Can Globalstar’s (GSAT) Drone Connectivity Trial Clarify Its Edge In Private 5G Spectrum?

• Earlier this week, Globalstar and Skydio reported they had completed a joint technology trial showing Skydio X10 drones can operate over Globalstar’s licensed Band n53 spectrum and XCOM RAN private 5G platform as a high-performance alternative to traditional Wi‑Fi or public cellular networks.
• The trial underscores how Globalstar’s exclusive Band n53 rights and private 5G capabilities could make it a key enabler of reliable connectivity for autonomous drones in demanding public safety and enterprise settings.
• We’ll now explore how proving Skydio X10 drone compatibility with Band n53 and XCOM RAN may influence Globalstar’s broader investment narrative.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

Globalstar Investment Narrative Recap

To own Globalstar, you need to believe its mix of satellite, licensed spectrum and private 5G can become a go to platform for mission critical connectivity, while it manages heavy investment needs and competition from larger players. The Skydio trial supports the near term catalyst of monetizing Band n53 and XCOM RAN, but does not materially change the bigger swing factor, which remains converting trials and proofs of concept into recurring, diversified contracts.

Among recent developments, the joint work with Parsons to integrate Globalstar’s low Earth orbit network into software defined ground infrastructure across Europe looks especially relevant, because it also speaks to the same thesis as the Skydio trial: using Band 53/n53 and XCOM RAN to win enterprise and government deals that can smooth out long sales cycles. Together, these initiatives sit at the heart of whether Globalstar can turn technical momentum into more predictable revenue.

Yet while excitement around Band n53 grows, investors should be aware that persistent high capital expenditure for satellites and ground infrastructure could...

Read the full narrative on Globalstar (it's free!)

Globalstar's narrative projects $383.1 million revenue and $75.2 million earnings by 2028. This requires 13.7% yearly revenue growth and a $124.2 million earnings increase from -$49.0 million today.

Uncover how Globalstar's forecasts yield a $67.50 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Eight fair value estimates from the Simply Wall St Community span roughly US$4.65 to US$67.50 per share, showing how far apart views on Globalstar can be. As you weigh those opinions against the dependency on turning spectrum and private 5G trials like Skydio into stable revenue, it is worth exploring several alternative viewpoints before deciding how that risk might play out for the business.

Explore 8 other fair value estimates on Globalstar - why the stock might be worth less than half the current price!

Build Your Own Globalstar Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Globalstar research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free Globalstar research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Globalstar's overall financial health at a glance.

Interested In Other Possibilities?

Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:

• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• These 15 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com