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GSGSAT

Globalstar, Inc.

$GSAT·$10B·Telecommunications Services·Communication Services
$79.72+0.2%YTD+28.3%1Y+189.6%
Mentions · last 7 days
2026-07-10: 4 posts2026-07-11: 8 posts2026-07-12: 13 posts2026-07-13: 7 posts2026-07-14: 9 posts2026-07-15: 6 posts2026-07-16: 2 posts49+16%
Price updated 6m ago·X counts updated 20h ago
GSGSAT
$GSATGlobalstar, Inc.
$79.72+0.24%49 posts+16%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Globalstar at 92% of range with direct-to-cell narrative and Q2 in three weeks.

Globalstar operates a satellite communication network — voice and data services plus increasingly direct-to-phone connectivity (competing with SpaceX Starlink).

What the setup shows:

  • Growth is modest: Q1 revenue up 17% YoY to $70M, and the four-quarter growth stack is 2-18% — real growth.
  • Margins are decent: operating margin 9%, FCFy -0.7%.
  • The multiple is very stretched: 917x trailing earnings and negative FY27 consensus EPS — priced entirely on the direct-to-phone thesis.
  • The June 22 HIBLEO-4 update strengthens the LEO network for direct-to-phone applications.
  • The SpaceX IPO spotlight is bringing attention to competing direct-to-phone networks.
  • Insider action: none disclosed.
  • Position confirms the run: 92% of 52-week range, YTD +28%, t12m +190%.

The forward view: the August 6 Q2 print is the referee. A beat with any specific direct-to-cell customer disclosure (major carrier partnership) or LEO-network deployment update restarts the coil upward. What keeps it stuck: an in-line print with maintenance guidance. What breaks it lower: a specific SpaceX direct-to-cell competitive-win headline, or a satellite operational setback.

What to watch: August 6 Q2 earnings and any direct-to-cell customer disclosure or LEO network deployment update; a SpaceX competitive-win or satellite operational setback would break the coil the wrong way.

On the calendar: 2026-08-06 — Q2 2026 earnings

X sentiment

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

Neutral sentiment6 posts analyzed · as of 2026-06-03

Posts mostly mention Globalstar in passing as a distribution partner of NXPL or as part of broader satellite economy commentary alongside Iridium and Starlink. Two FCC dockets reference transfer of control applications for experimental licenses. There is no clear directional thesis or major catalyst driving sentiment.

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
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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

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 $GSAT

Direct beneficiary — Provides mobile satellite voice, data, IoT tracking, and SPOT consumer devices globally, powering Apple's satellite SOS feature; the company is structurally positioned to capture the LEO satellite global coverage and Apple SOS emergency positioning.

Industry benchmark

19-name peer basket
+13.4%YTD
+21.6%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
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%
Q2 2025Aug 7, 2025$0.13$-0.09+244.4%
Next earningsThu, Aug 6·consensus EPS $-0.03

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$292.5M$289.7M – $295.3M-$0.11-$2.03 – $1.871
FY27$339.8M$336.4M – $343.3M$0.10$0.01 – $0.192
FY28$464.5M$455.4M – $471.5M$0.50$0.48 – $0.511
FY29$693.2M$679.6M – $703.7M$0.84$0.82 – $0.861
FY30$763.6M$748.6M – $775.1M$1.06$1.03 – $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.92%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.-2.3%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.+20.5%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 today2.7% 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.β1.545-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

SellJun 4Rebecca ClaryCFO920 sh$75KSellApr 28Rebecca ClaryCFO4.1K sh$330KSellApr 15Rebecca ClaryCFO4.0K sh$322KSellMar 19Paul E JacobsCEO714 sh$43KSellMar 11Ponder L Barbee IvGeneral Counsel682 sh$39KSellMar 11Paul E JacobsCEO1.2K sh$66KSellMar 11Rebecca ClaryCFO762 sh$44KSellMar 10Ponder L Barbee IvGeneral Counsel492 sh$27KSellMar 10Rebecca ClaryCFO351 sh$19KSellMar 3Rebecca ClaryCFO1.2K sh$74K
+ 11 other (10 awards · 1 exempt) 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.

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

Recent news

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

The SpaceX IPO Put a Spotlight on Starlink -- and on the One Public Company Building a Rival Direct-to-Phone Networkgurufocus.com·20d agoHow Will HIBLEO-4 Strengthen Globalstar's LEO Network?zacks.com·25d agoNot SpaceX: The Forgotten Satellite Stocks Quietly Plugging Into the Future of Space That Are Investible Today247wallst.com·41d agoYou're Going to Regret Not Buying This ETF Before SpaceX's IPO247wallst.com·60d agoGlobalstar Announces an Update to the HIBLEO-4 Satellite Replenishment Launchbusinesswire.com·63d ago

In themes

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

Space Economy

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Voices on X · last 7 days

No standout posts about $GSAT on X in the 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.

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