Fastly Inc vs Toast Inc. Class A Common Stock — how do they compare? Fastly Inc trades at $24.34 (market cap $3.98B), while Toast Inc. Class A Common Stock trades at $30 (market cap $17.25B). The key difference: Toast Inc. Class A Common Stock is far larger — about 4.3× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Toast Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| FSLY | TOST | |
|---|---|---|
Market Cap | $3.98B | $17.25B |
Volume | 6,072,668 | 10,274,535 |
Sector | Technology | Technology |
52-Week High | $33.50 | $39.02 |
52-Week Low | $7.86 | $22.33 |
Typical Hold Time | 26 Days | 0 Days |
Enterprise Value | $4.04B | $15.50B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $27.09, up 2.5% with bullish technical signals and strong earnings beats. The stock shows improving fundamentals with revenue growth from $544M to $624M (2024-2025) and narrowing losses. Recent investor day highlighted AI-driven growth targets of $1.1-1.3B revenue by 2029. Technical indicators show bullish moving averages with support at $25 and resistance at $28.
Outlook remains positive with analyst consensus at $28.33 target, though risks include persistent net losses and insider selling. The company's edge cloud platform benefits from AI traffic growth, but profitability challenges and competitive pressures require monitoring. Institutional sentiment is mixed with 33% buy ratings amid ongoing transformation.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
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 →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →