Viasat (VSAT) is higher today after a new round of bullish sell-side commentary lifted sentiment, including a raised price target that cited improving progress on the company’s ViaSat-3 satellite program and a better-than-expected earnings backdrop. The rally fits a pattern seen in recent sessions where incremental “program execution” updates and analyst recalibration have been enough to pull incremental buyers into the stock. (investing.com)

The key debate around Viasat has been whether ViaSat-3 ramps reliably (timing, coverage, monetization) while the company stabilizes profitability after a volatile period of satellite delays and elevated costs. Recent financial results have shown improvement versus prior-year losses, supporting the view that the earnings power can rebound as capacity comes online and customer wins scale. (finance.yahoo.com)

Near-term, traders will focus on additional ViaSat-3 milestone disclosures, any follow-through analyst revisions, and whether management commentary continues to support a smoother operational trajectory into mid-2026. Any schedule slippage or unexpected cost pressures could reverse recent gains quickly, while positive launch/commissioning updates and contract momentum could extend the move. (fool.com)