CARLSBAD, Calif., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Viasat, Inc. (NASDAQ: VSAT), a global leader in satellite communications, today announced that it will release its third quarter fiscal year 2026 financial results on Thursday, February 5, 2026, after market close. Results will be provided in a letter to shareholders, which will be posted to the Investor Relations section of the Company’s website. Viasat will also host a conference call and webcast on Thursday, February 5, 2026 at 2:30 p.m. Pacific Time / ...

Key Takeaways VSAT will offer complimentary in-flight Wi-Fi to KLM Flying Blue members across narrowbody & regional fleets.KLM plans rapid deployment on 68 aircraft using Viasat's future-ready connectivity platform.VSAT expects low single-digit fiscal 2026 revenue growth, with double-digit gains in aviation services.Viasat, Inc. (VSAT) has announced that it will begin offering fast, full and free in-flight connectivity (IFC) for KLM Royal Dutch Airlines, including KLM Cityhopper. The complimentary service w ...

We came across a bullish thesis on Viasat, Inc. on r/Valueinvesting by SupermacsFastFood. In this article, we will summarize the bulls’ thesis on VSAT. Viasat, Inc.'s share was trading at $45.93 as of January 16th. AST SpaceMobile (ASTS) Rockets 14% Earlier Than BlueBird 6 Viasat, Inc. provides broadband and communications products and services in the United States and internationally. VSAT is positioned as a compelling investment opportunity, with a valuation that could realistically reach $12 billion b ...

We came across a bullish thesis on Viasat, Inc. on r/Valueinvesting by SupermacsFastFood. In this article, we will summarize the bulls’ thesis on VSAT. Viasat, Inc.'s share was trading at $45.93 as of January 16th. AST SpaceMobile (ASTS) Rockets 14% Earlier Than BlueBird 6 Viasat, Inc. provides broadband and communications products and services in the United States and internationally. VSAT is positioned as a compelling investment opportunity, with a valuation that could realistically reach $12 billion b ...

Key Points Morgan Stanley analyst Landon Park raised his price target on Viasat stock today. The banker is switching to valuing Viasat on a sum-of-the-parts basis, perhaps anticipating spinoffs. 10 stocks we like better than Viasat › Viasat (NASDAQ: VSAT) stock gained ground Friday after Morgan Stanley analyst Landon Park raised his price target on the stock by (checks notes)... 325%! By the closing bell, the satellite communications stock had gained 4.1%. Image source: Getty Images. Why Morgan S ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am not a registered investment, tax, or legal advisor or broker and therefore cannot promise or guar ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is positioned as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for electricity as AI technologies expand [4][5] Market Position - The company is noted for its capabilities in executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, oil, gas, and renewable fuels [7][8] - It is described as being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization, providing a strong financial foundation [8][10] Strategic Advantages - The company has a substantial equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector without the associated premium costs [9][10] - The company is also positioned to benefit from the onshoring trend driven by tariffs, as it will play a key role in rebuilding and retrofitting manufacturing facilities in the U.S. [5][14] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, making investments in AI a strategic move for future growth [12] - The overall landscape is characterized by a supercycle in AI infrastructure, a surge in U.S. LNG exports, and a focus on nuclear energy as a clean power source [14]

Core Insights - Viasat reported significant insider selling by Chairman and CEO Mark D. Dankberg, who sold 100,000 shares for $4.0 million amid a year of substantial stock gains [1][10] - The company has experienced a 361% increase in stock price over the past year, with a market capitalization of $5.52 billion and revenue of $4.58 billion [4][11] Transaction Summary - The transaction involved the indirect sale of 100,000 shares at a total value of $4.0 million, with a post-transaction holding of 1,434,993 shares [2] - The sale was part of a series of disposals, reducing Dankberg's indirect holdings from 1,734,993 shares since July 2025 [7] Company Overview - Viasat specializes in satellite and broadband solutions, providing services across consumer, commercial, and government markets [6][8] - The company generates revenue primarily through subscription-based satellite services, equipment sales, and technology licensing [8] Financial Performance - In the fiscal second quarter ended September 30, Viasat reported sales of $1.14 billion, a slight increase from $1.12 billion the previous year, and a reduced net loss of $61.4 million compared to $137.6 million the prior year [12] Insider Trading Context - The share sale was executed under a Rule 10b5-1 trading plan, indicating a pre-determined schedule and reducing the likelihood of opportunistic market timing [7][10] - Despite the sale, Dankberg retained over one million shares, suggesting confidence in the company's future performance [11]

Core Insights - Evergreen Marine has upgraded its fleet to Inmarsat's NexusWave bonded connectivity solution, enhancing crew experience and accelerating digitalisation [1][2][3] Group 1: Company Developments - Evergreen Marine is the first Taiwanese operator to implement the NexusWave solution, reinforcing its long-standing partnership with Inmarsat Maritime [1] - The upgrade to NexusWave introduces bonded, multi-network connectivity, providing fast speed, unlimited data, and always-on performance for crew and operations [2] - The solution is designed to enhance crew welfare, strengthen cybersecurity, and support operational excellence [3] Group 2: Technological Advancements - NexusWave leverages the ViaSat-3 ultra-high-capacity network, enabling scalable platforms for predictive analytics and real-time monitoring across the fleet [2] - The solution is secure-by-design and engineered to scale with demand, aligning with Evergreen's growth plans [2][3] - The transition to NexusWave is part of Evergreen's 'Evergreen IT' modernisation programme, aimed at continuous innovation for customers [1][3]

Core Insights - Baupost Group's latest 13F filing reveals a highly selective and concentrated portfolio, focusing on durable businesses with long-term cash generation potential [1][2] Investment Moves - **Restaurant Brands International (QSR)**: Increased by 4,203,300 shares to 8,252,862 shares, representing a $529.3 million position (11.05% of the portfolio). This is now Baupost's largest equity holding, indicating a belief in significant mispricing relative to its stable franchise model and cash flows [3][4] - **Elevance Health (ELV)**: Increased by 703,000 shares to 1,319,000 shares, totaling a $426.2 million position (8.90%). The increase suggests confidence in the company's predictable cash flows and resilience in a politically noisy sector [5][6] - **Union Pacific (UNP)**: Newly established position with 1,496,204 shares, valued at $353.7 million (7.38%). The railroad's high barriers to entry and pricing power align with Baupost's focus on downside protection [7][8] - **Alphabet (GOOG)**: Reduced by 775,850 shares to 1,858,138 shares, now a $452.6 million position (9.45%). The reduction reflects portfolio risk management rather than a loss of conviction [9] - **CRH plc (CRH)**: Trimmed by 442,000 shares to 3,383,395 shares, valued at $405.7 million (8.47%). The trim indicates a disciplined approach to valuation, despite the long-term thesis remaining intact [10] - **Full Exits**: Baupost exited several positions entirely, including Viasat, Liberty Broadband, ICON plc, and Amcor, signaling a shift in risk-reward balance [11][12] Strategic Focus - The quarter was characterized by conviction-driven capital redeployment into high-confidence ideas, particularly in sectors like restaurants, railroads, healthcare, and materials [13][14] - Trimming positions like GOOG and CRH reflects a focus on risk management and valuation discipline rather than a bearish outlook [15] - The top 10 positions account for over 75% of disclosed assets, emphasizing Baupost's belief in concentration as a strategy against ignorance [16] - The portfolio prioritizes downside protection, with upside driven by business durability rather than macroeconomic bets [17]