Fastly Inc vs Rambus Inc. Common Stock — how do they compare? Fastly Inc trades at $24.6 (market cap $4.32B), while Rambus Inc. Common Stock trades at $90.12 (market cap $10.66B). The key difference: Rambus Inc. Common Stock is far larger — about 2.5× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Rambus Inc. Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Rambus Inc. Common Stock for 0 Days on average.
| FSLY | RMBS | |
|---|---|---|
Market Cap | $4.32B | $10.66B |
Volume | 5,665,889 | 2,136,075 |
Sector | Technology | Technology |
52-Week High | $33.50 | $170.66 |
52-Week Low | $7.86 | $79.73 |
Typical Hold Time | 26 Days | 0 Days |
Enterprise Value | $4.38B | $9.85B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.00, down 5.41% over the past day, with a bullish technical signal from moving averages and support at $25. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.15 exceeding expectations, while revenue growth is robust at 23% year-over-year. However, net income remains negative, and cash flow trends show volatility, with a net outflow of $105.61 million in 2025. Recent news highlights insider selling by the CTO but also positive coverage of AI-driven growth potential.
The outlook for FSLY is mixed, with opportunities from AI infrastructure demand and revenue targets up to $1.3 billion by 2029, but risks include persistent losses, high valuation multiples, and competitive pressures. Analyst consensus is a 'Hold' with a $28.33 price target, suggesting limited near-term upside from current levels amid execution challenges.
Rambus (RMBS) trades at $98.17, down 2.84% over 24 hours, with a neutral technical signal and key support at $96. The company reported strong profitability with a 31.69% net income margin and beat EPS estimates in two of the last three quarters. Recent news highlights its focus on AI infrastructure with new product launches, positioning it to benefit from growing demand for high-speed memory solutions.
The outlook is positive given analyst consensus of a $161.75 price target and 78.57% buy ratings, but risks include high valuation multiples and competitive pressures. Execution on AI-driven growth and maintaining earnings momentum are critical for stock appreciation, while any miss in upcoming results could pressure the premium 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 →Rambus Inc. is a semiconductor and silicon IP company that licenses chip interface and security technologies, including memory interface chipsets for DDR5 and DDR4 server and client DIMMs, interface IP for PCIe, CXL, and HBM, and security IP such as Root of Trust and memory encryption. It serves data center, AI, automotive, and IoT markets.
Read more on RMBS →