Viasat Stock Surges 24% Following Analyst Upgrade
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 06 2026
0mins
Source: Fool
Viasat Inc's stock surged by 12.53% as it reached a 20-day high, reflecting strong investor interest.
The significant price movement follows an analyst upgrade from Horan, who assigned an 'Outperform' rating and set a price target of $140, highlighting the value of Viasat's spectrum holdings, estimated at around $15 billion. This positive outlook, combined with broader excitement in the satellite sector due to Rocket Lab's acquisition of Iridium, has contributed to the stock's impressive performance.
The implications of this upgrade are substantial, as it not only boosts investor confidence but also positions Viasat favorably in a competitive market, especially following its recent contract with the U.S. Space Force and the successful launch of the ViaSat-3 F3 satellite.
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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: 83.800
Low
36.00
Averages
43.80
High
52.00
Current: 83.800
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 develop and offers a diverse array of resilient, vertically integrated solutions to government and commercial customers, leveraging its core technical competencies in encryption, cybersecurity, tactical gateways, modems and waveforms.
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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- Positive Market Reaction: Following the announcement, Rocket Lab's stock surged 16% to $98.01, with analysts generally bullish; Roth Capital raised its price target to $130, indicating a 33% upside, reflecting optimism about the company's future prospects.
- Far-reaching Industry Impact: This acquisition allows Rocket Lab to integrate its launch capabilities with Iridium's global satellite communications network, positioning it as a “self-launching company” and strengthening its strategic position in aviation safety and PNT, while increasing pressure on competitors like Viasat.
- Retail Investor Sentiment Soars: On Stocktwits, retail sentiment for Rocket Lab jumped from “bullish” to “extremely bullish,” with 52% of voters in a poll considering the acquisition a “game-changer,” indicating strong investor confidence in the company's future growth.
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- Stock Surge: Following Horan's 'Outperform' rating and a $140 price target, ViaSat's stock surged 24% on Monday, marking its best single-day performance since August 2025, reflecting strong market confidence in its outlook.
- Industry Optimism: The broader excitement in the satellite sector, sparked by the acquisition of Iridium by Rocket Lab, also fueled ViaSat's stock rally, indicating investor optimism about the future of the satellite market.
- Contract and Launch Success: ViaSat secured a major contract from the U.S. Space Force in 2026 and successfully launched the ViaSat-3 F3 satellite, which is expected to significantly enhance its network capacity in the Asia-Pacific region, further solidifying its market position.
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- Positive Market Reaction: Although Viasat is not directly involved in the acquisition, its stock surged 19% following the announcement, reflecting investor optimism about consolidation in the space industry and expectations for future competitive dynamics.
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- Strategic Importance: Rocket Lab CEO Peter Beck highlighted that Iridium's wireless spectrum assets are crucial for large-scale global communications, and this acquisition will accelerate Rocket Lab's entry into this market, indicating fierce competition ahead in the space communications sector.
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- Strategic Significance: Rocket Lab CEO Peter Beck highlighted that acquiring Iridium's wireless spectrum is crucial for large-scale global communications, accelerating Rocket Lab's entry into the communications market and potentially making Viasat a future merger target, reflecting the restructuring trend in the space industry.
See More
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- Significant Revenue Commitments: AST has secured over $1.2 billion in contracted revenue commitments, reflecting strong partnerships with mobile network operators that are expected to drive future revenue growth and market share expansion.
- Leading Technological Innovation: The company has completed the in-orbit deployment of BlueBird 6, touted as the largest commercial communications array ever deployed in low Earth orbit, marking an enhancement in its technological capabilities and competitive edge in the market.
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See More
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- Surprise Acquisition: Rocket Lab announced an unexpected cash-and-stock deal to acquire Iridium for $54 per share, totaling approximately $8 billion, significantly enhancing its competitive edge in satellite launch and manufacturing, with the deal expected to close by mid-2027.
- Positive Market Reaction: Following the announcement, Rocket Lab's stock surged 16% to $98.01, with analysts generally bullish; Roth Capital raised its price target to $130, indicating a 33% upside, reflecting optimism about the company's future prospects.
- Far-reaching Industry Impact: This acquisition allows Rocket Lab to integrate its launch capabilities with Iridium's global satellite communications network, positioning it as a “self-launching company” and strengthening its strategic position in aviation safety and PNT, while increasing pressure on competitors like Viasat.
- Retail Investor Sentiment Soars: On Stocktwits, retail sentiment for Rocket Lab jumped from “bullish” to “extremely bullish,” with 52% of voters in a poll considering the acquisition a “game-changer,” indicating strong investor confidence in the company's future growth.
See More
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- Spectrum Asset Value: Analyst Horan estimates ViaSat's spectrum holdings are worth around $15 billion conservatively, with recent deals indicating potentially higher valuations, providing robust support for the company's future growth prospects.
