VSAT

ViaSatC

Nasdaq / Technology Hardware & Equipment

Quote time unavailable

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$108.00

Analysis reference price unavailable

Analysis 2026-09-06 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$84.00

Analysis reference price unavailable

Analysis 2026-09-06 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$58.00

Analysis reference price unavailable

Analysis 2026-09-06 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-06

AI commentary

The evidence is mixed-positive but not a clean bullish setup: official Q1 materials support backlog, cash flow, guidance, and defense milestones, while reported revenue and EBITDA trends remain weak. The stock was reported down about 13.7% since the prior earnings release, but reliable post-print market-reaction attribution, analyst revisions, options data, and social coverage are unavailable. Confidence is therefore moderate and monitoring-oriented.

RankAlpha Sentiment Codex - 2026-09-06

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Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-09-30eventVS-3 service-entry executionHigh impact

VS-3 F2 and F3 deployment and integration milestones were expected to support service entry around late August to September 2026, with potential benefits for aviation, maritime, government satcom, and multi-orbit capacity. Execution remains a material risk. [#IR-2026-08-04]

2026-11-05eventFY2027 outlook and backlog support remain mixed-positiveHigh impact

Q1 FY2027 results showed improving loss metrics, operating cash flow, backlog growth, and FY2027 guidance for mid-single-digit revenue growth with adjusted EBITDA flat to slightly up, but revenue and EBITDA declined year over year. [#SEC-8K-2026-08-04]

2027-12-31catalystPTS-G defense program expands strategic runwayHigh impact

Viasat selected Rocket Lab to build, launch, and support the GEO satellite bus for its U.S. Space Force PTS-G Swarm 1 award, supporting the defense and national-security pipeline, although revenue timing and execution are not yet established. [#IR-2026-08-17]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-06 • Updated nightlySource: Internal modelMethodology