Fastly Inc vs TransMedics Group Inc — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while TransMedics Group Inc trades at $77.87 (market cap $2.74B). The key difference: Fastly Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and TransMedics Group Inc for 24 Days on average.
| FSLY | TMDX | |
|---|---|---|
Market Cap | $4.03B | $2.74B |
Volume | 5,516,495 | 949,331 |
Sector | Technology | Health |
52-Week High | $33.50 | $150.42 |
52-Week Low | $7.86 | $61.99 |
Typical Hold Time | 26 Days | 24 Days |
Enterprise Value | $4.09B | $3.13B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, up slightly by 0.04% on the day, with a neutral technical signal. The company has shown strong revenue growth, reaching $624 million in 2025, and has beaten EPS estimates for three consecutive quarters. However, it remains unprofitable with a net income margin of -11.8%. Analyst sentiment is mixed, with a consensus price target of $28.25, while recent news highlights insider selling and AI-driven growth prospects.
The outlook for FSLY hinges on its ability to capitalize on AI infrastructure demand and achieve profitability. Opportunities include a projected revenue increase to $687 million in 2026 and a reduced net loss. Risks include persistent losses, high valuation multiples, and competitive pressures in the edge cloud market. Investors should weigh growth potential against financial sustainability.
TransMedics Group (TMDX) trades at $79.00, down 2.55% amid bearish technical signals and mixed earnings performance. The stock shows strong fundamentals with 58.69% gross margins and 22.69% net income margins, though profitability declined year-over-year. Recent news highlights insider buying, CFO appointment, and ongoing legal investigations into fiduciary duties, creating conflicting sentiment signals.
While analyst consensus remains bullish with a $99.75 price target, near-term risks include margin pressure from heavy investments and legal uncertainties. The stock's current valuation at 20.47 P/E offers potential upside if execution improves, but investors face volatility from earnings misses and regulatory scrutiny.
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →