Globalstar Gestione
Criteri Gestione verificati 4/4
Globalstar Il CEO è Paul Jacobs, nominato in Aug2023, e ha un mandato di 2.75 anni. la retribuzione annua totale è $ 1.24M, composta da 40.3% di stipendio e 59.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.92% delle azioni della società, per un valore di $ 97.88M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 7.4 anni.
Informazioni chiave
Paul Jacobs
Amministratore delegato
US$1.2m
Compenso totale
| Percentuale dello stipendio del CEO | 40.31% |
| Mandato del CEO | 2.8yrs |
| Proprietà del CEO | 0.9% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 7.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Nuova narrazione • 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.Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$19m |
| Dec 31 2025 | US$1m | US$500k | -US$19m |
| Sep 30 2025 | n/a | n/a | -US$58m |
| Jun 30 2025 | n/a | n/a | -US$49m |
| Mar 31 2025 | n/a | n/a | -US$78m |
| Dec 31 2024 | US$1m | US$500k | -US$74m |
| Sep 30 2024 | n/a | n/a | -US$39m |
| Jun 30 2024 | n/a | n/a | -US$55m |
| Mar 31 2024 | n/a | n/a | -US$45m |
| Dec 31 2023 | US$37m | US$142k | -US$35m |
Compensazione vs Mercato: La retribuzione totale di Paul ($USD 1.24M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Paul è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Paul Jacobs (63 yo)
2.8yrs
Mandato
US$1,240,239
Compensazione
Dr. Paul E. Jacobs, Ph D., serves as Chief Executive Officer and Director at Globalstar, Inc. since August 29, 2023. He serves as 5G Advisor at Beyond Imagination, Inc. Dr. Jacobs was the Chief Executive O...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 22.4yrs | US$227.79k | 57.5% $ 6.1b | |
| CEO & Director | 2.8yrs | US$1.24m | 0.92% $ 97.9m | |
| VP, CFO & Corporate Secretary | 11.8yrs | US$2.03m | 0.094% $ 10.0m | |
| General Counsel & VP of Regulatory Affairs | 15.8yrs | US$780.73k | 0.11% $ 11.3m | |
| VP of Finance | no data | US$286.41k | 0.19% $ 20.0m | |
| Chief Technology Officer | 3.3yrs | Nessun dato | Nessun dato | |
| Chief Scientist | 3.3yrs | Nessun dato | Nessun dato | |
| Vice President of Strategy & Communications | no data | Nessun dato | Nessun dato | |
| Vice President of Sales - United States | 3.3yrs | Nessun dato | Nessun dato | |
| Chief Product Officer | 1.3yrs | Nessun dato | Nessun dato |
3.3yrs
Durata media
58.5yo
Età media
Gestione esperta: Il team dirigenziale di GSAT è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 22.4yrs | US$227.79k | 57.5% $ 6.1b | |
| CEO & Director | 2.8yrs | US$1.24m | 0.92% $ 97.9m | |
| VP of Finance | 7.4yrs | US$286.41k | 0.19% $ 20.0m | |
| Independent Director | 7.4yrs | US$286.41k | 0.042% $ 4.5m | |
| Independent Director | 16.8yrs | US$286.41k | 0.045% $ 4.8m | |
| Director | 22.4yrs | US$227.79k | 0.68% $ 72.8m | |
| Independent Director | 7.4yrs | US$286.41k | 0.041% $ 4.4m |
7.4yrs
Durata media
68yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di GSAT sono considerati esperti (durata media dell'incarico 7.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 01:36 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Globalstar, Inc. è coperta da 5 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Crawford | B. Riley Securities, Inc. |
| James McIlree | Chardan Capital Markets, LLC |
| George Sutton | Craig-Hallum Capital Group LLC |