Fastly Inc vs VanEck Rare Earth/Strategic Metals — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while VanEck Rare Earth/Strategic Metals trades at $60.97 (market cap $1.75B). The key difference: Fastly Inc is far larger — about 2.3× VanEck Rare Earth/Strategic Metals's market cap, and Fastly Inc is trading nearer its 52-week high, VanEck Rare Earth/Strategic Metals nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and VanEck Rare Earth/Strategic Metals for 50 Days on average.
| FSLY | REMX | |
|---|---|---|
Market Cap | $4.03B | $1.75B |
Volume | 5,516,495 | 930,523 |
Sector | Technology | Sector/Thematic |
52-Week High | $33.50 | $109.53 |
52-Week Low | $7.86 | $60.58 |
Typical Hold Time | 26 Days | 50 Days |
Enterprise Value | $4.09B | — |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, showing minimal daily movement (+0.04%) with neutral technical indicators. The company has demonstrated strong revenue growth, reaching $624 million in 2025, and has beaten earnings expectations for three consecutive quarters. However, profitability remains a concern with negative net income margins (-11.8%) and ROE (-8.39%). Recent insider selling by the CTO and CEO has created some investor uncertainty despite positive AI-related business developments.
The outlook for FSLY is cautiously optimistic with analyst consensus pointing to 12% upside to the $28.25 price target. Key opportunities include AI-driven edge computing demand and revenue growth trajectory toward $1.1-1.3 billion by 2029. Major risks include persistent profitability challenges, competitive pressure in cloud infrastructure, and execution risks in achieving long-term targets amid insider selling activity.
REMX (VanEck Rare Earth and Strategic Metals ETF) trades at $60.97, down 1.47% with a bearish technical outlook. The ETF faces selling pressure across moving averages and oscillators, though RSI readings below 14 suggest potential oversold conditions. Recent news highlights strategic importance of rare earth metals amid U.S. efforts to reduce dependence on China, with Bank of America increasing its stake by 72.1% in the latest quarter.
The ETF offers exposure to 38 global rare earth companies but carries high volatility (~50% annualized) and significant China exposure. While geopolitical trends support long-term demand, current technical weakness and sector-specific risks warrant caution. The reshoring trade provides structural tailwinds, but investors should be prepared for elevated price swings.
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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 →REMX invests in global companies involved in producing, refining, and recycling rare earth and strategic metals. It provides targeted exposure to critical minerals used in high-tech and green energy, with top holdings like Albemarle and Pilbara Minerals.
Read more on REMX →