Earnings Disappointment: Recent online discussions about Viasat have focused on the company's Q3 CY2025 earnings report, which revealed a revenue miss at $1.14 billion compared to Wall Street expectations. Many are concerned about the modest 1.7% year-on-year growth, questioning whether the satellite communications provider can keep pace in a competitive sector.
Stock Surge Buzz: Despite the earnings setback, chatter highlights Viasat’s staggering 400% stock surge over the past year, fueled by significant government contracts and insider activity. Some express excitement over recent price target upgrades from analysts, while others remain skeptical about the sustainability of such rapid gains.
Future Prospects: Conversations also touch on upcoming developments, like potential satellite launches and new business announcements, which could further impact the stock. The mix of optimism and caution keeps the dialogue lively as stakeholders weigh the risks and rewards.
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 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 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 3 sales selling 101,480 shares for an estimated $3,516,972.
- RICHARD A BALDRIDGE sold 100,000 shares for an estimated $3,099,900
- GARRETT L. CHASE (SVP, Chief Financial Officer) has made 0 purchases and 5 sales selling 50,000 shares for an estimated $1,705,886.
- BENJAMIN EDWARD PALMER (President, Maritime) sold 2,780 shares for an estimated $100,260
- ROBERT JAMES BLAIR (SVP, General Counsel) sold 2,269 shares for an estimated $80,792
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Viasat Revenue
Viasat had revenues of $1.1B in Q2 2026. This is an increase of 1.66% from the same period in the prior year.
You can track VSAT financials on Quiver Quantitative's VSAT stock page.
Viasat Hedge Fund Activity
We have seen 189 institutional investors add shares of Viasat stock to their portfolio, and 125 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
- BLACKROCK, INC. added 5,071,706 shares (+34.6%) to their portfolio in Q3 2025, for an estimated $148,600,985
- CARRONADE CAPITAL MANAGEMENT, LP added 2,572,692 shares (+inf%) to their portfolio in Q3 2025, for an estimated $75,379,875
- FULLER & THALER ASSET MANAGEMENT, INC. added 2,492,626 shares (+inf%) to their portfolio in Q3 2025, for an estimated $73,033,941
- MILLENNIUM MANAGEMENT LLC removed 2,126,633 shares (-96.4%) from their portfolio in Q3 2025, for an estimated $62,310,346
- POINT72 ASSET MANAGEMENT, L.P. removed 1,991,809 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $58,360,003
- LONG FOCUS CAPITAL MANAGEMENT, LLC removed 1,709,975 shares (-56.1%) from their portfolio in Q3 2025, for an estimated $50,102,267
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Viasat Government Contracts
We have seen $113,452,673 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: $16,071,701
- ANNUAL SOFTWARE LICENSES AND SUPPORT: $15,611,815
- AEROSPACE VEHICLE EQUIPMENT AND GROUND OPERATING EQUIPMENT DEVELOPMENT: $14,001,780
- 47QFLA25Q0043 VIASAT TO13 USMC: $11,076,139
- BFT2 FOLLOW ON AWARD: $9,102,421
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 2 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
- Needham issued a "Buy" rating on 08/06/2025
- William Blair issued a "Outperform" rating on 08/04/2025
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 3 analysts offer price targets for $VSAT in the last 6 months, with a median target of $45.0.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $45.0 on 11/11/2025
- 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.
