Viasat Rises as BMW Satellite-Voice Demo Adds to Defense and Growth Narrative

Viasat (VSAT) is up 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be Viasat’s July 16 announcement that it demonstrated what it called the first automotive satellite voice call fully integrated into a BMW Group vehicle platform, a headline that highlights a new commercial use case beyond its core satellite connectivity markets. This could also be getting extra support from investor optimism around Viasat’s recent defense wins and management’s earlier comments about accelerating opportunities in its Defense and Advanced Technologies segment.

Details:

Viasat said it showcased satellite-enabled voice calling integrated into a BMW iX3 infotainment system during 5G Automotive Association meetings in Munich, extending connectivity beyond areas with traditional cellular coverage.

The company described the demo as a step toward standards-based non-terrestrial network services for vehicles, with potential applications including emergency messaging, fleet management, and software updates in low-coverage regions.

In June, Viasat announced a U.S. Space Force award tied to the Protected Tactical SATCOM-Global program, adding to a broader stream of government-related contract momentum.

In its late-May shareholder materials, Viasat highlighted record contract awards and backlog, plus accelerating growth opportunities in Defense and Advanced Technologies, even as some residential and maritime areas remained weaker.

Sources:

Viasat Investor Relations, SEC, Viasat Investor Relations

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$VSAT Insider Trading Activity

$VSAT insiders have traded $VSAT stock on the open market 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 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.
BENJAMIN EDWARD PALMER (SVP, Pres Commercial) has made 0 purchases and 6 sales selling 33,408 shares for an estimated $2,356,548.
RICHARD A BALDRIDGE sold 27,122 shares for an estimated $1,945,732
CRAIG ANDREW MILLER (SVP, Pres Viasat Government) has made 0 purchases and 3 sales selling 40,645 shares for an estimated $1,856,317.
ROBERT JAMES BLAIR (SVP, General Counsel) has made 0 purchases and 2 sales selling 30,411 shares for an estimated $1,430,664.
GARRETT L. CHASE (SVP, Chief Financial Officer) has made 0 purchases and 6 sales selling 8,000 shares for an estimated $539,651.
THERESA WISE sold 2,500 shares for an estimated $172,500
CAMELLIA E FITZGERALD (Chief Accounting Officer) sold 2,810 shares for an estimated $134,880
JOHN P STENBIT has made 0 purchases and 2 sales selling 1,181 shares for an estimated $93,727.

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.

EARLY ACCESS

Receive VSAT Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$VSAT Hedge Fund Activity

We have seen 205 institutional investors add shares of $VSAT stock to their portfolio, and 138 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CONTOUR ASSET MANAGEMENT LLC added 1,528,068 shares (+inf%) to their portfolio in Q1 2026, for an estimated $69,985,514
OCO CAPITAL PARTNERS, L.P. removed 1,450,000 shares (-24.4%) from their portfolio in Q1 2026, for an estimated $66,409,999
AMERICAN CENTURY COMPANIES INC added 1,105,389 shares (+23.9%) to their portfolio in Q1 2026, for an estimated $50,626,816
TEMA ETFS LLC added 965,400 shares (+229857.1%) to their portfolio in Q2 2026, for an estimated $86,702,574
140 SUMMER PARTNERS LP added 907,970 shares (+inf%) to their portfolio in Q1 2026, for an estimated $41,585,026
DEUTSCHE BANK AG\ removed 789,307 shares (-67.6%) from their portfolio in Q1 2026, for an estimated $36,150,260
DIMENSIONAL FUND ADVISORS LP added 738,656 shares (+18.2%) to their portfolio in Q1 2026, for an estimated $33,830,444

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.

$VSAT Government Contracts

We have seen $255,521,877 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:

VIASAT TO16: $53,397,474
AEROSPACE VEHICLE EQUIPMENT AND GROUND OPERATING EQUIPMENT DEVELOPMENT: $33,671,000
VIASAT ESTABLISHMENT OF DELIVERY ORDER 15: $28,128,661
47QFLA25Q0043 VIASAT TO13 USMC: $26,403,818
SOFTWARE LICENSE: $15,432,541

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.

$VSAT Congressional Stock Trading

Members of Congress have traded $VSAT stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 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 purchased up to $100,000 on 01/22.

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.

$VSAT 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 $69.5.

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
Edison Yu from Deutsche Bank set a target price of $48.0 on 02/09/2026

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.