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TSAT

Telesat Corp

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 37.26 Technology - Communication EquipmentREDUCE ZONE
55

Position levels

Currenttoday
USD 37.26
Buy <=wait / entry
USD 25.67
Trim >=take some off
USD 37.00
Thesis breakA confirmed multi-quarter delay to Lightspeed commercial service, a 2026 GEO rev...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case21%100 / 10021.0
Base case50%62 / 10031.0
Bear case29%10 / 1002.9
Weighted conviction55 / 100 - OPPORTUNISTIC BUY

Top risks

  • Agreement in principle with Canada's Defence Investment Agency for Telesat Lightspeed Mil-Ka Arctic connectivity
  • Telesat Government Solutions awarded contract under $151B Missile Defense Agency SHIELD IDIQ
  • Preparing to execute Upper C-band transition plan following FCC Report and Order
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.