Fastly Inc vs InMode Ltd — how do they compare? Fastly Inc trades at $29.08 (market cap $4.58B), while InMode Ltd trades at $15.21 (market cap $872.08M). The key difference: Fastly Inc is far larger — about 5.3× InMode Ltd's market cap, and Fastly Inc is trading nearer its 52-week high, InMode Ltd nearer its low. Which is the better fit depends on your goals.
| FSLY | INMD | |
|---|---|---|
Market Cap | $4.58B | $872.08M |
Sector | Technology | Technology |
52-Week High | $33.50 | $16.62 |
52-Week Low | $6.85 | $12.76 |
Enterprise Value | $4.65B | $375.42M |
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.
InMode (INMD) trades at $15.17, down slightly by 0.13% today, with neutral technical signals and mixed earnings performance. The company maintains strong profitability with 76.52% gross margins and 20.69% net income margins, though Q1 2026 earnings missed expectations. Recent news highlights acquisition interest from Steel Partners at $16.75 per share and ongoing shareholder activism, creating both opportunity and uncertainty around corporate governance and valuation.
The stock presents a value opportunity with low P/E (12.52) and EV/EBITDA (5.37) multiples, but faces risks from earnings volatility, shareholder disputes, and potential undervaluation concerns. Analyst consensus leans neutral with 45% buy ratings, while technical indicators suggest range-bound trading near key support at $15. Investment appeal hinges on resolution of acquisition talks and sustained execution amid competitive pressures.
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 →InMode provides innovative medical technologies for minimally invasive surgical procedures. Its platforms use radiofrequency (RF) energy for aesthetic treatments like body contouring and skin tightening.
Read more on INMD →