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ECECHO

EchoStar Corporation

$ECHO·$14B·Telecommunications Services·Communication Services
$91.89+0.2%1Y+223.9%
Mentions · last 7 days
2026-08-07: 17 posts2026-08-08: 11 posts2026-08-09: 7 posts2026-08-10: 9 posts2026-08-11: 19 posts2026-08-12: 23 posts2026-08-13: 13 posts99-5%
Price updated 15h ago·X counts updated 2d ago
ECECHO
$ECHOEchoStar Corporation
$91.89+0.23%99 posts-5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ECHO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

EchoStar is +224% YoY — SPCX discount widened to 32%, gained $7B in 5 days market ignored, Ergen gifted 13M shares.

EchoStar is a telecom/satellite/spectrum conglomerate (DISH parent) with active corporate restructuring, spectrum-monetization, and specific SPCX (Starlink) shareholding — the equity is a real catalyst-play on a complex value story.

  • The SPCX discount widening from 22% to 32% is the specific arbitrage: ECHO effectively gained $7B in value in 5 days via 261.8M SPCX shares that the market ignored — that's a discrete valuation catalyst waiting for reversion.
  • Q2 EPS was a huge print: $24.12 vs -$0.10 estimate — that's a $3.5B revenue-quarter with a discrete gain-on-sale event that reshapes the balance sheet.
  • Ergen's 8/22 filings signal restructuring: 3M share gift 7/29 + 10M share gift 7/20 (total ~13M shares from Ergen personally to charity) — that's a real signal of pre-restructuring balance-sheet cleanup.
  • Position at +224% YoY, -7% below 50d MA — extended but base-building. Insider Wade sold $460K on 8/12-13 at $91-92 (routine); Ergen's charitable gifting is the notable signal.

November 5 is the next print — a follow-through on the SPCX-discount narrowing plus any specific spectrum-monetization catalyst extends the run; a specific balance-sheet event (dilution, litigation) is the invalidator. The real risk on a complex sum-of-parts is that the SPCX discount can persist indefinitely if the market doesn't buy the reversion framing.

Agrees with X sentimentAgrees with the X bulls on the SPCX discount widening from 22% to 32% as a real specific arbitrage. The Ergen-buyback-incentive framing is consistent with the charitable-gifting pattern, and 'Starlink-links-every-car' is a longer-cycle bull narrative but structurally supported.

What to watch: November 5 Q3 print — SPCX discount trajectory and any specific spectrum-monetization event. Continued arbitrage narrowing extends the run; balance-sheet or litigation event is the invalidator.

On the calendar: 2026-11-05 — Q3 earnings

price missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-08-14

EchoStar is bullish. Discount to SPCX has widened from 22% to 32% (ripe for reversion), ECHO effectively gained $7B in value in 5 days via 261.8M SPCX shares that the market ignored, and posters flag heavy balance-sheet assets. Ergen-buyback-incentive framing and Starlink-links-every-car narrative reinforce the setup.

Read the AI verdict + X sentiment for $ECHO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Satellite TV and broadband provider operating Dish and Hughes brands, pivoting toward retail wireless and managed satellite services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $ECHO.

Telecommunications Services · Communication Services

No material change from last week — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $ECHO

Partial — Satellite TV and broadband provider operating Dish and Hughes brands, pivoting toward retail wireless and managed satellite services; partial earnings exposure to telecommunications services demand dynamics through its product portfolio.

Industry benchmark

19-name peer basket
+31.3%YTD
+42.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
162.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$24.12$-0.10+25441.5%
Q1 2026May 11, 2026$-0.51$-0.48-6.6%
Q4 2025Mar 2, 2026$-4.27$-0.94-356.0%
Q3 2025Nov 6, 2025$-44.37$-1.21-3560.3%
Next earningsThu, Nov 5·consensus EPS $-0.12

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 137.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.955-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 13Wade William DavidDirector2.4K sh$222KSellAug 12Wade William DavidDirector2.6K sh$239KSellAug 7Stephen J ByeDirector8.5K sh$764K
+ 19 other (6 gifts · 5 inkinds · 3 exempts · 3 awards · 2 others) in window

See when $ECHO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 78-K — Item 7.01: Press release / Reg FD
AI summary

EchoStar Corporation subsidiary Hughes Satellite Systems Corporation (HSSC) disclosed it had engaged in confidential debt-restructuring discussions with holders of its 5.25% Senior Secured Notes due 2026 and 6.625% Senior Notes due 2026 — discussions that failed to produce an agreement. HSSC is now publicly releasing the cleansing materials (financial information shared under confidentiality agreements) as Exhibits 99.1–99.4. Both HSSC bond series mature in 2026, making the failed talks a material signal of financial distress and an unresolved near-term refinancing challenge.

