Vercel vs Fastly

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

Vercel

-19%

est. 2Y upside i

DevOps & InfraSeries D+

Rank

#2510

Sector

Cloud Infrastructure / Developer Tools

Est. Liquidity

~3Y

Data Quality

Data: Medium

Vercel at $9.3B (~46x ARR) is demanding but has real catalysts: v0 AI product and Next.js ecosystem lock-in.

Last updated: March 20, 2026

Fastly

-4%

est. 2Y upside i

DevOps & InfraCybersecurityIPO

Rank

#3991

Sector

Edge Cloud Platform, Security, CDN

Est. Liquidity

~0Y

Data Quality

Data: High

Fastly presents a risky equity opportunity with an expected downside over a two-year horizon, primarily due to intense competition from larger incumbents and a valuation that some analysts consider stretched.

Last updated: March 10, 2026

Upside Comparison

Expected Upside

Vercel

-19%

Fastly

-4%

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