How the Scheduled ViaSat-3 F2 Launch Has Changed the Investment Story at Viasat (VSAT)

• Viasat announced that its ViaSat-3 F2 satellite is scheduled to launch aboard a ULA Atlas V551 from Cape Canaveral in the second half of October 2025, designed to boost capacity and performance for commercial and defense customers.
• This advancement is expected to materially expand Viasat's global satellite network and address the rising demand for resilient, high-bandwidth connectivity across multiple sectors.
• We'll explore how the scheduled ViaSat-3 F2 launch could impact Viasat's growth outlook and multi-orbit network strategy.

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Viasat Investment Narrative Recap

To be a shareholder in Viasat today, you need conviction in the growing global demand for advanced satellite connectivity, especially as emerging markets and defense clients require secure, high-capacity solutions. The upcoming ViaSat-3 F2 launch is positioned as the most visible near-term catalyst, potentially expanding Viasat's addressable market and strengthening its global network, but given the company's ongoing challenges with heavy capital expenditures and continuing operating losses, the immediate impact on overall financial risk may not be material until in-service. Among Viasat's latest announcements, the recent $252 million SouthPAN expansion contract highlights the company's momentum in securing recurring government and infrastructure revenues. While new projects like ViaSat-3 F2 and contract wins can help offset margin pressures, the balance between investing for the future and achieving near-term financial stability remains a central challenge. However, investors should be aware that even as capacity builds, the risk of large capital outlays and related debt persists if...

Read the full narrative on Viasat (it's free!)

Viasat's narrative projects $5.0 billion revenue and $534.2 million earnings by 2028. This requires 2.9% yearly revenue growth and a $1.13 billion increase in earnings from -$598.5 million.

Uncover how Viasat's forecasts yield a $24.29 fair value, a 21% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have fair value estimates for Viasat ranging from US$8.40 to US$112.88, based on seven different analyses. With company forecasts still pointing to ongoing operating losses and slow revenue growth, make sure to consider several points of view on future performance.

Explore 7 other fair value estimates on Viasat - why the stock might be worth over 3x more than the current price!

Build Your Own Viasat Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Viasat research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Viasat research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Viasat's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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