Fastly Inc vs Iris Energy Limited — how do they compare? Fastly Inc trades at $29.87 (market cap $4.03B), while Iris Energy Limited trades at $34.9 (market cap $14.07B). The key difference: Iris Energy Limited is far larger — about 3.5× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Iris Energy Limited nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Iris Energy Limited for 28 Days on average.
| FSLY | IREN | |
|---|---|---|
Market Cap | $4.03B | $14.07B |
Volume | 5,516,495 | 54,492,460 |
Sector | Technology | Technology |
52-Week High | $33.50 | $76.41 |
52-Week Low | $7.86 | $29.31 |
Typical Hold Time | 26 Days | 28 Days |
Enterprise Value | $4.09B | $16.02B |
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.
IREN stock trades at $35.05, down 9.41% in 24 hours amid a bearish technical signal. The company is executing a pivot from Bitcoin mining to AI cloud services, with a $9.7 billion Microsoft deal, but faces ballooning losses and negative net margins. Analyst consensus remains bullish with an $81 price target, yet recent earnings misses and high valuations (P/E 51.42) highlight execution risks.
Outlook: Long-term growth potential from AI infrastructure demand is significant, but near-term profitability challenges and capital intensity pose risks. Investors should weigh strong analyst support against weak earnings trends and high cash burn from aggressive expansion plans.
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 →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →