Enphase Energy Inc vs Fastly Inc — how do they compare? Enphase Energy Inc trades at $41.58 (market cap $5.81B), while Fastly Inc trades at $20.05 (market cap $3.13B). The key difference: Enphase Energy Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Enphase Energy Inc nearer its low. Which is the better fit depends on your goals.
| ENPH | FSLY | |
|---|---|---|
Market Cap | $5.81B | $3.13B |
Sector | Technology | Technology |
52-Week High | $72.33 | $33.50 |
52-Week Low | $26.12 | $6.36 |
Enterprise Value | $5.46B | $3.20B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Fastly (FSLY) trades at $20.17, down 3.49% today, with a bullish technical signal from moving averages and a consensus analyst price target of $24.25. The company shows improving revenue growth, reaching $624M in 2025, and has beaten EPS estimates for three consecutive quarters. Recent news highlights partnerships in digital sustainability and edge AI, though the stock faces pressure from negative net income margins and high cash burn.
The outlook is cautiously optimistic, with potential upside from continued execution on AI-driven edge cloud demand and margin expansion. Key risks include persistent profitability challenges, competitive pressures from larger peers, and volatile cash flow trends. Investors should weigh the growth trajectory against fundamental weaknesses before positioning.
Trailing returns across standard periods
Latest headlines on both assets
Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Read more on ENPH →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 →