Viasat’s Stock Soars After Strategic Split Upgrade by JPMorgan

Viasat Inc. (NASDAQ:VSAT) has captured attention in the stock market with a significant surge in its valuation, driven by a strategic upgrade from JPMorgan. On November 11, 2025, analyst Sebastiano Petti raised his price target for Viasat from $23 to $50, shifting his rating from Neutral to Overweight. This dramatic increase reflects growing confidence in the company’s potential to unlock shareholder value through a possible strategic separation of its Defense and Advanced Technologies division.

Petti’s revised price target stems from a sum-of-the-parts valuation analysis, indicating that Viasat’s individual business components may hold greater value when assessed separately rather than as a unified entity. He noted that the company is actively exploring options that could enhance shareholder returns, although any decisive action may be several quarters away as Viasat evaluates its strategic alternatives.

Investor enthusiasm has been bolstered not only by JPMorgan’s upgrade but also by previous calls for a split from activist investor Carronade Capital Management, which advocated for the separation of the defense sector in early August. This suggestion coincided with Viasat’s announcement of its financial results for the second quarter, leading to a remarkable 50% rally in the stock price. Since then, Viasat’s shares have soared, marking an impressive 100% increase.

As of November 20, 2025, the stock has risen an astounding 258% year to date, a trend attributed to robust financial performance and strategic partnerships. Viasat provides high-speed satellite broadband services and secure networking solutions to a diverse clientele, including commercial, government, and military sectors worldwide. Their offerings encompass satellite internet, in-flight connectivity, and secure communications.

While the outlook for Viasat is promising, some analysts caution that the current market dynamics may favor investments in artificial intelligence (AI) stocks, which could yield higher returns in a shorter time frame. As the technology sector continues to evolve, investors are encouraged to consider various opportunities, including those beyond Viasat.

The recent developments surrounding Viasat highlight the dynamic nature of the stock market and the potential for strategic decisions to significantly impact company valuations. With its ongoing evaluation of strategic options and strong market performance, Viasat continues to be a focal point for investors and analysts alike.