Fastly vs Netlify

Side-by-side comparison of model-estimated upside.

Fastly

-6%

est. 2Y upside i

DevOps & Infra

Rank

#3248

Sector

Cloud Computing

Est. Liquidity

~1Y

Data Quality

Data: Low

Equity upside is negative (-6.1% expected) due to intense competition from Cloudflare and hyperscalers, slowing 20% growth, and a high incumbent threat.

Last updated: July 3, 2026

Netlify

-8%

est. 2Y upside i

DevOps & InfraSeries D+

Rank

#3069

Sector

DevOps

Est. Liquidity

~3Y

Data Quality

Data: Medium

The expected equity upside of -7.8% over 2 years is negative due to a stale $2B valuation, critical competition from Vercel, and likely dilution.

Last updated: July 3, 2026

Upside Comparison

Expected Upside

Fastly

-6%

Netlify

-8%

Disclaimer: These rankings are AI-generated estimates and do not constitute financial or career advice. Always conduct your own due diligence.