Cloudflare Inc vs Viasat — how do they compare? Cloudflare Inc trades at $314.27 (market cap $101.23B), while Viasat trades at $72 (market cap $10.71B). The key difference: Cloudflare Inc is far larger — about 9.5× Viasat's market cap, and Cloudflare Inc is trading nearer its 52-week high, Viasat nearer its low. Which is the better fit depends on your goals.
| NET | VSAT | |
|---|---|---|
Market Cap | $101.23B | $10.71B |
Sector | Technology | Technology |
52-Week High | $330.74 | $89.81 |
52-Week Low | $160.16 | $28.41 |
Enterprise Value | $100.60B | $15.90B |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $284.41, up 1.97% with strong analyst support (72.5% buy ratings) and a $342.74 consensus price target. Recent partnerships with OpenAI and AI security innovations drive momentum, though negative net margins and premium valuations (P/S 39.82) pose challenges. Technical indicators show neutral signals with support at $275 and resistance at $292.
Outlook remains growth-focused with AI-driven revenue potential, but profitability concerns and high valuation multiples require careful monitoring. The stock offers upside from analyst targets but faces execution risks in competitive cybersecurity markets.
VSAT trades at $77.75, up 3.23% today, with a neutral technical signal. The company reported mixed Q2 2026 earnings, missing EPS estimates, but Q1 and Q4 2025 beat expectations. Revenue for 2025 was $4.52B with a net loss of $574.96M, though 2026 projections show improved profitability. Analyst consensus is balanced with 40% buy and 40% hold ratings. Recent news highlights the ViaSat-3 F3 satellite entering service in Asia-Pacific and new government contracts, signaling growth potential in satellite communications.
The outlook for VSAT is cautiously optimistic, driven by satellite deployment and government deals, but execution risks and competition from players like Starlink pose challenges. Investors should weigh the potential for revenue growth and margin improvement against high debt levels and ongoing losses. Near-term price action may hinge on Q3 2026 earnings and ViaSat-3 commercialization progress.
Trailing returns across standard periods
Latest headlines on both assets
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →Viasat provides satellite communications and connectivity services for aviation, maritime, government, enterprise, and consumer markets. Its network combines satellite and ground infrastructure to deliver connectivity in remote and mobile environments.
Read more on VSAT →