Globalstar, Inc.

NasdaqGS:GSAT 株式レポート

時価総額：US$10.7b

Globalstar 将来の成長

Future 基準チェック /46

Globalstar利益と収益がそれぞれ年間77.6%と12.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.4% 77.7%なると予測されています。

主要情報

77.6%

収益成長率

77.72%

EPS成長率

Telecom 収益成長11.6%
収益成長率12.9%
将来の株主資本利益率13.41%
アナリストカバレッジ

Low

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.
分析記事 • 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

業績と収益の成長予測

NasdaqGS:GSAT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202841476N/AN/A1
12/31/202734623137993
12/31/2026299-4997801
3/31/2026283-19129605N/A
12/31/2025273-1971622N/A
9/30/2025262-58148786N/A
6/30/2025261-49125582N/A
3/31/2025254-7864461N/A
12/31/2024250-74179439N/A
9/30/2024242-39-43104N/A
6/30/2024227-55-2898N/A
3/31/2024222-45-7781N/A
12/31/2023224-35-10174N/A
9/30/2023213-24-50101N/A
6/30/2023193-220-5686N/A
3/31/2023174-244-2279N/A
12/31/2022149-2582464N/A
9/30/2022142-2761656N/A
6/30/2022137-1024197N/A
3/31/2022130-9784135N/A
12/31/2021124-11386132N/A
9/30/2021123-11070106N/A
6/30/2021123-1044769N/A
3/31/2021123-108422N/A
12/31/2020128-110822N/A
9/30/2020127-126821N/A
6/30/2020133-80-110N/A
3/31/2020134-49-46N/A
12/31/201913215N/A3N/A
9/30/2019132-43N/A-8N/A
6/30/2019129-55N/A0N/A
3/31/2019131-69N/A-3N/A
12/31/2018130-7N/A6N/A
9/30/201812867N/A17N/A
6/30/2018122111N/A15N/A
3/31/201811719N/A18N/A
12/31/2017113-89N/A14N/A
9/30/2017108-184N/A18N/A
6/30/2017103-239N/A14N/A
3/31/2017100-126N/A12N/A
12/31/201697-133N/A9N/A
9/30/201695-42N/A3N/A
6/30/201693-16N/A4N/A
3/31/201691175N/A2N/A
12/31/20159072N/A2N/A
9/30/201590191N/A4N/A
6/30/201590296N/A0N/A

アナリストによる今後の成長予測

収入対貯蓄率: GSATは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: GSAT今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: GSAT今後 3 年以内に収益を上げることが予想されます。

収益対市場: GSATの収益 ( 12.9% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: GSATの収益 ( 12.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: GSATの 自己資本利益率 は、3年後には低くなると予測されています ( 13.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 14:04
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Globalstar, Inc. 3 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。5

アナリスト機関
Michael CrawfordB. Riley Securities, Inc.
James McIlreeChardan Capital Markets, LLC
George SuttonCraig-Hallum Capital Group LLC