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Price · 180d
$80.62
Thesis
Viasat provides satellite broadband and communications across consumer, aviation, maritime, and government markets, expanded by its Inmarsat acquisition. The business balances broad mobility demand against high leverage and competitive pressure from new constellations.
Catalysts
- ViaSat-3 constellation performance
- In-flight connectivity contract wins
- Debt reduction and free-cash-flow inflection