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VSVSAT

Viasat, Inc.

$VSAT·$9.9B·Communication Equipment·Technology
$58.83-4.3%YTD+110.0%1Y+62.7%
Price updated 7h ago·X counts updated 5d ago
VSVSAT
$VSATViasat, Inc.
$58.83-4.34%186 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VSAT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

186X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VSAT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-11 · top-engagement diverged

Viasat is mixed on X — SpaceX asking FCC to block/restrict Viasat-3 F2 satellite creates overhang, and 12+ VP/C-level execs departed since June. Bullish: holding strong +3.3% intraday, +55% since Jan Rep. Jackson buy (now selling), and 'pay attention next week' bull call.

Read what X is saying about $VSAT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VSAT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

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

Viasat up 110% YTD with SpaceX hostility and executive departures counterweighting a $307M USMC contract.

Viasat is a global satellite-communications operator with 2026 narrative balanced between significant government-services wins (USMC multi-orbit connectivity) and specific competitive pressure (SpaceX asking FCC to block Viasat-3 F2) plus internal attrition (12+ VP/C-level exec departures since June).

  • The P&L shows uneven progress: Q1 revenue grew 3% YoY to $1.16B at a slim 2.3% operating margin and $0.18 EPS, with trailing EPS swings between -19.8% and +235% — this is a company whose fundamentals are improving but inconsistent enough to make models difficult.
  • The specific catalyst stack is a tug-of-war: $307M USMC Enterprise Services Contract first task order plus unusual options volume and Rep. Jackson's +55% buy signal on the bull side; SpaceX FCC regulatory challenge and C-level attrition on the bear side.

At 67% of its 52-week range going into Nov 6 earnings with the chart up 110% YTD, the setup is late-cycle hot-momentum with specific bilateral risks. A clean government-services revenue print plus FCC regulatory clarity is the trigger; another FCC curveball or further exec departures is the invalidation.

Agrees with X sentimentThe mixed read captures the real tension — SpaceX FCC risk and C-suite attrition are specific bear points; the USMC contract and Rep. Jackson buy are specific bull points. Both exist simultaneously.

What to watch: Nov 6 Q2 earnings and any FCC regulatory update — government-services revenue growth, Viasat-3 F2 status, operating margin direction, and executive-transition commentary. USMC growth plus FCC clarity is the trigger; FCC curveball is the invalidation.

On the calendar: 2026-11-06 — Q2 earnings

event ahead 30dregulatory overhang

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI data-center optical interconnects dominate capex.

What this means for $VSAT

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

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+29.5%YTD
+19.1%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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.6B – $4.7B-$1.01-$1.07 – -$0.927
FY27$4.9B$4.8B – $4.9B-$1.42-$2.71 – $0.189
FY28$5.1B$4.8B – $5.3B-$1.44-$3.08 – $1.649
FY29$5.4B$5.1B – $5.9B-$0.69-$1.63 – $0.595
FY30$5.9B$5.7B – $6.1B-$1.08-$1.14 – -$1.032

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.46%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.-19.4%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.-5.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 131.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.765-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

SellOct 9Miller Craig AndrewSVP, Pres Viasat Government11.9K sh$852KSellOct 1Palmer Benjamin EdwardSVP, Pres Commercial2.0K sh$140KSellSep 21Garrett L. ChaseCFO4.0K sh$308KSellSep 1John P StenbitDirector705 sh$47KSellSep 1Palmer Benjamin EdwardSVP, Pres Commercial2.0K sh$134KSellAug 20Garrett L. ChaseCFO2.0K sh$146KSellAug 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$181K
1–10 of 20
+ 83 other (35 exempts · 23 awards · 16 inkinds · 9 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

8-KShareholder voteSep 48-K — Item 5.07: Shareholder vote
AI summary

ViaSat (VSAT) filed an 8-K (Item 5.07) reporting annual meeting voting results. All three Class III director nominees -- Mark D. Dankberg, Girish Bhakoo LaPlante, and James Paull -- were elected. Routine matters including auditor ratification and say-on-pay were also voted on.

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 (2 earnings 8-Ks · 2 13Gs · 1 11-K · 1 10-Q) in window

Recent news

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

Viasat Inc (VSAT) Stock Down 4.3% but Still Overvalued -- GF Score: 61/100gurufocus.com·9h agoStock Picks From Seeking Alpha's September 2026 New Analystsseekingalpha.com·10d agoA Look at Viasat Inc (VSAT) After 3.1% Decline -- GF Value $18.75 vs Price $69.79gurufocus.com·11d agoViasat Sees Unusually High Options Volume (NASDAQ:VSAT)defenseworld.net·16d agoContrasting Extreme Networks (NASDAQ:EXTR) & Viasat (NASDAQ:VSAT)defenseworld.net·22d ago

In themes

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

Space Economy

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Voices on X · last 7 days

No standout posts about $VSAT on X in the 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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