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Viasat, Inc.

Informe acción NasdaqGS:VSAT

Capitalización de mercado: US$10.0b

  • Resumen empresa
  • Valoración
  • Crecimiento Futuro
  • Rendimiento pasado
  • Salud Financiera
  • Dividendos
  • Dirección
  • Propiedad
  • Información adicional
  • Comunidad de acciones

Viasat Dirección

Dirección controles de criterios 3/4

El CEO de Viasat es Mark Dankberg , nombrado en Jan 1986, tiene una permanencia de 40.67 años. compensación anual total es $14.21M, compuesta por 9.9% salario y 90.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.79% de las acciones de la empresa, por valor de $78.75M. La antigüedad media del equipo directivo y de la junta directiva es de 3.8 años y 4 años, respectivamente.

Información clave

Mark Dankberg

Chief Executive Officer (CEO)

US$14.2m

Compensación total

Porcentaje del salario del CEO9.90%
Permanencia del CEO40.7yrs
Participación del CEO0.8%
Permanencia media de la dirección3.8yrs
Promedio de permanencia en la Junta Directiva4yrs

Actualizaciones recientes de la dirección

Recent updates

User avatar
Actualización de narrativa • Sep 03

VSAT: Spectrum Monetization And Contract Execution Risks Will Likely Restrain Future Upside

Analysts have raised their fair value estimate for ViaSat from $49.00 to about $56.69, citing updated views on spectrum value, a refreshed sum-of-the-parts framework, and expectations for the core business and related contract opportunities reflected in higher revenue growth, profit margin, and future P/E assumptions. Analyst Commentary on ViaSat Recent Street research on ViaSat highlights a wide range of views on the stock, with a clear focus on the value of its spectrum assets and the role of its core business in supporting long term equity value.
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Actualización de narrativa • Aug 20

VSAT: Spectrum Monetization Will Drive Future D2D And Defense Upside

Analysts have raised their Viasat fair value estimate from $97.04 to $101.44. This reflects a series of higher Street price targets that focus on the value of the company's spectrum assets, progress on the Viasat-3 constellation, and growing defense related opportunities.
Seeking Alpha • Aug 13

Viasat: The Stock Rallied, But The Business Hasn't Kept Up

Summary Viasat has surged nearly 780% since spring 2025, but fundamentals lag this dramatic revaluation. Recent results showed a 1% revenue decline, a 7% adjusted EBITDA drop, and a $52 million net loss, despite strong backlog growth. Management guides for only mid-single-digit revenue growth and flat to slightly higher adjusted EBITDA for FY2027, with $180 million free cash flow. I issue a Sell rating: the current valuation already prices in aggressive future execution, leaving little room for upside surprise and significant downside risk. Read the full article on Seeking Alpha
Artículo de análisis • Aug 07

Here's What Analysts Are Forecasting For Viasat, Inc. (NASDAQ:VSAT) After Its First-Quarter Results

Viasat, Inc. ( NASDAQ:VSAT ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
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Actualización de narrativa • Aug 05

VSAT: Spectrum And D2D Upside Will Rely On Spectrum Monetization

Analysts have raised their consolidated fair value estimate for Viasat to $97.04 per share from $94.56, reflecting higher Street price targets that emphasize the perceived value of the company's spectrum assets and upcoming Viasat-3 milestones. Analyst Commentary Recent Street research around Viasat clusters around two main themes.
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Actualización de narrativa • Jul 14

VSAT: Global MSS Spectrum And D2D Potential Will Drive Future Upside

Analysts have lifted their Viasat fair value estimate from $92.64 to $140, citing higher spectrum valuation, emerging D2D potential, and a reappraisal of the core business and satellite pipeline in recent Street research. Analyst Commentary Recent Street research on Viasat points to a cluster of bullish analysts highlighting spectrum value, satellite milestones, and potential corporate actions as key parts of the story.
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Actualización de narrativa • Jun 30

VSAT: Spectrum And D2D Upside Will Test Execution Discipline

Analysts have lifted their fair value estimate for Viasat from about $51 to roughly $95, citing higher spectrum valuations, the developing D2D opportunity, and upcoming Viasat-3 milestones as key supports for richer revenue growth, profit margin, and P/E assumptions. Analyst Commentary Recent Street research around Viasat centers on how much value investors assign to its spectrum holdings, the developing direct to device, or D2D, opportunity, and execution on the Viasat 3 constellation.
User avatar
Actualización de narrativa • Jun 16

VSAT: Regulatory Delays On New Satellites Will Likely Cap Stock Upside

The analyst price target for Viasat has shifted from $48.00 to $49.00, reflecting analyst views that recent sector-wide target increases, along with the emphasis on the value of Viasat's spectrum assets, defense technology operations, and upcoming Viasat-3 milestones, support a slightly higher fair value estimate. Analyst Commentary Recent research coverage on Viasat highlights a wide range of price targets, with several firms publishing higher numbers that cluster in the US$90 to US$106 range.
User avatar
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.
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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.
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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.
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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.
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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.
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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.
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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.
User avatar
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.
User avatar
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.
User avatar
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...
User avatar
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).
User avatar
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.
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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.
User avatar
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...
User avatar
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...
User avatar
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.
User avatar
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.
User avatar
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.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mark Dankberg en comparación con los beneficios de Viasat?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

