Fastly Inc vs Impinj Inc — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while Impinj Inc trades at $189.55 (market cap $5.60B). The key difference: Impinj Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Impinj Inc for 22 Days on average.
| FSLY | PI | |
|---|---|---|
Market Cap | $4.03B | $5.60B |
Volume | 5,516,495 | 9,929 |
Sector | Technology | Technology |
52-Week High | $33.50 | $241.91 |
52-Week Low | $7.86 | $91.34 |
Typical Hold Time | 26 Days | 22 Days |
Enterprise Value | $4.09B | $5.73B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, up slightly by 0.04% on the day, with a neutral technical signal. The company has shown strong revenue growth, reaching $624 million in 2025, and has beaten EPS estimates for three consecutive quarters. However, it remains unprofitable with a net income margin of -11.8%. Analyst sentiment is mixed, with a consensus price target of $28.25, while recent news highlights insider selling and AI-driven growth prospects.
The outlook for FSLY hinges on its ability to capitalize on AI infrastructure demand and achieve profitability. Opportunities include a projected revenue increase to $687 million in 2026 and a reduced net loss. Risks include persistent losses, high valuation multiples, and competitive pressures in the edge cloud market. Investors should weigh growth potential against financial sustainability.
Impinj (PI) trades at $183.37, down 4.01% today, with strong analyst support (16 Buy, 6 Hold ratings) despite negative profitability metrics. The stock shows bullish technical signals with recent earnings beats in Q1 and Q2 2026, though Q4 2025 missed expectations. Recent news highlights the company's focus on RFID technology growth and upcoming Q3 2026 results announcement.
While technical indicators suggest near-term strength, fundamental challenges persist with negative net income margin (-7.26%) and elevated valuations (P/S 14.83). The consensus price target of $178.83 implies slight downside risk, requiring careful monitoring of Q3 earnings and profitability improvements for sustained investor confidence.
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 →Impinj, Inc. is a leading provider of RAIN RFID (radio-frequency identification) solutions. The company's platform includes endpoints (tag chips), connectivity devices (readers and gateways), and software, enabling businesses to wirelessly identify, locate, and authenticate everyday items. Impinj's technology is crucial for applications in retail, supply chain management, healthcare, and logistics, helping businesses to automate inventory, track assets, and improve operational efficiency.
Read more on PI →