Fastly Inc vs Innodata Inc — how do they compare? Fastly Inc trades at $20.72 (market cap $3.13B), while Innodata Inc trades at $61.83 (market cap $2.13B). The key difference: Fastly Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Innodata Inc nearer its low. Which is the better fit depends on your goals.
| FSLY | INOD | |
|---|---|---|
Market Cap | $3.13B | $2.13B |
Sector | Technology | Technology |
52-Week High | $33.50 | $121.50 |
52-Week Low | $6.36 | $34.45 |
Enterprise Value | $3.20B | $2.02B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $20.90, up 4.34% today, showing strong momentum after three consecutive quarterly earnings beats. The stock maintains a bullish technical signal with positive moving averages and trades near key resistance at $21-$22. Revenue growth continues at 20% year-over-year, though the company remains unprofitable with a -15.79% net margin. Recent news highlights strategic partnerships in edge computing and AI infrastructure development.
Despite consistent revenue growth and improving margins, Fastly faces profitability challenges with negative ROE and cash flow volatility. Analyst consensus is mixed with 29% buy ratings but a $24.25 price target suggesting 16% upside. Key risks include competitive pressure from larger cloud providers and the company's ability to achieve sustainable profitability amid heavy infrastructure investments.
INOD is trading at $62.29, down 7.22% today amid bearish technical signals despite strong fundamental performance. The stock shows impressive revenue growth with 2025 revenue of $251.66M and net income of $32.18M, while consistently beating earnings expectations. Analyst consensus remains bullish with a $130 price target, though valuation metrics appear elevated with a P/E of 58.31 and P/S of 8.11. Recent news highlights AI-driven growth momentum and expanding customer diversification.
The outlook remains positive given strong AI demand and earnings momentum, but risks include high valuation multiples and customer concentration. Technical weakness suggests near-term pressure, though fundamental growth drivers support long-term potential. Investors should weigh robust profitability metrics against premium pricing and market volatility concerns.
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 →Innodata is a global data engineering company that provides solutions for training AI models. It helps enterprises solve complex data challenges through high-quality data annotation and digital transformation.
Read more on INOD →