Fastly Inc vs Incyte Corporation — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while Incyte Corporation trades at $112.79 (market cap $22.85B). The key difference: Incyte Corporation is far larger — about 5.7× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Incyte Corporation nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Incyte Corporation for 33 Days on average.
| FSLY | INCY | |
|---|---|---|
Market Cap | $4.03B | $22.85B |
Volume | 5,516,495 | 1,927,029 |
Sector | Technology | Health |
52-Week High | $33.50 | $129.93 |
52-Week Low | $7.86 | $83.80 |
Typical Hold Time | 26 Days | 33 Days |
Enterprise Value | $4.09B | $18.35B |
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.
Incyte (INCY) trades at $112.75, down 0.61% on the day, with a bearish technical signal despite strong fundamentals. The company reported robust 2025 results with $5.14B revenue and $1.29B net income, showing significant margin expansion. Recent FDA approval for Atebrioz and pipeline progress support growth prospects beyond JAKAFI's 2029 exclusivity loss. Analyst consensus is bullish with a $132.43 price target, though technical indicators show selling pressure near key resistance.
Outlook remains positive driven by pipeline diversification and operational leverage, but near-term technical weakness and reliance on JAKAFI transition pose risks. The stock offers value with a 14.36 P/E ratio and strong profitability metrics, though investors should monitor execution on the $4B non-JAKAFI sales target and quarterly earnings consistency.
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 →Incyte focuses on the discovery and development of small-molecule drugs. The firm's lead drug, Jakafi, treats two types of rare blood cancer and graft versus host disease and is partnered with Novartis. Incyte's other marketed drugs include rheumatoid arthritis treatment Olumiant (licensed to Lilly), and oncology drugs Iclusig (chronic myeloid leukemia), Pemazyre (cholangiocarcinoma), Tabrecta (lung cancer), and Monjuvi (diffuse large B-cell lymphoma). The firm's first dermatology product, Opzelura, was approved in 2021 for atopic dermatitis. Incyte's pipeline includes a broad array of oncology and dermatology programs.
Read more on INCY →