Satellite Activation Buzz: Investors on social media have highlighted the recent activation of ViaSat's F3 satellite in the Asia-Pacific region, noting its 1 Tbps capacity and immediate revenue potential. Discussions emphasize how this milestone could triple overall fleet capacity by September, with aviation revenues already showing an 11% uptick from long-haul fleet fittings. Observers point to the company's $180 million free cash flow guidance as a key factor in sustaining momentum.
Strategic Split Speculation: Recent chatter centers on activist board members pushing for a corporate split to isolate the defense business, sparking debate over the value of legacy Inmarsat spectrum holdings. Participants note ongoing challenges with contracting core operations and looming debt obligations that could influence any restructuring. The tone reflects measured interest in how such moves might unlock shareholder value amid satellite deployment progress.
Note: This discussion summary was generated from an AI condensation of post data.
ViaSat Insider Trading Activity
ViaSat insiders have traded $VSAT stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $VSAT stock by insiders over the last 6 months:
- MARK D DANKBERG (Chairman and CEO) has made 0 purchases and 5 sales selling 400,000 shares for an estimated $25,903,223.
- RICHARD A BALDRIDGE has made 0 purchases and 4 sales selling 250,664 shares for an estimated $19,967,293.
- ROBERT JAMES BLAIR (SVP, General Counsel) has made 0 purchases and 3 sales selling 57,475 shares for an estimated $3,589,337.
- BENJAMIN EDWARD PALMER (SVP, Pres Commercial) has made 0 purchases and 7 sales selling 35,808 shares for an estimated $2,537,652.
- GARRETT L. CHASE (SVP, Chief Financial Officer) has made 0 purchases and 12 sales selling 16,000 shares for an estimated $1,128,203.
- THERESA WISE has made 0 purchases and 2 sales selling 5,000 shares for an estimated $384,225.
- CRAIG ANDREW MILLER (SVP, Pres Viasat Government) sold 5,260 shares for an estimated $263,000
- JOHN P STENBIT has made 0 purchases and 3 sales selling 1,797 shares for an estimated $140,210.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
ViaSat Revenue
ViaSat had revenues of $1.2B in Q1 2027. This is a decrease of -1.24% from the same period in the prior year.
You can track VSAT financials on Quiver Quantitative's VSAT stock page.
You can access data on VSAT stock through the Quiver Quantitative API.
ViaSat Congressional Stock Trading
Members of Congress have traded $VSAT stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $VSAT stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $15,000 on 08/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
ViaSat Hedge Fund Activity
We have seen 299 institutional investors add shares of ViaSat stock to their portfolio, and 188 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- REDWOOD CAPITAL MANAGEMENT, LLC added 2,203,640 shares (+inf%) to their portfolio in Q2 2026, for an estimated $197,908,908
- CARRONADE CAPITAL MANAGEMENT, LP added 2,170,680 shares (+67.2%) to their portfolio in Q2 2026, for an estimated $194,948,770
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,793,045 shares (+inf%) to their portfolio in Q2 2026, for an estimated $161,033,371
- CONTOUR ASSET MANAGEMENT LLC removed 1,528,068 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $137,235,787
- NORGES BANK added 1,452,017 shares (+1362.4%) to their portfolio in Q2 2026, for an estimated $130,405,646
- NEUBERGER BERMAN GROUP LLC removed 1,382,170 shares (-29.1%) from their portfolio in Q2 2026, for an estimated $124,132,687
- 140 SUMMER PARTNERS LP added 1,338,859 shares (+147.5%) to their portfolio in Q2 2026, for an estimated $120,242,926
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
ViaSat Government Contracts
We have seen $342,841,851 of award payments to $VSAT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PTS-G SWARM 1 DESIGN, DEVELOP, TEST, AND PRODUCE GLOBAL VARIANTS OF THE PROTECTED TACTICAL SATCOM SPACE VEH...: $75,000,000
- VIASAT TO16: $58,001,553
- AEROSPACE VEHICLE EQUIPMENT AND GROUND OPERATING EQUIPMENT DEVELOPMENT: $33,671,000
- VIASAT ESTABLISHMENT OF DELIVERY ORDER 15: $28,659,498
- 47QFLA25Q0043 VIASAT TO13 USMC: $26,403,818
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
ViaSat Price Targets
Multiple analysts have issued price targets for $VSAT recently. We have seen 3 analysts offer price targets for $VSAT in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $90.0 on 06/01/2026
- Mike Crawford from B. Riley Securities set a target price of $106.0 on 05/29/2026
- Mathieu Robilliard from Barclays set a target price of $49.0 on 04/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
