Fastly Inc vs Hewlett Packard Enterprise Co — how do they compare? Fastly Inc trades at $29.81 (market cap $4.03B), while Hewlett Packard Enterprise Co trades at $73.01 (market cap $94.25B). The key difference: Hewlett Packard Enterprise Co is far larger — about 23.4× Fastly Inc's market cap, and Hewlett Packard Enterprise Co pays a 0.8% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Hewlett Packard Enterprise Co for 33 Days on average.
| FSLY | HPE | |
|---|---|---|
Market Cap | $4.03B | $94.25B |
Volume | 5,516,495 | 16,060,854 |
Sector | Technology | Technology |
52-Week High | $33.50 | $72.12 |
52-Week Low | $7.86 | $20.01 |
Typical Hold Time | 26 Days | 33 Days |
Enterprise Value | $4.09B | $108.28B |
Dividend Yield | — | 0.8% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $29.52, up 16.75% with strong momentum following recent earnings beats and AI-driven investor optimism. The stock shows bullish technical signals with price above key support levels, while fundamentals reveal improving revenue growth ($624M in 2025) but persistent net losses (-$122M). Recent investor day highlighted ambitious $1.1-1.3B revenue target by 2029, driving positive sentiment despite insider selling activity.
Outlook remains cautiously optimistic with AI infrastructure demand as key catalyst, though profitability concerns and high valuation multiples present risks. Analyst consensus sits at Hold with $28.25 target, suggesting limited near-term upside from current levels. The stock's 164% YTD run faces sustainability questions amid competitive pressures and execution challenges.
HPE trades at $71.75, near its all-time high, with strong momentum driven by AI infrastructure demand. The stock has gained over 160% year-over-year and recently received a bullish upgrade from Daiwa. Recent earnings beats and a $1.2 billion AI server order from Vultr highlight operational strength. Technical indicators show bullish moving averages but overbought RSI levels, while fundamentals reveal robust revenue growth projections to $41.9 billion in 2026.
Outlook remains positive with AI-driven growth catalysts, though valuation multiples appear elevated. Key risks include execution on Juniper integration and competitive pressures. Analyst consensus leans neutral with a $70.35 price target, suggesting limited near-term upside from current levels despite strong business momentum.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →