Viasat Rises as Investors Weigh Satellite Milestones and Government Momentum

Viasat (VSAT) is up 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be renewed optimism around Viasat’s upcoming ViaSat-3 F2 commercial service entry in September 2026, alongside investor interest in the company’s recent government-contract momentum and backlog growth. This could also be a rebound move after the stock’s sharp late-August pullback, with elevated short interest potentially adding fuel to the advance.

Details:

Viasat said in its latest quarterly materials that ViaSat-3 F2 completed deployments and satellite-bus in-orbit testing, with service entry expected in September 2026.

The company also said ViaSat-3 F3 entered in-orbit testing ahead of expected service entry in late August or early September 2026, reinforcing the view that new capacity is getting closer to revenue contribution.

First-quarter fiscal 2027 disclosures showed new contract awards rose 10% year over year and backlog increased 19%, giving investors a constructive read on demand, especially in government and defense-related business lines.

Viasat recently highlighted progress on a U.S. Space Force satellite program, and the stock’s relatively high short interest may have amplified today’s move as sentiment improved.

Sources:

SEC, Viasat, MarketBeat

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 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.

$VSAT Hedge Fund Activity

We have seen 299 institutional investors add shares of $VSAT 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.

$VSAT Government Contracts

We have seen $344,228,609 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: $58,148,263
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.

$VSAT 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.