Fastly Inc vs VNET Group Inc — how do they compare? Fastly Inc trades at $28.5 (market cap $4.42B), while VNET Group Inc trades at $7.5 (market cap $2.13B). The key difference: Fastly Inc is far larger — about 2.1× 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.
| FSLY | VNET | |
|---|---|---|
Market Cap | $4.42B | $2.13B |
Sector | Technology | Technology |
52-Week High | $33.50 | $14.03 |
52-Week Low | $6.85 | $6.29 |
Enterprise Value | $4.48B | $5.28B |
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VNET trades at $7.33, up 4.56% in the last 24 hours, but technical indicators signal a bearish trend with RSI near overbought levels. The company reported a net loss of $256.77 million in 2025, with negative profit margins and ROE, though revenue grew to $9.95 billion. Recent news highlights strategic investor entry and AI-driven demand boosting wholesale data center growth, with Q2 2026 earnings due August 18, 2026.
The outlook remains mixed: analyst consensus is 62.5% buy with a 54% upside target, but persistent losses and high debt-to-asset ratio pose risks. Investment opportunity hinges on execution of capacity expansions and AI demand, while volatility from options trading and legal settlements adds uncertainty.
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 →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 →