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GSGSAT

Globalstar, Inc.

$GSAT·$11B·Telecommunications Services·Communication Services
$82.97+0.7%YTD+33.4%1Y+86.2%
Price updated 9h ago·X counts updated 4d ago
GSGSAT
$GSATGlobalstar, Inc.
$82.97+0.69%38 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GSAT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

38X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GSAT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 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 what X is saying about $GSAT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GSAT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-03

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

Globalstar is the Amazon takeover — $86 blended value against $83 stock, with the deal closing dominating all else.

Globalstar is a mobile-satellite-services provider pending acquisition by Amazon — satellite voice and data communications used in the Amazon Project Kuiper constellation. The stock has +34% YTD, with the deal consideration driving the trade.

  • The deal is the whole story: Amazon's agreement structures a $90 target with a 40% cash cap (proration) + 60% stock leg at ~$83 — blending to ~$86 effective value, giving a ~3.7% spread to today's $83.22 price.
  • The underlying operating business is scaling: Q1 2026 revenue of $70M at +17% YoY after +18%, +2.1%, and +11% in prior quarters — the Project Kuiper + traditional satellite business is growing, with the XCOM RAN SupplyTech Breakthrough Award (Sep 29) adding operational validation.
  • The insider cross-trade is a specific tell: director Monroe III made a $29.84M P-Purchase on Sep 18 while Lynch F made a $29.84M S-Sale on the same day — a mirror-image trade, possibly related to deal mechanics or options exercise.

Deal closing by year-end delivers the ~3.7% blended spread; a deal break on antitrust or terms-change concerns drops the stock sharply toward standalone fundamentals.

Agrees with X sentimentX correctly flags the $90 deal with 40% cash cap, stock leg at ~$83 blending to ~$86 (spread ~3.7%), and the ~$0.85/share haircut if milestones miss. The RKLB confirming the first 8 of 17 MDA Space platforms on orbit is credible operational validation. The 4-insider ~$20M selling is the honest counter.

What to watch: The Amazon-Globalstar deal regulatory review, Nov 5 Q3 earnings for operating-business trajectory, and any proration-adjustment commentary. Any deal-term adjustment or regulatory delay compresses the spread; a clean closing pays the ~3.7% blended arb.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $GSAT

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

Industry benchmark

18-name peer basket
+1.1%YTD
-1.1%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 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$285.7M$284.1M – $287.2M-$0.62-$0.62 – -$0.621
FY27$346.4M$344.6M – $348.3M-$0.10-$0.10 – -$0.101
FY28$515.0M$512.2M – $517.8M$0.31$0.31 – $0.311
FY29$693.2M$689.4M – $697.0M$0.84$0.83 – $0.851
FY30$763.6M$759.4M – $767.8M$1.06$1.05 – $1.071

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.1.1×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.96%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.+0.5%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.+10.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 52.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β1.455-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

SellSep 21Ponder L Barbee IvGeneral Counsel1.7K sh$140KSellSep 18James F LynchDirector361.6K sh$29.8MBuySep 18Monroe James IiiDirector361.6K sh$29.8MSellAug 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$2.7M
1–10 of 15
+ 8 other (6 awards · 2 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
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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-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.

+ 6 other (2 10-Qs · 2 earnings 8-Ks · 1 proxy · 1 SD) in window

Recent news

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

Globalstar (NASDAQ:GSAT) & IDT (NYSE:IDT) Financial Reviewdefenseworld.net·12d agoXCOM RAN Named “Warehouse Technology Innovation of the Year” in SupplyTech Breakthrough Awardsglobenewswire.com·17d agoGlobalstar (NASDAQ:GSAT) General Counsel L Barbee Iv Ponder Sells 1,692 Sharesdefenseworld.net·23d agoGlobalstar Completes Expansion of Greece Ground Station, Marking Key Milestone in Global Infrastructure Buildoutglobenewswire.com·25d agoBank of America Corp DE Decreases Holdings in Globalstar, Inc. $GSATdefenseworld.net·57d 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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