TickerTalks
Browse all tickers →
TickerTalks›$GSAT
GSGSAT

Globalstar, Inc.

$GSAT·$11B·Telecommunications Services·Communication Services
$81.55-0.3%YTD+35.0%1Y+184.5%
Mentions · last 7 days
2026-08-21: 4 posts2026-08-22: 5 posts2026-08-23: 4 posts69+5%
Price updated 6m ago·X counts updated 8d ago
GSGSAT
$GSATGlobalstar, Inc.
$81.55-0.26%69 posts+5%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GSAT, 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 eventEvent coming upAI verdict · as of 2026-08-30

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Globalstar trading as an AMZN acquisition arb — $90 deal, ~3.7% spread, $32M insider selling is expected pre-close.

Globalstar is a $10.7B satellite-services company trading as the AMZN acquisition arb. $90 deal, cash-leg capped at 40% proration, stock-leg ~$83 blending to ~$86, ~3.7% spread.

How it reads:

  • Growth is fine but not the story: Q1 revenue +16.7% YoY to $70M, Q4 was +11.2% — the deal spread drives the tape now.
  • Margins are OK: 8.6% op margin, 50% gross, -0.7% FCF yield — the acquisition prices strategic value to AMZN, not standalone economics.
  • Valuation is deal-anchored: 37x sales, 96x EV/EBITDA — every multiple is the AMZN offer, not fundamentals.
  • Position stretched, tightening: 95th percentile 52w, flat vs 50-day, 14% above 200-day — arb-tight range pre-close.
  • The deal is the game: 40% cash proration, stock-leg ~$83, blended ~$86, up to $0.85 milestone haircut — spread compensates close timing plus milestone risk.
  • Insider selling is loud but expected: $32.8M S-Sale (Wolff $3.3M, Lynch $9M) plus $1.16M M-Exempt — systematic pre-close monetization is normal, not a signal.
  • RKLB launched 8 of 17 MDA Space satellites on the $143M contract — the operational milestone supporting the deal's strategic rationale.

The next milestone is close or termination — a specific closing-date plus final milestone metrics compresses the spread; regulatory pushback or a milestone miss widens the spread and pulls to $75.

Agrees with X sentimentAgree — the arb framing ($90 deal, 40% cash proration, stock leg near $83, ~3.7% spread, RKLB launching MDA Space satellites) maps to real signals; the honest add is $32M of insider selling is expected pre-close monetization, not a distribution signal to trade on.

What to watch: Acquisition close or termination — a specific closing-date confirmation plus final milestone metrics compresses the spread; regulatory pushback or a milestone miss widens the spread and pulls to $75.

On the calendar: 2026-11-05 — Q3 earnings (interim to close)

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-20

Globalstar posters are trading the pending AMZN acquisition. Under the '$90' deal, the cash leg is capped at 40% (proration) and the stock leg lands around $83, blending to ~$86 (spread ~3.7%), with up to ~$0.85/share haircut if milestones miss. Bulls anchor to RKLB confirming the first 8 of 17 satellite platforms built for MDA Space under a $143M contract are on orbit and communicating. One bearish note: 4 insiders have sold ~$20M of GSAT this month. Net constructive.

Read the AI verdict + X sentiment for $GSAT

  • 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
Free, forever. No credit card.

What it does

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

Provides mobile satellite voice, data, IoT tracking, and SPOT consumer devices globally, powering Apple's satellite SOS feature.

Industry overviewAI analysisGenerated by AI from underlying data

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

Telecommunications Services · Communication Services

Wireless subscriber growth is maturing; pricing discipline and convergence bundles (mobile + broadband) are the profitability levers. Network capex cycles — 5G densification — are winding down, improving free cash flow generation.

What this means for $GSAT

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Industry benchmark

18-name peer basket
+31.1%YTD
+28.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-916.9How 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
1.1%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
8.6%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
-0.7%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
37.1Same 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
-3.2%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
50.0%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
1.5Total 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 6, 2026$-0.23$-0.09-165.4%
Q1 2026May 7, 2026$-0.16$-0.05-223.8%
Q4 2025Feb 27, 2026$-0.07$0.01-800.0%
Q3 2025Nov 6, 2025$-0.01$-0.010.0%
Next earningsThu, Nov 5·consensus EPS $-0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$70.1M+16.7%36.8%11.8%$-0.16$-79.5M
Q4 FY25$72.0M+17.6%61.9%-0.4%$-0.11$-92.4M
Q3 FY25$73.8M+2.1%35.9%13.9%$-0.01$22.5M
Q2 FY25$67.1M+11.2%66.7%9.2%$0.13$79.5M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$292.4M$287.2M – $296.1M-$0.40-$0.41 – -$0.391
FY27$340.5M$337.0M – $343.9M-$0.11-$0.11 – -$0.112
FY28$515.0M$505.9M – $521.5M$0.31$0.30 – $0.321
FY29$693.2M$681.0M – $702.0M$0.84$0.82 – $0.851
FY30$763.6M$750.1M – $773.3M$1.06$1.04 – $1.081

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.1.0×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.95%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.+0.8%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.+14.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 51.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β1.515-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 27Benjamin G WolffDirector20.0K sh$1.6MSellAug 26James F LynchDirector110.0K sh$9.0MSellAug 21Benjamin G WolffDirector20.0K sh$1.6MSellAug 14Rebecca ClaryCFO24.1K sh$2.0MSellAug 13Taylor Timothy EvanVP, Finance & Operations75.0K sh$6.2MSellAug 12Taylor Timothy EvanVP, Finance & Operations75.0K sh$6.2MSellAug 12Benjamin G WolffDirector32.7K sh$2.7MSellAug 11Benjamin G WolffDirector24.0K sh$2.0MSellAug 11Ponder L Barbee IvGeneral Counsel4.7K sh$394KSellAug 7Ponder L Barbee IvGeneral Counsel12.0K sh$1.0M
1–10 of 19
+ 13 other (10 awards · 3 exempts) in window

See when $GSAT 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
Free, forever. No credit card.

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-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

GSAT held its annual meeting of stockholders around 2026-05-15 (8-K Item 5.07). Stockholders elected 3 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

SC 13D/AActivist amendmentApr 15SC 13D/A
AI summary

FL Investment Holdings LLC filed an amended Schedule 13D on GSAT disclosing beneficial ownership (42,717.00 shares) as of 2026-04-15. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KMaterial agreementApr 148-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

GSAT entered into a merger agreement (8-K Item 1.01, dated 2026-04-14). Counterparty: Amazon.com, Inc.. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 9 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

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

Bank of America Corp DE Decreases Holdings in Globalstar, Inc. $GSATdefenseworld.net·12d agoRocket Lab launches eight Globalstar satellitesproactiveinvestors.co.uk·15d agoMDA SPACE SATELLITES FOR GLOBALSTAR SUCCESSFULLY LAUNCHEDgurufocus.com·15d agoMDA SPACE SATELLITES FOR GLOBALSTAR SUCCESSFULLY LAUNCHEDprnewswire.com·15d agoGlobalstar Confirms Successful Launch of All 8 HIBLEO-4 Replacement Satellitesglobenewswire.com·16d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space Economy

More in Telecommunications Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ASTS$T$VZ$AD$TMUS$ECHO$CMCSA$CHTR
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport