Fastly Inc vs PubMatic Inc — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while PubMatic Inc trades at $18.56 (market cap $845.86M). The key difference: Fastly Inc is far larger — about 4.8× PubMatic Inc's market cap, and PubMatic Inc is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and PubMatic Inc for 40 Days on average.
| FSLY | PUBM | |
|---|---|---|
Market Cap | $4.03B | $845.86M |
Volume | 2,657,294 | 519,667 |
Sector | Technology | Technology |
52-Week High | $33.50 | $19.18 |
52-Week Low | $7.86 | $6.28 |
Typical Hold Time | 26 Days | 40 Days |
Enterprise Value | $4.09B | $748.99M |
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.
PubMatic (PUBM) trades at $18.68, up 1.8% with bullish technical signals and strong analyst support. The stock shows positive momentum with recent earnings beats and double-digit revenue growth in Q2 2026. Despite negative net margins, the company maintains robust gross margins of 64.43% and positive operating cash flow of $81.06M in 2025. Recent leadership appointments and AI product launches signal strategic growth initiatives.
The outlook remains cautiously optimistic with Wall Street consensus at Buy (64.7%) and $19.89 price target. Key risks include persistent profitability challenges and competitive pressures in digital advertising. The stock's elevated P/E of 132 reflects growth expectations but requires sustained execution to justify valuation.
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 →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →