Viasat (VSAT) Resumen de Acciones
Viasat, Inc. se dedica al suministro de productos y servicios de banda ancha y comunicaciones en Estados Unidos y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
VSAT Community Fair Values
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Analyst Price Targets
Competidores de Viasat, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$61.50 |
| Máximo en las últimas 52 semanas | US$89.79 |
| Mínimo de 52 semanas | US$10.31 |
| Beta | 1.72 |
| Cambio en 1 mes | -15.83% |
| Variación en 3 meses | 32.23% |
| Cambio de 1 año | 460.11% |
| Variación en 3 años | 48.30% |
| Variación en 5 años | 26.99% |
| Variación desde la OPV | 1,266.67% |
Noticias y actualizaciones recientes
Recent updates
Seeking Alpha • Jun 06
Viasat: Real Catalysts, But Not Enough Margin Of Safety
Summary Viasat offers growth catalysts in ViaSat-3, Defense & Advanced Technologies, and Equatys but remains capital intensive with high debt. At $72, VSAT trades at 9.5x FY2027 EV/EBITDA with only $180M free cash flow, making the risk/reward unattractive; a hold is warranted. The Defense & Advanced Technologies segment is outpacing Communication Services, with record backlog and strong contract wins, shifting VSAT's strategic mix. Equatys presents long-term optionality for shared satellite infrastructure, but material financial impact is distant; current valuation does not reflect sufficient upside. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 01
VSAT: Satellite Deployment And Regulatory Setbacks Will Likely Undercut Spectrum Optimism
Narrative Update The analyst price target for Viasat has moved higher toward a range of $90 to $106. Analysts have pointed to progress on Viasat 3 satellites, the value of the company’s spectrum assets, and growing attention on its Defense & Advanced Technologies business as key reasons for the reassessment.
Actualización de narrativa • May 14
VSAT: MSS Spectrum And Space Platform Positioning Will Surface Future Upside Potential
Analysts raised their Viasat fair value estimate from $58.00 to $92.64, citing recent price target increases, the company's global MSS spectrum position, and new sector coverage initiations as key factors supporting the higher valuation range. Analyst Commentary Recent Street research has leaned constructive on Viasat, with several bullish analysts updating views around coverage, valuation and the company’s spectrum assets.Actualización de narrativa • Apr 28
VSAT: Spectrum Hopes Around Amazon Agreement Will Likely Disappoint
Analysts have lifted their fair value estimate for Viasat from about $26.66 to $48.00, citing recent price target increases, the upcoming F3 launch, spectrum value discussions related to the Amazon agreement, and several upgrades that reference a higher forward P/E assumption. Analyst Commentary Recent Street research has focused on the mix of upside potential around the upcoming F3 launch, spectrum value linked to the Amazon agreement, and higher assumed forward P/E multiples, alongside execution and valuation risks that could cap returns if things do not go as planned.
Actualización de narrativa • Apr 14
VSAT: Sum Of The Parts Optimism Will Pressure Execution And Capital Discipline
Analysts have raised their price target on Viasat from about $41 to roughly $51, citing updated assumptions for fair value, a slightly lower discount rate, revised revenue growth expectations, and a higher profit margin outlook supported by recent research upgrades from several major firms. Analyst Commentary Recent research updates point to a more constructive view on Viasat's fair value, with several firms adjusting ratings and targets alongside refreshed assumptions on growth and profitability.Actualización de narrativa • Mar 31
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.Actualización de narrativa • Mar 17
VSAT: Spinout Optimism Around Defense Unit Will Still Likely Disappoint
Analysts have lifted their $ price target on Viasat, citing updated sum-of-the-parts valuation work, a refreshed view on the potential value of its defense and advanced technologies unit, and slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Even with higher price targets and renewed attention on the defense and advanced technologies unit, research commentary on Viasat still highlights a mix of optimism and caution.Actualización de narrativa • Mar 03
VSAT: Spinout Hopes Around Defense Unit Will Likely Disappoint
The latest Street research implies a higher consolidated analyst price target for Viasat, with firms pointing to updated sum of the parts valuation work, a revised $39 target from Morgan Stanley, and potential value from any future spinout of the defense and advanced technologies division, which analysts see as echoing recent plans at L3Harris. Analyst Commentary Recent research on Viasat has centered on how to value the different pieces of the business, with several firms talking about sum of the parts work, potential spinout scenarios, and what that could mean for the equity story.Actualización de narrativa • Feb 16
VSAT: Elevated Multiple Relies On Uncertain Defense Spinout Execution
Narrative Update on Viasat The updated analyst price target for Viasat has risen from about $10.00 to roughly $26.66, with analysts pointing to sum of the parts valuation work, higher assumed revenue growth, modestly stronger profit margins and a higher future P/E multiple, as well as potential value from possible spinout scenarios. Analyst Commentary Recent research has highlighted both upside scenarios and areas where expectations may prove difficult for Viasat to meet.Actualización de narrativa • Feb 02
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.Actualización de narrativa • Jan 19
VSAT: Potential Defense Spinout And Execution Risks Will Pressure Future Returns
Analysts lifted their Viasat fair value estimate from $36.25 to $41.13, citing recent price target increases and growing interest in potential spinout options identified in the latest Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as support for a higher fair value range, suggesting that recent research is incorporating potential upside from corporate actions and portfolio changes.Artículo de análisis • Jan 16
Viasat, Inc. (NASDAQ:VSAT) Held Back By Insufficient Growth Even After Shares Climb 28%
Viasat, Inc. ( NASDAQ:VSAT ) shareholders have had their patience rewarded with a 28% share price jump in the last...Actualización de narrativa • Jan 05
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).Actualización de narrativa • Dec 14
VSAT: Future Breakup Optionality And Competitive Pressures Will Shape Share Performance
Analysts have raised their price target on Viasat to $23 from $10, citing a higher potential breakup valuation around $36 per share but warning that intensifying competition and limited satellite growth prospects temper the upside. Analyst Commentary Bullish analysts highlight that the higher price target reflects improved breakup value potential, suggesting that the sum of Viasat's parts could be worth meaningfully more than the current share price in an optimal strategic scenario.Actualización de narrativa • Nov 29
VSAT: Future Breakup Uncertainty And Competition Will Define Market Direction
Analysts have raised their price target for Viasat from $10 to $23 per share, citing improved valuation metrics. However, they caution that further upside depends on the uncertain prospect of a company breakup and ongoing competitive pressures in the satellite business.Actualización de narrativa • Nov 15
VSAT: Future International Spectrum Deals And Competitive Pressures Will Shape Outlook
Analysts have raised their price target for Viasat from $26.14 to $36.25 per share, reflecting improved expectations for the company’s spectrum value, profit outlook, and international growth potential. Analyst Commentary Analyst opinions on Viasat remain mixed, with some seeing notable upside potential while others urge caution regarding future growth and valuation.Artículo de análisis • Nov 14
US$36.25 - That's What Analysts Think Viasat, Inc. (NASDAQ:VSAT) Is Worth After These Results
Viasat, Inc. ( NASDAQ:VSAT ) came out with its second-quarter results last week, and we wanted to see how the business...Actualización de narrativa • Nov 01
VSAT: Increased Competition Will Likely Limit Benefits From Spectrum Holdings
Analysts have raised their price target for ViaSat to $25 from $16, citing stronger-than-expected quarterly results and the company's valuable spectrum holdings as key factors supporting the higher valuation. Analyst Commentary Recent Street research offers a range of views on ViaSat's outlook, reflecting both optimism and caution among analysts regarding the company's valuation, future growth, and strategic positioning.Artículo de análisis • Oct 31
There's No Escaping Viasat, Inc.'s (NASDAQ:VSAT) Muted Revenues Despite A 33% Share Price Rise
Viasat, Inc. ( NASDAQ:VSAT ) shares have continued their recent momentum with a 33% gain in the last month alone. This...Actualización de narrativa • Oct 17
Global Demand For Secure Connectivity Will Empower Hybrid Networks
Analysts have modestly increased their price target for Viasat to $26.14, citing the company's valuable spectrum holdings and mixed prospects across core business segments as supporting factors for the revision. Analyst Commentary Analyst opinions on Viasat remain divided, reflecting a mixture of optimism around the company's asset portfolio and caution due to competitive and business-specific risks.Actualización de narrativa • Oct 03
Global Demand For Secure Connectivity Will Empower Hybrid Networks
Analysts have raised their price target for Viasat from approximately $24.29 to $26.14 per share. This reflects renewed optimism surrounding the company's valuable spectrum holdings, supported by recent market comparisons and performance updates.Actualización de narrativa • Aug 06
