Viasat jumps as Space Force taps it for PTS-G Swarm 1 satellite production contract

Viasat, Inc. (VSAT) is up 20.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Viasat winning a new U.S. Space Force delivery order that pushes its Protected Tactical SATCOM-Global (PTS-G) work from design into a production-phase award. Investors may also be reacting to the multi-year nature of the work (including operations support), which can improve revenue visibility in Viasat’s government/defense-facing segment.

Details:

Viasat received a prime contract from the U.S. Space Force’s Space Systems Command to build, launch, and deliver the first satellite in a planned proliferated fleet of small, maneuverable GEO satellites under the PTS-G program (Swarm 1 delivery order).

The award builds on Viasat’s completion of a prior PTS-G delivery order phase in 2025 that matured the system design and associated ground architecture.

Viasat stated the broader PTS-G program is structured as an IDIQ with a ceiling value of $4 billion across awardees, highlighting the potential size of follow-on orders over time (not all allocated to Viasat).

The Swarm 1 delivery order includes ground stations plus five years of operations and sustainment services, including TT&C, network operations, and cybersecurity requirements.

Sources:

Viasat Investor Relations, GlobeNewswire, Investing.com

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 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 9 sales selling 700,000 shares for an estimated $36,955,397.
BENJAMIN EDWARD PALMER (SVP, Pres Commercial) has made 0 purchases and 5 sales selling 31,008 shares for an estimated $2,143,452.
RICHARD A BALDRIDGE sold 27,122 shares for an estimated $1,945,732
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 2 sales selling 30,411 shares for an estimated $1,430,664.
GARRETT L. CHASE (SVP, Chief Financial Officer) has made 0 purchases and 7 sales selling 29,000 shares for an estimated $1,162,642.
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 sold 653 shares for an estimated $46,846

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.

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$VSAT Hedge Fund Activity

We have seen 215 institutional investors add shares of $VSAT stock to their portfolio, and 171 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
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
INVESCO LTD. removed 711,101 shares (-33.4%) from their portfolio in Q4 2025, for an estimated $24,504,540

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 $206,708,769 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: $66,443,366
47QFLA25Q0043 VIASAT TO13 USMC: $26,403,818
SOFTWARE LICENSE: $11,638,695
AEROSPACE VEHICLE EQUIPMENT AND GROUND OPERATING EQUIPMENT DEVELOPMENT: $11,001,780
BFT2 FOLLOW ON AWARD: $9,809,102

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.