Professional
Added to YB: 2025-11-28
Pitch date: 2025-10-27
VSAT [neutral]
Viasat, Inc.
+114.87%
current return
Author Info
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Company Info
Viasat, Inc. engages in the provision of broadband and communications products and services in the United States and internationally.
Market Cap
$11.3B
Pitch Price
$39.00
Price Target
112.49 (+34%)
Dividend
N/A
EV/EBITDA
10.53
P/E
-328.34
EV/Sales
3.58
Sector
Communications Equipment
Category
special_situation
Show full summary:
13D Activist Fund Portfolio Holding: Viasat, Inc.
VSAT (holding update): Carronade Capital activist pushing DAT spinoff. DAT: $1.22B revenue, $285M EBITDA, 28% margins, peers trade 20-80x EBITDA vs VSAT's 6x. Communications growing (Gov +25% YOY, IFC +22%) despite broadband decline. Sum-of-parts: $49-112/share vs $16.53 = 215-689% upside.
Read full article (4 min)