Fastly Inc vs JBS N.V. Class A Common Shares — how do they compare? Fastly Inc trades at $22.94 (market cap $3.98B), while JBS N.V. Class A Common Shares trades at $13.17 (market cap $13.96B). The key difference: JBS N.V. Class A Common Shares is far larger — about 3.5× Fastly Inc's market cap, and JBS N.V. Class A Common Shares pays a 10.31% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and JBS N.V. Class A Common Shares for 0 Days on average.
| FSLY | JBS | |
|---|---|---|
Market Cap | $3.98B | $13.96B |
Volume | 6,072,668 | 5,326,589 |
Sector | Technology | Consumer Staples |
52-Week High | $33.50 | $18.42 |
52-Week Low | $7.86 | $10.86 |
Typical Hold Time | 26 Days | 0 Days |
Enterprise Value | $4.04B | $34.93B |
Dividend Yield | — | 10.31% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $27.09, up 2.5% today, with strong technical momentum showing bullish moving average signals. The company has delivered three consecutive quarterly earnings beats, with Q2 2026 EPS of $0.15 beating expectations by 127%. Revenue growth remains robust at 23% year-over-year, though the company continues to operate at a net loss with -19.5% margin. Recent investor day highlighted ambitious targets of $1.1-1.3 billion revenue by 2029, driven by AI infrastructure demand.
Fastly presents a growth story with improving fundamentals but persistent profitability challenges. The stock offers 4.6% upside to consensus target of $28.33, supported by AI-driven edge computing demand. Key risks include continued net losses, insider selling pressure, and competitive threats from larger cloud providers. Investors should weigh strong revenue growth against the company's path to profitability.
JBS trades at $12.93, up 0.54% today, with a neutral technical signal and strong analyst buy consensus. The stock shows attractive valuation with a P/E of 12.08 and P/S of 0.47, though recent quarterly EPS misses and a declining profit margin to 1.22% in 2026 highlight earnings pressure. Recent news includes a proposal to acquire full control of Pilgrim's Pride and a joint venture in Southeast Asia, indicating strategic expansion.
The outlook is mixed: analyst targets suggest ~40% upside to $18.17, but risks include execution on acquisitions, margin compression, and volatile beef markets. Cash flow turned positive in 2026 projections, supporting growth initiatives, yet debt levels and competitive pressures warrant caution for investors seeking stability.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →JBS N.V. is a protein-processing company producing beef, pork, poultry, lamb, fish, and plant-based products, headquartered in São Paulo and Amsterdam. It operates more than 250 production facilities across over 16 countries under brands including Friboi, Seara, Swift, and Pilgrim's, and is the majority shareholder of Pilgrim's Pride Corporation.
Read more on JBS →