VSAT Earnings

VSAT reported its FY2026Q2 earnings on 2025-11-07, showcasing a revenue of 1.14B against an estimate of 1.15B, resulting in a -0.75% surprise. The EPS was 0.09, surpassing the expected -0.11 by 181.82%. The stock experienced a 3.27% price change on the earnings day and a -0.08% change over the next five days, reflecting market reactions to the results.

Following VSAT's FY2026Q2 earnings announcement on 2025-11-07, the stock price moved by 3.27% on the day of the release. Over the subsequent five days, it saw a -0.08% change. Historically, VSAT's stock price tends to shift by an average of -1.23% in the 10 days leading up to earnings and -0.95% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate VSAT's annual revenue to reach 1.19B, while the EPS is projected at 0.12. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between VSAT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, VSAT's stock price typically moves by -1.23% in the 10 days before its earnings and -0.95% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.12 and revenue of 1.19B.

The earnings call highlighted a 15% revenue growth and strong performance in key segments like DAT, despite some declines in maritime and fixed services. The launch of ViaSat-3 Flights 2 and 3, along with strategic focus on growth markets and deleveraging, are positive indicators. While there are concerns about government asset management and revenue inflection timelines, the overall sentiment is bolstered by optimistic guidance and strategic initiatives. Given the company's small-cap status, these factors suggest a positive stock price movement in the short term.