VSAT VIASAT INC

BEARISH Impact: 5/10 Insider Cluster (4 insiders)
Horizon weeks Filed Jun 5, 2026 Processed 5d 14h ago
Insider cluster: 4 insiders, $3.6M total

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Executive Summary

Four Viasat insiders, including the CFO and two directors, sold a total of ~$3.64M in open-market sales over a 7-day window, representing ~0.04% of the $8.9B market cap. The sales follow the company's Q4 FY2026 earnings release (May 28) which showed a GAAP profit swing driven by a one-time gain, but core Communication Services revenue declined 2% YoY and FY2027 guidance calls for only mid-single-digit growth. While the dollar amount is modest relative to market cap, the cluster includes the CFO and a director selling near the top of a post-earnings rally, and the cross-filing actuarial verdicts flag this cluster as an amplifier given the proximity to earnings.

Key Financial Metrics

Direction
selling
Total Value
$3.6M
Insiders
4

Actionable Insight

The cluster is small relative to market cap but notable for including the CFO and a director selling near a post-earnings high. Monitor for any further insider sales or a negative pre-announcement; the FY2027 mid-single-digit growth guidance and flat-to-slightly-up EBITDA outlook do not support a strong bullish catalyst near-term.

Key Facts

  • Total open-market sales of ~$3.64M by 4 insiders over 7 days (May 31–Jun 7, 2026)
  • Director Richard Baldridge sold 27,122 shares for ~$1.95M at $71.74
  • SVP & CFO Garrett L. Chase sold 1,201 shares for ~$86K at $71.85
  • SVP Palmer Benjamin Edward sold 21,400 shares for ~$1.56M at $73.09
  • Director John P. Stenbit sold 653 shares for ~$47K at $71.74
  • Sales occurred 12 days after Q4 FY2026 earnings (May 28) which showed a GAAP profit swing but 2% Communication Services revenue decline
  • Total sales represent ~0.04% of $8.9B market cap — below 0.1% threshold for materiality
  • Cross-filing actuarial verdicts flag this cluster as an AMPLIFIER given proximity to earnings

Financial Impact

~$3.64M in insider open-market sales, ~0.04% of market cap

insider holdingsmarket sentiment

Risk Factors

  • Further insider selling could signal management's lack of confidence in near-term growth
  • Communication Services segment revenue decline may persist, pressuring overall growth
  • FY2027 free cash flow guidance of ~$180M may prove optimistic if satellite deployment costs rise

Market Snapshot

Exchange
Nasdaq
Sector
Communications Services, NEC
Analyst Consensus
73% bullish (15 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-VSAT-1781035377970
10 reports for VSAT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for VSAT — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
MIXED ★ 4/10
$61.52 awaiting T+5awaiting T+5$70.17 (+14.07%)
Jun 5, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$67.12 awaiting T+5awaiting T+5$70.17 (+4.54%)
Jun 5, 2026
9d ago
Insider Cluster
BEARISH ★ 5/10
$67.12 awaiting T+5awaiting T+5$70.17 (−4.54%)
Jun 5, 2026
9d ago
Insider Cluster
NEUTRAL ★ 4/10
$67.12 awaiting T+5awaiting T+5$70.17 (+4.54%)
Jun 5, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$67.12 awaiting T+5awaiting T+5$70.17 (+4.54%)
May 29, 2026
16d ago
S-3ASR
NEUTRAL ★ 4/10
$72.86 $67.18▼ −7.80%▼ −5.05%$70.17 (−3.69%)
May 28, 2026
17d ago
8-K
NEUTRAL ★ 5/10
$80.62 $69.62▼ −13.64%▼ −13.35%$70.17 (−12.96%)
May 22, 2026
23d ago
Press Release
NEUTRAL ★ 3/10
$81.40 $72.61▼ −10.80%▼ −12.01%$70.17 (−13.80%)
May 7, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$66.33 $70.58▲ +6.41%▲ +4.90%$70.17 (+5.79%)
Mar 12, 2026
13w ago
Insider Cluster
BEARISH ★ 6/10
$46.51 $52.12▼ −12.06%▼ −13.04%$70.17 (−50.87%)
Showing 10 of 10

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