-US$29m

Mar 31 2026US$14mUS$1m

-US$34m

Dec 31 2025n/an/a

-US$339m

Sep 30 2025n/an/a

-US$522m

Jun 30 2025n/an/a

-US$598m

Mar 31 2025US$8mUS$1m

-US$575m

Dec 31 2024n/an/a

-US$419m

Sep 30 2024n/an/a

-US$385m

Jun 30 2024n/an/a

-US$1b

Mar 31 2024US$9mUS$1m

-US$1b

Dec 31 2023n/an/a

-US$1b

Sep 30 2023n/an/a

-US$952m

Jun 30 2023n/an/a

-US$255m

Mar 31 2023US$7mUS$1m

-US$218m

Dec 31 2022n/an/a

-US$209m

Sep 30 2022n/an/a

-US$196m

Jun 30 2022n/an/a

-US$147m

Mar 31 2022US$12mUS$1m

-US$115m

Dec 31 2021n/an/a

-US$54m

Sep 30 2021n/an/a

-US$14m

Jun 30 2021n/an/a

US$9m

Mar 31 2021US$9mUS$1m

-US$80m

Dec 31 2020n/an/a

-US$2m

Sep 30 2020n/an/a

-US$2m

Jun 30 2020n/an/a

-US$1m

Mar 31 2020US$12mUS$1m

-US$212k

Compensación vs. Mercado: La compensación total ($USD14.21M) de Mark está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.76M).

Compensación vs. Ingresos: La compensación de Mark ha aumentado mientras la empresa no es rentable.


CEO

Mark Dankberg (71 yo)

40.7yrs
Permanencia
US$14,208,178
Compensación

Mr. Mark D. Dankbergserves as Executive Chairman at ViaSat, Inc. since November 3, 2020 and serves as its Chief Executive Officer since July 01, 2022. He co-founded ViaSat, Inc. in May 1986 and served as i...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Mark Dankberg
Co-Founder40.7yrsUS$14.21m0.79%
$ 78.8m
Garrett Chase
Senior VP & CFO2yrsUS$7.21m0.020%
$ 2.0m
Girish Chandran
Corporate Chief Technology Officer & Senior VP of Engineering2.5yrsUS$4.01m0.045%
$ 4.5m
Robert Blair
Senior VP9.3yrsUS$3.94m0.016%
$ 1.6m
Craig Miller
Senior VP & President of Viasat Government5.3yrsUS$3.46m0.029%
$ 2.9m
Camellia FitzGerald
Chief Accounting Officerless than a yearsin datos0.0097%
$ 967.9k
Peter Lopez
Investor Relations Officerno datasin datossin datos
Paul Castor
Chief Corporate Counsel & VPno datasin datossin datos
James Dodd
Senior VP & President of Commercial Services6.5yrsUS$2.23m0.036%
$ 3.6m
Benjamin Palmer
President of Commercial4.8yrssin datos0.022%
$ 2.2m
Jason Smith
President of Viasat Global Services2.8yrssin datossin datos
Lisa Curran
Chief Enterprise and Strategy Officerless than a yearsin datos0.015%
$ 1.5m
3.8yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de VSAT se considera experimentado (3.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mark Dankberg
Co-Founder40.3yrsUS$14.21m0.79%
$ 78.8m
Richard Baldridge
Director10yrsUS$427.46k0.040%
$ 4.0m
Shekar Ayyar
Independent Directorless than a yearsin datossin datos
Theresa Wise
Independent Director6.6yrsUS$364.96k0.0080%
$ 796.4k
John Stenbit
Independent Director22.1yrsUS$372.46k0.023%
$ 2.3m
Jinhy Yoon
Independent Directorless than a yearsin datossin datos
Sean Pak
Lead Independent Director8.7yrsUS$384.96k0.014%
$ 1.4m
William LaPlante
Independent Director1.3yrsUS$403.67k0.00073%
$ 72.8k
Michael Paull
Independent Director1.3yrsUS$416.17k0.00073%
$ 72.8k
Barbara Frenkel
Independent Directorless than a yearUS$254.91ksin datos
4.0yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de VSAT se considera experimentada (4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/10 07:22
Precio de las acciones al final del día2026/09/10 00:00
Beneficios2026/06/30
Ingresos anuales2026/03/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
  • Formulario SEC 10-K
  • Formulario SEC 10-Q
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
  • Informes de análisis
  • Blue Matrix
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
  • Datos de mercado ICE
  • Formulario S-1 de la SEC
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
  • Formulario SEC 4
  • Formulario SEC 13D
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
  • Formulario SEC 10-K
  • Formulario SEC DEF 14A
Principales avances10 años
  • Anuncios de empresas
  • Formulario SEC 8-K

* 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 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 20 analistas. 10 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.

AnalistaInstitución
Mathieu RobilliardBarclays
Benjamin HeelanBofA Global Research
Michael CrawfordB. Riley Securities, Inc.

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