Fastly Inc vs STMicroelectronics NV — how do they compare? Fastly Inc trades at $29.5 (market cap $4.03B), while STMicroelectronics NV trades at $52 (market cap $48.14B). The key difference: STMicroelectronics NV is far larger — about 11.9× Fastly Inc's market cap, and STMicroelectronics NV pays a 0.68% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and STMicroelectronics NV for 66 Days on average.
| FSLY | STM | |
|---|---|---|
Market Cap | $4.03B | $48.14B |
Volume | 5,516,495 | 9,776,015 |
Sector | Technology | Technology |
52-Week High | $33.50 | $79.91 |
52-Week Low | $7.86 | $21.20 |
Typical Hold Time | 26 Days | 66 Days |
Enterprise Value | $4.09B | $45.66B |
Dividend Yield | — | 0.68% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.28, down 0.9% on the day, amid mixed technical and fundamental signals. The stock exhibits a bullish technical trend with support near $25, while recent earnings have consistently beaten expectations. Revenue growth is robust, projected to reach $687 million in 2026, but profitability remains elusive with a net income margin of -11.8%. The company's strategic focus on AI and edge cloud infrastructure, highlighted during its recent Investor Day, fuels optimism for long-term growth.
The investment outlook for FSLY balances strong revenue expansion and AI-driven opportunities against persistent losses and insider selling. While analyst consensus leans neutral with a $28.25 price target, the stock's valuation appears stretched relative to earnings. Key risks include competitive pressures in edge computing and the need to translate top-line growth into sustainable profitability. Investors should weigh the company's growth trajectory against its current financial health.
STM trades at $56.18, down 4.33% today, with a bullish technical signal from moving averages. The company shows mixed fundamentals with declining revenue from $17.3B in 2023 to $11.8B in 2025 and negative net income margin of -0.39%, though Q2 2026 earnings beat expectations. Analyst consensus is bullish with a $77.31 price target, and recent news highlights AI data-center revenue potential exceeding $2B by 2027.
Outlook is cautiously optimistic driven by AI and automotive growth catalysts, but risks include profitability challenges and competitive pressures. The stock offers 37% upside to consensus target if execution improves, though investors should monitor margin recovery and debt levels amid volatile semiconductor cycles.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →