Fastly Inc vs VNET Group Inc — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while VNET Group Inc trades at $5.26 (market cap $1.53B). The key difference: Fastly Inc is far larger — about 2.6× VNET Group Inc's market cap, and Fastly Inc is trading nearer its 52-week high, VNET Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and VNET Group Inc for 16 Days on average.
| FSLY | VNET | |
|---|---|---|
Market Cap | $4.03B | $1.53B |
Volume | 2,657,294 | 3,847,582 |
Sector | Technology | Technology |
52-Week High | $33.50 | $14.03 |
52-Week Low | $7.86 | $5.13 |
Typical Hold Time | 26 Days | 16 Days |
Enterprise Value | $4.09B | $5.10B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, down 0.86% on the day, with a bullish technical signal and consistent earnings beats. Revenue growth is strong, reaching $624M in 2025, but profitability remains negative with a net income margin of -11.8%. The company targets $1.1B-$1.3B revenue by 2029, driven by AI and edge cloud expansion, though insider selling and negative cash flow pose near-term concerns.
The outlook is mixed: strong revenue growth and AI-driven demand support upside, but persistent losses and high valuation ratios (P/S 5.61) warrant caution. Risks include execution challenges and competitive pressure. Analyst consensus is a $26.63 price target with a 'Hold' bias, suggesting limited near-term upside from current levels.
VNET trades at $5.39, near a 52-week low with a bearish technical signal. The company reported a net loss of $256.77 million in 2025, with revenue of $9.95 billion, and negative profit margins. Recent news highlights a strategic investment closing and volatile options activity. Cash flow remains positive due to financing activities, but high leverage and negative earnings pose challenges.
Outlook is mixed: analyst consensus is moderately bullish (62.5% buy ratings), but fundamentals show persistent losses and high debt. Key risks include execution on AI infrastructure demand and balance sheet strain. The stock's appeal hinges on turnaround execution amid competitive and macroeconomic pressures.
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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 →VNET Group, formerly 21Vianet, is a leading carrier-neutral data center services provider in China. It operates a dual-core strategy: a large-scale retail business serving over 7,000 enterprise customers and an aggressive wholesale segment (Hyperscale 2.0) designed to meet the high-density power and cooling demands of large-scale AI and cloud platforms.
Read more on VNET →