Seeking Alpha
06 Jun 2026, 14:36 UTC · 2h ago
Viasat: Real Catalysts, But Not Enough Margin Of Safety
Seeking Alpha
06 Jun 2026, 14:36 UTC · 2h ago
Story key points
3 claims · impact-rated
Viasat remains capital intensive with high debt levels. — High leverage and capital intensity increase financial risk and limit flexibility in a high-interest-rate environment.
-0.60The Defense & Advanced Technologies segment is outpacing Communication Services with record backlogs and strong contract wins. — Strong growth in a high-margin, stable government sector provides a critical hedge against the volatile commercial segment.
+0.50Viasat trades at 9.5x FY2027 EV/EBITDA with only $180M in free cash flow. — Limited free cash flow relative to valuation suggests an unattractive risk/reward profile for new investors.
-0.30Ticker attribution
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Despite growth catalysts in defense and technology, the analyst considers the risk/reward unattractive due to high debt and capital intensity.
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