Fastly Inc vs Samsara Inc — how do they compare? Fastly Inc trades at $26.91 (market cap $4.03B), while Samsara Inc trades at $41.51 (market cap $24.14B). The key difference: Samsara Inc is far larger — about 6× Fastly Inc's market cap, and Fastly Inc is more actively traded (5,516,495 versus 5,372,580). Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Samsara Inc for 19 Days on average.
| FSLY | IOT | |
|---|---|---|
Market Cap | $4.03B | $24.14B |
Volume | 5,516,495 | 5,372,580 |
Sector | Technology | Technology |
52-Week High | $33.50 | $45.22 |
52-Week Low | $7.86 | $24.25 |
Typical Hold Time | 26 Days | 19 Days |
Enterprise Value | $4.09B | $23.38B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.28, down 0.9% on the day, with a bullish technical signal driven by moving averages. The company reported strong Q2 2026 earnings, beating estimates with $0.15 EPS, and revenue growth is projected to reach $687 million in 2026. However, it remains unprofitable with a net income margin of -11.8% and negative cash flow of -$105.61 million in 2025. Recent news highlights insider selling by the CTO and CEO, while analyst sentiment is mixed with a consensus price target of $26.63.
The outlook for FSLY is cautiously optimistic, with AI-driven demand and revenue growth offering upside potential, but persistent losses and insider selling pose significant risks. Investors should weigh the company's improving fundamentals against execution challenges and competitive pressures in the edge cloud market.
Samsara Inc. (IOT) trades at $40.51, down 2.95% on the day, yet maintains a bullish technical trend with strong analyst support. The company reported robust Q2 2027 results, beating EPS estimates with $0.20 versus $0.16 expected, and achieved 30% year-over-year revenue growth. Recent partnerships and product launches, like the Laval Rocket sponsorship and Samsara MCP, highlight ongoing business expansion. The stock is supported by a consensus price target of $51.15, indicating significant upside potential from current levels.
The outlook for IOT is positive, driven by strong earnings momentum and large-customer adoption, though high valuation multiples (P/E 274.8, P/S 13.01) pose a risk if growth slows. Investors face execution risks amid competitive pressures, but institutional accumulation and a 75% buy rating from analysts suggest confidence in sustained growth. Key catalysts include continued revenue expansion and margin improvement, while monitoring cash flow trends remains critical.
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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 →