- Stock Surge: Following Horan's 'Outperform' rating and a $140 price target, ViaSat's stock surged 24% on Monday, marking its best single-day performance since August 2025, reflecting strong market confidence in its outlook.
- Industry Optimism: The broader excitement in the satellite sector, sparked by the acquisition of Iridium by Rocket Lab, also fueled ViaSat's stock rally, indicating investor optimism about the future of the satellite market.
- Contract and Launch Success: ViaSat secured a major contract from the U.S. Space Force in 2026 and successfully launched the ViaSat-3 F3 satellite, which is expected to significantly enhance its network capacity in the Asia-Pacific region, further solidifying its market position.
See More
Rocket Lab Acquires Iridium for $8 Billion, Sparking Investor Excitement
- Acquisition Overview: Rocket Lab has announced its acquisition of Iridium for $8 billion in cash and stock, which will expand its business into IoT, aviation, maritime, and positioning services, marking a significant strategic shift for the company.
- Positive Market Reaction: Although Viasat is not directly involved in the acquisition, its stock surged 19% following the announcement, reflecting investor optimism about consolidation in the space industry and expectations for future competitive dynamics.
- Changing Competitive Landscape: The acquisition positions Rocket Lab to compete directly with Viasat and SpaceX's Starlink network, and despite Viasat's 29% profit drop last quarter, the market's optimism about potential merger opportunities could drive its stock price higher.
- Strategic Importance: Rocket Lab CEO Peter Beck highlighted that Iridium's wireless spectrum assets are crucial for large-scale global communications, and this acquisition will accelerate Rocket Lab's entry into this market, indicating fierce competition ahead in the space communications sector.
See More
Rocket Lab Acquires Iridium for $8 Billion
- Acquisition Scale: Rocket Lab has announced its acquisition of Iridium for $8 billion in cash and stock, which will expand its business into IoT, aviation, maritime, and Positioning, Navigation, and Timing (PNT) services, significantly enhancing its market competitiveness.
- Positive Market Reaction: Although Viasat is not directly involved in the acquisition, its stock surged 17.1% following the announcement, indicating investor optimism about consolidation in the space industry, while Iridium's stock rose 20.7% and Rocket Lab increased by 9.2%, reflecting positive market expectations.
- Changing Competitive Landscape: The acquisition positions Rocket Lab to compete directly with Viasat and SpaceX's Starlink network, putting additional pressure on Viasat, which saw a 29% profit drop last quarter, potentially impacting its future profitability.
- Strategic Significance: Rocket Lab CEO Peter Beck highlighted that acquiring Iridium's wireless spectrum is crucial for large-scale global communications, accelerating Rocket Lab's entry into the communications market and potentially making Viasat a future merger target, reflecting the restructuring trend in the space industry.
See More
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- Market Outlook: AST SpaceMobile aims to connect ordinary smartphones directly through its space-based cellular network, targeting global mobile 'dead zones', contrasting sharply with SpaceX's IPO focus on broader satellite services.
- Revenue Growth: AST reported approximately $70.9 million in revenue for 2025, primarily from partnerships with mobile network operators and the U.S. government, indicating strong market interest in its direct-to-device services, which is expected to drive future revenue growth.
- Technological Advancements: AST has successfully completed the in-orbit deployment of BlueBird 6, touted as the largest commercial communications array ever deployed in low Earth orbit, with plans to launch 45 to 60 satellites by the end of 2026, further enhancing its competitive position in the market.
- Risks and Challenges: Despite the attractiveness of AST's business model, it remains in a capital-intensive phase, facing stringent requirements for manufacturing and launch schedules, where successful deployment will validate its model, while any delays could negatively impact its future development.
See More
AST SpaceMobile Emerges in Satellite Broadband Market
- Expansive Market Potential: AST SpaceMobile (NASDAQ:ASTS) is building a satellite broadband network that connects ordinary smartphones directly, targeting the launch of 45 to 60 satellites by the end of 2026, indicating its potential in the global mobile network landscape.
- Significant Revenue Commitments: AST has secured over $1.2 billion in contracted revenue commitments, reflecting strong partnerships with mobile network operators that are expected to drive future revenue growth and market share expansion.
- Leading Technological Innovation: The company has completed the in-orbit deployment of BlueBird 6, touted as the largest commercial communications array ever deployed in low Earth orbit, marking an enhancement in its technological capabilities and competitive edge in the market.
- Evolving Competitive Landscape: The SpaceX IPO has spotlighted the market for satellite-to-phone connectivity, positioning AST as a focused public company in this space, facing competitive pressures from giants like SpaceX while showcasing its unique market positioning and development strategy.
See More
