JPMorgan analyst Philip Cusick upgraded ViaSat to Overweight from Neutral with a price target of $90, up from $84. The stock closed Friday up 66c to $71.83. The analyst says that while many investors focus on the potential for the ViaSat-3 constellation, "which is significant," he's more focused today on the company's "long runway" of Government Systems growth, driven by its radio portfolio, mobile broadband, and future margin expansion as the ViaSat-3 fleet is deployed. Government Systems has driven a series of strong revenue and EBITDA beats lately for ViaSat, Cusick tells investors in a research note. He believes that defense buying plans will maintain and grow that strength. At the same time, the analyst looks for continued "robust" Satellite Services growth led by consumer broadband, in-flight connectivity, and non-residential broadband.