Fastly Inc vs Noble Corporation plc — how do they compare? Fastly Inc trades at $29.81 (market cap $4.03B), while Noble Corporation plc trades at $42.44 (market cap $6.73B). The key difference: Noble Corporation plc is the larger of the two by market cap, and Noble Corporation plc pays a 4.74% 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 Noble Corporation plc for 26 Days on average.
| FSLY | NE | |
|---|---|---|
Market Cap | $4.03B | $6.73B |
Volume | 5,516,495 | 1,027,635 |
Sector | Technology | Energy |
52-Week High | $33.50 | $54.37 |
52-Week Low | $7.86 | $26.70 |
Typical Hold Time | 26 Days | 26 Days |
Enterprise Value | $4.09B | $8.16B |
Dividend Yield | — | 4.74% |
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.
Noble Corporation (NE) trades at $42.21, up 3.03% with mixed technical signals showing bearish moving averages but neutral oscillators. The company reported declining revenue from $3.29B in 2025 to $3.1B in 2026, with net income dropping from $217M to $150M. Recent positive developments include securing a long-term drilling contract in Ghana, though earnings have been inconsistent with two misses and one beat in the last four quarters.
The stock presents a cautious opportunity with analyst consensus target of $52.00 offering 23% upside, but faces headwinds from declining profitability and ongoing SEC investigation. Investors should weigh the contract wins against execution risks and margin pressure in the offshore drilling sector.
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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 →Noble Corporation plc is a leading offshore drilling contractor for the oil and gas industry. The company owns and operates a high-specification fleet of mobile offshore drilling units, including drillships and semi-submersibles, that are used for exploration and production activities in deepwater and harsh environments worldwide. Noble focuses on providing safe, efficient, and reliable drilling services to major and independent oil and gas companies globally.
Read more on NE →