Akamai Technologies, Inc. vs Fastly Inc — how do they compare? Akamai Technologies, Inc. trades at $123.39 (market cap $16.77B), while Fastly Inc trades at $28.99 (market cap $4.58B). The key difference: Akamai Technologies, Inc. is far larger — about 3.7× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Akamai Technologies, Inc. nearer its low. Which is the better fit depends on your goals.
| AKAM | FSLY | |
|---|---|---|
Market Cap | $16.77B | $4.58B |
Sector | Technology | Technology |
52-Week High | $161.14 | $33.50 |
52-Week Low | $71.97 | $6.85 |
Enterprise Value | $22.75B | $4.65B |
Signals from Pluang's Aura AI — not financial advice
Akamai Technologies (AKAM) trades at $123.20, up 4.72% with strong quarterly earnings beats and accelerating cloud infrastructure growth. The stock shows mixed technical signals with bearish moving averages but neutral oscillators. Recent Q2 2026 results exceeded expectations with $1.59 EPS versus $1.57 estimate, driven by 39% growth in Cloud Infrastructure Services. However, net income margins have declined from 14.47% in 2022 to 9.51% currently due to increased infrastructure investments.
Akamai presents a compelling growth story in AI and cybersecurity markets with analyst consensus target of $150.11 suggesting 22% upside potential. Key risks include margin pressure from heavy infrastructure spending and competitive threats in cloud services. The balanced analyst rating distribution (47% Buy, 49% Hold) reflects cautious optimism about the company's strategic positioning amid ongoing profitability challenges.
FSLY trades at $29.39, up 5.89% today, near its 52-week high. The stock shows bullish technical signals with strong moving average support. Recent earnings beats, including Q2 2026 EPS of $0.15 versus $0.07 expected, and raised 2026 revenue guidance to $687M reflect robust execution. Security and AI demand are driving growth, though the company remains unprofitable with a net margin of -11.8%.
Outlook is positive due to accelerating revenue growth and AI tailwinds, but risks include persistent losses, high valuation at P/S of 6.38, and competitive pressures. Analysts are mixed with a $28.25 consensus target, slightly below current price, suggesting cautious optimism amid execution risks.
Trailing returns across standard periods
Latest headlines on both assets
Akamai operates a content delivery network, or CDN, which entails locating servers at the edges of networks so its customers, which store content on Akamai servers, can reach their own customers faster, more securely, and with better quality. Akamai has over 325,000 servers distributed over 4,000 points of presence in more than 1,000 cities worldwide. Its customers generally include media companies, which stream video content or make video games available for download, and other enterprises that run interactive or high-traffic websites, such as e-commerce firms and financial institutions. Akamai also has a significant security business, which is integrated with its core web and media businesses to protect its customers from cyberthreats.
Read more on AKAM →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 →