Fastly Inc vs Nike Inc — how do they compare? Fastly Inc trades at $28.95 (market cap $4.03B), while Nike Inc trades at $34.91 (market cap $51.60B). The key difference: Nike Inc is far larger — about 12.8× Fastly Inc's market cap, and Nike Inc pays a 4.72% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Nike Inc for 155 Days on average.
| FSLY | NKE | |
|---|---|---|
Market Cap | $4.03B | $51.60B |
Volume | 5,516,495 | 43,506,062 |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $69.68 |
52-Week Low | $7.86 | $33.87 |
Typical Hold Time | 26 Days | 155 Days |
Enterprise Value | $4.09B | $54.30B |
Dividend Yield | — | 4.72% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.28, down 0.9% on the day, amid mixed technical and fundamental signals. The stock exhibits a bullish technical trend with support near $25, while recent earnings have consistently beaten expectations. Revenue growth is robust, projected to reach $687 million in 2026, but profitability remains elusive with a net income margin of -11.8%. The company's strategic focus on AI and edge cloud infrastructure, highlighted during its recent Investor Day, fuels optimism for long-term growth.
The investment outlook for FSLY balances strong revenue expansion and AI-driven opportunities against persistent losses and insider selling. While analyst consensus leans neutral with a $28.25 price target, the stock's valuation appears stretched relative to earnings. Key risks include competitive pressures in edge computing and the need to translate top-line growth into sustainable profitability. Investors should weigh the company's growth trajectory against its current financial health.
Nike's stock trades at $34.36, down 0.72% with a bearish technical outlook. The company reported $46.31B in revenue for 2025 with a 6.74% net margin, though earnings have beaten expectations in recent quarters. Analyst consensus remains positive with a $36.98 price target, while recent news highlights challenges in China and inventory management.
Nike faces near-term headwinds from slowing revenue growth and margin pressure, but strong brand positioning and consistent earnings beats provide upside potential. Key risks include consumer demand weakness and competitive pressures, while institutional sentiment remains cautiously optimistic for a turnaround.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →NIKE, Inc. designs, develops, and markets athletic footwear, apparel, equipment, and accessory products for men, women, and children. The Company sells its products worldwide to retail stores, through its own stores, subsidiaries, and distributors.
Read more on NKE →