Recent discussions on X about Viasat, Inc. (VSAT) have been buzzing with reactions to the company's strong Q1 fiscal 2026 financial results. Many users are highlighting the impressive revenue of $1.17 billion and earnings per share of $0.17, which surpassed expectations, as well as a notable $60 million in free cash flow. The stock's surge to a 52-week high of $26.71 has further fueled conversations about its remarkable year-to-date gains.
Additionally, there’s significant chatter around strategic moves, with some pointing to activist pressure for a potential business split to unlock value and others speculating on a defense unit spinoff or IPO. Analyst upgrades, including a raised price target with a strong upside projection, are also circulating widely among the community. The momentum of the stock, coupled with ongoing debates about insider trading allegations from earlier reports, keeps the dialogue dynamic and intense.
Note: This discussion summary was generated from an AI condensation of post data.
Viasat, Inc. 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 DEBBIE WASSERMAN SCHULTZ sold up to $15,000 on 07/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Viasat, Inc. Insider Trading Activity
Viasat, Inc. insiders have traded $VSAT stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $VSAT stock by insiders over the last 6 months:
- TEACHERS PENSION PLAN BOARD ONTARIO sold 3,750,000 shares for an estimated $33,750,000
- INVESTMENT BOARD PRIVATE HOLDINGS (4) INC. CPP sold 3,750,000 shares for an estimated $33,750,000
- LUXTOPHOLDING SARL TRITON sold 3,750,000 shares for an estimated $33,750,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Viasat, Inc. Hedge Fund Activity
We have seen 137 institutional investors add shares of Viasat, Inc. stock to their portfolio, and 114 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ONTARIO TEACHERS PENSION PLAN BOARD removed 3,750,000 shares (-43.9%) from their portfolio in Q1 2025, for an estimated $39,075,000
- OCO CAPITAL PARTNERS, L.P. added 3,750,000 shares (+inf%) to their portfolio in Q1 2025, for an estimated $39,075,000
- CANADA PENSION PLAN INVESTMENT BOARD removed 3,750,000 shares (-43.9%) from their portfolio in Q1 2025, for an estimated $39,075,000
- LONG FOCUS CAPITAL MANAGEMENT, LLC added 2,370,000 shares (+inf%) to their portfolio in Q1 2025, for an estimated $24,695,400
- MORGAN STANLEY added 2,133,987 shares (+88.5%) to their portfolio in Q1 2025, for an estimated $22,236,144
- BAUPOST GROUP LLC/MA removed 2,031,862 shares (-16.6%) from their portfolio in Q1 2025, for an estimated $21,172,002
- MILLENNIUM MANAGEMENT LLC added 1,206,935 shares (+673.7%) to their portfolio in Q1 2025, for an estimated $12,576,262
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Viasat, Inc. Government Contracts
We have seen $274,272,520 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:
- IGF::OT::IGF AWARD FOR AMSS III: $63,917,807
- JS VIASAT TO295 MCSC: $34,729,599
- PRODUCTION AND REPAIR COMMUNICATION SECURITY (COMSEC) EQUIPMENT: $22,705,471
- ANNUAL SOFTWARE LICENSES AND SUPPORT: $15,611,815
- PRODUCTION AND REPAIR COMMUNICATION SECURITY (COMSEC) EQUIPMENT: $14,778,656
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Viasat, Inc. Analyst Ratings
Wall Street analysts have issued reports on $VSAT in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 08/06/2025
- William Blair issued a "Outperform" rating on 08/04/2025
- Deutsche Bank issued a "Buy" rating on 06/17/2025
- B. Riley Securities issued a "Buy" rating on 05/27/2025
To track analyst ratings and price targets for Viasat, Inc., check out Quiver Quantitative's $VSAT forecast page.
Viasat, Inc. Price Targets
Multiple analysts have issued price targets for $VSAT recently. We have seen 4 analysts offer price targets for $VSAT in the last 6 months, with a median target of $20.5.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $25.0 on 08/06/2025
- Edison Yu from Deutsche Bank set a target price of $16.0 on 06/17/2025
- Mike Crawford from B. Riley Securities set a target price of $52.0 on 05/27/2025
- Mathieu Robilliard from Barclays set a target price of $10.0 on 02/26/2025
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.
