Fastly Inc vs KLA Corp. — how do they compare? Fastly Inc trades at $26.92 (market cap $4.03B), while KLA Corp. trades at $200.88 (market cap $256.72B). The key difference: KLA Corp. is far larger — about 63.7× Fastly Inc's market cap, and KLA Corp. pays a 0.47% 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 KLA Corp. for 60 Days on average.
| FSLY | KLAC | |
|---|---|---|
Market Cap | $4.03B | $256.72B |
Volume | 5,516,495 | 9,970,753 |
Sector | Technology | Technology |
52-Week High | $33.50 | $301.71 |
52-Week Low | $7.86 | $98.28 |
Typical Hold Time | 26 Days | 60 Days |
Enterprise Value | $4.09B | $257.97B |
Dividend Yield | — | 0.47% |
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.
KLA Corporation (KLAC) trades at $196.83, down 0.32% on the day, with strong technical momentum indicated by bullish moving averages. The company shows robust fundamentals with Q2 2026 EPS beating expectations at $1.05 versus $1.00 estimate, and maintains impressive profitability metrics including 35.57% net income margin and 87.5% ROE. Recent news highlights AI-driven demand boosting KLA's $12.57 billion backlog and positioning the company for continued growth in semiconductor equipment markets.
KLA presents a compelling investment case with analyst consensus price target of $223.88 representing 14% upside potential. The stock benefits from strong AI infrastructure spending and dominant market position in semiconductor inspection equipment. Key risks include competitive pressures from Applied Materials and ASML, valuation multiples above industry averages, and potential margin compression from increased R&D spending. Institutional ownership remains strong with recent acquisitions by Envestnet Portfolio Solutions.
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 →KLA designs and manufactures yield-management and process-monitoring diagnostic and control systems for the semiconductor manufacturing industry. The systems are used to analyze the manufacturing process at various steps in a semiconductor's development. The firm's laser-scanning products are used for wafer qualification, process monitoring, and equipment monitoring. KLA also provides inspection tools and systems for optical metrology and e-beam metrology.
Read more on KLAC →