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Viasat, Inc. · NASDAQ · Technology
Browse public VSAT signals with their source context and measured market impact. Open any signal for its permanent analysis page.
Viasat posted Q2 results with EPS of $0.17, beating an expected loss of $0.30, while revenue came in at $1.16B, below a $1.20B consensus. The miss was driven by a 4% YoY decline in Defense and Advanced Technology; Communications Services was flat. Management cited ViaSat-3 progress and stronger awards, suggesting growth potential as the satellite program expands.
View signal analysisViasat won a landmark Space Force contract moving the company from design into full production, signaling stronger defense revenue and backlog. The program covers a dual-band X/Ka-band mini-GEO satellite with ground stations and five years of operations support, within a $4 billion PTS-G ceiling across participating contractors. If follow-on awards materialize, VSAT could extend margins and backlogs in a higher-security communications market.
View signal analysisAnalyst upgraded VSAT shares to Buy with a price target of $52. Viasat's stock rose 320% this year, showing strong investor interest. Launch of more satellites and potential spin-off of the defense business are key catalysts. The company's valuable wireless spectrum attracts significant investment attention. 50% of analysts rate Viasat shares as Buy, indicating positive market sentiment.
View signal analysisCarronade Capital suggests Viasat spin off its DAT segment for value. Viasat's share price underperformed by over 57% in recent years. DAT segment shows significant growth potential and high EBITDA margins. Viasat's Communications business is set to pivot away from lower-margin broadband. Carronade's analysis suggests a potential share price increase between 76%-304%.
View signal analysisCarronade Capital calls for Viasat to spin-off its DAT business. Communications segment faces pressure while DAT shows strong potential. Viasat's share price decreased significantly over the past few years. Carronade sees DAT value between $6.3 billion to $16.2 billion. Management hints at potential divestiture of DAT, aligning with Carronade's views.
View signal analysisActivist investor urges VSAT to split broadband and defense units, seeking strategic focus. The proposal may boost operational efficiency and shareholder value for VSAT.
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