Viasat, Inc.

NasdaqGS:VSAT Stok Raporu

Piyasa değeri: US$8.8b

Viasat Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Viasat kazanç ve gelirin sırasıyla yıllık 20.7% ve 4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 24.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde -1.6% olacağı tahmin edilmektedir.

Anahtar bilgiler

20.7%

Kazanç büyüme oranı

24.27%

EPS büyüme oranı

Communications kazanç büyümesi22.5%
Gelir büyüme oranı4.0%
Gelecekteki özkaynak getirisi-1.60%
Analist kapsamı

Good

Son güncelleme28 Apr 2026

Gelecekteki son büyüme güncellemeleri

US$36.25 - That's What Analysts Think Viasat, Inc. (NASDAQ:VSAT) Is Worth After These Results

Nov 14
US$36.25 - That's What Analysts Think Viasat, Inc. (NASDAQ:VSAT) Is Worth After These Results

Recent updates

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.

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.

Viasat: Riding The Space Hype, But The Fundamentals Suggest Caution

Apr 08

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.

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.

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.

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.

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.

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.

Viasat, Inc. (NASDAQ:VSAT) Held Back By Insufficient Growth Even After Shares Climb 28%

Jan 16
Viasat, Inc. (NASDAQ:VSAT) Held Back By Insufficient Growth Even After Shares Climb 28%

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).

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.

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.

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.

US$36.25 - That's What Analysts Think Viasat, Inc. (NASDAQ:VSAT) Is Worth After These Results

Nov 14
US$36.25 - That's What Analysts Think Viasat, Inc. (NASDAQ:VSAT) Is Worth After These Results

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.

There's No Escaping Viasat, Inc.'s (NASDAQ:VSAT) Muted Revenues Despite A 33% Share Price Rise

Oct 31
There's No Escaping Viasat, Inc.'s (NASDAQ:VSAT) Muted Revenues Despite A 33% Share Price Rise

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.

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.

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.

Viasat, Inc.'s (NASDAQ:VSAT) Price Is Right But Growth Is Lacking After Shares Rocket 33%

Jun 20
Viasat, Inc.'s (NASDAQ:VSAT) Price Is Right But Growth Is Lacking After Shares Rocket 33%

Viasat After Inmarsat - Moving Beyond Breakeven

Apr 25
User avatar

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.

Viasat: Competition And Debt Creating Asymmetric Payoff

Feb 11

What To Do After Viasat Stock Soared

Jan 27

Viasat: Best To Stay On The Sidelines

Oct 22

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:VSAT - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/20295,078-80N/AN/A1
3/31/20285,136-180555N/A4
3/31/20274,833-2574171,3168
3/31/20264,666-1373201,3918
12/31/20254,616-3396241,566N/A
9/30/20254,583-5221471,059N/A
6/30/20254,564-598881,016N/A
3/31/20254,520-575-122908N/A
12/31/20244,523-419-319842N/A
9/30/20244,527-385-573756N/A
6/30/20244,630-1,014-730736N/A
3/31/20244,284-1,058-851688N/A
12/31/20233,800-1,030-969506N/A
9/30/20233,323-952-888462N/A
6/30/20232,761-255-836432N/A
3/31/20232,556-218-796368N/A
12/31/20222,497-209-692437N/A
9/30/20222,471-196-564506N/A
6/30/20222,421-147-520480N/A
3/31/20222,417-115-485506N/A
12/31/20212,406-54-338556N/A
9/30/20212,357-14-279621N/A
6/30/20212,2969-281635N/A
3/31/20211,921-80-158727N/A
12/31/20202,252-2-165701N/A
9/30/20202,265-2-269587N/A
6/30/20202,303-1-255547N/A
3/31/20202,3090-324437N/A
12/31/20192,2751-354406N/A
9/30/20192,241-16N/A400N/A
6/30/20192,166-45N/A320N/A
3/31/20192,068-68N/A328N/A
12/31/20181,951-90N/A291N/A
9/30/20181,778-104N/A284N/A
6/30/20181,653-92N/A259N/A
3/31/20181,595-67N/A359N/A
12/31/20171,571-41N/A381N/A
9/30/20171,570-12N/A405N/A
6/30/20171,57613N/A503N/A
3/31/20171,55924N/A411N/A
12/31/20161,51522N/A390N/A
9/30/20161,48227N/A381N/A
6/30/20161,43621N/A341N/A
3/31/20161,41722N/A297N/A
12/31/20151,41025N/A298N/A
9/30/20151,40230N/A299N/A
6/30/20151,40749N/A321N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: VSAT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Kazançlar ve Piyasa: VSAT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Yüksek Büyüme Kazançları: VSAT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Gelir ve Pazar: VSAT şirketinin gelirinin (yıllık 4% ) US pazarından (yıllık 11.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: VSAT şirketinin gelirinin (yıllık 4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: VSAT 3 yıl içinde kârsız olması bekleniyor.


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/03 08:36
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Viasat, Inc. 21 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Mathieu RobilliardBarclays
Benjamin HeelanBofA Global Research
Benjamin HeelanBofA Global Research