EchoStar（SATS）株式概要
エコースター社は、米国、メキシコ、カナダ、中南米、アジア、アフリカ、オーストラリア、ヨーロッパ、インド、中東で有料テレビサービスを提供している。 詳細
SATS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$43.91
FV
194.2% 割高 内在価値ディスカウント595
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EchoStar Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$129.19 |
| 52週高値 | US$147.25 |
| 52週安値 | US$14.90 |
| ベータ | 0.96 |
| 1ヶ月の変化 | 4.88% |
| 3ヶ月変化 | 8.86% |
| 1年変化 | 628.65% |
| 3年間の変化 | 682.97% |
| 5年間の変化 | 369.61% |
| IPOからの変化 | 586.09% |
最新ニュース
ナラティブの更新 • May 18
SATS: Index Reclassification And Buybacks Will Shape A Cautious Longer Term Outlook
Analysts now place EchoStar's fair value at $134.80, up from $124.29, citing updated assumptions on the discount rate, revenue trends, profit margin, and future P/E, which together reshape their overall price target framework. What's in the News EchoStar was added to the S&P 500, shifting its index representation toward large cap benchmarks.Seeking Alpha • May 06
EchoStar: There's More To This Company Than Just SpaceX Shares
Summary EchoStar is now primarily valued as a SpaceX tracking stock, with its legacy businesses largely discounted by the market. SATS' upside is tightly linked to SpaceX's IPO and valuation, with its stake potentially worth $44 billion if SpaceX achieves a $1.75 trillion valuation. Operational segments—wireless and pay-TV—continue to decline, offering little long-term value; lawsuits and FCC penalties pose manageable but non-trivial risks. At a $35 billion market cap, SATS prices in SpaceX's best-case scenario, leaving limited further upside; I rate it a Hold. Read the full article on Seeking Alpha
ナラティブの更新 • May 03
SATS: Future View Will Balance Buybacks Index Shift And Going Concern Risk
EchoStar's updated analyst price target now sits at $120. Analysts largely tie the unchanged headline figure to modest tweaks in the discount rate, revenue outlook, profit margin, and assumed future P/E that fine tune rather than overhaul their prior valuation work.
ナラティブの更新 • Apr 18
SATS: Index Reclassification And Buybacks Will Frame Future Risk Reward Balance
Analysts have revised their EchoStar price target from $158.00 to $147.00 as updated assumptions for revenue trends, profitability, discount rate, and future P/E reshape their outlook on the stock's risk and earnings profile. What's in the News EchoStar was added to the S&P 500, shifting its benchmark exposure toward a larger cap index and potentially changing how some index and benchmark-aware investors gain exposure to the stock (Key Developments).ナラティブの更新 • Apr 04
SATS: Balanced Outlook Will Weigh Buybacks Against Going Concern And Index Shift
Analysts now hold their fair value estimate for EchoStar at $120.00, reflecting a slightly lower discount rate, modestly softer revenue growth assumptions, a marginally higher profit margin outlook, and a small reduction in the future P/E, resulting in a more finely balanced view of the company’s risk and earnings profile. What's in the News EchoStar filed its 10-K for the year ending December 31, 2025, with auditor KPMG LLP issuing an unqualified opinion while expressing doubt about the company’s ability to continue as a going concern, which puts balance sheet strength and funding options in sharper focus for investors.Recent updates
ナラティブの更新 • May 18
SATS: Index Reclassification And Buybacks Will Shape A Cautious Longer Term Outlook
Analysts now place EchoStar's fair value at $134.80, up from $124.29, citing updated assumptions on the discount rate, revenue trends, profit margin, and future P/E, which together reshape their overall price target framework. What's in the News EchoStar was added to the S&P 500, shifting its index representation toward large cap benchmarks.Seeking Alpha • May 06
