B+
Bull case
25%
Probability
Target price
$74.00
+0.4% vs current
VSAT
ViaSatBNasdaq / Technology Hardware & Equipment
Last Price
At close
2026-07-21
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$54.00
-26.7% vs current
B-
Bear case
25%
Probability
Target price
$40.00
-45.7% vs current
AI sentiment snapshot
Latest data as of 2026-06-11
Recent news sentiment (30D)
-20.8
Negative
Company
-
Unavailable
Macro
-21.4
Negative
Pulse
+18.0
Positive
Sentiment proxy
+22.7
Score
AI commentary
Recent coverage is dominated by the May 28, 2026 earnings release cycle. Primary company tone was constructive on backlog, DAT growth, fleet expansion, cash generation, and leverage reduction, but secondary earnings coverage in the packet described a revenue/EPS miss versus expectations and negative post-print trading. With no usable social dataset and limited visible analyst revision data, the setup remains mixed and better suited to monitoring than to a high-conviction bullish call.
RankAlpha Sentiment Codex - 2026-06-11
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-09-30eventVS-3 F3 service entry and capacity expansion [#IR-2026-05-28]High impact
The May 28, 2026 shareholder letter said VS-3 F3 launched on April 29, 2026, orbit raising is underway, service entry is anticipated in August or September 2026, and ongoing fleet expansion is expected to roughly triple bandwidth inventory; clean execution would support aviation, maritime, and government satcom growth. [#SEC-8K-2026-05-28] [#IR-2026-05-28]
2026-11-15catalystCommunication Services mix pressure and competition cap near-term upside [#IR-2026-05-28]High impact
Q4 FY2026 Communication Services revenue fell 2% year over year to $810 million, maritime vessels in service declined sequentially and year over year, and management said increased competition should reduce aviation growth in FY2027 even as fixed and residential improve; flat-to-slightly-up FY2027 adjusted EBITDA guidance leaves limited room for error. [#IR-2026-05-28]
2027-03-31catalystDAT backlog conversion and FY2027 segment growth [#IR-2026-05-28]High impact
Viasat reported record fiscal 2026 awards of $4.9 billion, record backlog of $4.1 billion, DAT backlog growth of 23% year over year, and FY2027 DAT revenue growth expected in the mid-teens, driven by information security, cyber defense, space and mission systems, and tactical networking. [#IR-2026-05-28]
Recommendation
N/A
No formal recommendation provided.
As of 2026-06-11 • Updated nightlySource: Internal modelMethodology