VSAT stock price recently touched a 3-month high before mild profit-taking set in, attributed to traders locking in gains from strategic partnership news. With Viasat's last closing price of $32.06 notably above the most followed narrative's fair value estimate of $26.14, investors are now paying a premium that may be difficult to justify at current growth and profitability assumptions. The new valuation relies on updated forecasts and also signals increased caution regarding the company's future earnings profile. We have seen 136 institutional investors add shares of $VSAT stock to their portfolio, and 124 decrease their positions in their most recent quarter. The VSAT stock price is reacting to Federal Communications Commission policy updates, with potential regulatory easing creating upside risk for satellite service providers.