Financial Performance Analysis of Viasat and EchoStar
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 23 2026
0mins
Should l Buy VSAT?
Source: Fool
- Viasat Revenue Stability: Viasat reported $1.2 billion in revenue for Q4 2025, with a net income margin of approximately 2%, indicating its competitive strength in global fixed broadband services and commercial in-flight entertainment networking despite modest profitability.
- EchoStar Revenue Decline: EchoStar's revenue for Q4 2025 was $4.0 billion, but it faced a -21% EBIT margin primarily due to a channel carriage dispute, highlighting significant challenges in its broadcasting sector operations.
- Intensifying Industry Competition: While Viasat's annual revenue has increased by nearly 6% and EchoStar's has declined by about 12%, both companies have seen their stocks rise significantly, with Viasat up 76% and EchoStar soaring 604% over the past three years, reflecting strong market demand for satellite connectivity.
- Future Threats: SpaceX's satellite broadband services pose a competitive threat to both Viasat and EchoStar, as both companies have requested the FCC to reject Starlink upgrades, indicating increasing competitive pressures within the industry.
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Analyst Views on VSAT
Wall Street analysts forecast VSAT stock price to fall
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 66.330
Low
36.00
Averages
43.80
High
52.00
Current: 66.330
Low
36.00
Averages
43.80
High
52.00
About VSAT
Viasat, Inc. is a global communications company. Its segments include communication services and defense and advanced technologies. The communication services segment provides a wide range of broadband and narrowband communications solutions across government and commercial mobility markets, as well as for residential and enterprise fixed broadband customers. In addition, this segment includes the development and sale of a wide array of advanced satellite and wireless products and terminals that support or enable the provision of fixed and mobile broadband and narrowband services. The defense and advanced technologies segment develops and offers a diverse array of vertically integrated solutions to government and commercial customers, leveraging its core technical competencies in encryption, cybersecurity, tactical gateways, modems and waveforms. Its services are designed to provide customers with the capacity density, market access, speed, bandwidth and responsiveness they need.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Target Price Distribution: Among analysts covered by Zacks, Viasat's average target price is $60.57 with a standard deviation of $17.319, indicating significant variance in analysts' outlooks for the stock's future performance.
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- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable insights for investors, helping to assess market trends and potential buy or sell opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the fund's liquidity and market performance.
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- High-Frequency Contracts: Notably, the $212.50 strike call option expiring on April 29, 2026, saw 211,249 contracts traded today, equating to about 21.1 million shares, reflecting investor expectations for a price increase in NVIDIA.
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- Put Option Trading: The $40 strike put option expiring on September 18, 2026, recorded a trading volume of 7,601 contracts, approximately 760,100 shares, indicating investor concerns regarding potential price declines for Viasat.
See More
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- Stock Price Decline: AST SpaceMobile's shares have dropped 8% this week, closing at $78.75 on Thursday, reflecting cautious investor sentiment in response to the FCC ruling, particularly as competition with SpaceX and Amazon intensifies.
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