Fastly Inc vs NIO Inc. — how do they compare? Fastly Inc trades at $20.76 (market cap $3.13B), while NIO Inc. trades at $5.08 (market cap $12.65B). The key difference: NIO Inc. is far larger — about 4× 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 | $3.13B | $12.65B |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $7.89 |
52-Week Low | $6.36 | $4.11 |
Enterprise Value | $3.20B | $11.88B |
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.
NIO trades at $5.02, up 1.83% today, showing resilience amid bearish technical signals. The company reported strong Q2 2026 vehicle deliveries with 62.9% year-over-year growth, while financials reveal ongoing losses with a net income margin of -9.09% for 2025. Analyst sentiment remains positive with 54% buy ratings, including a recent Goldman Sachs upgrade to Buy with a $7 target.
NIO presents a high-risk, high-reward opportunity with strong delivery growth offset by persistent profitability challenges. The path to profitability remains the key investment thesis, with recent margin improvements and premium vehicle mix providing potential upside. Significant risks include intense EV competition, cash burn, and regulatory uncertainties in the Chinese market.
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 →