Fastly Inc vs Newegg Commerce Inc — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while Newegg Commerce Inc trades at $11.58 (market cap $243.30M). The key difference: Fastly Inc is far larger — about 16.6× Newegg Commerce Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Newegg Commerce Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Newegg Commerce Inc for 14 Days on average.
| FSLY | NEGG | |
|---|---|---|
Market Cap | $4.03B | $243.30M |
Volume | 5,516,495 | 41,252 |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $92.74 |
52-Week Low | $7.86 | $11.49 |
Typical Hold Time | 26 Days | 14 Days |
Enterprise Value | $4.09B | $213.53M |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $29.3, up 15.9% on the day, with a neutral technical signal and bullish moving averages. The company reported three consecutive quarterly EPS beats, with Q3 2026 expected at $0.1186. Revenue growth is strong, reaching $624M in 2025, but net losses persist, though margins are improving. Recent news highlights AI-driven demand and insider selling by the CTO, creating mixed sentiment.
The outlook is cautiously optimistic, with revenue projected to hit $687M in 2026 and a path to profitability. Risks include sustained losses, competitive pressure, and high valuation multiples. Analyst consensus is mixed, with a $28.25 price target slightly below current levels, suggesting limited near-term upside amid growth execution risks.
NEGG trades at $11.58, down 3.58% today, with a bearish technical outlook despite recent earnings beats. The company shows improving fundamentals with revenue stabilizing around $1.4B and net income turning positive in 2026 projections. Recent partnerships with Western Digital and HPE highlight strategic moves in AI and enterprise IT markets, while insider selling has created near-term pressure.
The stock presents a mixed picture with improving profitability but significant execution risks. While analyst consensus remains bullish with 100% buy ratings, the $7.75 price target suggests 33% downside from current levels. Key risks include volatile cash flows, competitive e-commerce pressures, and the need to sustain recent margin improvements.
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 →Newegg Commerce Inc is an e-commerce company offering direct sales and an online marketplace platform for IT computer components, consumer electronics, entertainment, smart home and gaming products and provides certain third-party logistics services globally.
Read more on NEGG →