Go Pro

Fastly (FSLY) Competitors

Fastly logo
$20.03 +0.44 (+2.25%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$19.90 -0.13 (-0.65%)
As of 07/13/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

FSLY vs. NET, TEM, HUBS, FIG, and BSY

Should you buy Fastly stock or one of its competitors? MarketBeat compares Fastly with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Fastly include Cloudflare (NET), Tempus AI (TEM), HubSpot (HUBS), Figma (FIG), and Bentley Systems (BSY). These companies are all part of the "computer software" industry.

How does Fastly compare to Cloudflare?

Fastly (NYSE:FSLY) and Cloudflare (NYSE:NET) are both computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their risk, analyst recommendations, earnings, institutional ownership, valuation, dividends, profitability and media sentiment.

Cloudflare has a net margin of -3.72% compared to Fastly's net margin of -23.49%. Cloudflare's return on equity of -5.65% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-23.49% -12.02% -7.83%
Cloudflare -3.72%-5.65%-1.34%

In the previous week, Cloudflare had 37 more articles in the media than Fastly. MarketBeat recorded 49 mentions for Cloudflare and 12 mentions for Fastly. Fastly's average media sentiment score of 0.74 beat Cloudflare's score of 0.70 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
4 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
22 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

79.7% of Fastly shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 6.7% of Fastly shares are held by company insiders. Comparatively, 10.7% of Cloudflare shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Cloudflare has higher revenue and earnings than Fastly. Cloudflare is trading at a lower price-to-earnings ratio than Fastly, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$652.57M4.80-$158.06M-$0.69N/A
Cloudflare$2.17B43.99-$102.27M-$0.25N/A

Fastly has a beta of 0.34, meaning that its share price is 66% less volatile than the broader market. Comparatively, Cloudflare has a beta of 1.67, meaning that its share price is 67% more volatile than the broader market.

Fastly currently has a consensus target price of $22.63, suggesting a potential upside of 12.96%. Cloudflare has a consensus target price of $249.81, suggesting a potential downside of 7.41%. Given Fastly's higher probable upside, equities analysts plainly believe Fastly is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27
Cloudflare
4 Sell rating(s)
8 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.56

Summary

Cloudflare beats Fastly on 14 of the 17 factors compared between the two stocks.

How does Fastly compare to Tempus AI?

Fastly (NYSE:FSLY) and Tempus AI (NASDAQ:TEM) are both computer software companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, earnings, profitability, risk, institutional ownership, media sentiment, analyst recommendations and dividends.

79.7% of Fastly shares are owned by institutional investors. Comparatively, 24.2% of Tempus AI shares are owned by institutional investors. 6.7% of Fastly shares are owned by company insiders. Comparatively, 24.3% of Tempus AI shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Fastly currently has a consensus price target of $22.63, suggesting a potential upside of 12.96%. Tempus AI has a consensus price target of $68.54, suggesting a potential upside of 22.54%. Given Tempus AI's stronger consensus rating and higher probable upside, analysts clearly believe Tempus AI is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27
Tempus AI
2 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.47

Fastly has a beta of 0.34, suggesting that its stock price is 66% less volatile than the broader market. Comparatively, Tempus AI has a beta of 3.46, suggesting that its stock price is 246% more volatile than the broader market.

Tempus AI has a net margin of -22.20% compared to Fastly's net margin of -23.49%. Fastly's return on equity of -12.02% beat Tempus AI's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-23.49% -12.02% -7.83%
Tempus AI -22.20%-53.83%-11.17%

In the previous week, Tempus AI had 5 more articles in the media than Fastly. MarketBeat recorded 17 mentions for Tempus AI and 12 mentions for Fastly. Tempus AI's average media sentiment score of 0.79 beat Fastly's score of 0.74 indicating that Tempus AI is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
4 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Tempus AI
10 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Fastly has higher earnings, but lower revenue than Tempus AI. Tempus AI is trading at a lower price-to-earnings ratio than Fastly, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$652.57M4.80-$158.06M-$0.69N/A
Tempus AI$1.27B7.90-$245.03M-$1.72N/A

Summary

Tempus AI beats Fastly on 10 of the 16 factors compared between the two stocks.

How does Fastly compare to HubSpot?

HubSpot (NYSE:HUBS) and Fastly (NYSE:FSLY) are both computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, earnings, dividends, media sentiment, analyst recommendations, institutional ownership, risk and valuation.

HubSpot has a beta of 1.22, indicating that its stock price is 22% more volatile than the broader market. Comparatively, Fastly has a beta of 0.34, indicating that its stock price is 66% less volatile than the broader market.

In the previous week, HubSpot had 1 more articles in the media than Fastly. MarketBeat recorded 13 mentions for HubSpot and 12 mentions for Fastly. Fastly's average media sentiment score of 0.74 beat HubSpot's score of 0.60 indicating that Fastly is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
HubSpot
6 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
4 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

90.4% of HubSpot shares are held by institutional investors. Comparatively, 79.7% of Fastly shares are held by institutional investors. 3.7% of HubSpot shares are held by insiders. Comparatively, 6.7% of Fastly shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

HubSpot currently has a consensus target price of $311.00, suggesting a potential upside of 42.74%. Fastly has a consensus target price of $22.63, suggesting a potential upside of 12.96%. Given HubSpot's stronger consensus rating and higher possible upside, research analysts clearly believe HubSpot is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
HubSpot
2 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.63
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

HubSpot has higher revenue and earnings than Fastly. Fastly is trading at a lower price-to-earnings ratio than HubSpot, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
HubSpot$3.13B3.56$45.91M$1.91114.07
Fastly$652.57M4.80-$158.06M-$0.69N/A

HubSpot has a net margin of 3.04% compared to Fastly's net margin of -23.49%. HubSpot's return on equity of 5.66% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
HubSpot3.04% 5.66% 3.04%
Fastly -23.49%-12.02%-7.83%

Summary

HubSpot beats Fastly on 13 of the 16 factors compared between the two stocks.

