Applied Digital Corporation vs Fastly Inc — how do they compare? Applied Digital Corporation trades at $31.87 (market cap $8.55B), while Fastly Inc trades at $28.85 (market cap $4.58B). The key difference: Applied Digital Corporation is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | FSLY | |
|---|---|---|
Market Cap | $8.55B | $4.58B |
Sector | Technology | Technology |
52-Week High | $49.65 | $33.50 |
52-Week Low | $13.89 | $6.85 |
Enterprise Value | $12.06B | $4.65B |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.06, down 0.55% on the day, with a bearish technical signal and recent earnings misses. The company reported a net loss of $231.07 million in 2025 despite revenue growth, while analyst consensus remains strongly bullish with a $72.36 price target. Recent news highlights significant AI infrastructure contracts and insider selling activity.
Outlook hinges on execution of its $36 billion AI infrastructure pipeline, but risks include high cash burn, negative margins, and rising debt. The stock offers high growth potential if operational targets are met, yet financial sustainability concerns warrant caution for investors amid volatile sentiment.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
Applied Digital provides high-performance computing (HPC) infrastructure and cloud services. It designs and operates data centers tailored for AI, machine learning, and other intensive digital workloads across North America.
Read more on APLD →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 →