EchoStar: There's More To This Company Than Just SpaceX Shares
Summary EchoStar is now primarily valued as a SpaceX tracking stock, with its legacy businesses largely discounted by the market. SATS' upside is tightly linked to SpaceX's IPO and valuation, with its stake potentially worth $44 billion if SpaceX achieves a $1.75 trillion valuation. Operational segments—wireless and pay-TV—continue to decline, offering little long-term value; lawsuits and FCC penalties pose manageable but non-trivial risks. At a $35 billion market cap, SATS prices in SpaceX's best-case scenario, leaving limited further upside; I rate it a Hold. Read the full article on Seeking Alphaナラティブの更新 • May 03
SATS: Future View Will Balance Buybacks Index Shift And Going Concern Risk
EchoStar's updated analyst price target now sits at $120. Analysts largely tie the unchanged headline figure to modest tweaks in the discount rate, revenue outlook, profit margin, and assumed future P/E that fine tune rather than overhaul their prior valuation work.ナラティブの更新 • Apr 18
SATS: Index Reclassification And Buybacks Will Frame Future Risk Reward Balance
Analysts have revised their EchoStar price target from $158.00 to $147.00 as updated assumptions for revenue trends, profitability, discount rate, and future P/E reshape their outlook on the stock's risk and earnings profile. What's in the News EchoStar was added to the S&P 500, shifting its benchmark exposure toward a larger cap index and potentially changing how some index and benchmark-aware investors gain exposure to the stock (Key Developments).ナラティブの更新 • Apr 04
SATS: Balanced Outlook Will Weigh Buybacks Against Going Concern And Index Shift
Analysts now hold their fair value estimate for EchoStar at $120.00, reflecting a slightly lower discount rate, modestly softer revenue growth assumptions, a marginally higher profit margin outlook, and a small reduction in the future P/E, resulting in a more finely balanced view of the company’s risk and earnings profile. What's in the News EchoStar filed its 10-K for the year ending December 31, 2025, with auditor KPMG LLP issuing an unqualified opinion while expressing doubt about the company’s ability to continue as a going concern, which puts balance sheet strength and funding options in sharper focus for investors.ナラティブの更新 • Mar 21
SATS: Balanced Outlook Will Weigh Buybacks Against Going Concern Risk
EchoStar's latest analyst price target has been reset to $120.00. Analysts point to a slightly lower discount rate, a smaller projected revenue decline, a modestly reduced profit margin, and a marginally lower assumed future P/E as key drivers of the updated view.
新しいナラティブ • Mar 09
EchoStar's 43.91 fair value will redefine its market position
Why EchoStar (SATS) Finally Grabbed My Attention I first stumbled onto EchoStar (SATS) back in late 2025. Funnily enough, I wasn't even looking at them; I was deep in the weeds researching a Chinese firm called Xinwei Communication.ナラティブの更新 • Mar 07
SATS: Higher Future P/E Expectations Will Likely Drive Upside Potential
Analysts have raised their fair value estimate for EchoStar from $85.00 to $120.00, citing updated assumptions regarding discount rates, long term revenue trends, profit margins, and a higher expected future P/E multiple. What's in the News EchoStar's auditor, KPMG LLP, issued an unqualified opinion in the company's 10-K for the period ending Dec 31, 2025, while also expressing doubt about EchoStar's ability to continue as a going concern, filed on Mar 2, 2026 (company 10-K filing).
