Is VSAT a good stock to buy? We came across a bullish thesis on Viasat, Inc. on TradersPro’s Substack. In this article, we will summarize the bulls’ thesis on VSAT. Viasat, Inc.’s share was trading at $62.45 as of June 16th.
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ViaSat, Inc. (VSAT) is a global communications company positioned at the intersection of aviation, defense, and mobility connectivity, delivering high-speed satellite internet, secure government networks, and managed broadband services across commercial and military end markets. Following its integration of Inmarsat, the company has significantly expanded its global satellite footprint and strengthened its ability to serve airlines, cruise operators, enterprises, and government agencies with integrated space-based connectivity solutions.
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Growth is being driven by accelerating demand for in-flight Wi-Fi, rising defense communications budgets, and the structural shift toward always-on global connectivity as airlines and governments modernize infrastructure. Commercial mobility recovery and increased digitization of travel experiences further support adoption, while geopolitical tensions reinforce the need for secure, resilient satellite communications networks.
Although the satellite industry remains capital intensive and competitive, ViaSat benefits from diversified end markets, spectrum expansion, and a vertically integrated model spanning satellites, ground systems, and network services. On the chart, shares recently printed a confirmation bar with rising volume, signaling increased institutional participation and a move into a momentum zone where sustained demand can support continuation. Overall, ViaSat, Inc. represents a compelling long-term connectivity play with potential upside driven by defense expansion, aviation broadband penetration, and the integration synergies from its expanded satellite network platform.
Continued execution on capacity expansion and airline contract wins could further strengthen revenue visibility, while potential defense contract momentum and higher utilization of satellite bandwidth may improve margins over time, supporting a rerating as investors reassess the post-Inmarsat scale and long-term free cash flow potential of the business positioning it for sustained re-rating if growth trends continue across end markets and margin expansion potential.
Previously, we covered a bullish thesis on ViaSat, Inc. (VSAT) by Gskinny in November 2024, which highlighted satellite connectivity demand, Inmarsat integration, and a high short-interest driven turnaround setup. VSAT’s stock price has appreciated by approximately 514.06% since our coverage. TradersPro shares a similar view but emphasizes long-term structural growth from aviation connectivity and defense expansion rather than short-term speculative momentum.
Viasat, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held VSAT at the end of the first quarter which was 32 in the previous quarter. While we acknowledge the risk and potential of VSAT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VSAT and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
