Stock surges 620% since late 2024: Social media traders are highlighting Viasat's dramatic rally, with shares up over 620% from November 2024 levels and gaining another 4% recently. Discussions point to unusual congressional trades preceding the spike, fueling speculation around insider knowledge. The sentiment remains overwhelmingly bullish amid the momentum.
Breakout above $50 after five years: Investors note significant volume on the close above $50, a key technical milestone not seen in half a decade. Chatter emphasizes robust defense backlogs and free cash flow improvements as undervalued strengths. Many view this as validation for long-term holders eyeing further gains.
Catalysts from satellite milestones: Excitement builds around ViaSat-3 F2 reaching orbit, with service entry slated for May across the Americas. New in-flight Wi-Fi deals and earnings beats, including revenue growth and Brazil licenses, add to the positive outlook. Participants anticipate doubled fleet capacity driving substantial upside.
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 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 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 4 sales selling 300,000 shares for an estimated $11,052,173.
- SHAWN LYNN DUFFY (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 51,480 shares for an estimated $1,873,022.
- 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 3 sales selling 32,680 shares for an estimated $1,511,456.
- GARRETT L. CHASE (SVP, Chief Financial Officer) has made 0 purchases and 4 sales selling 25,000 shares for an estimated $872,636.
- BENJAMIN EDWARD PALMER (SVP, Pres Commercial) has made 0 purchases and 2 sales selling 5,180 shares for an estimated $211,164.
- CAMELLIA E FITZGERALD (Chief Accounting Officer) sold 2,810 shares for an estimated $134,880
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Viasat Revenue
Viasat had revenues of $1.2B in Q3 2026. This is an increase of 2.96% from the same period in the prior year.
You can track VSAT financials on Quiver Quantitative's VSAT stock page.
Viasat 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.
Viasat Hedge Fund Activity
We have seen 188 institutional investors add shares of Viasat stock to their portfolio, and 175 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAUPOST GROUP LLC/MA removed 9,190,728 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $269,288,330
- CANADA PENSION PLAN INVESTMENT BOARD removed 4,789,434 shares (-99.9%) from their portfolio in Q4 2025, for an estimated $165,043,895
- PRICE T ROWE ASSOCIATES INC /MD/ added 3,112,670 shares (+2821.7%) to their portfolio in Q4 2025, for an estimated $107,262,608
- MORGAN STANLEY removed 1,303,929 shares (-46.9%) from their portfolio in Q4 2025, for an estimated $44,933,393
- JANE STREET GROUP, LLC added 1,261,895 shares (+3459.0%) to their portfolio in Q4 2025, for an estimated $43,484,901
- JUMP FINANCIAL, LLC removed 1,089,065 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $31,909,604
- ROYAL BANK OF CANADA removed 996,771 shares (-89.8%) from their portfolio in Q4 2025, for an estimated $34,348,728
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Viasat Government Contracts
We have seen $88,647,075 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: $19,206,070
- 47QFLA25Q0043 VIASAT TO13 USMC: $10,761,094
- AEROSPACE VEHICLE EQUIPMENT AND GROUND OPERATING EQUIPMENT DEVELOPMENT: $9,001,780
- BFT2 FOLLOW ON AWARD: $7,657,512
- VGNET KU PLUS-8 SIMOPS: $6,948,248
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Viasat Analyst Ratings
Wall Street analysts have issued reports on $VSAT in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 10/01/2025
To track analyst ratings and price targets for Viasat, check out Quiver Quantitative's $VSAT forecast page.
Viasat 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 $46.5.
Here are some recent targets:
- Edison Yu from Deutsche Bank set a target price of $48.0 on 02/09/2026
- Ryan Koontz from Needham set a target price of $45.0 on 01/21/2026
- Philip Cusick from JP Morgan set a target price of $50.0 on 11/11/2025
- Mathieu Robilliard from Barclays set a target price of $23.0 on 10/01/2025
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.
