ARK Next Generation Internet ETF vs Fastly Inc — how do they compare? ARK Next Generation Internet ETF trades at $147.5, while Fastly Inc trades at $19.67 (market cap $3.07B). Which is the better fit depends on your goals.
| ARKW | FSLY | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $182.20 | $33.50 |
52-Week Low | $114.45 | $6.36 |
Market Cap | — | $3.07B |
Enterprise Value | — | $3.13B |
Signals from Pluang's Aura AI — not financial advice
ARKW trades at $148.42, down 0.75% with a bullish technical signal from moving averages. The ETF shows neutral momentum oscillators with RSI at 52.51 suggesting balanced buying pressure. Support levels are established at $144 and $142, while resistance sits at $147 and $148. Recent news highlights Cathie Wood's continued focus on innovative technology investments through her ETF strategies.
The ETF's exposure to disruptive innovation themes presents growth potential amid technology sector momentum. Key risks include concentration in high-growth tech stocks and market volatility sensitivity. Institutional interest remains strong given ARK Invest's track record in identifying transformative technologies.
Fastly (FSLY) trades at $19.59, down 3.64% today, with a bullish technical signal and strong earnings beats in recent quarters. Revenue growth accelerated to 20% year-over-year in Q1 2026, though the company remains unprofitable with a net margin of -19.5% in 2025. Analyst consensus is mixed with a $25.80 price target, while recent news highlights partnerships and AI-driven compute growth.
The outlook is cautiously optimistic: continued revenue expansion and margin improvement offer upside potential, but persistent losses and competitive pressures pose risks. Investors should weigh the stock's discounted valuation against execution challenges in a crowded edge cloud market.
Trailing returns across standard periods
ARKW is an actively managed ETF that invests in next-generation internet technologies. It focuses on cloud computing, AI, e-commerce, and blockchain innovation, with key holdings like Tesla, Advanced Micro Devices, and Roku.
Read more on ARKW →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 →