Update shared on 11 Dec 2025
Fair value Increased 13%Narrative Update on EchoStar
Analysts have raised their price target on EchoStar by approximately 13 percent to around $90 per share, reflecting a lower perceived discount rate and higher future valuation multiples that more than offset slightly softer long term revenue growth and margin assumptions.
What's in the News
- AT&T has rapidly deployed mid band 3.45 GHz spectrum acquired from EchoStar to nearly 23,000 cell sites, boosting 5G download speeds by up to 80 percent for mobility users and 55 percent for AT&T Internet Air customers across more than 5,300 cities in 48 states (company announcement).
- The spectrum transaction with AT&T is expected to support long term growth by expanding converged 5G wireless and home internet offerings while reducing the need for capital intensive construction of additional cell sites (company announcement).
- EchoStar announced the formation of a new division, EchoStar Capital, signaling a strategic expansion into capital focused initiatives (company filing).
- In connection with the launch of EchoStar Capital, EchoStar appointed Chairman Charles W. Ergen as Chief Executive Officer of EchoStar, while former CEO Hamid Akhavan became CEO of EchoStar Capital and remains on the board (company filing).
- Verizon is in discussions to acquire part of EchoStar’s AWS 3 spectrum licenses, which EchoStar recently valued at $9.8 billion, following earlier spectrum sales to AT&T and SpaceX as the company steps back from building a nationwide wireless network (Bloomberg report).
Valuation Changes
- Fair Value: increased modestly from about $79.83 to roughly $90.29 per share, reflecting a higher implied valuation despite softer operating assumptions.
- Discount Rate: declined slightly from approximately 8.80 percent to about 8.28 percent, indicating a marginally lower perceived risk profile.
- Revenue Growth: deteriorated slightly, with long term growth expectations moving from around negative 1.50 percent to roughly negative 1.58 percent.
- Net Profit Margin: edged down from about 10.11 percent to roughly 9.80 percent, suggesting a modest compression in expected profitability.
- Future P/E: risen meaningfully from roughly 20.49x to about 23.62x, signaling higher anticipated valuation multiples on future earnings.
Have other thoughts on EchoStar?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.