Fastly Inc vs Opendoor Technologies Inc — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while Opendoor Technologies Inc trades at $2.32 (market cap $2.20B). The key difference: Fastly Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Opendoor Technologies Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Opendoor Technologies Inc for 33 Days on average.
| FSLY | OPEN | |
|---|---|---|
Market Cap | $4.03B | $2.20B |
Volume | 2,657,294 | 35,582,488 |
Sector | Technology | Real Estate |
52-Week High | $33.50 | $9.37 |
52-Week Low | $7.86 | $2.27 |
Typical Hold Time | 26 Days | 33 Days |
Enterprise Value | $4.09B | $3.27B |
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.
Opendoor Technologies trades at $2.29, up 0.88% with a bearish technical outlook. The company shows concerning fundamentals with a -46.74% net income margin and -$1.3B net loss despite $4.37B revenue. Recent earnings misses and negative cash flow trends highlight operational challenges, though mortgage expansion to 35-40 states by end-2026 offers potential growth. Analyst consensus is mixed with 26.9% buy ratings but a $4.92 price target suggesting 115% upside from current levels.
The stock presents high-risk speculative potential with significant operational turnaround required. While valuation appears attractive at 0.62 P/S ratio, persistent losses and housing market sensitivity create substantial downside risk. The mortgage expansion initiative could drive recovery if execution improves, but investors face volatility from rate sensitivity and competitive pressures in the iBuyer space.
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 →Opendoor Technologies Inc is a digital platform for residential real estate. This platform enables customers to buy and sell houses online. It generates revenue through home sales, along with other revenue from real estate services.
Read more on OPEN →