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FSLY vs RIOT
Which Stock Would AI Choose? Fastly Inc (FSLY) vs. Riot Platforms (RIOT) Stock Comparison
Key Takeaways
- FSLY has delivered explosive YTD gains exceeding 170%, driven by edge computing demand and AI integrations, contrasting with RIOT's more moderate 31% YTD rise tied to Bitcoin dynamics.
- Recent market activity shows volatility for both, with FSLY hitting 52-week highs near $34 amid partnerships, while RIOT surged 13.5% on Bitcoin sales funding AI pivots.
- FSLY exhibits lower beta (0.62) for relative stability versus RIOT's high beta (3.57), reflecting crypto exposure risks.
- Both stocks trade at comparable price-to-sales ratios around 7x, but RIOT benefits from higher revenue ($647M ttm) amid sector shifts.
- Sentiment favors growth in cloud/AI for FSLY and diversification for RIOT, influencing relative performance in tech-heavy markets.
Introduction
This stock comparison examines FSLY and RIOT, two dynamic players in high-growth tech sectors: edge cloud computing and digital infrastructure. Investors eyeing AI-driven opportunities, cloud services, or crypto-adjacent plays may find value in contrasting their business models, recent momentum, and market positioning. Amid broader market volatility, both have shown resilience, with FSLY capitalizing on edge AI demand and RIOT navigating Bitcoin mining shifts toward AI data centers. This analysis highlights key metrics for informed relative performance evaluation.
FSLY Overview and Recent Performance
Fastly Inc (FSLY) provides an edge cloud platform for secure, fast content delivery and application processing. In recent weeks, its stock has experienced sharp swings, climbing to 52-week highs near $34 before pulling back, fueled by strong enterprise growth and AI momentum. Key developments include a partnership with LALIGA to combat piracy using AI, appointment of a new Chief Marketing Officer, and recognition as a leader in edge development platforms by Forrester. These have boosted sentiment, with YTD returns over 170% and 1-year gains surpassing 370%, reflecting robust demand for its low-latency solutions amid rising edge computing needs. Gross margins hit record levels around 64% in recent reporting, supporting positive free cash flow trends.
RIOT Overview and Recent Performance
Riot Platforms Inc (RIOT) focuses on Bitcoin mining and engineered infrastructure, operating large-scale data centers. Recent market activity saw shares surge 13.5% in a session, extending gains amid Bitcoin sales generating $289.5 million from 3,778 BTC in Q1, funding a pivot to AI and high-performance computing data centers. This strategic shift, including a 112MW AI facility, has influenced positive sentiment despite declining mining output. YTD performance stands at about 31%, with 1-year returns over 126%, tied to crypto market optimism and power asset optimization. The company reported record annual revenue of $647 million, though high operational costs persist in the volatile mining sector.
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Head-to-Head Comparison
FSLY and RIOT diverge in business models: Fastly's edge cloud services target consistent software demand, while Riot's mining-to-AI transition leverages power infrastructure amid crypto fluctuations. Growth drivers contrast—FSLY benefits from AI edge computing catalysts like partnerships, versus RIOT's Bitcoin sales enabling data center expansion. Recent momentum favors FSLY's outsized YTD surge, but RIOT shows resilience with crypto rebounds. Risk profiles differ sharply: FSLY's beta of 0.62 signals lower volatility than RIOT's 3.57, exposed to Bitcoin price swings. Sector exposure pits cloud stability against digital assets' upside/downside. Market sentiment tilts toward FSLY for tech purity, RIOT for diversification potential, balancing trade-offs in relative performance.
Tickeron AI Verdict
Tickeron’s AI currently leans toward FSLY, citing superior trend consistency in edge AI growth, lower beta for stability, and stronger recent catalysts like analyst recognition and margins. While RIOT offers compelling AI pivot positioning and revenue scale, its crypto volatility introduces higher uncertainty. Observable factors suggest FSLY holds probabilistic edge in current tech momentum.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSLY is a StrongBuy and RIOT is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FSLY’s FA Score shows that 0 FA rating(s) are green whileRIOT’s FA Score has 0 green FA rating(s).
- FSLY’s FA Score: 0 green, 5 red.
- RIOT’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FSLY’s TA Score shows that 2 TA indicator(s) are bullish while RIOT’s TA Score has 3 bullish TA indicator(s).
- FSLY’s TA Score: 2 bullish, 5 bearish.
- RIOT’s TA Score: 3 bullish, 5 bearish.
Price Growth
FSLY (@Packaged Software) experienced а -4.41% price change this week, while RIOT (@Investment Banks/Brokers) price change was +1.07% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.01%. For the same industry, the average monthly price growth was -3.28%, and the average quarterly price growth was +15.15%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.18%. For the same industry, the average monthly price growth was -6.75%, and the average quarterly price growth was -8.43%.
Reported Earning Dates
FSLY is expected to report earnings on Aug 05, 2026.
RIOT is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Packaged Software (+0.01% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
@Investment Banks/Brokers (-5.18% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| FSLY | RIOT | FSLY / RIOT | |
| Capitalization | 2.68B | 10.7B | 25% |
| EBITDA | -20.6M | -476.51M | 4% |
| Gain YTD | 59.332 | 124.152 | 48% |
| P/E Ratio | N/A | 27.24 | - |
| Revenue | 653M | 653M | 100% |
| Total Cash | 330M | 206M | 160% |
| Total Debt | 398M | 877M | 45% |
FSLY | RIOT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 34 Fair valued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 97 | |
SMR RATING 1..100 | 95 | 98 | |
PRICE GROWTH RATING 1..100 | 43 | 35 | |
P/E GROWTH RATING 1..100 | 100 | 38 | |
SEASONALITY SCORE 1..100 | 50 | 13 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FSLY's Valuation (34) in the null industry is somewhat better than the same rating for RIOT (91) in the Financial Conglomerates industry. This means that FSLY’s stock grew somewhat faster than RIOT’s over the last 12 months.
RIOT's Profit vs Risk Rating (97) in the Financial Conglomerates industry is in the same range as FSLY (100) in the null industry. This means that RIOT’s stock grew similarly to FSLY’s over the last 12 months.
FSLY's SMR Rating (95) in the null industry is in the same range as RIOT (98) in the Financial Conglomerates industry. This means that FSLY’s stock grew similarly to RIOT’s over the last 12 months.
RIOT's Price Growth Rating (35) in the Financial Conglomerates industry is in the same range as FSLY (43) in the null industry. This means that RIOT’s stock grew similarly to FSLY’s over the last 12 months.
RIOT's P/E Growth Rating (38) in the Financial Conglomerates industry is somewhat better than the same rating for FSLY (100) in the null industry. This means that RIOT’s stock grew somewhat faster than FSLY’s over the last 12 months.
| FSLY | RIOT | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 90% |
| Stochastic ODDS (%) | 2 days ago 87% | 1 day ago 79% |
| Momentum ODDS (%) | 2 days ago 88% | 1 day ago 88% |
| MACD ODDS (%) | 2 days ago 90% | 1 day ago 90% |
| TrendWeek ODDS (%) | 2 days ago 85% | 1 day ago 88% |
| TrendMonth ODDS (%) | 2 days ago 84% | 1 day ago 88% |
| Advances ODDS (%) | 9 days ago 81% | 1 day ago 90% |
| Declines ODDS (%) | 2 days ago 86% | 17 days ago 87% |
| BollingerBands ODDS (%) | 2 days ago 90% | 1 day ago 90% |
| Aroon ODDS (%) | 2 days ago 86% | 1 day ago 90% |
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