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VSVSAT

Viasat, Inc.

$VSAT·$11B·Communication Equipment·Technology
$67.27-0.1%YTD+145.6%1Y+116.9%
Mentions · last 7 days
2026-08-22: 3 posts86+4%
Price updated 11h ago·X counts updated 9d ago
VSVSAT
$VSATViasat, Inc.
$67.27-0.15%86 posts+4%
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.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

SpaceX asking FCC to reverse Viasat-3 F2 approval is the specific regulatory fight; L-band MSS block is the moat.

Viasat is a satellite-communications operator with a specific geopolitical-regulatory exposure through the SpaceX Starlink spectrum fight. The equity has ripped 145% YTD on the license-value revaluation, and a fresh FCC skirmish is the coiled catalyst.

Why the coil is worth naming:

  • The SpaceX FCC fight is dated and specific — SpaceX is asking the FCC to reverse approval for the Viasat-3 F2 satellite (designed to add over 1 Tbps of capacity), and Viasat sits on the largest coordinated L-band MSS block per Equatys.
  • The ViaSat-3 F3 satellite entering service across Asia-Pacific (Aug 31) is a specific real-asset commissioning signal.
  • Fundamentals are cyclical and thin — trailing PE -282x (loss), PS 2x, gross margin 30%, operating margin 2%; last quarter revenue grew 3% YoY to $1.16B and consensus is $4.67B with a $1.01 EPS loss.
  • Structural tape is coiled — 62% of the 52-week range, 19% above the 200-day, volume 69% of average.
  • Insider tape is a small cluster on the sell side — officer Chase sold $300K on Aug 20.
  • Bullish Jan 90 call flow reflects positioning into the licensed-spectrum revaluation.

The coil resolves higher on the Nov 6 print if the FCC upholds Viasat-3 F2 approval and Rocket Lab / Addvalue partnerships convert to dollar-quantified defense revenue; the wrong way if the FCC reverses approval or if the Starlink-competition math reveals faster share loss than expected.

Agrees with X sentimentX captures the setup — the SpaceX FCC fight, L-band MSS block, and Jan 90 call flow are real bullish inputs; agree with the licensed-pipe framing while noting the multiple already reflects a lot of that thesis.

What to watch: Nov 6 earnings — FCC ruling on Viasat-3 F2, defense-partnership revenue, and any Starlink-competitive commentary; an FCC reversal is the invalidation.

On the calendar: 2026-11-06 — Q1 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-30

The narrative arcs bullish around a spectrum fight in which SpaceX is asking the FCC to reverse approval for Viasat-3 F2, a satellite designed to add over 1 Tbps of capacity. Posters describe Viasat as sitting on the largest coordinated L-band MSS block per Equatys, frame it as the licensed pipe complementing ASTS in the Starlink battle, and note bullish Jan 90 call flow and a juicy option setup.

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

AI networking — the Ethernet and InfiniBand infrastructure connecting GPU clusters — is the high-growth demand driver; CSCO's AI backlog and Arista's data center wins confirm the cycle. Traditional enterprise networking refresh is slower; AI infrastructure is where the incremental spending is.

What this means for $VSAT

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Viasat, Inc.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+37.3%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
Q2 2026Aug 4, 2026$-0.38$-0.32-19.8%
Q1 2026May 28, 2026$0.41$-0.30+235.2%
Q4 2025Feb 5, 2026$0.18$-0.10+280.0%
Q3 2025Nov 7, 2025$-0.45$-0.25-80.0%
Next earningsFri, Nov 6·consensus EPS $-0.42

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-$1.34-$2.40 – $0.078
FY28$5.1B$4.9B – $5.2B-$1.36-$2.23 – -$0.838
FY29$5.3B$5.2B – $5.4B-$1.68-$1.71 – -$1.621
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.0.7×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.62%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.-10.3%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.+19.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 130.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β1.735-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.

Insider activity

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

Recent transactions

SellAug 20Garrett L. ChaseCFO4.0K sh$300KSellAug 7Richard A BaldridgeDirector223.5K sh$18.0MSellAug 7Blair Robert JamesSVP, General Counsel27.1K sh$2.2MSellAug 4Theresa WiseDirector2.5K sh$212KSellAug 3Palmer Benjamin EdwardSVP, Pres Commercial2.4K sh$181KSellAug 3John P StenbitDirector616 sh$46KSellJul 20Garrett L. ChaseCFO4.0K sh$289KSellJul 1Palmer Benjamin EdwardSVP, Pres Commercial2.4K sh$213KSellJul 1John P StenbitDirector528 sh$47KSellJun 22Garrett L. ChaseCFO4.0K sh$250K
1–10 of 19
+ 38 other (17 exempts · 10 inkinds · 8 awards · 3 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

3New insider — initial holdingsAug 173
AI summary

Michael R. Kreller filed a Form 3 (Initial Statement of Beneficial Ownership) for Viasat, Inc. (VSAT), disclosing initial insider holdings at Viasat's Carlsbad, California headquarters (6155 El Camino Real). This Form 3 was triggered by Kreller becoming a Section 16 reporting person — indicating appointment as a new director or officer. Viasat is a satellite communications and services company currently integrating the acquired Inmarsat satellite network to build a global broadband constellation. Leadership changes at Viasat are significant given the complex integration, heavy capital investment cycle, and competitive dynamics in satellite internet (vs. SpaceX Starlink and Amazon Kuiper). The Form 3 will disclose initial equity holdings.

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.

+ 10 other (3 13Gs · 2 earnings 8-Ks · 1 10-Q · 1 ARS) in window

Recent news

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

ViaSat-3 F3 Satellite Enters Service Across Asia-Pacificglobenewswire.com·1d agoCan Viasat's Deal With Addvalue Boost Its Government Business?zacks.com·5d agoCan Viasat's Partnership With Rocket Lab Meet Growing Defense Demand?zacks.com·12d agoAs Starlink Passes 11,000 Satellites, These 5 Stocks Will Feel It First247wallst.com·12d agoMega Cap Growth vs Small Cap Growth: Which ETF Wins?fool.com·14d ago

In themes

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

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Voices on X · top 7 · 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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