Fastly Inc vs H2O America — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while H2O America trades at $58.48 (market cap $2.43B). The key difference: Fastly Inc is the larger of the two by market cap, and H2O America pays a 3.03% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and H2O America for 40 Days on average.
| FSLY | HTO | |
|---|---|---|
Market Cap | $4.03B | $2.43B |
Volume | 5,516,495 | 593,883 |
Sector | Technology | Utilities |
52-Week High | $33.50 | $65.43 |
52-Week Low | $7.86 | $44.44 |
Typical Hold Time | 26 Days | 40 Days |
Enterprise Value | $4.09B | $4.22B |
Dividend Yield | — | 3.03% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, showing minimal daily movement (+0.04%) with neutral technical indicators. The company has demonstrated strong revenue growth, reaching $624 million in 2025, and has beaten earnings expectations for three consecutive quarters. However, profitability remains a concern with negative net income margins (-11.8%) and ROE (-8.39%). Recent insider selling by the CTO and CEO has created some investor uncertainty despite positive AI-related business developments.
The outlook for FSLY is cautiously optimistic with analyst consensus pointing to 12% upside to the $28.25 price target. Key opportunities include AI-driven edge computing demand and revenue growth trajectory toward $1.1-1.3 billion by 2029. Major risks include persistent profitability challenges, competitive pressure in cloud infrastructure, and execution risks in achieving long-term targets amid insider selling activity.
HTO trades at $58.48, up 0.86% with a bearish technical signal despite bullish oscillators. The company shows stable fundamentals with 12.91% net margin and consistent earnings beats in recent quarters. Recent Texas acquisitions signal growth strategy, though cash flow trends show heavy investment activity. Analyst consensus remains strongly bullish with 83% buy ratings and $66.50 price target.
HTO presents a compelling value opportunity with strong analyst support and strategic expansion, though execution risks from recent acquisitions and bearish technical indicators warrant caution. The stock's current discount to consensus target offers potential upside for patient investors willing to navigate near-term volatility.
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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 →H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →