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VSVSAT

Viasat, Inc.

$VSAT·$10B·Communication Equipment·Technology
$69.79+1.6%YTD+95.9%1Y+347.6%
Mentions · last 7 days
2026-07-09: 77 posts2026-07-10: 109 posts2026-07-11: 40 posts2026-07-12: 72 posts2026-07-13: 98 posts2026-07-14: 34 posts2026-07-15: 25 posts456+5%
Price updated 2m ago·X counts updated 2d ago
VSVSAT
$VSATViasat, Inc.
$69.79+1.57%456 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $VSAT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

50% two-day rip on Iridium-acquisition rumors — the acquired-satellite-constellation narrative is the specific bet.

Viasat is a satellite-communications operator whose recent 50% two-day rip has been driven by reports it competed alongside Rocket Lab, ASTS and Amazon for the Iridium acquisition — meaning the strategic-value framing has been repriced across the sector.

Where the tension sits:

  • The strategic-value catalyst is real and specific: competing for Iridium alongside Rocket Lab, ASTS and Amazon validates that owned satellite constellations and spectrum are being repriced as scarce strategic assets — a specific multi-year re-rating driver.
  • The economics are still catching up: 30% gross margin at 2.3% operating margin — meaning Viasat is still investing ahead of monetizing the constellation, and the equity is priced on future revenue.
  • The tape is cooling from the rip: sitting 3.8% below the 50-day but 38% above the 200-day at 69% of the 52-week range — a healthy pullback after the two-day surge, not a broken structure.
  • The check is the multi-year run: up 1,154% over two years since the flagged Congressional purchase means the tape has already priced significant strategic-value re-rating — meaning the setup requires a specific realized-value event (an actual Iridium bid or a comparable acquisition) to continue.

Aug 4 earnings is the trigger. A number confirming free cash flow trajectory plus any specific strategic-M&A commentary extends the leg; a soft ARPU print with muted M&A commentary is the specific setup for the cool-off to extend.

Agrees with X sentimentX is bullish on the Iridium-acquisition strategic-value re-rating, and the setup is real — the fact that Rocket Lab, ASTS and Amazon are all competing validates the framing. The gap the corpus isn't fully sizing is that the two-year 1,154% run has already priced significant strategic value; the realized-transaction event is what extends further.

What to watch: The Aug 4 print — free cash flow trajectory, any specific Iridium-acquisition update, and ARPU trends. A specific strategic-transaction announcement extends the leg; a soft ARPU print with muted M&A commentary extends the cool-off.

On the calendar: 2026-08-04 — Q1 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-08

Viasat ripped roughly 50% in two days on unusual call flow ($5.1M in $80 calls Friday premarket) and reports it competed alongside Rocket Lab, ASTS, and Amazon for the Iridium acquisition, validating strategic value in owned satellite constellations and spectrum. The stock is up ~1,154% over two years since a suspicious Congressional purchase was flagged. A minority still argues legacy satellite operators are worth less than the AST-driven re-rating implies.

Read the AI verdict + X sentiment for $VSAT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides satellite broadband to consumers, commercial airlines, maritime vessels, and government across its high-capacity GEO satellite fleet.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $VSAT.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $VSAT

Neutral — Provides satellite broadband to consumers, commercial airlines, maritime vessels, and government across its high-capacity GEO satellite fleet; limited exposure means the hyperscaler 400G/800G AI rack networking buildout is not a near-term catalyst or headwind.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.3%YTD
+35.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-281.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
14.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-0.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 28, 2026$0.41$-0.30+235.2%
Q4 2025Feb 5, 2026$0.65$-0.10+750.0%
Q3 2025Nov 7, 2025$-0.45$-0.25-80.0%
Q2 2025Aug 6, 2025$-0.43$-0.20-115.0%
Next earningsTue, Aug 4·consensus EPS $-0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY25$1.2B+3.0%27.1%2.3%$0.18$1.1B
Q2 FY25$1.1B+1.7%33.7%3.1%$-0.47$68.5M
Q1 FY25$1.2B+4.0%35.0%4.0%$-0.43$60.4M
Q4 FY24$1.1B-0.3%31.8%-13.4%$-1.89$50.7M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.6B – $4.7B-$1.01-$1.07 – -$0.927
FY27$4.9B$4.8B – $4.9B-$1.22-$2.19 – $0.068
FY28$5.1B$4.9B – $5.2B-$1.17-$1.91 – -$0.718
FY29$5.3B$5.2B – $5.4B-$0.49-$0.50 – -$0.471
FY30$5.9B$5.8B – $6.0B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+37.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 129.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.705-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 1John P StenbitDirector528 sh$47KSellJul 1Palmer Benjamin EdwardSVP, Pres Commercial2.4K sh$213KSellJun 22Garrett L. ChaseCFO4.0K sh$250KSellJun 8Mark D DankbergCEO400.0K sh$25.9MSellJun 3Richard A BaldridgeDirector27.1K sh$1.9MSellJun 3John P StenbitDirector653 sh$47KSellJun 3Garrett L. ChaseCFO4.0K sh$290KSellMay 1Palmer Benjamin EdwardSVP, Pres Commercial2.4K sh$160KSellApr 1Palmer Benjamin EdwardSVP, Pres Commercial2.4K sh$115KSellMar 17Miller Craig AndrewSVP, Pres Viasat Government5.3K sh$263K
1–10 of 15
+ 29 other (13 exempts · 7 inkinds · 7 awards · 2 gifts) in window

See when $VSAT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationMay 29S-3ASR
AI summary

Viasat, Inc. filed an automatic shelf registration statement (S-3ASR) on May 29, 2026 enabling the company to offer securities on a delayed or continuous basis. The S-3ASR is immediately effective for large accelerated filers. No specific offering size or security type was stated in the available excerpt. This is a routine shelf registration providing capital market access flexibility rather than an imminent offering announcement.

3New insider — initial holdingsMay 193
AI summary

Lisa L. Curran, Chief of Enterprise & Strategy at Viasat Inc. (VSAT), filed an initial Form 3 on May 5, 2026, disclosing direct ownership of 6,443 shares and indirect ownership of 662 shares through a 401(k). This is a routine initial ownership filing required upon Curran's appointment as a new officer at Viasat, the Carlsbad, California-based satellite communications company.

3New insider — initial holdingsMay 123
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for VSAT on 2026-05-12, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 123
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for VSAT on 2026-05-12, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KMaterial agreementMay 78-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

VSAT entered into a material definitive agreement (8-K Item 1.01, dated 2026-05-07). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KMaterial agreementJan 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
+ 8 other (3 13Gs · 2 earnings 8-Ks · 1 10-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kioxia owes Viasat $229 million for infringing flash-memory patents, US jury saysreuters.com·19h agoLumen Technologies vs. Viasat: Which Data Network Stock Is a Better Buy in 2026?fool.com·1d agoViasat demonstrates first integrated automotive satellite voice call capability with BMW Groupglobenewswire.com·1d agoViasat demonstrates first integrated automotive satellite voice call capability with BMW Groupglobenewswire.com·1d agoiShares Russell 2000 Value vs. Morningstar Small Cap: Which ETF Suits Your Portfolio Best?fool.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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