Next Generation Constellation Will Empower Global Digital Inclusion

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

06 Aug 25

Updated

14 May 26

Views

86

14 May

US$76.69

AnalystHighTarget's Fair Value

US$92.64

17.2% undervalued

1Y

425.3%

7D

19.4%

Loading

1Y

425.3%

7D

19.4%

Author's Valuation

US$92.6417.2% undervalued

AnalystHighTarget Fair Value

Shared on 14 May 26

Fair value Increased 60%

VSAT: MSS Spectrum And Space Platform Positioning Will Surface Future Upside Potential

Wall Street is getting more upbeat on Viasat, pointing to its global satellite spectrum and its role as a large, publicly traded space communications platform that the market may be overlooking. Recent launches, new defense networking tools, and fresh airline and auto partnerships add concrete proof points that could turn those assets into stronger cash generation over time.

8 views

Shared on 31 Mar 26

Fair value Increased 12%

VSAT: Defense Spinout Evaluation Will Surface Future Upside Potential

Analysts have lifted the fair value estimate for Viasat from $52.00 to $58.00 as they factor in updated sum of the parts valuation work, higher projected profit margins, and potential portfolio moves similar to recent defense spinout activity in the sector. Analyst Commentary Recent Street research points to a more constructive view on Viasat as bullish analysts refresh their models around sum of the parts valuation work, higher projected margins, and the potential for portfolio moves that echo broader defense sector activity.

9 views

Shared on 02 Feb 26

VSAT: Potential Defense Spinout And New Ka Band Capacity Will Drive Upside

Analysts recently lifted their Viasat price target by $39, citing refreshed views on long term growth, profitability and P/E assumptions, and pointing to potential portfolio moves similar to L3Harris's planned spinout as a key part of the story. Analyst Commentary Bullish analysts have been pointing to refreshed views on Viasat's long term growth profile, profitability path and P/E assumptions as they reassess the stock.

9 views

Shared on 05 Jan 26

Fair value Increased 3.99%

VSAT: Future Multi Orbit Government Contracts Will Support Bullish Upside Potential

Analysts have nudged their fair value estimate for Viasat up from US$50.00 to US$52.00, citing updated assumptions for revenue growth, profit margins, and a lower discount rate, which also leads them to apply a modestly lower future P/E multiple. What's in the News Viasat announced an expanded global Ka-band satellite communications network for government and military users, integrating its own Ka-band satellites, the Global Xpress fleet and partner satellites to offer interoperable, multi orbit connectivity and roaming with MILSATCOM Ka-band systems (Product related announcement).

12 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$92.64

17.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

5.03%

Historical revenue growth rate

18.64%

Communications revenue growth rate

0.46%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.85%

Calculation

US$568.82m

Earnings '29

x

33.69x

PE Ratio '29

=

US$19.16b

Market Cap '29

US$19.16b

Market Cap '29

/

153.81m

No. shares '29

=

US$124.60

Share Price '29

US$124.60 Share Price '29

Discounted to 2026 @ 10.58% p.a.

=

US$92.15

Fair Value '26