Viasat to Report Q3 Earnings with Strong EPS Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Should l Buy VSAT?
Source: Investing
Viasat Inc's stock has dropped 6.55% and is currently at a 20-day low.
The company is set to announce its Q3 earnings on February 5th, with a consensus EPS estimate of $0.24, reflecting a significant year-over-year increase of 118.2%. This positive earnings expectation, along with anticipated revenue of $1.17 billion, indicates stable performance in the satellite communications market, which could attract investor interest despite the current market downturn.
Investors are advised to monitor the upcoming earnings report closely, as Viasat has historically beaten EPS estimates 50% of the time, which may influence stock performance positively.
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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: 45.780
Low
36.00
Averages
43.80
High
52.00
Current: 45.780
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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- Analyst Rating Upgrade: Deutsche Bank's upgrade of ViaSat indicates a positive outlook from analysts on the company's potential in the satellite communications sector, which may attract more institutional investors and further drive the stock price upward.
- Positive Market Reaction: The substantial increase in stock price not only reflects investor approval of Deutsche Bank's analyst views but may also prompt other financial institutions to reassess ViaSat, potentially influencing the overall market perception of the company.
- Optimistic Future Outlook: With the ongoing growth in satellite communication demand, ViaSat's market prospects are widely regarded as favorable, and the analyst upgrade could open up more investment opportunities for the company, facilitating its further development in a competitive market.
See More
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- Technical Showcase: At the Mobile World Congress in Barcelona, Space42 and Viasat co-hosted a program to unveil the technical direction of their upcoming joint venture, Equatys, aimed at accelerating global direct-to-device (D2D) connectivity adoption, showcasing their ambition in the satellite communications sector.
- Collaboration Progress: Since the announcement of Equatys in September 2025, the co-founders have made significant strides in venture formation, engineering development, and initial commercial engagements with Mobile Network Operators (MNOs), marking a crucial step towards phased deployment.
- Shared Infrastructure: Equatys is designed as a neutral, multi-participant shared infrastructure platform intended to provide 3GPP-compliant connectivity to billions underserved by terrestrial networks, promoting scalability and cost-effectiveness in global satellite connectivity.
- Commercial Partnerships: Space42 has announced partnerships with e& UAE and Indonesia's national satellite operator Telkomsat to explore Equatys-enabled D2D connectivity, reflecting operator interest in extending coverage through integrated satellite-terrestrial architectures.
See More
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- Massive Market Potential: Oppenheimer forecasts the drone market to grow from $45 billion to $400 billion, with global military spending likely to double in the next decade, highlighting the critical role of drones in defense.
- Technological Transformation: The rapid advancement of drone technology is reshaping warfare, with analysts noting that the Ukraine conflict showcases the advantages of low-cost drones in surveillance and precision strikes, driving modernization of military equipment.
- Investment Opportunities: Analyst Timothy Horan recommends Ondas as a leading drone platform in the lower-skies market, expecting the company to achieve high ROI through integration with ground robots, thus boosting market share.
- Intensifying Market Competition: Oppenheimer emphasizes that future competition in drones will be a
See More
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- Satellite Voice Call Demonstration: Viasat and Cubic³ showcased satellite-enabled voice calling over a 3GPP-compliant non-terrestrial satellite network at MWC 2026, marking a significant advancement in vehicle safety and emergency connectivity by ensuring voice communication remains available even when cellular networks are unreliable.
- Technology Integration: The demonstration combined Viasat's reliable satellite network, Cubic³'s global connectivity management platform, and Qualcomm's Snapdragon® Auto 5G modem, illustrating how always-on connectivity can be integrated into modern software-defined vehicles, thereby enhancing driver safety.
- Future Application Prospects: This demonstration lays the groundwork for future NTN-enabled vehicles, allowing automakers to ensure drivers have access to emergency assistance and critical safety applications regardless of location, as consumer expectations for data services continue to rise.
- Global Connectivity Capability: Cubic³ connects over 27 million vehicles across more than 200 countries and territories, showcasing its ability to drive new connected services in the automotive market, further solidifying its leadership position in global automotive connectivity solutions.
See More
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- Global Connectivity Partnership: Microsoft announced a collaboration with SpaceX's Starlink satellite internet service to enhance global internet coverage through low-Earth orbit satellite connectivity and community deployment models, indicating its willingness to collaborate within Elon Musk's business ecosystem.
- Kenya Community Connectivity: Microsoft plans to work with Starlink and an internet service provider in Kenya to connect 450 community hubs, a move that will not only improve local internet access but also increase demand for SpaceX, further driving its business growth.
- Market Expansion Potential: This partnership could open new market opportunities for SpaceX, especially in light of its existing contracts with the Department of Defense and NASA, potentially supporting its future IPO plans and boosting investor confidence.
- Technology Accessibility Goals: Microsoft set a goal in 2022 to provide internet access to over 250 million people by the end of 2025, and it has already extended coverage to over 299 million people, demonstrating its proactive role and strategic positioning in the global digital transformation.
See More
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- New Investment Position: Brightline Capital Management initiated a new position in Ecovyst (NYSE: ECVT) by acquiring 2,050,000 shares valued at $19.95 million during Q4 2026, indicating strong confidence in the company's future growth potential and enhancing its portfolio's long-term returns.
- Asset Allocation Shift: This acquisition now represents 8.06% of Brightline's 13F reportable assets, placing Ecovyst alongside concentrated investments like CSTM and DAN, which signals management's focus on the company's profitability and strategic positioning.
- Significant Performance Growth: In Q3, Ecovyst reported $204.9 million in sales, a 33% year-over-year increase, with an adjusted EBITDA of $57.5 million and a 28.1% margin, showcasing its robust performance in specialty catalysts and sulfuric acid recycling services.
- Capital Structure Optimization: Ecovyst plans to divest its Advanced Materials and Catalysts segment for $556 million, with expected net proceeds of about $530 million, which will lower its leverage ratio to below 1.5x, enhancing financial stability and setting the stage for future growth.
See More
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- Stock Price Surge: ViaSat (VSAT) shares rose over 12% in recent Monday trading, reflecting a significant boost in market optimism regarding the company's future performance, particularly following the upgrade from Deutsche Bank, which has notably enhanced investor confidence.
- Analyst Rating Upgrade: Deutsche Bank's upgrade of ViaSat indicates a positive outlook from analysts on the company's potential in the satellite communications sector, which may attract more institutional investors and further drive the stock price upward.
- Positive Market Reaction: The substantial increase in stock price not only reflects investor approval of Deutsche Bank's analyst views but may also prompt other financial institutions to reassess ViaSat, potentially influencing the overall market perception of the company.
- Optimistic Future Outlook: With the ongoing growth in satellite communication demand, ViaSat's market prospects are widely regarded as favorable, and the analyst upgrade could open up more investment opportunities for the company, facilitating its further development in a competitive market.
See More
