VIASAT INC
In the published model solve dated 2026-Q2, anchored at $81.12, VIASAT INC (VSAT) is priced for today's economics sustained for ~20.4 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Viasat runs two businesses under one ticker, a satellite communications arm and a defense and advanced technologies arm; the 10-K reports it ⟦"in two separate segments consisting of communication services and defense and advanced technologies."⟧ • The defining risk is the balance sheet: net debt sits near $4.7 billion against trailing operating income that barely clears interest, and the share count has grown at a double-digit pace, so equity holders sit behind a large creditor stack. • What t
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382 institutional managers reported holding VSAT in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 54%. 81 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 10.9M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (3.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
VSAT's share count grew 89.7% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at VSAT over the trailing three years: 2024: 2 buys totaling $820k. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
VSAT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | +1.9% | -43.9% |
| 2023-11-10 | +7.7% | +29.5% |
| 2024-02-10 | -14.8% | -18.8% |
| 2024-05-30 | -18.8% | +13.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
VSAT's latest 8-K filings: 2026-08-04 (items 2.02, 9.01); 2026-05-28 (items 2.02, 9.01); 2026-05-07 (items 1.01, 5.02, 7.01, 9.01); 2026-02-05 (items 2.02, 9.01); 2026-01-26 (items 1.01, 2.03, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.