新しいナラティブ • Feb 27
EchoStar Corporation (SATS): The Spectrum Sovereign – Orchestrating the Great Satellite-to-5G Pivot
EchoStar Corporation (SATS) has moved beyond its legacy as a satellite provider, positioning itself as a critical infrastructure backbone for the "Sovereign AI" and 5G era. The company is confirmed to host a conference call to discuss its Q4 and Full-Year 2025 financial results on Monday, March 2, 2026, at 11:00 a.m. ET (BMO).ナラティブの更新 • Feb 20
SATS: 5G Smartphone Expansion And Refined Assumptions Will Steady Longer Term Outlook
Analysts have raised their price target on EchoStar to $124.29 from $120.71, reflecting updated assumptions around discount rates, long run revenue trends, profit margins and future P/E expectations. What's in the News Boost Mobile launched the moto g 2026 and moto g play 2026, both positioned as 5G smartphones with AI powered camera systems and long battery life, aimed at offering higher performance at lower price points.ナラティブの更新 • Feb 06
SATS: Mid Band Spectrum Deployment Will Support Future Upside Potential
Analysts have kept their fair value estimate for EchoStar steady at US$158.00. They point to only slight tweaks in discount rate, revenue growth and profit margin assumptions, along with a marginally higher future P/E input, as reasons for holding the line on their price target.ナラティブの更新 • Jan 23
SATS: EchoStar Spectrum Deployment And New Capital Division Will Drive Upside
Analysts have lifted their fair value estimate for EchoStar from US$102.00 to US$158.00, pointing to a lower discount rate and a higher assumed future P/E multiple as key drivers of the target change, even though they now factor in a modest revenue decline and essentially stable profit margins. What's in the News AT&T has deployed mid band spectrum acquired from EchoStar to nearly 23,000 cell sites in a few weeks, aiming to lift 5G download speeds by up to 80% for mobility users and 55% for AT&T Internet Air customers across more than 5,300 cities in 48 states (client announcement).ナラティブの更新 • Jan 09
SATS: Future 5G Spectrum Efficiencies And Capital Unit Changes Will Steady Outlook
Analysts have raised their price target for EchoStar from US$90.29 to US$120.71, citing a lower assumed discount rate, slightly firmer profit margins, and a higher future P/E multiple as key drivers of the change. What's in the News AT&T has deployed mid band spectrum it agreed to acquire from EchoStar to nearly 23,000 cell sites across more than 5,300 cities in 48 states, aiming to lift 5G download speeds for mobility customers by up to 80% and for AT&T Internet Air by 55% (Key Developments).ナラティブの更新 • Dec 25
SATS: Future Spectrum Sales Will Likely Leave Upside Expectations Vulnerable
Analysts have sharply raised their price target on EchoStar, lifting fair value from 28 dollars to 85 dollars. They cite a lower perceived risk profile, modestly improved long term margin and revenue expectations, and a higher justified future earnings multiple.ナラティブの更新 • Dec 11
SATS: Future Spectrum Sales Will Likely Overprice 5G And Capital Division Prospects
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).ナラティブの更新 • Nov 26
SATS: Spectrum Sales Will Drive 5G Deployment and Capital Division Growth
EchoStar's analyst price target has been revised downward from $82.29 to $79.83. This change reflects analysts' assessment of slowing projected revenue growth and a modest increase in the discount rate, despite a slight improvement in profit margin forecasts.ナラティブの更新 • Nov 08
SATS: Upcoming Spectrum Sales Will Accelerate United States 5G Expansion
EchoStar’s analyst price target has been adjusted downward by $2, with analysts citing a moderated revenue decline and slight contraction in profit margins as supporting rationale for the revision. What's in the News EchoStar announced the creation of a new division, EchoStar Capital, dedicated to expanding business opportunities within the company.ナラティブの更新 • Sep 26
LEO Satellite Constellation Will Expand Global Connectivity
EchoStar’s consensus price target improved moderately, reflecting a slight uptick in both its forward P/E and discount rate, with fair value rising from $81.71 to $84.29. What's in the News EchoStar will sell its 3.45 GHz and 600 MHz spectrum licenses (totaling 50 MHz nationwide) to AT&T for approximately $23 billion, pending regulatory approval.ナラティブの更新 • Sep 11
LEO Satellite Constellation Will Expand Global Connectivity
Despite a notable downgrade in revenue growth forecasts and a higher expected future P/E, the consensus analyst price target for EchoStar has sharply increased from $45.21 to $81.71. What's in the News EchoStar has agreed to sell its 3.45 GHz and 600 MHz spectrum licenses (50 MHz nationwide) to AT&T for approximately $23 billion, pending regulatory approval.ナラティブの更新 • Aug 27
LEO Satellite Constellation Will Expand Global Connectivity
Despite a weaker revenue growth outlook and a higher future P/E multiple, analyst sentiment has strengthened, driving EchoStar's consensus price target up from $39.50 to $45.21. What's in the News EchoStar agreed to sell its 3.45 GHz and 600 MHz spectrum licenses (50 MHz nationwide) to AT&T for approximately $23 billion, subject to regulatory approval.分析記事 • Jun 01
EchoStar Corporation (NASDAQ:SATS) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the EchoStar Corporation ( NASDAQ:SATS ) share price has dived 26% in the last...