8-KBankruptcy / receivershipAug 38-K — Item 1.03: Bankruptcy / receivership · Item 2.04: Debt-obligation acceleration · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

EchoStar Corporation's subsidiary Hughes Satellite Systems Corporation (HSSC) and 11 wholly-owned subsidiaries — including EchoStar Orbital LLC, EchoStar Government Services LLC, Hughes Communications Inc., Hughes Network Systems LLC, and others — filed voluntary Chapter 11 bankruptcy petitions on August 2, 2026 in the US Bankruptcy Court for the District of Texas (Case No. 26-90739). The Debtors sought authorization to operate as debtors-in-possession. Additional items (5.02 officer changes, 2.04 dividend cessation) are also triggered. This is a transformative, highly material event — the insolvency of Hughes' core satellite broadband operating entities represents a fundamental restructuring of EchoStar's primary business, with significant risk to ECHO equity holders.

SC 13D/AActivist amendmentJul 31SC 13D/A
AI summary

Charles W. Ergen filed Amendment No. 69 to his Schedule 13D on EchoStar Corporation (ECHO) with an event date of July 29, 2026. Ergen beneficially owns 148,681,347 total shares (Class A and Class B combined, convertible 1:1), representing 50.9% of the combined class; 15,713,454 shares are held with sole voting/dispositive power and 132,967,893 with shared power. This is a routine ownership update by EchoStar's controlling shareholder — the amendment reflects no material change in Ergen's majority control position and is a required periodic update to his 13D disclosure.

8-KAgreement terminatedJul 288-K — Item 1.02: Agreement terminated · Item 2.01: Acquisition completed · Item 8.01: Other event
AI summary

EchoStar Corporation (ECHO), via subsidiary DISH DBS, completed two major transactions on July 28, 2026 under bankruptcy court authorization: (1) full repayment of $2.0 billion in 7.75% Senior Notes due 2026 (including accrued interest), and (2) closing of the sale of all 3.45 GHz and 600 MHz spectrum licenses to AT&T Mobility II LLC for gross proceeds of $20.25 billion, plus an additional ~$2.4 billion from a 99-year extension of Hawaii spectrum leases, per a License Purchase Agreement dated August 25, 2025. These transactions represent a transformative deleveraging and asset liquidation for a company in restructuring proceedings, dramatically reshaping EchoStar's balance sheet.

SC 13D/AActivist amendmentJul 22SC 13D/A
AI summary

Charles W. Ergen amended its Schedule 13D disclosing beneficial ownership of 50.9% (148,681,347 shares) of EchoStar CORP (ECHO). The position is held for potential strategic or activist purposes. This amendment updates a previously filed Schedule 13D on the same issuer. A 50.9% stake exceeds the 5% SEC disclosure threshold, requiring public identification of the holder, position size, and stated investment intent.

SC 13D/AActivist amendmentJul 14SC 13D/A
AI summary

EchoStar (ECHO) — SC 13D/A (Amendment 67) by Charles Ergen reporting 148,681,347 shares representing approximately 50.9% of combined Class A and Class B voting power. Amendment reflects a routine update to Ergen's ongoing controlling-shareholder position. Informational — no change in control intent; Ergen remains the dominant shareholder.

8-KOfficer or director changeJul 78-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

EchoStar Corporation CEO Hamid Akhavan resigned from all positions at EchoStar and its subsidiary Hughes Satellite Systems Corporation effective immediately on July 6, 2026, after discussions with the Board about a 'change of strategic direction.' Chairman Charles W. Ergen assumed the Principal Executive Officer role at Hughes, while Akhavan will be available to consult through December 31, 2026, with his previously scheduled July 6 option vesting accelerated. This is a significant CEO departure with Ergen stepping back in directly — amid EchoStar's ongoing AT&T spectrum transactions and debt stress, this signals a major strategic pivot under founder control.

SC 13D/AActivist amendmentJun 30SC 13D/A
AI summary

Charles W. Ergen filed Amendment No. 66 to his Schedule 13D for EchoStar Corp as of June 26, 2026, through Jeffrey Blum as Acting CLO, reflecting ongoing changes to his controlling shareholder position. Routine controlling-shareholder update — the high amendment count reflects frequent activity amid EchoStar's complex spectrum transactions, debt management, and strategic restructuring.

+ 22 other (9 13Gs · 3 8-Ks · 2 10-Qs · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cetera Investment Advisers Makes New Investment in Echostar CORP $ECHOdefenseworld.net·1d agoAscentis Wealth Management LLC Acquires Shares of 334,950 Echostar CORP $ECHOdefenseworld.net·1d agoECHO Suites Ranked #1 Extended Stay Hotel Brand by USA TODAY Readersprnewswire.com·2d ago3 Satellite Communications Stocks Powering UFOetftrends.com·4d agoEchostar CORP $ECHO Shares Purchased by Contravisory Investment Management Inc.defenseworld.net·5d ago

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