Viasat Secures $437.7 Million Satellite Contract
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 42 minutes ago
0mins
Source: stocktwits
- Contract Approval: Viasat, in partnership with Intelsat General Communications, has secured a $437.7 million satellite procurement contract expected to be completed by March 19, 2029, significantly enhancing its market position in defense and advanced space technologies.
- Stock Price Surge: Following the contract win from the Department of War, Viasat's share price jumped 5.4% on Friday and extended gains by 1% in after-hours trading, reflecting strong investor interest in space-related stocks, particularly ahead of the SpaceX IPO.
- Analyst Ratings: According to Koyfin, seven out of nine analysts rate Viasat as a ‘buy’, one as ‘hold’, and one as ‘sell’, indicating a generally optimistic outlook on the company's future performance in the market.
- Earnings Expectations: Viasat is set to release its fourth quarter and fiscal year 2026 financial results on May 28, 2026, with analysts forecasting revenue of $1.2 billion and earnings of $0.32 per share, despite missing revenue estimates in the previous two quarters.
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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: 70.760
Low
36.00
Averages
43.80
High
52.00
Current: 70.760
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.
Viasat to Release Q4 and FY 2026 Financial Results
- Earnings Release Schedule: Viasat will announce its fourth quarter and fiscal year 2026 financial results on May 28, 2026, after market close, providing detailed information through a letter to shareholders to ensure timely access to performance data for investors.
- Conference Call Details: The company will host a conference call and webcast on the same day at 2:30 PM Pacific Time (5:30 PM Eastern Time) to discuss the financial results, allowing investors to dial in at (800) 715-9871, enhancing engagement with shareholders.
- Webcast Replay Availability: Following the conference call, a replay of the webcast will be archived immediately, enabling investors who cannot participate live to review the information, thereby improving transparency and communication efficiency with shareholders.
- Global Communication Vision: Viasat is committed to building a global communications network that provides high-quality, reliable, and secure connections, particularly after completing its acquisition of Inmarsat, which further strengthens its competitive position and service capabilities in the global market.
See More
Viasat and Intelsat Secure $437.7M Contract for Satellite Program
- Significant Contract Value: Viasat and Intelsat General Communications announced a combined firm-fixed-price contract worth $437.7 million for space vehicles under the Protected Tactical Satellite–Global program, indicating strong demand in the defense sector.
- Project Timeline: The work will be conducted at the contractors' respective facilities, with completion expected by March 19, 2029, providing ample time for research and testing to ensure successful project delivery.
- Funding Allocation: At the time of the award, approximately $150 million in fiscal 2026 research, development, test, and evaluation funds will be allocated, which not only secures financial backing for the project but also underscores the government's commitment to its success.
- Positive Stock Reaction: Following the contract announcement, Viasat's stock rose by 5% to close at $74.56, reflecting market optimism regarding the company's growth potential and enhancing investor confidence in its business outlook.
See More
Viasat Secures $437.7 Million Satellite Contract
- Contract Approval: Viasat, in partnership with Intelsat General Communications, has secured a $437.7 million satellite procurement contract expected to be completed by March 19, 2029, significantly enhancing its market position in defense and advanced space technologies.
- Stock Price Surge: Following the contract win from the Department of War, Viasat's share price jumped 5.4% on Friday and extended gains by 1% in after-hours trading, reflecting strong investor interest in space-related stocks, particularly ahead of the SpaceX IPO.
- Analyst Ratings: According to Koyfin, seven out of nine analysts rate Viasat as a ‘buy’, one as ‘hold’, and one as ‘sell’, indicating a generally optimistic outlook on the company's future performance in the market.
- Earnings Expectations: Viasat is set to release its fourth quarter and fiscal year 2026 financial results on May 28, 2026, with analysts forecasting revenue of $1.2 billion and earnings of $0.32 per share, despite missing revenue estimates in the previous two quarters.
See More
Surge in Space ETFs Captivates Retail Investors
- Investor Enthusiasm: According to Vanda's report, retail investors are purchasing space-related funds at the fastest rate since 2021, with the Procure Space ETF (UFO) emerging as the standout favorite, indicating strong market interest in the space economy.
