Viasat: A Mispriced Space Play
Portfolio Pulse from
The market has underestimated Viasat's potential, focusing too much on Starlink's threat. Viasat's stable GEO satellite model and expected positive free cash flow by Q1 FY2026 suggest significant upside potential, with a P/S ratio of 0.23x and scenarios supporting up to 10x returns.
December 01, 2024 | 1:00 pm
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Viasat is undervalued as the market overestimates Starlink's threat. The company is expected to achieve positive free cash flow by Q1 FY2026, with a P/S ratio of 0.23x and potential for significant returns.
The article highlights that Viasat is undervalued due to the market's overestimation of Starlink's threat. Viasat's stable GEO satellite model and expected positive free cash flow by Q1 FY2026 indicate strong financial health and potential for significant returns, making it an attractive investment.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100