Fastly Inc vs Moderna, Inc. — how do they compare? Fastly Inc trades at $30.09 (market cap $4.03B), while Moderna, Inc. trades at $220.84 (market cap $78.65B). The key difference: Moderna, Inc. is far larger — about 19.5× Fastly Inc's market cap, and Moderna, Inc. is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Moderna, Inc. for 59 Days on average.
| FSLY | MRNA | |
|---|---|---|
Market Cap | $4.03B | $78.65B |
Volume | 5,516,495 | 37,373,437 |
Sector | Technology | Health |
52-Week High | $33.50 | $203.46 |
52-Week Low | $7.86 | $22.36 |
Typical Hold Time | 26 Days | 59 Days |
Enterprise Value | $4.09B | $74.80B |
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.
Moderna (MRNA) trades at $214.50, up 9.17% with strong technical momentum. The stock shows bullish moving average signals despite negative profitability metrics, with revenue declining from $18.9B in 2022 to $1.92B in 2025. Recent Nasdaq-100 inclusion creates institutional demand, though Citigroup downgraded to Sell citing valuation concerns after a 500% 2026 rally. The company continues beating EPS expectations despite net losses.
Outlook remains bifurcated between technical strength and fundamental challenges. The cancer vaccine pipeline offers growth potential, but persistent losses and high valuations create headwinds. Near-term momentum may continue from index fund inflows, though profitability concerns warrant caution for long-term investors.
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 →Moderna, Inc. operates as a clinical stage biotechnology company. The Company focuses on the discovery and development of messenger RNA (mRNA) therapeutics and vaccines. Moderna develops mRNA medicines for infectious, immuno-oncology, and cardiovascular diseases.
Read more on MRNA →