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VSAT

ViaSat Inc. Common Stock (VSAT) fair value

Technology · Communication Equipment · NASDAQ · United States
$61.47+4.19%
Market cap $8.5BNext earnings 2026-11-06Updated Oct 21, 2026
Add earnings to calendarGoogle
Our verdict
Trades 18% above our fair value
Price
$61.47
Model fair valueConfidence: medium
$52.13
Only one of our models could value this stock with confidence, so use it as a guide.
Not used by alerts or posts.
Valued as a cyclical company: P/E comparison, EV/EBITDA comparison, and Discounted cash flow.
ACCE opinionViaSat Inc. Common Stock (VSAT)
Fair value (2 models)
Not available
ACCE price target
$61.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Price used: $61.47 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, EV/EBITDA comparison, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
47
out of 100
Analysts
82% buy
11 covering
1-year return
+64.6%
Dividend yield
0.00%

ViaSat Inc. Common Stock in four questions

Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

ViaSat builds satellite broadband terminals, ground network equipment and the government and defense communications systems that sit on top of them, and it runs its own satellite fleet. The bull case rests on the installed base and the push into defense and multi-orbit services, where the company can sell capacity across geostationary and low-earth-orbit networks rather than just hardware. Revenue is shrinking slightly (-1.2%), margins are thin (4.4% operating), and return on equity is near zero, so the earnings base is not yet doing much for shareholders. At 144.9 times forward earnings the market is pricing in a sharp recovery in profitability, which makes this a name to examine closely for evidence of margin inflection rather than one to assume it. The composite score of 53/100 reflects that split between a strategically relevant franchise and weak current financial returns.

AI-assisted·How I use AIWritten Oct 18, 2026
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
  • high
    Revenue shrinking year on year
    Revenue fell 1.2% year on year even though the 5-year revenue CAGR is 19.3%, so the top line has turned negative after a long run of growth.
  • high
    Score down sharply in 90 days
    The ACCE score dropped 12 points, from 59 to 47, over the last 90 days, with the quality sub-score at 38 and value at 46.
  • moderate
    Thin margins and high leverage
    Operating margin is 4.4% and net margin is -0.6%, while debt to equity sits at 1.49, leaving little cushion if sales keep slipping.
  • moderate
    Short interest elevated
    Short interest is 10.1% of shares, a meaningful bet against the stock that could add volatility around any negative news.

AI research notes

AI-assisted·How I use AIWritten Oct 19, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Free cash flow over the last twelve months reached $597M, a real cash return that the reported net loss does not show.
  • Revenue grew 19.3% a year on average over five years, showing the business has expanded substantially before this year's slowdown.
Why it could disappoint
  • Revenue fell 1.2% year over year and the company still reports a net loss, so growth has stalled.
  • At a forward P/E of 144.9x, the stock trades far above the sector median of 29.1x, leaving little room for error.
  • Returns are negligible, with return on equity at 0.2% and return on invested capital at -0.2%, while debt to equity sits at 1.49.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 6, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Ask ACCE

Valuation

INVESTOR
Where VSAT's valuation models land
Price
$61.47
Model fair valueConfidence: medium
$52.13
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
P/E comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish82% buy · 11 covering analysts
● Strong buy 6● Buy 3● Hold 2● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
0 buys · 2 sells
Since Aug 28, 2026, 1 member
Average delay
4 days
From trade to public filing
Full trade list on ProDo politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+4.5%
1 month
-16.6%
3 months
-14.3%
6 months
-0.8%
YTD
+78.4%
1 year
+64.6%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
10 Oct 2026, 00:00 CESTACCE price target$61.00first publication$67.41
19 Aug 2026, 00:00 CESTFair value$124$122$83.06
14 Aug 2026, 00:00 CESTFair value$122$120$86.91
16 Jul 2026, 00:00 CESTFair value$120$124$69.96
1 Jul 2026, 00:00 CESTFair value$124first publication$87.00

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth43Value46Quality38Momentum61Total47
Valuation
Trailing P/E
no data
Forward P/E
368.8x
PEG
no data
P/B
2.19x
EV / Revenue
3.3x
Book value/sh
$33.68
Enterprise value
$15.3B
Profitability
ROE
0.2%
FCF yield
6.93%
ROIC
-0.2%
Health and risk
Debt / equity
1.49
Dividend yield
0.00%
Beta
1.76

Member of

ACCE Space Economy

Price

+61.3% · 1Y

Ask anything about VSAT

Answered from ViaSat Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
ROEbetter than 50% of peers
low -46%0%high 19%
Div yieldbetter than 67% of peers
low 0.0%0.0%high 1.0%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
VSAT ViaSat Inc. Common Stock$61.47---0.2%3847
VIAV Viavi Solutions Inc. Common Stock$30.30----2.7%5260
AAOI Applied Optoelectronics Inc. Common Stock$68.07----5.5%3941
2018.HK AAC Technologies Holdings Inc.HK$34.82HK$5132% below14.1x10.7%5153
ASTS AST SpaceMobile Inc. Class A Common Stock$38.77----45.6%3030
BDC Belden Inc Common Stock$103.46$12618% below16.9x18.6%6457
ZBRA Zebra Technologies Corporation Class A Common Stock$384.16$21380% above35.4x15.3%7274

Sector report card

Where VSAT ranks against its sector peers on each metric.

Computing percentiles…
  • GlobeNewswire•Sep 23, 2026
    Viasat Wins First Task Order Award as part of $307 Million Ceiling U.S. Marine Corps Enterprise Services Contract for Multi-Orbit Connectivity
  • GlobeNewswire•Sep 17, 2026
    ViaSat-3 F2 Enters Service, Expanding Capacity and Enabling Growth Across the Americas
  • GlobeNewswire•Sep 14, 2026
    Space42 and Viasat Sign Binding Agreement to co-found Equatys, Creating the First Shared Space and Ground Infrastructure Platform for Global Direct-to-Device and Advanced MSS Connectivity
4 more press releases · full archive on Investor+.INVESTOR
40 filings
October 2026
Oct 13
Form 4Insider transactionPeriod 2026-10-09
View on SEC →
Oct 13
Form 4Insider transactionPeriod 2026-10-09
View on SEC →
Oct 13
Form 4Insider transactionPeriod 2026-10-09
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR