Fastly Inc vs Hewlett Packard Enterprise Co — how do they compare? Fastly Inc trades at $20.32 (market cap $3.13B), while Hewlett Packard Enterprise Co trades at $45.09 (market cap $62.75B). The key difference: Hewlett Packard Enterprise Co is far larger — about 20× Fastly Inc's market cap, and Hewlett Packard Enterprise Co pays a 1.2% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | HPE | |
|---|---|---|
Market Cap | $3.13B | $62.75B |
Sector | Technology | Technology |
52-Week High | $33.50 | $56.14 |
52-Week Low | $6.36 | $19.81 |
Enterprise Value | $3.20B | $78.71B |
Dividend Yield | — | 1.2% |
Signals from Pluang's Aura AI — not financial advice
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.
HPE stock declined 8.45% to $45.37 amid a broader AI hardware sector pullback, though technical indicators remain bullish with strong support at $45. The company shows solid fundamentals with three consecutive earnings beats and robust AI infrastructure demand driving a record $6B backlog. Revenue grew to $34.3B in 2025 while maintaining a 33.9% gross margin, though net income dropped significantly to $57M due to acquisition-related costs.
HPE presents a compelling opportunity with analyst consensus target of $69.69 (54% upside) and strong AI infrastructure positioning, but faces execution risks from the Juniper integration and volatile cash flow trends. The stock's current valuation at 44.29 P/E appears elevated relative to historical norms, requiring careful monitoring of margin expansion and debt management.
Trailing returns across standard periods
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 →