- Significant Capital Inflow: Over the past month, space-focused ETFs have attracted $1.3 billion in new capital, raising the total assets under management in this sector to $3.3 billion, reflecting investor optimism about the future of the space economy.
- Redwire's Strong Performance: Redwire (RDW) saw net buying of over $25 million this week, hitting record highs and gaining for the third consecutive week, indicating strong market interest in the company, especially with SpaceX's upcoming IPO.
- Emerging Products: Since the launch of UFO in 2019, six new ETFs have joined the space economy bandwagon, with the Tema Space Innovators ETF (NASA) accumulating over $1.27 billion in assets within seven weeks of its launch, showcasing investor enthusiasm for the burgeoning space market.
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- Industry Transformation: The impending SpaceX IPO is set to raise up to $75 billion at a $1.75 trillion valuation, marking a historic event that will mainstream the space sector as an investable area, thereby boosting related ETFs.
- Strategic Partnership: Starfighters Space has signed a Memorandum of Understanding with Mu-G Technologies in response to NASA's Request for Information for microgravity services, planning modifications and testing in Texas to fill a gap in U.S. capabilities.
- Technological Edge: By modifying the Falcon 50 aircraft, Starfighters will offer microgravity, reduced gravity, and hypergravity testing, catering to the needs of pharmaceutical, biotech, and materials science sectors, enhancing its competitive position in the market.
- Market Outlook: Starfighters is already collaborating with blue-chip clients like Lockheed Martin, and under CEO Tim Franta's leadership, the company is actively pursuing NASA-defined commercial microgravity capabilities, which is expected to attract more investor interest.
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Starfighters Space Partners with NASA to Revitalize Microgravity Capabilities
- IPO Catalyst: SpaceX's upcoming Nasdaq listing aims to raise up to $75 billion at a $1.75 trillion valuation, reshaping the entire space sector's valuation landscape and attracting increased investor interest in related companies.
- Strategic Partnership: Starfighters Space has signed a Memorandum of Understanding with Mu-G Technologies in response to NASA's request for microgravity services, planning modifications and testing in Texas to fill the gap in U.S. capabilities, thereby enhancing its market competitiveness.
- Diverse Flight Environments: Under the MOU, Starfighters will utilize the Falcon 50 aircraft to provide microgravity, reduced gravity, and hypergravity testing, combined with the supersonic capabilities of its F-104 aircraft, addressing NASA's demand for novel flight platforms and advancing commercial microgravity research.
- Industry Leadership: Starfighters already serves blue-chip clients like Lockheed Martin and the U.S. Air Force, and under CEO Tim Franta's leadership, the company is actively expanding its aerospace operations, which is expected to further enhance its market share and revenue.
See More
Viasat to Release Q4 and FY 2026 Financial Results
- Earnings Release Schedule: Viasat will announce its fourth quarter and fiscal year 2026 financial results on May 28, 2026, after market close, providing detailed information through a letter to shareholders to ensure timely access to performance data for investors.
- Conference Call Details: The company will host a conference call and webcast on the same day at 2:30 PM Pacific Time (5:30 PM Eastern Time) to discuss the financial results, allowing investors to dial in at (800) 715-9871, enhancing engagement with shareholders.
- Webcast Replay Availability: Following the conference call, a replay of the webcast will be archived immediately, enabling investors who cannot participate live to review the information, thereby improving transparency and communication efficiency with shareholders.
- Global Communication Vision: Viasat is committed to building a global communications network that provides high-quality, reliable, and secure connections, particularly after completing its acquisition of Inmarsat, which further strengthens its competitive position and service capabilities in the global market.
See More
Viasat and Intelsat Secure $437.7M Contract for Satellite Program
- Significant Contract Value: Viasat and Intelsat General Communications announced a combined firm-fixed-price contract worth $437.7 million for space vehicles under the Protected Tactical Satellite–Global program, indicating strong demand in the defense sector.
- Project Timeline: The work will be conducted at the contractors' respective facilities, with completion expected by March 19, 2029, providing ample time for research and testing to ensure successful project delivery.
- Funding Allocation: At the time of the award, approximately $150 million in fiscal 2026 research, development, test, and evaluation funds will be allocated, which not only secures financial backing for the project but also underscores the government's commitment to its success.
