Fastly Inc vs Kingsoft Cloud Holdings Limited — how do they compare? Fastly Inc trades at $28.73 (market cap $4.42B), while Kingsoft Cloud Holdings Limited trades at $11.69 (market cap $3.53B). The key difference: Fastly Inc is the larger of the two by market cap, and Fastly Inc is trading nearer its 52-week high, Kingsoft Cloud Holdings Limited nearer its low. Which is the better fit depends on your goals.
| FSLY | KC | |
|---|---|---|
Market Cap | $4.42B | $3.53B |
Sector | Technology | Technology |
52-Week High | $33.50 | $18.21 |
52-Week Low | $6.85 | $8.58 |
Enterprise Value | $4.48B | $3.84B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $22.96, up 1.23% on the day, with a bullish technical signal and strong earnings beats in recent quarters. Revenue grew to $624 million in 2025, and the net loss margin improved to -19.5%. Recent news highlights security expansion and AI demand driving growth, with the stock surging 21% to $27.69 on August 10, 2026, per 24/7 Wall Street. The company raised its full-year 2026 outlook after Q2 results.
The outlook is positive with raised guidance and analyst consensus target of $28.25, but risks include persistent net losses, high debt, and competitive pressure. Investment opportunity lies in AI and security growth, yet profitability challenges and insider selling warrant caution for stock investors.
Kingsoft Cloud (KC) trades at $12.33, up 1.48% with a bullish technical signal despite negative profitability. The company shows strong revenue growth momentum with Q1 2026 revenue increasing 37% year-over-year, though net margins remain negative at -9.39%. Recent analyst coverage is overwhelmingly positive with 70% buy ratings, driven by AI cloud growth where AI now represents over half of public cloud revenue.
The outlook remains cautiously optimistic as KC trades at attractive valuations (P/S 2.26x) with significant AI-driven growth potential, but investors face execution risks from heavy capital expenditures and persistent profitability challenges. The upcoming Q2 2026 earnings report on August 19 will be critical for validating the AI growth narrative.
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 →Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →