Fastly Inc vs Seagate Technology Holdings PLC — how do they compare? Fastly Inc trades at $19.79 (market cap $3.13B), while Seagate Technology Holdings PLC trades at $746 (market cap $187.40B). The key difference: Seagate Technology Holdings PLC is far larger — about 59.9× 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 | $3.13B | $187.40B |
Sector | Technology | Technology |
52-Week High | $33.50 | $1.09K |
52-Week Low | $6.36 | $146.59 |
Enterprise Value | $3.20B | $190.44B |
Dividend Yield | — | 0.36% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $20.17, down 3.49% today, with a bullish technical signal from moving averages and a consensus analyst price target of $24.25. The company shows improving revenue growth, reaching $624M in 2025, and has beaten EPS estimates for three consecutive quarters. Recent news highlights partnerships in digital sustainability and edge AI, though the stock faces pressure from negative net income margins and high cash burn.
The outlook is cautiously optimistic, with potential upside from continued execution on AI-driven edge cloud demand and margin expansion. Key risks include persistent profitability challenges, competitive pressures from larger peers, and volatile cash flow trends. Investors should weigh the growth trajectory against fundamental weaknesses before positioning.
STX trades at $753.18, down 14.25% in the past 24 hours amid broader market volatility. The stock exhibits strong fundamentals with a 21.6% net income margin and consistent earnings beats, but valuation ratios like a P/E of 78.59 and P/B of 171.15 suggest premium pricing. Technical indicators are bearish, with support near $743, while analyst sentiment remains positive with a $987.86 consensus price target. Recent news highlights AI-driven storage demand and a Wells Fargo upgrade on July 10, 2026.
Outlook: STX benefits from robust AI infrastructure demand and margin expansion, but high debt levels and intense competition pose risks. The stock offers upside if earnings growth persists, yet investors should monitor debt sustainability and competitive pressures. Near-term volatility is likely around the Q2 2026 earnings report on July 28, 2026.
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 →