Update shared on06 Aug 2025
Fair value Increased 33%Viasat's higher consensus price target reflects an increase in forward P/E, indicating improved earnings expectations despite a higher discount rate, resulting in fair value rising from $18.29 to $19.71.
What's in the News
- Viasat will evaluate a potential IPO or spinoff of its defense technology business following pressure from activist investor Carronade Capital Management.
- Carronade Capital urged Viasat to separate its Defense and Advanced Technologies (DAT) segment, arguing the unit is significantly undervalued and operates in high-growth sectors.
- Viasat was awarded a multi-year U.S. Government contract to develop a next-generation high-speed Ethernet Data Encryptor, offering substantial bandwidth and power efficiency improvements.
- Viasat's Inmarsat Maritime division signed an agreement with Mitsui O.S.K. Lines to upgrade its fleet to the NexusWave connectivity platform for enhanced maritime digitalisation.
- Viasat's GX10A and GX10B satellite payloads are now operational, providing expanded Arctic region broadband services for government clients, with commercial services to follow.
Valuation Changes
Summary of Valuation Changes for Viasat
- The Consensus Analyst Price Target has risen from $18.29 to $19.71.
- The Future P/E for Viasat has risen from 6.67x to 7.33x.
- The Discount Rate for Viasat has risen from 11.60% to 12.32%.
Disclaimer
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