Fastly Inc vs Ermenegildo Zegna N.V. Ordinary Shares — how do they compare? Fastly Inc trades at $24.63 (market cap $4.32B), while Ermenegildo Zegna N.V. Ordinary Shares trades at $12.8 (market cap $3.48B). The key difference: Fastly Inc is the larger of the two by market cap, and Ermenegildo Zegna N.V. Ordinary Shares pays a 1.06% 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 Ermenegildo Zegna N.V. Ordinary Shares for 0 Days on average.
| FSLY | ZGN | |
|---|---|---|
Market Cap | $4.32B | $3.48B |
Volume | 5,665,889 | 1,076,161 |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $15.25 |
52-Week Low | $7.86 | $8.69 |
Typical Hold Time | 26 Days | 0 Days |
Enterprise Value | $4.38B | $4.43B |
Dividend Yield | — | 1.06% |
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.
ZGN trades at $12.94, up 2.7% with a neutral technical outlook. The stock shows mixed fundamentals with a high P/E of 38.5 but strong gross margins of 67.58%. Recent earnings beat expectations in three of the last four quarters, though Q2 2026 missed estimates. Analyst consensus is bullish with a $14.12 price target and 66.7% buy ratings. Revenue growth continues with 2025 reaching $1.92B, though net margins compressed to 3.98%.
ZGN presents a growth opportunity with expanding DTC momentum and margin potential, but faces valuation concerns and competitive pressures. The stock's upside depends on sustained earnings growth and successful execution of the retail-first strategy amidst fashion sector volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Ermenegildo Zegna N.V. is a luxury fashion group whose brands include Zegna, Thom Browne, and Tom Ford Fashion. The company operates a vertically integrated supply chain, sourcing wool from its own Australian farm through to finished garment production.
Read more on ZGN →