Coverage / GSAT / Trade Card

GSAT

Globalstar, Inc.

BUY 2026-08-01 Updated today USD 83.38 Communication Services - Telecommunications ServicesAWAIT ENTRY
68

Position levels

Currenttoday
USD 83.38
Buy <=wait / entry
USD 55.00
Trim >=take some off
USD 95.00
Thesis breakTermination, material repricing, or regulatory blocking of the announced Amazon ...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case54%62 / 10033.5
Bear case13%10 / 1001.3
Weighted conviction68 / 100 - BUY

Top risks

  • M&A activity: Amazon $11.6B acquisition of Globalstar to bolster LEO satellite business
  • Amazon taking over Apple's 20% stake in GSAT as part of the deal
  • Q1 2026 earnings miss with actual EPS -$0.16 vs est -$0.01
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.