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GSAT

Globalstar, Inc.

OPPORTUNISTIC BUY 2026-08-09 Data 34 days old USD 83.40 Communication Services - Telecommunications ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
61

Position levels

Currenttoday
USD 83.40
Buy <=wait / entry
USD 61.67
Trim >=take some off
USD 95.00
Thesis breakA material adverse change to the Amazon Project Kuiper commercial relationship, ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case53%62 / 10032.9
Bear case21%10 / 1002.1
Weighted conviction61 / 100 - OPPORTUNISTIC BUY

Top risks

  • Amazon $11.6B strategic deal to acquire stake and bolster LEO satellite business
  • Q2 2026 earnings miss with actual EPS -$0.23 versus estimate -$0.07
  • Revenue concentration risk with Updated Services Agreements comprising 63% of 2025 revenue
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.