How does Fastly compare to Figma?

Fastly (NYSE:FSLY) and Figma (NYSE:FIG) are both mid-cap computer software companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, profitability, dividends, institutional ownership, valuation, analyst recommendations, earnings and media sentiment.

Fastly presently has a consensus target price of $22.63, suggesting a potential upside of 12.96%. Figma has a consensus target price of $32.67, suggesting a potential upside of 37.42%. Given Figma's higher possible upside, analysts plainly believe Figma is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27
Figma
1 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.25

Fastly has higher earnings, but lower revenue than Figma. Fastly is trading at a lower price-to-earnings ratio than Figma, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$652.57M4.80-$158.06M-$0.69N/A
Figma$1.06B10.03-$1.25B-$3.43N/A

Fastly has a net margin of -23.49% compared to Figma's net margin of -123.83%. Fastly's return on equity of -12.02% beat Figma's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-23.49% -12.02% -7.83%
Figma -123.83%-98.51%-61.42%

In the previous week, Figma had 14 more articles in the media than Fastly. MarketBeat recorded 26 mentions for Figma and 12 mentions for Fastly. Fastly's average media sentiment score of 0.74 beat Figma's score of 0.38 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
4 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Figma
10 Very Positive mention(s)
4 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

79.7% of Fastly shares are owned by institutional investors. 6.7% of Fastly shares are owned by company insiders. Comparatively, 32.3% of Figma shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Fastly beats Figma on 8 of the 15 factors compared between the two stocks.

How does Fastly compare to Bentley Systems?

Bentley Systems (NASDAQ:BSY) and Fastly (NYSE:FSLY) are both mid-cap computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, profitability, institutional ownership, valuation, risk, dividends and media sentiment.

44.2% of Bentley Systems shares are owned by institutional investors. Comparatively, 79.7% of Fastly shares are owned by institutional investors. 20.3% of Bentley Systems shares are owned by company insiders. Comparatively, 6.7% of Fastly shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Bentley Systems has higher revenue and earnings than Fastly. Fastly is trading at a lower price-to-earnings ratio than Bentley Systems, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Bentley Systems$1.50B6.18$277.86M$0.8836.08
Fastly$652.57M4.80-$158.06M-$0.69N/A

Bentley Systems currently has a consensus target price of $45.54, suggesting a potential upside of 43.43%. Fastly has a consensus target price of $22.63, suggesting a potential upside of 12.96%. Given Bentley Systems' stronger consensus rating and higher probable upside, analysts clearly believe Bentley Systems is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Bentley Systems
1 Sell rating(s)
5 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.53
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

In the previous week, Fastly had 4 more articles in the media than Bentley Systems. MarketBeat recorded 12 mentions for Fastly and 8 mentions for Bentley Systems. Bentley Systems' average media sentiment score of 1.19 beat Fastly's score of 0.74 indicating that Bentley Systems is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Bentley Systems
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
4 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Bentley Systems has a beta of 1, suggesting that its stock price has a similar volatility profile to the broader market.Comparatively, Fastly has a beta of 0.34, suggesting that its stock price is 66% less volatile than the broader market.

Bentley Systems has a net margin of 18.12% compared to Fastly's net margin of -23.49%. Bentley Systems' return on equity of 28.65% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Bentley Systems18.12% 28.65% 9.79%
Fastly -23.49%-12.02%-7.83%

Summary

Bentley Systems beats Fastly on 14 of the 16 factors compared between the two stocks.

Get Fastly News Delivered to You Automatically

Sign up to receive the latest news and ratings for FSLY and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FSLY and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

FSLY vs. The Competition

MetricFastlyINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$3.13B$18.36B$39.25B$23.46B
Dividend YieldN/A3.41%3.19%4.02%
P/E Ratio-20.8668.46170.0331.08
Price / Sales4.8036.26597.7919.77
Price / CashN/A77.0645.8218.64
Price / Book2.916.769.494.77
Net Income-$158.06M$385.08M$1.07B$1.06B
7 Day Performance7.75%0.78%-0.51%-0.23%
1 Month Performance7.98%6.53%-1.38%-0.11%
1 Year Performance194.78%-8.96%140.11%16.46%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
2.0971 of 5 stars
$20.03
+2.2%
$22.63
+13.0%
+199.0%$3.13B$652.57MN/A1,100
NET
Cloudflare
2.6675 of 5 stars
$247.46
+2.1%
$241.35
-2.5%
+48.9%$85.68B$2.17BN/A5,156
TEM
Tempus AI
3.54 of 5 stars
$60.70
+0.7%
$68.54
+12.9%
-1.7%$10.82B$1.27BN/A3,800
HUBS
HubSpot
4.6504 of 5 stars
$193.82
+0.9%
$311.00
+60.5%
-58.4%$9.84B$3.13B101.488,882
FIG
Figma
2.8069 of 5 stars
$21.08
-1.2%
$37.00
+75.6%
N/A$9.51B$1.06BN/A1,886

Related Companies and Tools


This page (NYSE:FSLY) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners