Fastly Inc vs YieldMax AI & Tech Portfolio Option Income ETF — how do they compare? Fastly Inc trades at $29.4 (market cap $4.58B), while YieldMax AI & Tech Portfolio Option Income ETF trades at $42.92. The key difference: Fastly Inc is trading nearer its 52-week high, YieldMax AI & Tech Portfolio Option Income ETF nearer its low. Which is the better fit depends on your goals.
| FSLY | GPTY | |
|---|---|---|
Market Cap | $4.58B | — |
Sector | Technology | Income / Options Overlay |
52-Week High | $33.50 | $50.52 |
52-Week Low | $6.85 | $34.73 |
Enterprise Value | $4.65B | — |
Signals from Pluang's Aura AI — not financial advice
FSLY trades at $29.39, up 5.89% today, near its 52-week high. The stock shows bullish technical signals with strong moving average support. Recent earnings beats, including Q2 2026 EPS of $0.15 versus $0.07 expected, and raised 2026 revenue guidance to $687M reflect robust execution. Security and AI demand are driving growth, though the company remains unprofitable with a net margin of -11.8%.
Outlook is positive due to accelerating revenue growth and AI tailwinds, but risks include persistent losses, high valuation at P/S of 6.38, and competitive pressures. Analysts are mixed with a $28.25 consensus target, slightly below current price, suggesting cautious optimism amid execution risks.
No Aura AI signal available yet.
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 →GPTY is an actively managed ETF that seeks to provide current income and capital appreciation by holding a concentrated portfolio of 15 to 30 leading AI and technology companies. It utilizes a variety of options strategies, including selling call options on its underlying holdings, to generate weekly distributions while maintaining direct equity exposure to the growth of the AI sector.
Read more on GPTY →