VSAT Should I Buy
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BUY now. VSAT is in a confirmed bullish trend (stacked moving averages) and is trading near a key pivot/support area (44.94) after a -2.29% pullback, offering an attractive entry for an impatient buyer. Street targets have recently been reset materially higher ($50–$52 from major firms), suggesting upside vs the current ~$45 level, and options positioning is broadly neutral-to-slightly constructive. The main offset is heavy insider selling and still-negative earnings power, but the technical setup + analyst re-rating make it a good buy right now.
Trend/structure: Bullish moving-average stack (SMA_5 > SMA_20 > SMA_200) indicates an established uptrend despite today’s pullback. Momentum: MACD histogram is positive (0.184) but contracting, implying upside momentum is fading short-term and price may consolidate. RSI_6 ~56 is neutral—no overbought condition, leaving room for continuation if buyers defend support. Levels: Current ~45.16 is just above Pivot 44.939 (near-term support). If Pivot holds, upside levels are R1 48.385 then R2 50.514. If Pivot fails, next supports are S1 41.494 and S2 39.365.
Wall Street re-rating and sum-of-the-parts framing: multiple firms recently lifted targets sharply, reflecting renewed confidence in value-unlock potential.
Strategic actions narrative: potential separation/value-unlock discussion around Defense & Advanced Technologies has been cited as a key upside driver.
Upcoming earnings event: QDEC 2025 earnings on 2026-02-05 (after hours) can act as a near-term catalyst if margins/trajectory continue improving.
Technical backdrop: prevailing uptrend with price near a definable support/pivot can attract dip buyers.
Insider selling: insiders are selling and the selling amount increased ~2202% over the last month—clear negative sentiment signal from within.
Competitive/industry risks: ongoing Starlink competition and launch/execution risks cited by analysts.
Profitability still weak: latest quarter shows deeper losses YoY despite revenue growth and margin improvement.
Event risk into earnings: with high implied volatility, the stock can move sharply around the Feb 5 print.
Latest quarter (2026/Q2): Revenue grew to ~$1.141B (+1.66% YoY), showing modest top-line growth. Profitability deteriorated: Net income was -$61.4M (down -55.34% YoY) and EPS -0.45 (down -57.94% YoY), indicating losses widened. However, gross margin improved to ~28.03% (+11.90% YoY), a constructive trend that supports the bull case if it continues and flows into operating leverage over coming quarters.
Recent trend: clear upward shift in sentiment and targets. JPMorgan upgraded to Overweight with a $50 target (from $23). Raymond James upgraded to Outperform with a $52 target. Morgan Stanley raised its target dramatically to $51 (kept Equal Weight). Deutsche Bank raised to $36 (kept Hold), the notable lower outlier. Wall Street pros: (i) sum-of-the-parts upside/value unlock potential, (ii) Defense & Advanced Technologies value recognition, (iii) longer-term optionality around strategic actions. Cons: (i) execution/launch risk, (ii) Starlink competition, (iii) uncertainty on strategic review timing/outcome. Politicians/congress: No recent congress trading data available.
