Fastly Inc vs Lemonade Inc — how do they compare? Fastly Inc trades at $19.97 (market cap $3.13B), while Lemonade Inc trades at $64 (market cap $5.07B). The key difference: Lemonade Inc is the larger of the two by market cap. Which is the better fit depends on your goals.
| FSLY | LMND | |
|---|---|---|
Market Cap | $3.13B | $5.07B |
Sector | Technology | Financials |
52-Week High | $33.50 | $96.57 |
52-Week Low | $6.36 | $36.28 |
Enterprise Value | $3.20B | $4.90B |
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.
Lemonade (LMND) trades at $64.675, down 7.79% over the past day, reflecting recent volatility. The stock shows a bullish technical signal with moving averages supporting upward momentum, while oscillators remain neutral. Fundamentally, revenue growth is robust, increasing from $257M in 2022 to $738M in 2025, but net losses persist, with a net income margin of -22.43% in 2025. Recent news highlights expansion into new states and reinsurance program improvements, driving investor interest despite profitability challenges.
The outlook for LMND is mixed; growth opportunities from AI-driven insurance expansion and state rollouts offer upside, but persistent losses and high valuation ratios pose risks. Analyst consensus is cautious with a $69.60 price target, indicating limited near-term upside. Investors should weigh strong revenue trends against the path to profitability, with positive cash flow projected by 2026 being a key monitorable.
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 →Lemonade Inc operates in the insurance industry. The company offers digital and artificial intelligence based platform for various insurances and for settling claims and paying premiums. The platform ensures transparency in issuing policies and settling disputes.
Read more on LMND →