Globalstar, Inc.

NasdaqGS:GSAT 주식 리포트

시가총액: US$10.7b

Globalstar 향후 성장

Future 기준 점검 4/6

Globalstar (는) 각각 연간 99.7% 및 16.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 99.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.4% 로 예상됩니다.

핵심 정보

99.7%

이익 성장률

99.81%

EPS 성장률

Telecom 이익 성장46.9%
매출 성장률16.1%
향후 자기자본이익률13.39%
애널리스트 커버리지

Low

마지막 업데이트18 Aug 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Aug 29

Globalstar: Q2 Improves The Deal Outlook, But I'm Staying On Hold

Summary Globalstar remains a Hold as the Amazon deal caps upside near $90, shifting focus from growth to deal closure probability. Q2 results highlight ongoing customer concentration risk—Apple accounted for 64% of first-half revenue—and continued net losses, though operational milestones have reduced potential price cuts. Regulatory progress is evident with Hart-Scott-Rodino clearance and satellite launches, but significant regulatory and timing risks remain before deal closure. With the stock near $82 and capped upside, the risk-reward profile is anchored by deal odds, not business fundamentals or re-rating potential. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 23

GSAT: Amazon Buyout Terms And Spectrum Rights Will Drive Future Upside

Analysts raised their price target on Globalstar to $90 from $71, while at the same time shifting to a more neutral stance because the current share price and expectations around the pending Amazon agreement leave less than 10% perceived upside and a tighter risk/reward trade-off. Analyst Commentary Recent analyst commentary on Globalstar centers on how the pending Amazon agreement feeds into the stock's valuation, risk profile, and room for further upside at current levels.
내러티브 업데이트 • Jun 06

GSAT: Amazon Acquisition And Spectrum Assets Will Shape Measured Future Opportunity

Analysts have raised their price target on Globalstar to $90, citing the value they see in the pending Amazon agreement and related milestones. However, they also note that, at current levels, the potential upside appears limited and less compelling on a risk/reward basis.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
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새로운 내러티브 • 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.
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

이익 및 매출 성장 예측

NasdaqGS:GSAT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202841476N/AN/A1
12/31/202734925127N/A2
12/31/2026289-8086N/A2
6/30/2026281-6285572N/A
3/31/2026283-17129605N/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
3/31/2020134-49N/A6N/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

애널리스트 향후 성장 전망

수입 대 저축률: GSAT 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.7%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: GSAT (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: GSAT 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: GSAT 의 수익(연간 16.1%)이 US 시장(연간 13.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: GSAT 의 수익(연간 16.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: GSAT의 자본 수익률은 3년 후 13.4%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/13 16:16
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Globalstar, Inc.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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