Global Demand For Secure Connectivity Will Empower Hybrid Networks
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.Artículo de análisis • Jun 20
Viasat, Inc.'s (NASDAQ:VSAT) Price Is Right But Growth Is Lacking After Shares Rocket 33%
Viasat, Inc. ( NASDAQ:VSAT ) shareholders have had their patience rewarded with a 33% share price jump in the last...Seeking Alpha • Apr 25
Viasat After Inmarsat - Moving Beyond Breakeven
Summary Viasat is transitioning toward sustainable profitability, leveraging its vertically integrated model and global reach to capitalize on strong satellite connectivity demand. Despite inconsistent profitability and high reinvestment needs, VSAT maintains positive operating cash flows and is moving beyond its breakeven threshold with improved margins and reduced cost. Recent improvements and market opportunities suggest potential sustained profitability. But there is currently no margin of safety based on an optimistic valuation. Read the full article on Seeking Alpha
Nueva narrativa • Mar 24
Aviation, Maritime And Defense Sectors Will Benefit From Satellite Integrations
Strategic partnerships and satellite integration are set to boost revenue via expanded service offerings and improved customer satisfaction.Seeking Alpha • Feb 11
Viasat: Competition And Debt Creating Asymmetric Payoff
Summary Viasat faces rising competition and balance sheet issues but could generate strong cash flows in the next few years if it successfully navigates upcoming satellite launches. Despite recent setbacks, Viasat's NexusWave service and in-flight connectivity business show promise. Direct-to-device services could be another source of growth, although Viasat's strategy in this area is still taking shape. Near-term returns are likely to be dictated by upcoming satellite launches. Beyond this, Viasat will also need to demonstrate that it can successfully navigate competition. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
What To Do After Viasat Stock Soared
Summary Viasat secured a $4.8 billion NASA contract, boosting its stock despite a 56% decline since August 2024. Space stocks surged on Jan. 22, 2025, further lifting VSAT stock, which had formed a bullish "double bottom" at $7.50. Despite a "Strong Sell" rating from Seeking Alpha Quant, Viasat trades at a valuation discount and shows growth in aviation and government satcom services. Warning: Short sellers hold a 20.9% short float against Viasat, indicating high risks. Traders may consider booking profits after the recent rally. Read the full article on Seeking AlphaRentabilidad de los accionistas
| VSAT | US Communications | Mercado US | |
|---|---|---|---|
| 7D | -11.7% | -9.2% | -4.1% |
| 1Y | 460.1% | 86.9% | 20.6% |
Rentabilidad vs. Industria: VSAT superó a la industria US Communications, que obtuvo un rendimiento del 88.9% el año pasado.
Rentabilidad vs. Mercado: VSAT superó al mercado US, que obtuvo un rendimiento del 22.3% el año pasado.
Volatilidad de los precios
| VSAT volatility | |
|---|---|
| VSAT Average Weekly Movement | 11.3% |
| Communications Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: VSAT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de VSAT (11%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1986 | 7,000 | Mark Dankberg | www.viasat.com |
Viasat, Inc. se dedica al suministro de productos y servicios de banda ancha y comunicaciones en Estados Unidos y a escala internacional. Opera en los segmentos de Servicios de Comunicación y Defensa y Tecnologías Avanzadas. Ofrece soluciones de comunicaciones de banda ancha y banda estrecha por satélite; servicios de banda ancha, incluido el acceso a Internet de banda ancha y el protocolo de voz por Internet; servicios de banda ancha y banda estrecha fijos y móviles; desarrolla y vende satélites, productos inalámbricos y terminales; y diseña, desarrolla y produce soluciones de sistemas espaciales para órbita terrestre geoestacionaria, media y baja.
Resumen de fundamentos de Viasat, Inc.
| Estadísticas fundamentales de VSAT | |
|---|---|
| Capitalización bursátil | US$8.73b |
| Beneficios(TTM) | -US$34.09m |
| Ingresos (TTM) | US$4.64b |
1.8x
Ratio precio-ventas (PS)-246.4x
Ratio precio-beneficio (PE)¿Está VSAT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de VSAT | |
|---|---|
| Ingresos | US$4.64b |
| Coste de los ingresos | US$3.11b |
| Beneficio bruto | US$1.53b |
| Otros gastos | US$1.57b |
| Beneficios | -US$34.09m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.25 |
| Margen bruto | 33.04% |
| Margen de beneficio neto | -0.73% |
| Ratio deuda/patrimonio | 133.4% |
¿Cómo se ha desempeñado VSAT a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/10 03:15 |
| Precio de las acciones al final del día | 2026/06/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Viasat, Inc. está cubierta por 19 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mathieu Robilliard | Barclays |
| Benjamin Heelan | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |