Compare Fastly Inc (FSLY) vs Consumer Discretionary Select Sector SPDR Fund (XLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Fastly Inc vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Fastly Inc trades at $30.28 (market cap $4.58B), while Consumer Discretionary Select Sector SPDR Fund trades at $118.06. The key difference: Fastly Inc is trading nearer its 52-week high, Consumer Discretionary Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| FSLY | XLY | |
|---|---|---|
Market Cap | $4.58B | — |
Sector | Technology | — |
52-Week High | $33.50 | $124.52 |
52-Week Low | $6.85 | $105.64 |
Enterprise Value | $4.65B | — |
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) surged 20.86% to $27.75, approaching its consensus price target of $28.25, driven by strong Q2 2026 earnings that beat estimates with $0.15 EPS versus $0.07 expected. Revenue grew 23% year-over-year to $624M in 2025, with improving margins and raised 2026 guidance. Technical indicators show bullish momentum with the stock trading near pivot point resistance at $30, though RSI levels suggest overbought conditions. The company is benefiting from AI-driven demand and security product expansion.
While Fastly shows promising revenue growth and consecutive earnings beats, the stock faces headwinds from negative profitability metrics and cash flow challenges. The net income margin remains negative at -11.8% despite improvement, and the company burned $105.6M in cash during 2025. Analyst sentiment is mixed with 29% buy ratings versus 65% hold, indicating cautious optimism amid execution risks in the competitive edge cloud market.
XLY trades at $118.93, down 0.62% today, with a bullish technical signal from moving averages and neutral oscillators. Analyst consensus is unanimously positive with a 100% buy rating. The ETF shows strong technical momentum, though RSI levels indicate potential overbought conditions near-term.
The outlook remains favorable given bullish analyst sentiment and technical trends, but risks include consumer spending sensitivity to inflation and concentrated holdings. Upside potential hinges on sustained discretionary spending, while economic slowdowns pose a threat to performance.
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 Consumer Discretionary Select Sector SPDR Fund
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →
