Fastly Inc vs Samsara Inc — how do they compare? Fastly Inc trades at $20.77 (market cap $3.13B), while Samsara Inc trades at $36.09 (market cap $21.23B). The key difference: Samsara Inc is far larger — about 6.8× Fastly Inc's market cap. Which is the better fit depends on your goals.
| FSLY | IOT | |
|---|---|---|
Market Cap | $3.13B | $21.23B |
Sector | Technology | Technology |
52-Week High | $33.50 | $45.22 |
52-Week Low | $6.36 | $24.25 |
Enterprise Value | $3.20B | $20.49B |
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Samsara (IOT) trades at $35.91, down 2.7% today but showing strong technical momentum with bullish moving averages and RSI signals. The company has beaten EPS estimates for three consecutive quarters, with Q2 2026 expected at $0.17. Revenue grew from $1.25B in 2025 to a projected $1.7B in 2026, turning net income positive. Recent news highlights product launches including AI tools and tracking labels to enhance operational visibility.
Outlook remains positive with a $44.40 analyst price target implying 24% upside. Key opportunities include sustained earnings beats and expanding gross margins of 76.25%. Risks involve high P/E of 364.3 and negative cash flow projection for 2026. Institutional sentiment is bullish with 78% buy ratings, though valuation sensitivity persists.
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →