卫讯公司2026年Q3扭亏为盈，股价近期大幅波动

Financial Performance - The company reported Q3 FY2026 revenue of $1.157 billion, a year-over-year increase of 2.96%, achieving profitability with a net profit of $24.968 million compared to a net loss of $158 million in the same period last year [1] - The net profit margin improved to 2.16%, driven by a one-time payment from partner Ligado and a 9% increase in defense and advanced technology revenue to $332 million [1] - Free cash flow, excluding one-time payments, was $24 million, and the net debt to adjusted EBITDA ratio decreased from 3.7x to 3.25x, indicating an optimized financial structure [1] Stock Performance - The company's stock exhibited significant volatility over the past seven trading days, with notable increases of 11.38% and 10.98% on February 6 and February 9, respectively, followed by a 3.85% pullback on February 10, closing at $45.00 [2] - The stock's trading range reached 24.32%, with a total trading volume of approximately $435 million, reflecting market sensitivity to the earnings report and satellite developments [2] - Year-to-date, the stock has risen by 30.59%, outperforming the communications sector, which has seen a decline of 0.34% during the same period [2] Recent Developments - The company has made progress on its satellite projects, with the second ViaSat-3 satellite (F2) launched in November 2025 and expected to enter service in May 2026, adding 1 terabit per second of capacity [3] - The third ViaSat-3 satellite (F3) is planned for launch before the end of summer, further expanding global coverage capabilities [3] - These advancements are anticipated to strengthen the company's long-term competitiveness in the satellite communications sector [3] Institutional Sentiment - Institutional sentiment towards the company is positive, with 67% of institutions rating it as "buy" or "hold" as of February 2026, an increase from previous periods [4] - The average target price is set at $45.14, slightly above the current stock price [4] - Analysts are shifting their focus from traditional business to the growth potential brought by the ViaSat-3 satellite network and the sustainability of defense contracts [4]