Viasat vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Viasat trades at $72.01 (market cap $10.71B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.59. The key difference: Viasat is trading nearer its 52-week high, Consumer Discretionary Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| VSAT | XLY | |
|---|---|---|
Market Cap | $10.71B | — |
Sector | Technology | — |
52-Week High | $89.81 | $124.52 |
52-Week Low | $28.41 | $105.64 |
Enterprise Value | $15.90B | — |
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.
XLY trades at $113.99, down 0.8% on the day, with technical indicators showing a bearish trend as moving averages signal strong selling pressure. The ETF maintains 100% analyst buy ratings, reflecting confidence in consumer discretionary exposure despite current market weakness. Recent news highlights XLY as a potential sleeper opportunity for Q3 2026, with consumer spending trends supporting the sector's long-term prospects.
The outlook remains constructive given unanimous analyst support and consumer resilience, though technical weakness and sector concentration risks require monitoring. Upside potential exists if consumer discretionary spending accelerates, while economic slowdowns could pressure performance.
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 →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →