Globalstar, Inc.

Informe acción NasdaqGS:GSAT

Capitalización de mercado: US$10.7b

Salud financiera de hoja de balance de Globalstar

Salud financiera controles de criterios 4/6

Globalstar tiene un patrimonio de accionistas total de $342.8M y una deuda total de $474.6M, lo que sitúa su ratio deuda-patrimonio en 138.4%. Sus activos y pasivos totales son $2.4B y $2.0B respectivamente. El BAIT de Globalstar es de $25.7M, por lo que su ratio de cobertura de intereses es de 0.5. Tiene efectivo e inversiones a corto plazo que ascienden a $358.4M.

Información clave

138.43%

Ratio deuda-patrimonio

US$474.56m

Deuda

Ratio de cobertura de intereses0.5x
EfectivoUS$358.45m
PatrimonioUS$342.82m
Total pasivoUS$2.03b
Activos totalesUS$2.38b

Actualizaciones recientes sobre salud financiera

Recent updates

Actualización de narrativa May 14

GSAT: Amazon Deal And Spectrum Assets Will Shape Balanced Future Opportunity

Analysts have raised their fair value estimate for Globalstar to $90.00 from $69.33, citing updated assumptions around revenue growth, higher profit margins, and a richer future P/E multiple in light of recent commentary on satellite spectrum assets and competitive moves across the sector. Analyst Commentary Recent sector research around satellite spectrum and direct-to-device connectivity has given investors more context for how Globalstar might be valued against peers and adjacent players.
Actualización de narrativa Apr 28

GSAT: Future Will Hinge On Amazon Acquisition Execution And Spectrum Competition

Narrative Update on Globalstar Analysts have lifted their fair value estimate for Globalstar from $63.00 to $75.00, citing updated assumptions around revenue growth, profitability and future P/E as satellite spectrum assets draw fresh attention across the sector. Analyst Commentary Recent Street research around satellite spectrum and direct to device connectivity has become more active, and that context is influencing how some investors think about Globalstar.
Actualización de narrativa Apr 14

GSAT: Future Will Depend On Amazon Deal Risk And Overstretched Expectations

Analysts have maintained their $63.00 price target on Globalstar, citing updated assumptions for slightly higher revenue growth, improved profit margins, and a lower future P/E multiple as key factors supporting their view. Analyst Commentary Recent commentary highlights that some bearish analysts remain cautious despite the reaffirmed US$63.00 price target.
Seeking Alpha Apr 04

Amazon Vs. Starlink: The $9 Billion Globalstar Deal That Could Change Everything

Summary Globalstar surged on rumors of a $9B Amazon acquisition, but the deal remains unconfirmed and faces significant hurdles. AMZN seeks GSAT's L- and S-band spectrum to leapfrog Starlink in direct-to-device satellite connectivity and bolster Project Leo’s competitive positioning. Apple holds a 20% stake and controls 85% of GSAT's network capacity, creating a major potential veto risk for any acquisition. GSAT’s valuation is stretched on deal speculation; if the acquisition fails, shares likely revert to pre-rumor levels, limiting further upside. Read the full article on Seeking Alpha
Actualización de narrativa Mar 31

GSAT: De Risked Satellite Services Will Unlock Underused Terrestrial Spectrum Value

Analysts lifted their price target on Globalstar to $71 from $66, citing a combination of a "de-risked" Apple-supported satellite services business and what they view as valuable, underused terrestrial spectrum and government services potential as the key drivers of their updated view. Analyst Commentary Recent commentary around Globalstar highlights a mix of enthusiasm for the current business mix and questions about how fully the opportunity is reflected in the new US$71 price target.
Actualización de narrativa Mar 17

GSAT: De Risked Satellite Services And Spectrum Optionality Will Drive Upside Potential

Analysts have lifted Globalstar's price target to $71 from $66, citing a combination of a "de-risked" Apple supported satellite services business, underused terrestrial spectrum assets, and improved government services expectations related to XCOM Radio Access Network's commercial progress. Analyst Commentary Analysts lifting the price target to $71 frame Globalstar as a hybrid story, combining its satellite services with underused terrestrial spectrum and potential government work tied to XCOM Radio Access Network.
Actualización de narrativa Mar 03

GSAT: Future Will Depend On De Risked Satellites And Underused Spectrum Balance

Analysts have increased their fair value estimate for Globalstar from $60.00 to $63.00, citing a higher $71 Street price target and the view that the company offers a compelling mix of "de-risked" satellite services supported by Apple and underutilized terrestrial spectrum assets. Analyst Commentary Recent research highlights a mixed but generally constructive stance toward Globalstar.
Actualización de narrativa Feb 16

GSAT: Future Will Hinge On Apple Backing And Terrestrial Spectrum Optionality

Analysts have lifted their price target on Globalstar to $71 from $66, pointing to what they see as a compelling mix of a de-risked Apple-supported satellite services business and valuable, underutilized terrestrial spectrum assets. Analyst Commentary Recent commentary highlights a split view on Globalstar.
Actualización de narrativa Feb 02

GSAT: Apple Partnership And Underused Spectrum Will Drive Bullish Repricing

Analysts lifted their price target on Globalstar to US$71 from US$66, pointing to what they see as a more resilient satellite services business supported by Apple, as well as the potential value of the company's underused terrestrial spectrum and expanding government services opportunities. Analyst Commentary Recent research points to a more constructive stance on Globalstar, with bullish analysts highlighting a mix of core satellite services, spectrum assets, and government related opportunities as key pieces of the story.
Actualización de narrativa Jan 19

GSAT: Hybrid Spectrum And Apple Partnership Will Shape Potential Sale Talks

Narrative Update on Globalstar Analysts have lifted their price target on Globalstar to US$71 from US$66, citing what they see as a de risked satellite services business backed by Apple and underused terrestrial spectrum. They state that these factors, along with expected benefits from U.S. space policy and XCOM Radio Access Network's commercial traction, feed into updated valuation inputs for fair value, discount rate, revenue growth, profit margin and future P/E.
Actualización de narrativa Jan 05

GSAT: Future Will Hinge On Spectrum Monetization And Potential Sale Talks

Narrative Update Analysts have lifted their fair value estimate for Globalstar from US$45.00 to US$60.00, citing its mix of a funded satellite business and underused terrestrial spectrum, alongside expectations for a satellite internet of things market that could reach US$4.9b by 2030. Analyst Commentary Recent research points to a mixed setup for Globalstar, with the latest coverage highlighting both the potential upside and some clear execution questions.
Actualización de narrativa Dec 19

GSAT: Future Sale Interest From SpaceX Will Drive Bullish Repricing

Analysts have raised their price target for Globalstar from $60 to $75 per share, citing stronger long term revenue growth expectations and the upside from its de risked satellite operations and underutilized terrestrial spectrum in a rapidly expanding satellite internet of things market. Analyst Commentary Bullish analysts highlight that Globalstar is evolving into a differentiated hybrid communications play, pairing a de risked satellite services platform with a strategically significant terrestrial spectrum portfolio.
Actualización de narrativa Dec 05

GSAT: Hybrid Spectrum And Apple Ties Will Shape Potential Sale Outcomes

Analysts have raised their price target on Globalstar to $66, citing the company’s combination of a de-risked, Apple-backed satellite business and its valuable, underutilized terrestrial spectrum as key drivers of long-term upside in a satellite internet of things market they expect could reach $4.9 billion by 2030. Analyst Commentary Analysts highlight that the upgraded price target is rooted in a view that Globalstar’s business model now combines reduced execution risk with meaningful optionality from its spectrum portfolio, supporting a premium multiple versus traditional satellite peers.
Artículo de análisis Dec 04

Globalstar, Inc.'s (NASDAQ:GSAT) 39% Price Boost Is Out Of Tune With Revenues

Globalstar, Inc. ( NASDAQ:GSAT ) shares have continued their recent momentum with a 39% gain in the last month alone...
Actualización de narrativa Nov 21

GSAT: Hybrid Spectrum Platform Will Drive Future Acquisition Speculation

Analysts have raised their price target for Globalstar from $60 to $67.50, citing stronger projected revenue growth and the company's strategic position as a hybrid satellite and terrestrial wireless spectrum player. Analyst Commentary Recent analyst sentiment on Globalstar highlights both significant opportunities and key risks as the company executes its business strategy.
Actualización de narrativa Nov 07

GSAT: Satellite Spectrum Demand Will Drive Increased Acquisition Interest

Analysts have raised their price target for Globalstar from $60.00 to $66.00 per share. They cited confidence in the company's hybrid satellite and terrestrial spectrum business as well as the rapidly growing satellite IoT market.
Actualización de narrativa Oct 24

Satellite And Spectrum Expansion Will Drive Opportunity Amid Potential Sale

Analysts have raised Globalstar's price target from $60.00 to $66.00, citing the company's mix of a stabilized satellite business, strong backing from Apple, and promising opportunities in terrestrial spectrum and the growing satellite IoT market. Analyst Commentary Industry experts have shared their insights into Globalstar's prospects, highlighting the company’s unique position within both the satellite and terrestrial spectrum sectors.
Artículo de análisis Oct 14

There's Reason For Concern Over Globalstar, Inc.'s (NASDAQ:GSAT) Massive 48% Price Jump

Despite an already strong run, Globalstar, Inc. ( NASDAQ:GSAT ) shares have been powering on, with a gain of 48% in the...
Actualización de narrativa Oct 10

Government And Defense Partnerships Will Expand Resilient Satellite Connectivity

Analysts have raised their price target for Globalstar from $52.50 to $60.00. They cite strengthened long-term outlooks and supporting updates to their fair value estimates.
Artículo de análisis Aug 30

What Globalstar, Inc.'s (NASDAQ:GSAT) 27% Share Price Gain Is Not Telling You

Despite an already strong run, Globalstar, Inc. ( NASDAQ:GSAT ) shares have been powering on, with a gain of 27% in the...
Artículo de análisis Aug 03

Is Globalstar (NASDAQ:GSAT) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jun 30

Globalstar, Inc.'s (NASDAQ:GSAT) Shares Climb 28% But Its Business Is Yet to Catch Up

Globalstar, Inc. ( NASDAQ:GSAT ) shares have had a really impressive month, gaining 28% after a shaky period...
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Nueva narrativa May 27

Satellite IoT And LEO Networks Will Shape Global Connectivity

New satellite IoT solutions and proprietary wireless technologies drive expansion into enterprise markets and recurring service revenues.
Artículo de análisis May 27

Globalstar (NASDAQ:GSAT) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Seeking Alpha Apr 28

Globalstar Is Aiming To Enable Industry 4.0 (Rating Upgrade)

Summary Globalstar is expanding its satellite constellations for two-way communications, broadband and voice capabilities. Globalstar raised a significant amount of capital through the sale of equity in its SPE, providing the firm with upfront payments to allocate to develop its new satellite constellation. With the 3rd party investments, Globalstar may not need to raise additional capital through the debt and equity markets, providing a stronger investment case for potential shareholders. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

Globalstar: D2D Concerns Are A Distraction

Summary The announcement that iPhones would have access to Starlink's D2D service through T-Mobile has undermined investor confidence in Globalstar. I don't think this is particularly important given Globalstar's partnership with Apple and the fact that XCOM RAN appears to be reaching an inflection point. Globalstar's balance sheet and cash flows should improve significantly over the next few years, particularly if IoT and private networks become strong growth contributors. While Globalstar's stock isn't necessarily cheap, its high revenue multiple is a function of its high EBITDA margins and growth potential. Read the full article on Seeking Alpha
Seeking Alpha Feb 14

Globalstar Faces New Competition For Direct-To-Mobile Satellite Coverage

Summary Globalstar is expanding its coverage in its Commercial IoT business, targeting the warehouse and manufacturing markets that leverage robotics and other autonomous capabilities. Globalstar's XCOM RAN business is set to provide 5G network services in remote areas, such as mines and offshore oil platforms, with a notable partnership with Liquid Intelligent Technologies. In partnership with Apple, GSAT is launching 50 new satellites. Apple recently announced a separate partnership with SpaceX and T-Mobile. Read the full article on Seeking Alpha

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($406.5M) de GSAT superan a sus pasivos a corto plazo ($253.5M).

Pasivo a largo plazo: Los activos a corto plazo ($406.5M) de GSAT no cubren sus pasivos a largo plazo ($1.8B).


Historial y análisis de deuda-patrimonio

Nivel de deuda: El ratio deuda neta-patrimonio (33.9%) de GSAT se considera satisfactorio.

Reducción de la deuda: El ratio deuda-patrimonio de GSAT ha crecido de 89.7% a 138.4% en los últimos 5 años.


Hoja de balance


Análisis de cash runway

En el caso de las empresas que de media han sido deficitarias en el pasado, evaluamos si tienen al menos 1 año de cash runway.

Cash runway estable: Aunque no es rentable GSAT tiene suficiente cash runway para más de 3 años si mantiene su actual nivel positivo de flujo de caja libre.

Pronóstico de cash runway: GSAT no es rentable pero tiene suficiente cash runway para más de 3 años, debido a que el flujo de caja libre es positivo y crece un 19.3% al año.


Descubre empresas con salud financiera

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 08:26
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Globalstar, Inc. está cubierta por 5 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Michael CrawfordB. Riley Securities, Inc.
James McIlreeChardan Capital Markets, LLC
George SuttonCraig-Hallum Capital Group LLC