Fastly Inc vs IDEXX Laboratories, Inc. — how do they compare? Fastly Inc trades at $28.47 (market cap $4.58B), while IDEXX Laboratories, Inc. trades at $571 (market cap $46.22B). The key difference: IDEXX Laboratories, Inc. is far larger — about 10.1× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, IDEXX Laboratories, Inc. nearer its low. Which is the better fit depends on your goals.
| FSLY | IDXX | |
|---|---|---|
Market Cap | $4.58B | $46.22B |
Sector | Technology | Health |
52-Week High | $33.50 | $766.68 |
52-Week Low | $6.85 | $526.44 |
Enterprise Value | $4.65B | $47.12B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $28.59, up 3.03% today, with strong technical momentum and bullish moving averages. The company reported consecutive earnings beats, with Q2 2026 EPS of $0.15 surpassing estimates, and raised its 2026 outlook driven by security and AI demand. Revenue growth is robust at 23% year-over-year, though the company remains unprofitable with a net income margin of -11.8%.
The outlook is positive given accelerating revenue growth and strategic positioning in edge cloud and AI infrastructure, but risks include persistent losses, high valuation multiples, and competitive pressures. Analyst consensus is cautious with a hold-heavy rating and a $28.25 price target, slightly below the current price.
IDEXX Laboratories (IDXX) trades at $570.58, down 4.23% over 24 hours, with a bullish technical signal and strong fundamentals. The stock has consistently beaten earnings estimates, with Q2 2026 EPS of $4.27 surpassing the $3.94 expectation. Revenue growth remains robust, supported by a 74.21% ROE and expanding diagnostic offerings. Recent news highlights product expansion, including a dual-species cardiac test, reinforcing its market leadership in veterinary diagnostics.
The outlook is positive, driven by durable competitive advantages and international growth potential. However, elevated valuation multiples and competitive pressures pose risks. Analyst consensus is bullish with a $683.33 price target, suggesting significant upside from current levels, though investors should monitor execution on guidance and macroeconomic headwinds.
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 →Idexx Laboratories primarily develops, manufactures, and distributes diagnostic products, equipment, and services for pets and livestock. Its key product lines include single-use canine and feline test kits that veterinarians can employ in the office, benchtop chemistry and hematology analyzers for test-panel analysis on-site, reference lab services, and tests to detect and manage disease in livestock. The firm also offers vet practice management software and consulting services to animal hospitals. Idexx gets about 38% of its revenue from outside the United States.
Read more on IDXX →