新しいナラティブ • Mar 20
Merger With DISH Network Will Create A Comprehensive Telecommunications Entity Spanning Satellite And 5G Services
The merger with DISH Network and investment in Boost Mobile 5G position EchoStar for revenue growth through expanded market opportunities.Seeking Alpha • Oct 31
EchoStar: Brilliant Maneuver Means Company Gets Paid With Or Without Merger Deal
Summary EchoStar's transaction with DIRECTV to sell DISH TV may not move forward due to bondholder objections. EchoStar's recapitalization deal is not contingent on the sale of its DBS subsidiary, so it will have fresh capital to continue the 5G buildout regardless. Given TPG's commitment to fund DBS's bond maturity in November either way, EchoStar may now actually prefer the deal to collapse. EchoStar's clever approach means that it will reap major benefits from either the consummation or the collapse of the deal. The key risk factor now for EchoStar is that it may not be able to make its wireless business viable. I am more positive now than two months ago, but maintain a Hold rating. Read the full article on Seeking AlphaSeeking Alpha • Sep 30
Wall Street Lunch: DirecTV To Buy EchoStar's Video Business
Summary DirecTV, owned by TPG, will acquire EchoStar's video distribution business for $1 plus debt, aiming to enhance financial flexibility and operational focus. Stellantis lowered its 2024 earnings forecast due to North American challenges, while Marsh McLennan acquired McGriff for $7.5 billion. Wall Street banks' S&P 500 targets for Q4 range from 4,200 to 6,100, with a median target of 5,600, indicating a potential decline. Read the full article on Seeking AlphaSeeking Alpha • Sep 07
EchoStar Corporation: Shares' Recent Surge Might Represent A Good Opportunity To Exit (Rating Downgrade)
Summary EchoStar Corporation's stock rose on September 5th due to potential settlement talks with creditors over controversial asset transfers earlier this year. Despite past bullish views, EchoStar's significant debt and declining operations now warrant a 'sell' rating, reflecting its precarious financial health. The merger with DISH Network and subsequent asset transfers, including $4.7 billion in receivables, have led to lawsuits and increased financial instability. EchoStar faces substantial debt repayments soon, with $1.98 billion due in November, making its long-term survival highly uncertain. Read the full article on Seeking AlphaSeeking Alpha • Aug 31
EchoStar: Dangerous Debt Comes With Massive Spectrum Potential
Summary EchoStar faces severe financial challenges, including a "going concern" warning and declining cash flow, jeopardizing its 5G network construction and spectrum licenses worth $20 billion. The company's strategy to use pay-TV cash flows to fund 5G network construction is faltering due to losses in the Retail Wireless and Broadband segments. EchoStar's immediate survival hinges on securing new financing to cover $1.98 billion in debt maturing in November 2024, with uncertain prospects. Despite the risks, a successful 5G network build out could significantly boost EchoStar's market cap, offering substantial upside potential if the company can overcome its hurdles. Read the full article on Seeking AlphaSeeking Alpha • Apr 15
