ViaSat Inc. (VSAT) - 5i Research

ViaSat Inc. (VSAT $34.92)
- $34.92 Cap: $4.72B
- View VSAT Profile
- View Questions on VSAT

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Bloom Energy Corporation Class A (BE $108.93)
- $108.93 Cap: $25.76B
- View BE Profile
- View Questions on BE
ViaSat Inc. (VSAT $34.92)
- $34.92 Cap: $4.72B
- View VSAT Profile
- View Questions on VSAT
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- $179.81 P/E (TTM): 54.97X Cap: $16.43B
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- $25.46 Cap: $8.40B
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Q: The above firms I've been following on a watchlist for possible additions to my U.S.account.
My themes are bricks & mortar U.S.Nuclear, Renewable Energy, Space Launch / Satellite Services, Quantum Computing, Residential Real Estate recovery and Industrial Robotics.
My questions:
The momentum is solid for most of these,
I have no problem buying positions in BXWT or BE. The others are like investing in OKLO....the financials are dubious at best. Which 2 of the other themes would you consider investible today and why?
Thanks in advance. David

Read Answer Asked by David on November 03, 2025

ViaSat Inc. (VSAT $34.92)
- $34.92 Cap: $4.72B
- View VSAT Profile
- View Questions on VSAT
MDA Space Ltd. (MDA $22.83)
- $22.83 P/E (TTM): 24.04X Cap: $2.88B
- View MDA Profile
- View Questions on MDA
AST SpaceMobile Inc. (ASTS $58.01)
- $58.01 Cap: $21.29B
- View ASTS Profile
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Telesat Corporation Common and Variable Voting Shares (TSAT $35.21)
- $35.21 Cap: $1.27B
- View TSAT Profile
- View Questions on TSAT
Rocket Lab Corporation (RKLB $43.62)
- $43.62 Cap: $23.29B
- View RKLB Profile
- View Questions on RKLB

Q: Current thoughts on this company? Thank you

Read Answer Asked by Terry on October 31, 2025

Iridium Communications Inc (IRDM $16.20)
- $16.20 P/E (TTM): 14.42X Cap: $1.69B
- View IRDM Profile
- View Questions on IRDM
EchoStar Corporation (SATS $69.10)
- $69.10 Cap: $19.89B
- View SATS Profile
- View Questions on SATS
ViaSat Inc. (VSAT $34.92)
- $34.92 Cap: $4.72B
- View VSAT Profile
- View Questions on VSAT

Q: do you see a secular trend in satellites, and would you recommend any of these stocks

Read Answer Asked by Howie on September 11, 2024