- Positive Stock Reaction: Following the contract announcement, Viasat's stock rose by 5% to close at $74.56, reflecting market optimism regarding the company's growth potential and enhancing investor confidence in its business outlook.
See More
Viasat Secures $437.7 Million Satellite Contract
- Contract Approval: Viasat, in partnership with Intelsat General Communications, has secured a $437.7 million satellite procurement contract expected to be completed by March 19, 2029, significantly enhancing its market position in defense and advanced space technologies.
- Stock Price Surge: Following the contract win from the Department of War, Viasat's share price jumped 5.4% on Friday and extended gains by 1% in after-hours trading, reflecting strong investor interest in space-related stocks, particularly ahead of the SpaceX IPO.
- Analyst Ratings: According to Koyfin, seven out of nine analysts rate Viasat as a ‘buy’, one as ‘hold’, and one as ‘sell’, indicating a generally optimistic outlook on the company's future performance in the market.
- Earnings Expectations: Viasat is set to release its fourth quarter and fiscal year 2026 financial results on May 28, 2026, with analysts forecasting revenue of $1.2 billion and earnings of $0.32 per share, despite missing revenue estimates in the previous two quarters.
See More
Surge in Space ETFs Captivates Retail Investors
- Investor Enthusiasm: According to Vanda's report, retail investors are purchasing space-related funds at the fastest rate since 2021, with the Procure Space ETF (UFO) emerging as the standout favorite, indicating strong market interest in the space economy.
- Significant Capital Inflow: Over the past month, space-focused ETFs have attracted $1.3 billion in new capital, raising the total assets under management in this sector to $3.3 billion, reflecting investor optimism about the future of the space economy.
- Redwire's Strong Performance: Redwire (RDW) saw net buying of over $25 million this week, hitting record highs and gaining for the third consecutive week, indicating strong market interest in the company, especially with SpaceX's upcoming IPO.
- Emerging Products: Since the launch of UFO in 2019, six new ETFs have joined the space economy bandwagon, with the Tema Space Innovators ETF (NASA) accumulating over $1.27 billion in assets within seven weeks of its launch, showcasing investor enthusiasm for the burgeoning space market.
See More
Starfighters Space Partners with NASA to Advance Microgravity Capabilities
- Industry Transformation: The impending SpaceX IPO is set to raise up to $75 billion at a $1.75 trillion valuation, marking a historic event that will mainstream the space sector as an investable area, thereby boosting related ETFs.
- Strategic Partnership: Starfighters Space has signed a Memorandum of Understanding with Mu-G Technologies in response to NASA's Request for Information for microgravity services, planning modifications and testing in Texas to fill a gap in U.S. capabilities.
- Technological Edge: By modifying the Falcon 50 aircraft, Starfighters will offer microgravity, reduced gravity, and hypergravity testing, catering to the needs of pharmaceutical, biotech, and materials science sectors, enhancing its competitive position in the market.
- Market Outlook: Starfighters is already collaborating with blue-chip clients like Lockheed Martin, and under CEO Tim Franta's leadership, the company is actively pursuing NASA-defined commercial microgravity capabilities, which is expected to attract more investor interest.
See More
Starfighters Space Partners with NASA to Revitalize Microgravity Capabilities
- IPO Catalyst: SpaceX's upcoming Nasdaq listing aims to raise up to $75 billion at a $1.75 trillion valuation, reshaping the entire space sector's valuation landscape and attracting increased investor interest in related companies.
- Strategic Partnership: Starfighters Space has signed a Memorandum of Understanding with Mu-G Technologies in response to NASA's request for microgravity services, planning modifications and testing in Texas to fill the gap in U.S. capabilities, thereby enhancing its market competitiveness.
- Diverse Flight Environments: Under the MOU, Starfighters will utilize the Falcon 50 aircraft to provide microgravity, reduced gravity, and hypergravity testing, combined with the supersonic capabilities of its F-104 aircraft, addressing NASA's demand for novel flight platforms and advancing commercial microgravity research.
- Industry Leadership: Starfighters already serves blue-chip clients like Lockheed Martin and the U.S. Air Force, and under CEO Tim Franta's leadership, the company is actively expanding its aerospace operations, which is expected to further enhance its market share and revenue.
See More
