Fastly Inc vs L3Harris Technologies Inc — how do they compare? Fastly Inc trades at $29.35 (market cap $4.03B), while L3Harris Technologies Inc trades at $236.99 (market cap $44.12B). The key difference: L3Harris Technologies Inc is far larger — about 10.9× Fastly Inc's market cap, and L3Harris Technologies Inc pays a 2.11% 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 L3Harris Technologies Inc for 56 Days on average.
| FSLY | LHX | |
|---|---|---|
Market Cap | $4.03B | $44.12B |
Volume | 5,516,495 | 1,202,852 |
Sector | Technology | Industrials |
52-Week High | $33.50 | $378.48 |
52-Week Low | $7.86 | $233.63 |
Typical Hold Time | 26 Days | 56 Days |
Enterprise Value | $4.09B | $54.56B |
Dividend Yield | — | 2.11% |
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.
LHX trades at $237.15, up 1.51% on the day, with a bearish technical signal from moving averages but strong fundamental performance, including three consecutive quarterly EPS beats. The company secured major defense contracts totaling over $10.7 billion in September 2026, supporting future revenue growth. Profit margins have improved steadily, with net income margin reaching 7.34% in 2025, and cash flow from operations strengthened to $3.11 billion.
The outlook is positive given robust contract wins and earnings momentum, but risks include ongoing legal investigations and high debt levels. Analyst consensus is strongly bullish with a $340 price target, implying significant upside from current levels, though technical indicators suggest near-term resistance around $238-$240.
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 →L3Harris Technologies was created in 2019 from the merger of L3 Technologies and Harris, two defense contractors that provide products for the command, control, communications, computers, intelligence, surveillance, and reconnaissance (C4ISR) market. The firm also has smaller operations serving the civil government, particularly the Federal Aviation Administration's communication infrastructure, and produces various avionics for defense and commercial aviation.
Read more on LHX →