VanEck Video Gaming and eSports ETF vs Fastly Inc — how do they compare? VanEck Video Gaming and eSports ETF trades at $91.98, while Fastly Inc trades at $19.9 (market cap $3.13B). The key difference: Fastly Inc is trading nearer its 52-week high, VanEck Video Gaming and eSports ETF nearer its low. Which is the better fit depends on your goals.
| ESPO | FSLY | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $122.30 | $33.50 |
52-Week Low | $85.25 | $6.36 |
Market Cap | — | $3.13B |
Enterprise Value | — | $3.20B |
Signals from Pluang's Aura AI — not financial advice
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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
ESPO is a thematic ETF that invests in the global video gaming and eSports industry. It provides exposure to companies involved in game development, hardware, and streaming, including major firms like Tencent, Nintendo, and Electronic Arts.
Read more on ESPO →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 →