Fastly Inc vs Global X Defense Tech ETF — how do they compare? Fastly Inc trades at $26.92 (market cap $4.03B), while Global X Defense Tech ETF trades at $59.3 (market cap $6.29B). The key difference: Global X Defense Tech ETF is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Global X Defense Tech ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Global X Defense Tech ETF for 44 Days on average.
| FSLY | SHLD | |
|---|---|---|
Market Cap | $4.03B | $6.29B |
Volume | 5,516,495 | 1,133,252 |
Sector | Technology | Sector/Thematic |
52-Week High | $33.50 | $78.02 |
52-Week Low | $7.86 | $58.20 |
Typical Hold Time | 26 Days | 44 Days |
Enterprise Value | $4.09B | — |
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.
SHLD, the Global X Defense Tech ETF, trades at $58.74, down 2.2% on the day amid a bearish technical signal. The ETF focuses on defense technology and cybersecurity, with recent institutional buying interest noted in filings. However, key financial ratios like P/E and P/S are not available for this ETF, and the overall technical picture is negative, with moving averages and oscillators signaling bearish momentum.
The outlook for SHLD is mixed, with potential tailwinds from rising global defense spending and institutional accumulation, but weighed down by bearish technicals and the absence of clear valuation metrics. Risks include geopolitical shifts and ETF-specific performance versus peers. The investment case hinges on sustained defense budget growth and SHLD's ability to capture tech-driven defense innovation.
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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 →SHLD tracks the Global X Defense Tech Index, targeting companies that lead the technological transformation of the defense sector. It focuses on pure-play innovators in cybersecurity, artificial intelligence, robotics, and advanced military systems, excluding traditional commercial aerospace to maintain a high level of thematic purity.
Read more on SHLD →