BI Asset Management Fondsmaeglerselskab A S Makes New Investment in Viasat Inc. $VSAT

BI Asset Management Fondsmaeglerselskab A S acquired a new stake in Viasat Inc. (NASDAQ:VSAT) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 144,359 shares of the communications equipment provider’s stock, valued at approximately $4,230,000. BI Asset Management Fondsmaeglerselskab A S owned about 0.11% of Viasat at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the stock. Quent Capital LLC acquired a new position in Viasat in the 3rd quarter valued at about $25,000. Hantz Financial Services Inc. grew its position in shares of Viasat by 6,815.4% in the third quarter. Hantz Financial Services Inc. now owns 899 shares of the communications equipment provider’s stock valued at $26,000 after purchasing an additional 886 shares during the last quarter. Salomon & Ludwin LLC acquired a new position in shares of Viasat in the third quarter valued at approximately $28,000. FNY Investment Advisers LLC bought a new position in shares of Viasat during the second quarter worth approximately $43,000. Finally, Activest Wealth Management acquired a new stake in Viasat during the 3rd quarter worth approximately $44,000. Institutional investors and hedge funds own 86.05% of the company’s stock.

Key Headlines Impacting Viasat

Here are the key news stories impacting Viasat this week:

• Positive Sentiment: Q3 results meaningfully beat expectations — EPS of $0.79 vs. a ~$0.05 consensus and revenue of ~$1.16B (up ~3% YoY), driven by government satcom, aviation services and defense technologies; that upside is the primary catalyst for the stock rally. Viasat Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
• Positive Sentiment: Analysts are bullish: William Blair reiterated a Buy and other contributors have reiterated/maintained buy ratings and raised price targets, supporting further upside momentum. ViaSat: Share-Price Pullback and Strategic Catalysts Create a ‘Double Special Situation’ Buy Opportunity
• Positive Sentiment: Company reiterated strategic growth plans — outlines for ViaSat‑3 launches and a push for free‑cash‑flow growth via capital efficiency, plus Ka‑band efforts to strengthen government positioning, all point to multi‑quarter revenue and margin improvement if execution stays on track. Viasat outlines ViaSat-3 launches and targets free cash flow growth through capital efficiency
• Neutral Sentiment: Quarter presentation and transcript available for deeper diligence (slides/call). Investors should review the earnings deck and call transcript for segment-level trends and management commentary on timing and margins. Viasat Q3 press release, slide deck and call
• Neutral Sentiment: Revenue vs. consensus was essentially flat to slightly below estimates ($1.16B vs. ~$1.17B) and the company still posts negative net margin/ROE metrics — improvement is clear versus the prior-year loss, but profitability remains a work in progress. Compared to Estimates, ViaSat (VSAT) Q3 Earnings: A Look at Key Metrics
• Negative Sentiment: Execution/timing risk: several reports flagged satellite launch timing delays and sales misses in certain calendar periods — these operational timing issues are the main downside risk to the rally if they persist. Viasat Inc (VSAT) Q3 2026 Earnings Call Highlights: Strategic Growth Amid Satellite Delays
• Negative Sentiment: Some outlets noted a miss on certain sales expectations for the prior calendar quarter — a reminder that top‑line consistency across segments will be watched closely. Viasat (NASDAQ:VSAT) misses Q4 CY2025 sales expectations

Analyst Upgrades and Downgrades

A number of research analysts have commented on VSAT shares. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Viasat in a report on Wednesday, January 21st. Morgan Stanley set a $51.00 price target on shares of Viasat in a research note on Friday, January 16th. JPMorgan Chase & Co. raised shares of Viasat from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $23.00 to $50.00 in a research report on Tuesday, November 11th. Needham & Company LLC reissued a “buy” rating and issued a $45.00 price objective on shares of Viasat in a report on Wednesday, January 21st. Finally, William Blair reaffirmed an “outperform” rating on shares of Viasat in a report on Tuesday, January 13th. Six analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $45.86.

Insiders Place Their Bets

In other Viasat news, CAO Shawn Lynn Duffy sold 51,480 shares of Viasat stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $36.38, for a total value of $1,872,842.40. Following the transaction, the chief accounting officer owned 6,021 shares in the company, valued at $219,043.98. The trade was a 89.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Benjamin Edward Palmer sold 2,780 shares of the business’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $36.06, for a total value of $100,246.80. Following the transaction, the insider directly owned 27,831 shares of the company’s stock, valued at approximately $1,003,585.86. The trade was a 9.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 359,339 shares of company stock valued at $13,240,768 over the last ninety days. 2.20% of the stock is owned by insiders.

Viasat Price Performance

VSAT stock opened at $41.70 on Friday. The company’s 50-day moving average price is $38.86 and its two-hundred day moving average price is $33.43. Viasat Inc. has a 12 month low of $7.36 and a 12 month high of $49.68. The company has a quick ratio of 1.84, a current ratio of 2.08 and a debt-to-equity ratio of 1.43. The firm has a market cap of $5.64 billion, a P/E ratio of -16.10 and a beta of 1.47.

Viasat (NASDAQ:VSAT) last posted its quarterly earnings results on Saturday, November 8th. The communications equipment provider reported $0.09 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.11) by $0.20. Viasat had a negative net margin of 7.34% and a positive return on equity of 1.73%. The business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.15 billion. During the same quarter last year, the business posted ($0.23) EPS. The firm’s revenue for the quarter was up 2.0% on a year-over-year basis. On average, analysts anticipate that Viasat Inc. will post -0.54 earnings per share for the current fiscal year.

About Viasat

Viasat, Inc (NASDAQ: VSAT) provides high‐capacity satellite broadband and wireless communications services to consumer, commercial and government customers worldwide. The company designs and operates satellite systems and network infrastructure to deliver secure, high-speed connectivity across remote and underserved regions, as well as managed networking solutions for enterprises and public sector agencies.

Viasat’s product offerings include residential and enterprise satellite internet services, in-flight connectivity for commercial airlines and business jets, and secure networking platforms tailored to defense and intelligence users.