VSAT
Viasat Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 71.24
Buy <=wait / entry
USD 53.00
Trim >=take some off
USD 75.00
Thesis breakMaterial loss of a named major defence programme or contract, a further impairme...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- $437.7 million satellite support contract with INTELSAT General Communication
- Record new awards and backlog in Defense & Advanced Technologies segment
- ViaSat-3 F3 satellite enters service across Asia-Pacific