Fastly Inc vs NIO Inc. — how do they compare? Fastly Inc trades at $28.84 (market cap $4.58B), while NIO Inc. trades at $4.54 (market cap $11.59B). The key difference: NIO Inc. is far larger — about 2.5× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, NIO Inc. nearer its low. Which is the better fit depends on your goals.
| FSLY | NIO | |
|---|---|---|
Market Cap | $4.58B | $11.59B |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $7.89 |
52-Week Low | $6.85 | $4.44 |
Enterprise Value | $4.65B | $10.82B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $28.59, up 3.03% today, with strong technical momentum and bullish moving averages. The company reported consecutive earnings beats, with Q2 2026 EPS of $0.15 surpassing estimates, and raised its 2026 outlook driven by security and AI demand. Revenue growth is robust at 23% year-over-year, though the company remains unprofitable with a net income margin of -11.8%.
The outlook is positive given accelerating revenue growth and strategic positioning in edge cloud and AI infrastructure, but risks include persistent losses, high valuation multiples, and competitive pressures. Analyst consensus is cautious with a hold-heavy rating and a $28.25 price target, slightly below the current price.
NIO's stock trades at $4.555, down 5.5% in the last session amid a bearish technical signal and negative cash flow trends. The company shows revenue growth with 2025 sales reaching $87.49 billion, but remains unprofitable with a net loss of $15.57 billion. Recent news highlights delivery growth and policy support for EVs in China, yet investor sentiment is mixed due to competitive pressures and high cash burn.
The outlook is cautious; while analyst consensus leans bullish with 54% buy ratings, fundamental weaknesses in profitability and negative equity pose significant risks. Upside depends on sustained revenue expansion and cost control, but volatility from market sentiment and execution challenges warrants careful monitoring for investors.
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 →NIO Inc. manufactures and sells automobiles. The Company offers electric vehicles and parts, as well as provides battery charging services. NIO serves customers worldwide.
Read more on NIO →