VSAT Viasat, Inc.

A seriously far OTM bullish bet on $VSAT hit the tape today - $840,000 of the $110 call for January 15th. Only trading at $70 right now.

$VSAT The highest value follow up I can think of would be the following. 1. AMC: another task order, named aircraft types, or a wider rollout. 2. Army NGC2 and NGTT: a formal award or procurement schedule, not another demo. 3. SOCOM and Marine Corps: specific new funded orders, quantities, and delivery periods. 4. TrellisWare: whether growth continues beyond a strong quarter and into recurring program orders. 5. Cyber disclosures: any evidence of customer impact, operational network access, or a new material incident. 6. DAT margins: whether tactical growth offsets weakness in cyber products and supplier delayed space programs.

$VSAT Seems to be moving with a purpose. My question is about RKLB. How does the delay of

$VSAT August 17, 2026, Viasat named $RKLB its satellite bus partner. Viasat supplies the dual band X and Ka payload and leads the satellite system. Rocket Lab supplies the Lightning GEO spacecraft platform. The Swarm 1 order includes integration, test, launch, checkout, and five years of operations and sustainment. The next potential award window is the key: Space Systems Command has described another PTS‑G production wave as planned for 2028, with launches planned for 2031. That is a plausible growth path for Viasat, with competition from the other program awardees. A planned wave is not a promise that Viasat wins another order.

$VSAT Rep. Jonathan Jackson (D-IL-01) reported a ViaSat sale of 50,001 to 100,000 dollars on Sept 28 from a joint trust account (House Clerk PTR 20035551, signed Oct 19). It follows a partial sale of 1,001 to 15,000 dollars on Aug 28 (PTR 20035370). The same account bought Datadog and Estee Lauder and sold Walmart that day. Ranges as filed; filings show trades, not reasons.

$VSAT Fast forward to today! -Viasat-3 F2 officially went into service for commercial use on September 17, 2026 -The U.S. launched its most recent defense satellites on October 10, 2026 -Classified NRO Payload: October 2, 2026 Falcon Heavy! Destination / Purpose: Highly classified; historically used for massive reconnaissance or signals intelligence satellites. -The ViaSat-3 Flight 3 (F3) satellite was launched aboard a SpaceX Falcon Heavy rocket -The last major U.S. military action remains the heavy wave of CENTCOM airstrikes executed on September 1, 2026 -Dankburg called Trump requesting operational control of F2 be given back to Viasat on September 2, 2026 -United States has not launched any major military strikes since September 17, 2026 -Most of this is factual. Check out my crazy post from March 7 2026 & connect the …..

$VSAT Any chance of someone buying their spectrum or a buyout in the very near term (weeks to a couple months)?

$VSAT chum thrown out , chum devoured on bullish position. Just testing. Seeing Peloswing on the thread, 110 is about 62% from 68 that's a doable rate 2 months out that's a hard surge or a super upgrade. Anybodies thoughts on why or how this could happen ?

$VSAT With a lot of wreckage in space This has held up pretty well Gimme 100 for another 10X

$VSAT a good name to add to your watchlist for a breakout from this triangle - Still a potential M&A target - $103.94 average 1 year price target (>43% implied upside)