Fastly Inc vs NetApp Inc. — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while NetApp Inc. trades at $231.07 (market cap $46.31B). The key difference: NetApp Inc. is far larger — about 11.5× Fastly Inc's market cap, and NetApp Inc. pays a 0.88% 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 NetApp Inc. for 57 Days on average.
| FSLY | NTAP | |
|---|---|---|
Market Cap | $4.03B | $46.31B |
Volume | 2,657,294 | 3,002,392 |
Sector | Technology | Technology |
52-Week High | $33.50 | $235.84 |
52-Week Low | $7.86 | $94.11 |
Typical Hold Time | 26 Days | 57 Days |
Enterprise Value | $4.09B | $45.27B |
Dividend Yield | — | 0.88% |
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.
NetApp (NTAP) trades at $231.05, up 1.14% today, with a bullish technical outlook supported by moving averages and positive earnings beats in recent quarters. The company reported strong profitability with a 70.63% gross margin and 19.19% net margin for 2025, alongside strategic AI partnerships announced at INSIGHT 2026. Revenue growth is projected to reach $7.4B in 2026, though valuation ratios like a P/E of 33.3 suggest a premium.
The stock faces risks from high valuation and competitive pressures, but analyst sentiment is mixed with a consensus price target of $219.30. Upside potential hinges on execution of AI initiatives, while downside risks include market volatility and execution missteps. Institutional ownership trends and recent insider activity should be monitored for confidence.
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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 →NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →