$VSAT

Viasat (VSAT) shares fell about 5% on Aug. 13, 2026, with no clear new company-specific negative news cited. The article links the move to digestion of Viasat’s latest quarterly results, which showed modest fiscal Q4 2026 revenue growth, slightly lower adjusted EBITDA, ongoing declines in fixed residential and maritime, and competition risks to aviation growth. It also notes insider sales and mixed institutional flows.

SpaceX CEO Elon Musk said at a town hall that Starlink could expand from about 11,000 satellites to 100,000 with Starlink V3 and beyond, aiming to rebuild internet service in space. The article contrasts rivals AST SpaceMobile (Q2 revenue $31.52M, $125.9M loss) and Viasat (fixed broadband -27% YoY) and cites AT&T, Verizon, and T-Mobile strategies. SemiAnalysis estimates $31B-$48B annualized SpaceX inference revenue.

Viasat (VSAT) Q1 2027 earnings call highlights include record new awards and backlog in the Defense and Advanced Technology segment, including winning the next phase of the Protected Tactical SATCOM-Global program. The company reported positive free cash flow of $72 million, up 19%, and government SATCOM services revenue up 10% year over year.

BALDRIDGE RICHARD A sold 223,542 indirectly-held shares of VIASAT INC (VSAT) at an average of $80.62 ($80.35–$81.34, $18.02M total) across 3 trades on 2026-08-07.

Blair Robert James (SVP, General Counsel) sold 27,064 shares of VIASAT INC (VSAT) at $79.76 ($2.16M total) on 2026-08-07.

Viasat said it completed initial deliveries of its MOJO Next tactical maneuver gateway systems to the US Air Force, after USAF Air Mobility Command issued an urgent operational task order in July. Viasat said the roll-on, roll-off Link 16 command and control capability supports mobility aircraft with C2 and situational awareness. Funding came from a sole-source IDIQ contract, according to Viasat.

Morgan Stanley said ViaSat’s “Spectrum Value” is a key driver of the company’s valuation. The firm adjusted its ViaSat price target to $95 from $51 while keeping an Equalweight rating, according to the report. ViaSat shares were up 5.53% on Aug. 10.

The article says Viasat plans an Equatys joint venture with Space42, which could delay or complicate spectrum sales or leases. It notes competitive pressure from low-Earth-orbit satellite providers and uncertainty in parts of Viasat’s defense technology. It highlights Morgan Stanley’s $42-per-share spectrum estimate, implying valuation depends heavily on monetization timing and terms.

Morgan Stanley raised its ViaSat price target to $95 from $51 and kept an Equalweight rating, according to the note cited in the article. The update matters for traders because it signals a change in expected valuation while maintaining a neutral stance on the stock.

Simply Wall St reports Viasat, Inc. (VSAT) posted Q1 2027 results for the period ended June 30, 2026. Revenue fell to $1,156.54 million from $1,171.05 million, while net loss narrowed to $51.74 million from $56.43 million. Diluted loss per share from continuing operations improved to $0.38 from $0.43. The article links the narrower loss to cost control and discusses catalysts and risks.