Coverage
— → Added to coverage
Investment conviction●●●○○3 of 5
Research target$38.31Stock price target
Investment thesis statusINTACTLast reviewed 7/22/26
Market cap$10.06BSnapshot value
Research history
See all VSAT changes ↗What changed
Satellite comms / secure communications
US Space Force contracts, Link 16 modernization, and tactical waveform demand
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
research_only - seeded from company_layer_membership
Snapshot · 7/22/26🟡 Mixed · ins-$26.7M · 13F 18+/7-×0.0 · short↑0.39
Snapshot · 7/22/26