Fastly Inc vs Skyworks Solutions Inc — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while Skyworks Solutions Inc trades at $76.35 (market cap $12.15B). The key difference: Skyworks Solutions Inc is far larger — about 3× Fastly Inc's market cap, and Skyworks Solutions Inc pays a 4.13% 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 Skyworks Solutions Inc for 50 Days on average.
| FSLY | SWKS | |
|---|---|---|
Market Cap | $4.03B | $12.15B |
Volume | 5,516,495 | 7,390,810 |
Sector | Technology | Technology |
52-Week High | $33.50 | $91.45 |
52-Week Low | $7.86 | $52.50 |
Typical Hold Time | 26 Days | 50 Days |
Enterprise Value | $4.09B | $12.03B |
Dividend Yield | — | 4.13% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, showing minimal daily movement (+0.04%) with neutral technical indicators. The company has demonstrated strong revenue growth, reaching $624 million in 2025, and has beaten earnings expectations for three consecutive quarters. However, profitability remains a concern with negative net income margins (-11.8%) and ROE (-8.39%). Recent insider selling by the CTO and CEO has created some investor uncertainty despite positive AI-related business developments.
The outlook for FSLY is cautiously optimistic with analyst consensus pointing to 12% upside to the $28.25 price target. Key opportunities include AI-driven edge computing demand and revenue growth trajectory toward $1.1-1.3 billion by 2029. Major risks include persistent profitability challenges, competitive pressure in cloud infrastructure, and execution risks in achieving long-term targets amid insider selling activity.
Skyworks Solutions (SWKS) trades at $80.75, down 3.21% today, with a bearish technical signal despite recent earnings beats. The company shows declining revenue and profit margins over recent years, with 2025 revenue at $4.09B and net income of $477.1M. Key developments include the pending Qorvo merger, which has driven recent volatility and analyst optimism about potential synergies.
The investment outlook is mixed: strong analyst support (60% buy ratings) and merger potential offer upside, but declining fundamentals and bearish technicals present near-term risks. The consensus price target of $78.80 suggests limited upside from current levels, making careful monitoring of merger progress and Q3 earnings crucial.
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 →Skyworks Solutions produces semiconductors for wireless handsets and other devices that are used to enable wireless connectivity. Its main products include power amplifiers, filters, switches, and integrated front-end modules that support wireless transmissions. Skyworks' customers are mostly large smartphone manufacturers, but the firm also has a growing presence in nonhandset applications such as wireless routers, medical devices, and automobiles.
Read more on SWKS →