Viasat
VSAT
About: Viasat Inc provides bandwidth technologies and services in three segments: communication services and defense and advanced technologies. The communication services segment provides a wide range of broadband and narrowband communications solutions across government and commercial mobility markets, as well as for residential and enterprise fixed broadband customers: and the defense and advanced technologies segment develops and offers a diverse array of resilient, vertically integrated solutions to government and commercial customers, leveraging core technical competencies in encryption, cyber security, tactical gateways, modems and waveforms. A large majority of the firm's revenue is generated from communication services segment.
Employees: 7,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
44% more capital invested
Capital invested by funds: $1.38B [Q1] → $1.98B (+$602M) [Q2]
27% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 33
16% more call options, than puts
Call options by funds: $53.9M | Put options by funds: $46.6M
2% more funds holding
Funds holding: 254 [Q1] → 260 (+6) [Q2]
1.77% more ownership
Funds ownership: 102.39% [Q1] → 104.16% (+1.77%) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 93
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
JP Morgan
Philip Cusick
|
$23
|
Neutral
Maintained
|
6 Aug 2025 |
|
Needham
Ryan Koontz
|
$25
|
Buy
Maintained
|
6 Aug 2025 |
Financial journalist opinion
Based on 13 articles about VSAT published over the past 30 days
