VIASAT INC
In the published model solve dated 2026-Q2, anchored at $73.01, VIASAT INC (VSAT) is priced for today's economics sustained for ~19.4 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: 2026-09-04 (items 5.07, 9.01); 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).
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.