Fastly vs. UiPath: Which Artificial Intelligence Stock Is a Better Buy Going into 2027?

Detailed summary

Fastly grew revenue 14.8% but still lost money, while UiPath swung to a $282 million profit and trades at a lower forward P/E.

Modern digital experiences require speed and intelligent automation to remain competitive. If you are choosing between Fastly (NASDAQ:FSLY) and UiPath (NYSE:PATH), you are weighing two distinct ways to bet on software infrastructure.

Fastly focuses on moving data closer to the user to reduce lag for websites and apps while managing the massive growth in artificial intelligence bot traffic. UiPath uses artificial intelligence to automate repetitive office tasks across entire organizations. While both are high-growth businesses among tech stocks, they operate in very different corners of the technology landscape.

Fastly operates an edge cloud platform that serves as a vital component for high-traffic websites. The company moves processing power closer to the end user to improve speed and security for global brands. Key customers include TikTok, though relying on a few major accounts adds a layer of risk to the business. Fastly also maintains strategic partnerships with providers like Comcast (NASDAQ:CMCSA) to expand its reach.

According to its latest annual report, filed for the fiscal year ended Dec. 31, 2025, revenue reached $624.0 million. This represents a growth rate of 14.8% compared with the prior year. While the business is not yet profitable, it reported a net loss of $121.7 million, which is an improvement over the previous year.

As of its December 2025 balance sheet, the debt-to-equity ratio is 0.5x. This ratio measures total debt against shareholder equity to show how much a company relies on borrowed money. The current ratio, which divides current assets by current liabilities, is 2.6x. Free cash flow reached $65.8 million, representing the cash remaining after the company pays for its operations and capital expenditures. Note that stock-based compensation (SBC) represented 124.2% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.

UiPath provides a business orchestration and automation platform that…

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