Fastly Inc vs Recursion Pharmaceuticals Inc — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while Recursion Pharmaceuticals Inc trades at $4.02 (market cap $2.31B). The key difference: Fastly Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Recursion Pharmaceuticals Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Recursion Pharmaceuticals Inc for 22 Days on average.
| FSLY | RXRX | |
|---|---|---|
Market Cap | $4.03B | $2.31B |
Volume | 2,657,294 | 40,478,768 |
Sector | Technology | Health |
52-Week High | $33.50 | $6.79 |
52-Week Low | $7.86 | $2.84 |
Typical Hold Time | 26 Days | 22 Days |
Enterprise Value | $4.09B | $1.83B |
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.
RXRX trades at $4.27, down 7.78% today, with a bullish technical signal from moving averages but negative profitability. The company reported a net loss of -$644.76M in 2025, with revenue of $74.26M, and has beaten earnings estimates in two of the last three quarters. Recent news highlights strategic AI partnerships and pipeline expansion, though financial performance remains challenged.
The outlook is mixed: analyst consensus is 40% buy, 60% hold, with no sell ratings, indicating cautious optimism for long-term AI-driven growth. Key risks include persistent cash burn, high valuation multiples, and slow revenue growth. Upside depends on successful drug development and partnership milestones, but near-term profitability remains elusive.
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 →Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company leveraging artificial intelligence (AI) and machine learning to industrialize drug discovery. The company's unique approach combines one of the world's largest biological and chemical datasets with automated wet-lab and computational systems to map human biology and identify potential therapeutic candidates across a range of diseases, including oncology and rare diseases. Recursion aims to accelerate the traditionally slow and expensive process of drug development.
Read more on RXRX →