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TSTSAT

Telesat Corporation

Buzzing onWhy it's trendingX chatter picking upMoving on elevated volumeStrong bullish X conversation
$TSAT·$710M·Telecommunications Services·Communication Services
$44.96-3.4%YTD+62.9%1Y+38.6%
Price updated 7h ago·X counts updated 5d ago
TSTSAT
$TSATTelesat Corporation
$44.96-3.35%72 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TSAT 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.

72X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $TSAT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 85% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data13 posts analyzed · as of 2026-08-11

Telesat chatter is decisively bullish after signing the largest contract in company history: a C$2.3B Lightspeed deal with Canada's Defence Investment Agency for secure Military Ka-band Arctic connectivity, plus C$400M in options for a potential C$2.7B total. The deal adds 69 fully funded satellites expanding Lightspeed capacity by 44%, gives Lightspeed a 15-year government commitment de-risking network expansion, and pulls in an MDA $474M follow-on Aurora satellite order. Bulls expect more ESCP-P awards.

Read what X is saying about $TSAT

  • 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 $TSAT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-10-02

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

Telesat signed C$2.3B Lightspeed deal with Canada DoD — 15-year government commitment de-risks the LEO buildout.

Telesat Corporation is a Canadian satellite operator — operating Anik-F2 and the forthcoming Lightspeed LEO constellation. The stock is up 63% YTD and 61% of its 52-week range on specific transformational contract wins.

  • The P&L is in transition: revenue fell 25.2% YoY to $87.3M last quarter at a 3.5% operating margin — the GEO fleet is in managed decline while Lightspeed CapEx is ramping; the FY26 EPS estimate at -$0.91 reflects the transition-year financials.
  • The Canadian Defence Investment Agency Lightspeed deal is specifically transformational: C$2.3B contract with C$400M in options for a potential C$2.7B total, adding 69 fully funded satellites expanding Lightspeed capacity by 44%, 15-year government commitment.
  • The Orange European Lightspeed Gateway inauguration and SatPort global build-to-suit agreement are additional commercial anchors — the TSX30 top-performer ranking validates the operational re-rating.

Accelerating holds while Lightspeed CapEx deployment and customer commitments extend. A soft Nov 10 earnings print on Lightspeed buildout progress, or any specific commentary on cost overruns, is what cools the move; a FY27 Lightspeed revenue trajectory with specific customer-contract commentary is what extends the breakout toward prior cycle highs.

Agrees with X sentimentX bulls citing the C$2.3B Lightspeed Canadian DoD deal with C$400M options (C$2.7B total), 69 fully funded satellites, 44% capacity expansion, and 15-year government commitment have the specific catalyst right — this is a legitimate transformational contract that de-risks the LEO buildout.

What to watch: Nov 10 earnings — Lightspeed CapEx deployment status, Canadian DoD contract revenue trajectory, Orange European Gateway operational milestones, FY27 revenue guide. A soft Lightspeed buildout print or cost-overrun commentary is what cools the breakout.

On the calendar: 2026-11-10 — Q3 FY26 earnings

Read the AI verdict on $TSAT

  • 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.

GEO satellite operator providing broadcast and enterprise communications, building the Lightspeed LEO constellation for global connectivity.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $TSAT

Neutral — GEO satellite operator providing broadcast and enterprise communications, building the Lightspeed LEO constellation for global connectivity.

Industry benchmark

18-name peer basket
-0.5%YTD
+0.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-5.0How 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
0.7%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
8.7%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
-62.0%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
2.4Same 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
-33.0%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
64.1%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
7.0Total 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 13, 2026$-7.67$-0.71-986.6%
Q1 2026May 5, 2026$-2.21$-0.67-231.5%
Q4 2025Mar 17, 2026$-6.15$-0.85-623.9%
Q3 2025Nov 4, 2025$-1.73$-0.78-121.8%
Next earningsTue, Nov 10·consensus EPS $-0.91

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$87.3M-25.2%26.6%3.5%$-3.04$-114.4M
Q4 FY25$94.0M-26.6%29.3%7.1%$-8.45$-250.5M
Q3 FY25$101.1M-27.0%95.3%5.9%$-2.38$-138.8M
Q2 FY25$106.1M-30.4%95.9%16.8%$1.43$-65.9M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$315.9M$313.0M – $318.8M-$16.28-$16.59 – -$15.954
FY27$273.4M$255.3M – $297.7M-$8.66-$12.59 – -$4.734
FY28$558.2M$336.2M – $652.3M-$7.16-$7.94 – -$6.015
FY29$1.4B$1.2B – $1.5B$2.21$1.86 – $2.452
FY30$2.4B$2.1B – $2.6B$20.77$17.42 – $23.032

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.1.6×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.57%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.-5.5%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.+6.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 15.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.

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

SC 13D/AActivist amendmentJul 9SC 13D/A
AI summary

Telesat (TSAT) — SC 13D/A (Amendment 2) by MHR Institutional Advisors reporting 2,634,891 Class B Variable Voting Shares representing approximately 5.2% of Telesat outstanding, held with sole voting and dispositive power. Informational — routine 5%+ holder update for MHR's position in the satellite operator; no new transaction disclosed.

+ 11 other (9 6-Ks · 2 13Gs) in window

Recent news

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

Telesat (NASDAQ:TSAT) vs. Deutsche Telekom (OTCMKTS:DTEGY) Financial Comparisondefenseworld.net·2d agoOrange and Telesat inaugurate Europe's first Telesat Lightspeed Gateway in Franceglobenewswire.com·30d agoTelesat and SatPort Infrastructure sign global build-to-suit agreement to expand Telesat Lightspeed ground networkglobenewswire.com·31d agoTelesat Named to the TSX30, Ranking Among the Top Performing Stocks on the Toronto Stock Exchangefeeds.newsfilecorp.com·38d agoTelesat named to the TSX30, ranking among the top performing stocks on the Toronto Stock Exchangeglobenewswire.com·38d 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 $TSAT 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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