Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
EchoStar (ECHO)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
$89.92-8.82%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.87 → 2.99 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ECHO yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Successful debt restructuring and avoidance of further bankruptcy filings | A primary condition in EchoStar's published investment case. The stated target is No new bankruptcy filings and manageable debt maturities. | Under Pressure | New bankruptcy filings or default on debt maturities within 12 months | New bankruptcy filings occurred (Dish DBS, Hughes) Dish DBS filed for bankruptcy in July 2026; Hughes restructuring via Chapter 11 is ongoing with creditor disputes. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a restructuring and recovery story, not a proven durable compounder. The long-term thesis remains in watch status: operating income has improved, while Hughes’ Chapter 11 process and uneven cash flow leave important execution questions.
ECHO carries a durable premium versus peers, while the expectations gap is slightly negative. The valuation model has low confidence, so the premium is difficult to read as a firm signal; the priced-in assessment is tagged justified, with low fragility.
Near term, operating income improvement is encouraging, but recent financial performance remains below the industry cohort and earnings have been erratic. Management is working through Hughes’ debt restructuring, while operating cash flow has been positive only intermittently; overall risk has also risen from low to moderate.
Over the next one to three years, the thesis depends on whether the Hughes reorganization strengthens its capital structure and whether operating improvements translate into steadier cash generation. Near-term sector support could improve if rates fall and major telecom companies keep reporting strong results, but weaker results from those companies could remove that support.
The multi-year view is an uncertain restructuring story with signs of operating progress, but unresolved debt, cash flow, and sector risks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth from pan-European satellite IoT network | EchoStar is developing a pan-European satellite network with seven IoT providers signed. | Under Pressure | Failure to launch network or loss of key IoT partners within 4 quarters | Network teased but not operational; no IoT partners signed vs target of multiple signed by next 4 quarters EchoStar teased pan-European LoRa network in July 2026. No subsequent news confirms launch or IoT partner signings. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue stabilizes near $14 billion | The company aims to stabilize revenue near $14 billion next year. | Broken | total revenue falls below $13 billion in FY27 | Revenue: $1.128B FY2026-Q3; GAAP. Published target: >= $14 billion. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 20261,127,611,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.56 → $2.99 · observed estimates
$13.53B → $13.11B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-08-07 | $2.56 | $13,526,562,744 | 3 / 6 |
| 2026-08-08 | $15.64 | $13,710,624,290 | 3 / 6 |
| 2026-08-09 | $15.64 | $13,710,624,290 | 3 / 6 |
| 2026-08-10 | $15.64 | $13,710,624,290 | 3 / 6 |
| 2026-08-11 | $2.56 | $13,526,562,744 | 3 / 6 |
| 2026-08-12 | $15.64 | $13,710,624,290 | 3 / 6 |
| 2026-08-13 | $15.64 | $13,710,624,290 | 3 / 6 |
| 2026-08-14 | $2.56 | $13,526,562,744 | 3 / 6 |
| 2026-08-15 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-16 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-17 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-18 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-19 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-20 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-21 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-22 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-23 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-24 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-25 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-26 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-27 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-28 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-29 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-30 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-08-31 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-01 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-02 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-03 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-04 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-05 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-06 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-07 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-08 | $2.56 | $13,526,562,744 | 3 / 5 |
| 2026-09-09 | $2.40 | $13,468,807,070 | 4 / 5 |
| 2026-09-10 | $2.40 | $13,468,807,070 | 4 / 6 |
| 2026-09-11 | $2.40 | $13,468,807,070 | 3 / 6 |
| 2026-09-12 | $2.40 | $13,468,807,070 | 3 / 6 |
| 2026-09-13 | $2.40 | $13,468,807,070 | 3 / 6 |
| 2026-09-14 | $2.40 | $13,468,807,070 | 3 / 6 |
| 2026-09-15 | $2.87 | $13,262,729,187 | 3 / 6 |
| 2026-09-16 | $2.87 | $13,262,729,187 | 3 / 6 |
| 2026-09-17 | $2.87 | $13,262,729,187 | 3 / 6 |
| 2026-09-18 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-19 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-20 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-21 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-22 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-23 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-24 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-25 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-26 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-27 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-28 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-29 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-09-30 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-10-01 | $2.87 | $13,262,729,187 | 4 / 6 |
| 2026-10-02 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-03 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-04 | $2.87 | $13,262,728,687 | 5 / 6 |
| 2026-10-05 | $2.87 | $13,262,728,687 | 5 / 6 |
| 2026-10-06 | $2.87 | $13,262,728,687 | 5 / 6 |
| 2026-10-07 | $2.87 | $13,262,728,687 | 5 / 6 |
| 2026-10-08 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-09 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-10 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-11 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-12 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-13 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-14 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-15 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-16 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-17 | $2.87 | $13,262,729,187 | 5 / 6 |
| 2026-10-18 | $2.99 | $13,188,562,520 | 5 / 7 |
| 2026-10-19 | $2.99 | $13,188,562,520 | 5 / 7 |
| 2026-10-20 | $2.99 | $13,188,562,520 | 5 / 7 |
| 2026-10-21 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-22 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-23 | $2.99 | $13,188,562,520 | 5 / 7 |
| 2026-10-24 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-25 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-26 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-27 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-28 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-29 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-30 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-10-31 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-11-01 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-11-02 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-11-03 | $2.99 | $13,188,562,520 | 6 / 7 |
| 2026-11-04 | $2.99 | $13,107,793,487 | 6 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 9 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.