FSLY
Fastly, Inc.
FSLY's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over FSLY overall, supported by stronger valuation and stronger fundamentals.
FSLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Healthy | |
| Unavailable |
FSLY's revenue and cash flow are currently healthy, but its profitability is under pressure. There isn't enough data to rate its balance sheet.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
FSLY PE Valuation
FSLY has no meaningful PE right now: it lost money over the past year.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR's PE is in its cheap range at 120x. If earnings grow as analysts expect, today's price would be 75x next year's earnings.
FSLY Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for FSLY, with profitability improving. However, they disagree widely on these estimates.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
FSLY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.68 | — |
| Q3 2026 | -$0.40 | +$0.56 |
| Q2 2026 | -$0.53 | +$0.50 |
| Q1 2026 | -$0.69 | +$0.40 |
| Q4 2025 | -$0.83 | +$0.31 |
| Q3 2025 | -$0.96 | +$0.12 |
| Q2 2025 | -$1.03 | +$0.20 |
| Q1 2025 | -$1.09 | -$0.10 |
| Q4 2024 | -$1.14 | -$0.11 |
FSLY is still losing money, but far less than before: $0.40 per share over the past year, against $2.02 at its worst in early 2022.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over FSLY on earnings quality, reporting a profit while its opponent remains loss making.
FSLY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $190.2M | +20% |
| Q2 2026 | $183.3M | +23% |
| Q1 2026 | $173M | +20% |
| Q4 2025 | $172.6M | +23% |
| Q3 2025 | $158.2M | +15% |
| Q2 2025 | $148.7M | +12% |
| Q1 2025 | $144.5M | +8.2% |
| Q4 2024 | $140.6M | +2% |
FSLY's revenue has grown year over year every quarter since late 2020: $190M last quarter, up 20% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -5.9% | +12 points |
| Q2 2026 | -7.9% | +17 points |
| Q1 2026 | -14% | +13 points |
| Q4 2025 | -8.7% | +16 points |
| Q3 2025 | -18% | +11 points |
| Q2 2025 | -25% | +11 points |
| Q1 2025 | -26% | +8.2 points |
| Q4 2024 | -24% | +6.5 points |
FSLY's operating margin was −5.9% last quarter, up 12 points from the same quarter a year ago, near the top of its range since 2019.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over FSLY on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over FSLY on profitability, with a higher operating margin.
FSLY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $29M | +27% |
| Q2 2026 | $7.7M | -52% |
| Q1 2026 | $7.8M | -47% |
| Q4 2025 | $12.2M | +4778% |
| Q3 2025 | $22.9M | +661% |
| Q2 2025 | $15.9M | +$22.7M |
| Q1 2025 | $14.7M | +54% |
| Q4 2024 | $251K | +$10.3M |
FSLY generated $57M in free cash flow over the past year, up 5.7% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over FSLY on cash flow, with more consistent year-over-year improvement.
FSLY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.5% | +2.4M shares |
| 1 year | +8% | +11.9M shares |
| 3 years | +23% | +30.1M shares |
| 5 years | +37% | +43.5M shares |
| Available history | +68% | +64.6M shares |
FSLY has 160M diluted shares, up 8% from a year ago.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over FSLY on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
FSLY Net Leverage
FSLY's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
FSLY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.6 | Neutral |
| Stochastic | 16.7 | Oversold |
FSLY's weekly RSI is 44 (neutral) and its Stochastic is 17 (oversold).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
FSLY PE vs Technology Sector
FSLY has no meaningful PE right now: it lost money over the past year.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
FSLY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.9 | 25% below |
| 20 week MA | $22.7 | 24% below |
| 50 week MA | $19.6 | 12% below |
| 100 week MA | $13.8 | 25% above |
| 200 week MA | $13.6 | 27% above |
FSLY has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 27% above its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over FSLY on trend strength, trading above more of its moving averages.
FSLY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $20.6 | $97.5 | +374% |
| 2021 | $97.5 | $39.4 | -60% |
| 2022 | $39.4 | $7.96 | -80% |
| 2023 | $7.96 | $17.8 | +124% |
| 2024 | $17.8 | $9.60 | -46% |
| 2025 | $9.60 | $10.2 | +6.7% |
| 2026 YTD | $10.2 | $17.2 | +68% |
FSLY has the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.