Delta Air Lines, Inc. vs Fastly Inc — how do they compare? Delta Air Lines, Inc. trades at $85.92 (market cap $56.68B), while Fastly Inc trades at $21 (market cap $3.13B). The key difference: Delta Air Lines, Inc. is far larger — about 18.1× Fastly Inc's market cap, and Delta Air Lines, Inc. pays a 0.9% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| DAL | FSLY | |
|---|---|---|
Market Cap | $56.68B | $3.13B |
Sector | Industrials | Technology |
52-Week High | $93.66 | $33.50 |
52-Week Low | $51.15 | $6.36 |
Enterprise Value | $72.00B | $3.20B |
Dividend Yield | 0.9% | — |
Signals from Pluang's Aura AI — not financial advice
Delta Air Lines (DAL) trades at $86.19, down 1.37% on the day, with a bullish technical outlook supported by strong earnings beats and positive analyst sentiment. The stock shows solid fundamentals with a P/E of 14.29 and net income margin of 5.78%, while recent news highlights premium demand resilience and AI-driven customer satisfaction improvements. Cash flow trends have strengthened, with net cash flow turning positive in 2025 at $1.08 billion.
The outlook remains favorable with an 81.82% analyst buy rating and a $108.27 consensus price target implying 26% upside. Key risks include fuel cost volatility and competitive pressures, but strong institutional support and consistent earnings performance underpin potential for continued growth amid stable travel demand.
Fastly (FSLY) trades at $20.03, up 2.25% today, with a bullish technical signal from moving averages. The company shows improving fundamentals with Q1 2026 EPS beating expectations at $0.13 versus $0.08, and revenue growth accelerating to 20% year-over-year. Recent news highlights strategic partnerships for digital sustainability and edge AI commerce, while cash flow trends indicate potential stabilization with 2026 net cash flow projected positive at $21 million.
Outlook remains cautiously optimistic with a consensus price target of $24.25 offering 21% upside, though persistent net losses and negative ROE pose risks. Investor sentiment is mixed with 29% buy ratings amid competitive pressures in edge cloud services. Key catalysts include Q2 2026 earnings on August 5 and execution on margin expansion targets.
Trailing returns across standard periods
Latest headlines on both assets
Atlanta-based Delta Air Lines is one of the world's largest airlines, with a network of over 300 destinations in more than 50 countries. Delta operates a hub-and-spoke system network, where it gathers and distributes passengers across the globe through key locations such as Atlanta, New York, Salt Lake City, Detroit, Seattle, and Minneapolis-St. Paul. Delta's sale of frequent flier miles, particularly to American Express, is a major driver of the firm's profits.
Read more on DAL →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 →