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JPMorgan lowers ViaSat stock price target to $120 on valuation

JPMorgan reduced its ViaSat (VSAT) price target to $120 from $130, keeping an Overweight rating. The stock trades at $63.95, with targets ranging from $49 to $140. ViaSat's Defense backlog hit $1.4B, and the company expects profitability this year. Recent Q2 results missed EPS and revenue estimates, but cash flow improved. Raymond James lowered its target to $95, citing caution on Communications Services.

Original reporting
investing.com
Published Nov 9, 2026, 11:22 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 9, 2026, 11:31 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$VSAT
Bearish
medium confidence
Mentioned
$VSAT
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$VSATBearishMed
01

Why it matters

Analyst target reduction highlights valuation concerns; the earnings miss reinforces downside risk.

02

Market read

The new target and earnings miss provide fresh material for traders to reassess ViaSat exposure.

03

What to watch

Potential upside from the record $1.4 B defense backlog and upcoming government contracts.

Relevance 7/10Novelty 6/10Timing: today

Background

ViaSat reported a Q2 loss of $0.93 EPS, missing forecasts, while its defense backlog reached a record $1.4 B.

Company-level read

Ticker impact

$VSATBearishMedium confidence
Context

JPMorgan cut its price target for ViaSat to $120 from $130 and noted the recent Q2 earnings miss of -$0.93 EPS versus expectations of -$0.42.

Expected impact

downward pressure as investors price in the lower target

Evidence & confidence

The target cut is a fresh analyst action and the earnings miss provides a concrete catalyst for a near‑term price decline.

Market effects

Sector

The downgrade may weigh on the satellite communications sector as peers face similar valuation scrutiny.

Regional

U.S. market participants may adjust exposure to mid‑cap tech stocks.

Global

Limited to investors tracking U.S. listed communications hardware firms.

Counterpoint

What could challenge this read

Some investors may view the target cut as an overreaction given the strong defense backlog and long‑term growth prospects.

Key entities

  • Analyst
    JPMorgan

    Equity research team that lowered the price target.

  • Company
    ViaSat

    Satellite communications and defense technology provider.

Read at source← All news

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