Fastly Inc vs Redwire Corporation — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while Redwire Corporation trades at $9.97 (market cap $2.56B). The key difference: Fastly Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Redwire Corporation nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Redwire Corporation for 18 Days on average.
| FSLY | RDW | |
|---|---|---|
Market Cap | $4.03B | $2.56B |
Volume | 2,657,294 | 14,037,053 |
Sector | Technology | Industrials |
52-Week High | $33.50 | $25.90 |
52-Week Low | $7.86 | $5.06 |
Typical Hold Time | 26 Days | 18 Days |
Enterprise Value | $4.09B | $2.09B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.28, down 0.9% on the day, with a bullish technical signal driven by moving averages. The company reported strong Q2 2026 earnings, beating estimates with $0.15 EPS, and revenue growth is projected to reach $687 million in 2026. However, it remains unprofitable with a net income margin of -11.8% and negative cash flow of -$105.61 million in 2025. Recent news highlights insider selling by the CTO and CEO, while analyst sentiment is mixed with a consensus price target of $26.63.
The outlook for FSLY is cautiously optimistic, with AI-driven demand and revenue growth offering upside potential, but persistent losses and insider selling pose significant risks. Investors should weigh the company's improving fundamentals against execution challenges and competitive pressures in the edge cloud market.
Redwire Corporation (RDW) trades at $10.24, down 3.58% with bearish technical signals despite 80% analyst buy ratings. The company shows strong revenue growth (89.6% YoY in Q2 2026) but faces profitability challenges with negative net margins (-57.26%) and consecutive earnings misses. Recent Space Force contract wins and partnerships highlight growth potential in the expanding space infrastructure market, though cash flow remains negative from operations.
The stock presents a high-risk growth opportunity with significant upside to the $14.88 consensus target if execution improves, but persistent losses and dependence on SpaceX's Starship timeline create substantial volatility. Investors must weigh strong institutional support against fundamental weaknesses in a speculative sector.
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 →Redwire Corporation is a pure-play space infrastructure company that provides a wide range of advanced solutions for the next generation of space exploration and utilization. The company's capabilities span critical space technology, including on-orbit servicing, satellite components, space robotics, and digital engineering. Redwire's products and services are used by civil, commercial, and national security customers to enable missions from low Earth orbit to deep space.
Read more on RDW →