Twilio Inc vs Viasat — how do they compare? Twilio Inc trades at $227.45 (market cap $34.69B), while Viasat trades at $72.01 (market cap $10.71B). The key difference: Twilio Inc is far larger — about 3.2× Viasat's market cap, and Twilio Inc is trading nearer its 52-week high, Viasat nearer its low. Which is the better fit depends on your goals.
| TWLO | VSAT | |
|---|---|---|
Market Cap | $34.69B | $10.71B |
Sector | Technology | Technology |
52-Week High | $255.95 | $89.81 |
52-Week Low | $100.09 | $28.41 |
Enterprise Value | $33.10B | $15.90B |
Signals from Pluang's Aura AI — not financial advice
Twilio (TWLO) trades at $225.89, down 3.04% today, showing strong fundamental momentum with three consecutive quarterly earnings beats and accelerating revenue growth from $3.8B in 2022 to $5.1B in 2025. The company has achieved profitability with a 20.62% net income margin in 2025, reversing previous losses, while technical indicators show a neutral stance with support at $222 and resistance at $230.
The outlook remains positive with 77% analyst buy ratings and a $266.31 consensus price target, representing 18% upside potential. Key risks include execution of AI strategy and competitive pressures in communications infrastructure, but strong free cash flow generation and strategic positioning for AI-driven customer engagement support the bullish case.
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
Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Read more on TWLO →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 →