EchoStar: High Debt But Space-Based And Merger Opportunities
Summary EchoStar is improving its positioning in the satellite industry, particularly in internet broadband, following the launch of Jupiter 3 to better compete with Viasat and SpaceX. The company has opportunities to serve enterprise customers directly, such as providing in-flight connectivity to Delta Air Lines. Inheriting DISH Network's debt-laden balance sheet has weighed down on the stock, and with the Federal Reserve favoring a higher-for-longer rates strategy, things are risky. On the other hand, the merger with DISH does create opportunities for synergistic growth. I also demystify the notion that SpaceX with its Starlink subsidiary could be monopolizing the IFC market. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
EchoStar: Taking A Look Post Dish Deal
Summary EchoStar Corporation faces uncertainty in the next 12 months, despite its long-term potential. The completion of the acquisition of Dish Network expands EchoStar's capabilities and assets. EchoStar has the potential for innovative product bundles and unique hybrid service offerings, but faces fierce competition. Read the full article on Seeking Alpha株主還元
| SATS | US Media | US 市場 | |
|---|---|---|---|
| 7D | 4.0% | 0.5% | 1.6% |
| 1Y | 628.7% | -15.3% | 28.5% |
業界別リターン: SATS過去 1 年間で-15.3 % の収益を上げたUS Media業界を上回りました。
リターン対市場: SATS過去 1 年間で28.5 % の収益を上げたUS市場を上回りました。
価格変動
| SATS volatility | |
|---|---|
| SATS Average Weekly Movement | 8.0% |
| Media Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: SATS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SATSの 週次ボラティリティ は、過去 1 年間で15%から8%に減少しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1980 | 12,100 | Charlie Ergen | www.echostar.com |
エコースター・コーポレーションは米国、メキシコ、カナダ、中南米、アジア、アフリカ、オーストラリア、欧州、インド、中東で有料テレビサービスを提供している。有料テレビ事業では、直接放送、固定衛星、所有衛星、リース衛星、リース光ファイバーネットワーク、家庭内サービス、コールセンター運営サービス、衛星アップリンク／ダウンリンク、伝送、その他サードパーティ有料テレビ事業者へのサービスを含むデジタル放送事業、多チャンネル、ライブリニア、オンデマンドストリーミングのオーバーザトップ・インターネットベースの国内、海外、ラテンアメリカ、フリーストリームのビデオ番組サービス、受信機システムを提供している。ワイヤレス部門は、ワイヤレス通信サービスおよび製品、各種ワイヤレス機器を提供している。ブロードバンド・衛星サービス事業では、家庭や中小企業を含む消費者向けにブロードバンド衛星技術やインターネット製品・サービスを、政府・企業向けにマネージド・サービス、機器、ハードウェア、衛星サービス、通信ソリューションを、また未提供の消費者、企業、航空、政府市場向けに、航空会社や航空サービス・プロバイダーが機内ネットワーク接続を実現する統合マルチトランスポート・ソリューションを提供している。また、その他の衛星システム向けのゲートウェイおよび端末機器の設計、提供、顧客への設置、衛星地上セグメントシステムおよび端末で構成される通信ネットワークの設計、開発、構築、モバイルシステム事業者および企業顧客への提供も行っている。その他のセグメントは、5Gネットワークおよび5Gネットワーク展開事業で構成されている。同社はブースト・モバイル、DISH、ジェン・モバイル、ヒューズ、ヒューズネット、スリングのブランドで製品・サービスを販売している。同社の前身はエコードスター・ホールディング・コーポレーション。エコースター・コーポレーションは1980年に設立され、コロラド州エングルウッドに本社を置く。
EchoStar Corporation 基礎のまとめ
| SATS 基礎統計学 | |
|---|---|
| 時価総額 | US$37.44b |
| 収益（TTM） | -US$14.44b |
| 売上高(TTM) | US$14.80b |
2.5x
P/Sレシオ-2.6x
PER（株価収益率SATS は割高か？
公正価値と評価分析を参照収益と収入
| SATS 損益計算書（TTM） | |
|---|---|
| 収益 | US$14.80b |
| 売上原価 | US$10.79b |
| 売上総利益 | US$4.01b |
| その他の費用 | US$18.45b |
| 収益 | -US$14.44b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -49.83 |
| グロス・マージン | 27.08% |
| 純利益率 | -97.56% |
| 有利子負債／自己資本比率 | 426.4% |
SATS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/31 23:38 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
EchoStar Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Michael Rollins | Citigroup Inc |
| Bryan Kraft | Deutsche Bank |
| Giles Thorne | Jefferies LLC |