Fastly Inc vs Innodata Inc — how do they compare? Fastly Inc trades at $29.65 (market cap $4.03B), while Innodata Inc trades at $61.27 (market cap $2.10B). The key difference: Fastly Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Innodata Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Innodata Inc for 19 Days on average.
| FSLY | INOD | |
|---|---|---|
Market Cap | $4.03B | $2.10B |
Volume | 5,516,495 | 989,493 |
Sector | Technology | Technology |
52-Week High | $33.50 | $121.50 |
52-Week Low | $7.86 | $34.45 |
Typical Hold Time | 26 Days | 19 Days |
Enterprise Value | $4.09B | $1.86B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $29.52, up 16.75% with strong momentum following recent earnings beats and AI-driven investor optimism. The stock shows bullish technical signals with price above key support levels, while fundamentals reveal improving revenue growth ($624M in 2025) but persistent net losses (-$122M). Recent investor day highlighted ambitious $1.1-1.3B revenue target by 2029, driving positive sentiment despite insider selling activity.
Outlook remains cautiously optimistic with AI infrastructure demand as key catalyst, though profitability concerns and high valuation multiples present risks. Analyst consensus sits at Hold with $28.25 target, suggesting limited near-term upside from current levels. The stock's 164% YTD run faces sustainability questions amid competitive pressures and execution challenges.
Innodata (INOD) trades at $60.80, down 4.12% today amid bearish technical signals. The stock shows strong fundamentals with consistent earnings beats and robust profitability (37.74% ROE, 14.66% net margin). Recent quarterly results exceeded expectations, with Q1 2026 EPS of $0.42 beating estimates by 223%. The company is expanding into motion-capture AI and agentic reinforcement learning, positioning for growth in the AI infrastructure sector.
Despite premium valuations (P/E 47.43), INOD's strong execution and AI market positioning offer upside potential. Key risks include customer concentration and competitive pressures. Analyst consensus is bullish (66.7% buy ratings), though technical indicators suggest near-term caution with the stock trading below key resistance levels.
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 →Innodata is a global data engineering company that provides solutions for training AI models. It helps enterprises solve complex data challenges through high-quality data annotation and digital transformation.
Read more on INOD →