Fastly Inc vs QUALCOMM, Inc. — how do they compare? Fastly Inc trades at $19.94 (market cap $3.13B), while QUALCOMM, Inc. trades at $170.52 (market cap $187.59B). The key difference: QUALCOMM, Inc. is far larger — about 59.9× Fastly Inc's market cap, and QUALCOMM, Inc. pays a 2.07% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | QCOM | |
|---|---|---|
Market Cap | $3.13B | $187.59B |
Sector | Technology | Technology |
52-Week High | $33.50 | $251.10 |
52-Week Low | $6.36 | $124.07 |
Enterprise Value | $3.20B | $193.06B |
Dividend Yield | — | 2.07% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $20.17, down 3.49% today, with a bullish technical signal from moving averages and a consensus analyst price target of $24.25. The company shows improving revenue growth, reaching $624M in 2025, and has beaten EPS estimates for three consecutive quarters. Recent news highlights partnerships in digital sustainability and edge AI, though the stock faces pressure from negative net income margins and high cash burn.
The outlook is cautiously optimistic, with potential upside from continued execution on AI-driven edge cloud demand and margin expansion. Key risks include persistent profitability challenges, competitive pressures from larger peers, and volatile cash flow trends. Investors should weigh the growth trajectory against fundamental weaknesses before positioning.
Qualcomm (QCOM) trades at $178.08, down 3.21% today, amid a bearish technical signal and mixed sentiment. Recent earnings have consistently beaten estimates, with Q1 2026 EPS of $2.65 surpassing the $2.56 forecast. The company maintains strong profitability with a 54.8% gross margin and 22.31% net income margin, while diversifying into AI and automotive markets. News highlights Nvidia's entry into the PC chip market increasing competitive pressures.
The outlook is cautiously optimistic with a consensus price target of $222.53 implying 25% upside, but near-term risks include smartphone demand softness and margin pressures. Long-term growth hinges on successful expansion in AI and data centers, though competition and market volatility pose challenges to shareholder returns.
Trailing returns across standard periods
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 →Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G and 4G networks. The firm is a leader in 5G network technology as well. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones and chips into automotive and Internet of Things markets.
Read more on QCOM →