Viasat（VSAT）株式概要
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VSAT Community Fair Values
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Analyst Price Targets
Viasat, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$61.50 |
| 52週高値 | US$89.79 |
| 52週安値 | US$10.31 |
| ベータ | 1.72 |
| 1ヶ月の変化 | -15.83% |
| 3ヶ月変化 | 32.23% |
| 1年変化 | 460.11% |
| 3年間の変化 | 48.30% |
| 5年間の変化 | 26.99% |
| IPOからの変化 | 1,266.67% |
最新ニュース
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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
新しいナラティブ • 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 Alpha株主還元
| VSAT | US Communications | US 市場 | |
|---|---|---|---|
| 7D | -11.7% | -9.2% | -4.1% |
| 1Y | 460.1% | 86.9% | 20.6% |
業界別リターン: VSAT過去 1 年間で86.9 % の収益を上げたUS Communications業界を上回りました。
リターン対市場: VSAT過去 1 年間で20.6 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: VSAT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VSATの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1986 | 7,000 | Mark Dankberg | www.viasat.com |
米国内外でブロードバンドおよび通信製品・サービスを提供。通信サービス部門、防衛・先端技術部門に分かれる。衛星ベースのブロードバンドおよびナローバンド通信ソリューション、ブロードバンドインターネットアクセスおよびボイスオーバーインターネットプロトコルを含むブロードバンドサービス、固定およびモバイルブロードバンドおよびナローバンドサービス、衛星、ワイヤレス製品および端末の開発・販売、静止軌道、中軌道、低軌道向けの宇宙システムソリューションの設計・開発・製造を行っている。また、機内接続、ナローバンド安全運用データ、その他の補完サービス、軍事・政府向けマルチメディア接続、戦術・見通し外通信、情報監視・偵察、Lバンド高度通信エレメント端末、企業向け接続ソリューション、Internet-of-Things、Lバンドマネージド、エネルギー、プリペイドインターネットサービスも提供している。さらに、ネットワーキング、サイバーセキュリティ、情報保証の製品とサービス、高保証インターネットプロトコル暗号化ソリューション、MOJO遠征戦術ゲートウェイ、政府衛星通信システム、モバイルおよび固定ブロードバンドモデム、地上および空中端末、アンテナおよびゲートウェイ、Kaバンド地球局、その他のマルチバンド/多機能アンテナ、マンパック、航空機、無人航空機、海上船舶、地上移動体、宇宙ベースシステム、固定アプリケーションの設計製品も提供している。さらに、GEO、LEO、MEO衛星、ペイロード、アンテナ技術、その他の小型衛星プラットフォームの設計・開発、商用通信衛星製品、ソブリンおよびマルチ軌道ソリューションのオーケストレーション、ダイレクト・ツー・デバイスの開発、知的財産のライセンス供与も行っている。バイアサート・インクは1986年に設立され、カリフォルニア州カールスバッドに本社を置いている。
Viasat, Inc. 基礎のまとめ
| VSAT 基礎統計学 | |
|---|---|
| 時価総額 | US$8.73b |
| 収益（TTM） | -US$34.09m |
| 売上高(TTM) | US$4.64b |
1.8x
P/Sレシオ-246.4x
PER（株価収益率VSAT は割高か？
公正価値と評価分析を参照収益と収入
| VSAT 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.64b |
| 売上原価 | US$3.11b |
| 売上総利益 | US$1.53b |
| その他の費用 | US$1.57b |
| 収益 | -US$34.09m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.25 |
| グロス・マージン | 33.04% |
| 純利益率 | -0.73% |
| 有利子負債／自己資本比率 | 133.4% |
VSAT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/10 04:18 |
| 終値 | 2026/06/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Viasat, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19
| アナリスト | 機関 |
|---|---|
| Mathieu Robilliard | Barclays |
| Benjamin Heelan | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |