Fastly Inc vs Seagate Technology Holdings PLC — how do they compare? Fastly Inc trades at $28.51 (market cap $4.58B), while Seagate Technology Holdings PLC trades at $877 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is far larger — about 40.6× Fastly Inc's market cap, and Seagate Technology Holdings PLC pays a 0.36% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | STX | |
|---|---|---|
Market Cap | $4.58B | $185.97B |
Sector | Technology | Technology |
52-Week High | $33.50 | $1.09K |
52-Week Low | $6.85 | $154.43 |
Enterprise Value | $4.65B | $188.12B |
Dividend Yield | — | 0.36% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $28.59, up 3.03% today, with strong technical momentum and bullish moving averages. The company reported consecutive earnings beats, with Q2 2026 EPS of $0.15 surpassing estimates, and raised its 2026 outlook driven by security and AI demand. Revenue growth is robust at 23% year-over-year, though the company remains unprofitable with a net income margin of -11.8%.
The outlook is positive given accelerating revenue growth and strategic positioning in edge cloud and AI infrastructure, but risks include persistent losses, high valuation multiples, and competitive pressures. Analyst consensus is cautious with a hold-heavy rating and a $28.25 price target, slightly below the current price.
STX is trading at $875.42, up 9.33% over 24 hours, with a neutral technical signal and bearish moving averages. The stock shows strong fundamentals with revenue of $9.10B in 2025 and net income of $1.47B, supported by AI-driven storage demand and recent earnings beats. Analysts are largely bullish, with a consensus price target of $1,130 and 55% buy ratings, though high valuation ratios like a P/E of 59.03 and P/B of 85.82 indicate premium pricing.
The outlook for STX is positive due to robust AI-related growth and expanding margins, but risks include elevated debt levels, competitive pressures, and a class action lawsuit. Investors should weigh the strong profit trajectory against valuation concerns and market volatility for balanced decision-making.
Trailing returns across standard periods
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →