Fastly Inc vs Viatris Inc — how do they compare? Fastly Inc trades at $29.46 (market cap $4.58B), while Viatris Inc trades at $16.23 (market cap $18.69B). The key difference: Viatris Inc is far larger — about 4.1× Fastly Inc's market cap, and Viatris Inc pays a 2.95% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | VTRS | |
|---|---|---|
Market Cap | $4.58B | $18.69B |
Sector | Technology | Health |
52-Week High | $33.50 | $17.86 |
52-Week Low | $6.85 | $9.49 |
Enterprise Value | $4.65B | $30.80B |
Dividend Yield | — | 2.95% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) surged 20.86% to $27.75, approaching its consensus price target of $28.25, driven by strong Q2 2026 earnings that beat estimates with $0.15 EPS versus $0.07 expected. Revenue grew 23% year-over-year to $624M in 2025, with improving margins and raised 2026 guidance. Technical indicators show bullish momentum with the stock trading near pivot point resistance at $30, though RSI levels suggest overbought conditions. The company is benefiting from AI-driven demand and security product expansion.
While Fastly shows promising revenue growth and consecutive earnings beats, the stock faces headwinds from negative profitability metrics and cash flow challenges. The net income margin remains negative at -11.8% despite improvement, and the company burned $105.6M in cash during 2025. Analyst sentiment is mixed with 29% buy ratings versus 65% hold, indicating cautious optimism amid execution risks in the competitive edge cloud market.
Viatris (VTRS) trades at $16.28, down 0.91% on the day, with a bearish technical signal and mixed fundamentals. The company reported a net loss of $3.51 billion in 2025 despite recent quarterly earnings beats, including Q2 2026 EPS of $0.69 versus $0.62 expected. Revenue declined to $14.30 billion in 2025, but operational cash flow remains strong at $2.32 billion. Recent news highlights divestitures and FDA approval for Gwyn Lo, a contraceptive patch.
Outlook is cautious due to persistent losses and high P/E of 236.2, but dividend payments and cost-cutting efforts offer stability. Risks include competitive pressures and debt levels, while analyst consensus leans hold. The stock's value hinges on margin improvement and debt reduction progress.
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 →Formed by the combination of Mylan and Pfizer's Upjohn business in 2020, Viatris is one of the world's largest generic drug manufacturers, with a substantial off-patent branded drug portfolio. Its portfolio consists of more than 1,400 molecules with penetration across most of the developed world and in select emerging markets. The company's branded drug portfolio consists of off-patent blockbuster drugs that continue to generate strong sales, including Lipitor, Norvasc, Lyrica, Viagra, and EpiPen. While global competition has facilitated the commodification of small-molecule generic drugs, the company has demonstrated an edge over peers in its ability to manufacture complex generics (for example, generic Advair and Copaxone).
Read more on VTRS →