Fastly Inc vs Navitas Semiconductor Corporation Common Stock — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while Navitas Semiconductor Corporation Common Stock trades at $11.19 (market cap $2.97B). The key difference: Fastly Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Navitas Semiconductor Corporation Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Navitas Semiconductor Corporation Common Stock for 0 Days on average.
| FSLY | NVTS | |
|---|---|---|
Market Cap | $4.03B | $2.97B |
Volume | 2,657,294 | 18,229,864 |
Sector | Technology | Technology |
52-Week High | $33.50 | $31.79 |
52-Week Low | $7.86 | $7.14 |
Typical Hold Time | 26 Days | 0 Days |
Enterprise Value | $4.09B | $2.41B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, down 0.86% on the day, with a bullish technical signal and consistent earnings beats. Revenue growth is strong, reaching $624M in 2025, but profitability remains negative with a net income margin of -11.8%. The company targets $1.1B-$1.3B revenue by 2029, driven by AI and edge cloud expansion, though insider selling and negative cash flow pose near-term concerns.
The outlook is mixed: strong revenue growth and AI-driven demand support upside, but persistent losses and high valuation ratios (P/S 5.61) warrant caution. Risks include execution challenges and competitive pressure. Analyst consensus is a $26.63 price target with a 'Hold' bias, suggesting limited near-term upside from current levels.
No Aura AI signal available yet.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Navitas Semiconductor designs and markets gallium nitride and silicon carbide power semiconductors. Its products are used in power conversion and charging for data centers, energy infrastructure, and industrial applications.
Read more on NVTS →