Fastly Inc vs iShares Bitcoin Trust — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while iShares Bitcoin Trust trades at $46.7 (market cap $68.92B). The key difference: iShares Bitcoin Trust is far larger — about 17.1× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, iShares Bitcoin Trust nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and iShares Bitcoin Trust for 40 Days on average.
| FSLY | IBIT | |
|---|---|---|
Market Cap | $4.03B | $68.92B |
Volume | 2,657,294 | 46,059,179 |
Sector | Technology | Crypto-linked |
52-Week High | $33.50 | $68.74 |
52-Week Low | $7.86 | $33.29 |
Typical Hold Time | 26 Days | 40 Days |
Enterprise Value | $4.09B | — |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, down 0.86% on the day, with a bullish technical signal and consistent earnings beats. Revenue growth is strong, reaching $624M in 2025, but profitability remains negative with a net income margin of -11.8%. The company targets $1.1B-$1.3B revenue by 2029, driven by AI and edge cloud expansion, though insider selling and negative cash flow pose near-term concerns.
The outlook is mixed: strong revenue growth and AI-driven demand support upside, but persistent losses and high valuation ratios (P/S 5.61) warrant caution. Risks include execution challenges and competitive pressure. Analyst consensus is a $26.63 price target with a 'Hold' bias, suggesting limited near-term upside from current levels.
IBIT trades at $47.21, down 2.64% on the day, with technical indicators showing a bullish overall signal driven by moving averages. The stock faces immediate support at $46 and resistance at $48. Recent news highlights strong institutional interest with BlackRock's IBIT recording $196 million in daily inflows on October 1, 2026, signaling renewed investor confidence in Bitcoin-focused investment products.
The outlook remains cautiously optimistic given institutional inflows and technical strength, though the absence of traditional financial metrics like P/E and P/S limits fundamental analysis. Key risks include market volatility and regulatory uncertainty, while analyst sentiment appears mixed with technical indicators favoring bullish momentum near-term.
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 →IBIT is a spot Bitcoin ETF that tracks the price of Bitcoin directly. Managed by BlackRock, it offers investors a regulated way to gain exposure to the digital asset within a traditional brokerage account.
Read more on IBIT →