1 2026 revenue growth of 33% year-over-year and raised full-year 2026 guidance, while maintaining a high P/E ratio of 58.18. Recent acquisition of Passport aims to enhance logistics capabilities, supporting future growth in cross-border e-commerce.
Outlook remains positive with 100% analyst buy ratings and a consensus price target of $38.00, though high valuation and recent insider sales present risks. Earnings momentum and strategic expansions provide upside potential, but investors should monitor competitive pressures and execution of growth initiatives.
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 →Global-e provides a platform for cross-border e-commerce, helping retailers increase international sales by localizing the shopping experience for consumers in over 200 destinations worldwide.
Read more on GLBE →