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Buy Rating for ViaSat: Strong Q1 Performance and Growth Prospects Amid Sector Variability

Buy Rating for ViaSat: Strong Q1 Performance and Growth Prospects Amid Sector Variability

Needham analyst Ryan Koontz has maintained their bullish stance on VSAT stock, giving a Buy rating on August 4.

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Ryan Koontz has given his Buy rating due to a combination of factors, including ViaSat’s recent financial performance and future growth prospects. The company’s results for the first quarter of fiscal year 2026 slightly surpassed market expectations, primarily driven by significant growth in the Data and Aviation segments, despite some declines in Maritime and Fixed segments.
Furthermore, management’s reaffirmation of their guidance for fiscal year 2026, which includes low single-digit revenue growth and stable EBITDA, supports a positive outlook. Although there are some uncertainties related to Ligado ASTS payments, ViaSat’s valuable spectrum assets offer potential for increased valuation. Koontz also highlights the high value of the company’s defense segment, which contributes to the decision to raise the price target to $25.

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