Compare Fastly Inc (FSLY) vs Super Micro Computer Inc (SMCI) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Fastly Inc vs Super Micro Computer Inc — how do they compare? Fastly Inc trades at $19.97 (market cap $3.13B), while Super Micro Computer Inc trades at $24.75 (market cap $17.39B). The key difference: Super Micro Computer Inc is far larger — about 5.6× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Super Micro Computer Inc nearer its low. Which is the better fit depends on your goals.
| FSLY | SMCI | |
|---|---|---|
Market Cap | $3.13B | $17.39B |
Sector | Technology | Technology |
52-Week High | $33.50 | $60.71 |
52-Week Low | $6.36 | $20.53 |
Enterprise Value | $3.20B | $24.91B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Super Micro Computer (SMCI) trades at $25.095, down 9.24% amid a broader AI hardware stock selloff. The stock shows bearish technical signals with support at $24 and faces fundamental challenges despite recent earnings beats. Revenue grew to $21.97B in 2025 but profit margins compressed to 3.7%. The company faces inventory buildup and cash flow strain while navigating a Taiwan export probe and intense AI competition.
SMCI presents a mixed outlook with attractive valuation metrics (P/E 14.15, P/S 0.53) but significant execution risks. Analyst consensus targets $36.71 (44% upside) with 36% buy ratings, though technical indicators remain bearish. Key risks include working capital pressure, margin compression, and regulatory scrutiny that could limit near-term performance despite long-term AI infrastructure growth potential.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Fastly Inc
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 →About Super Micro Computer Inc
Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.
Read more on SMCI →
