Fastly Inc vs Zeta Global Holdings Corp — how do they compare? Fastly Inc trades at $29.35 (market cap $4.03B), while Zeta Global Holdings Corp trades at $33.18 (market cap $8.29B). The key difference: Zeta Global Holdings Corp is far larger — about 2.1× Fastly Inc's market cap, and Zeta Global Holdings Corp is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Zeta Global Holdings Corp for 19 Days on average.
| FSLY | ZETA | |
|---|---|---|
Market Cap | $4.03B | $8.29B |
Volume | 5,516,495 | 7,156,795 |
Sector | Technology | Technology |
52-Week High | $33.50 | $33.74 |
52-Week Low | $7.86 | $14.55 |
Typical Hold Time | 26 Days | 19 Days |
Enterprise Value | $4.09B | $8.18B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $29.52, up 16.75% with strong momentum following recent earnings beats and AI-driven investor optimism. The stock shows bullish technical signals with price above key support levels, while fundamentals reveal improving revenue growth ($624M in 2025) but persistent net losses (-$122M). Recent investor day highlighted ambitious $1.1-1.3B revenue target by 2029, driving positive sentiment despite insider selling activity.
Outlook remains cautiously optimistic with AI infrastructure demand as key catalyst, though profitability concerns and high valuation multiples present risks. Analyst consensus sits at Hold with $28.25 target, suggesting limited near-term upside from current levels. The stock's 164% YTD run faces sustainability questions amid competitive pressures and execution challenges.
ZETA trades at $33.63, down 0.33% on the day, showing resilience near its 52-week high territory. The stock maintains strong technical momentum with bullish moving averages and has beaten earnings estimates for three consecutive quarters. Recent expansion into the UK market and growing AI platform adoption support the positive sentiment, though negative net income margins and elevated valuation metrics warrant caution.
The outlook remains cautiously optimistic with 75% analyst buy ratings and a $32.40 consensus target. Key opportunities include accelerating revenue growth and AI-driven customer expansion, while risks involve negative profitability, high valuation multiples, and potential insider fiduciary concerns highlighted in recent shareholder notices.
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →