Fastly and Guidewire Software Compared in Critical Analysis

Which tech company is the better investment option?

Published on Feb. 13, 2026

A critical comparison of Fastly (NYSE:FSLY) and Guidewire Software (NYSE:GWRE), two computer and technology companies, to determine which is the superior investment. The analysis covers factors like profitability, valuation, analyst recommendations, dividends, institutional ownership, risk, and earnings.

Why it matters

This analysis provides investors with a detailed side-by-side comparison of two prominent tech companies to help them make more informed investment decisions. Understanding the relative strengths and weaknesses of Fastly and Guidewire Software is valuable for those looking to allocate capital in the technology sector.

The details

The analysis examines key metrics for each company, including top-line revenue, earnings per share, valuation, analyst ratings and price targets, institutional ownership, profit margins, and financial ratios. It concludes that Guidewire Software appears to be the more favorable investment based on its stronger consensus rating from analysts and higher potential upside.

  • The analysis was published on February 13, 2026.

The players

Guidewire Software

A provider of a platform for property and casualty (P&C) insurers worldwide, offering cloud-based applications for policy, billing, and claims management.

Fastly

An edge cloud platform company that enables developers to build, secure, and deliver digital experiences at the edge of the internet.

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What’s next

The analysis does not mention any specific future newsworthy events related to Fastly or Guidewire Software.

The takeaway

This comparison highlights the relative strengths of Guidewire Software over Fastly, with Guidewire appearing to be the more favorable long-term investment option based on factors like analyst sentiment, valuation, and financial performance. Investors should carefully consider these insights when evaluating technology sector opportunities.