Viasat vs Wolfspeed Inc — how do they compare? Viasat trades at $72.01 (market cap $10.71B), while Wolfspeed Inc trades at $27.11 (market cap $1.50B). The key difference: Viasat is far larger — about 7.1× Wolfspeed Inc's market cap, and Viasat is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals.
| VSAT | WOLF | |
|---|---|---|
Market Cap | $10.71B | $1.50B |
Sector | Technology | Technology |
52-Week High | $89.81 | $73.68 |
52-Week Low | $28.41 | $1.21 |
Enterprise Value | $15.90B | $2.21B |
Signals from Pluang's Aura AI — not financial advice
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.
Wolfspeed (WOLF) trades at $28.88, up 1.87% today, with a bullish technical signal and mixed analyst sentiment. The stock faces fundamental challenges, including a negative gross margin of -16.05% and a net loss of $1.61 billion in 2025, though 2026 projections show potential profitability. Recent news highlights an ongoing law firm investigation and AI data center growth, creating volatility amid operational hurdles.
Outlook: WOLF offers high-risk exposure to AI-driven power semiconductor demand, but investors must weigh negative margins and legal scrutiny against bullish technicals and a $27.50 consensus target. Key risks include revenue shortfalls and balance sheet strain, requiring caution despite optimistic long-term catalysts.
Trailing returns across standard periods
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →