Globalstar, Inc. (GSAT)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
$82.34+0.44%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · GSAT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 478.8% |
| Our one-year growth estimate | diamond | 17.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
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 built into the price is above our model estimate.
The price assumes 461.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has erratic recent earnings surprises and missed its most recent quarter. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 23 industry peers · Company calendar date is not available
GSAT — earnings miss
Dated 2026-08-06
Results of Operations and Financial Condition. On August 6, 2026, Globalstar, Inc. (the "Company") issued a press release announcing the Company's financial and operating results for the three and six months ended June 30, 2026. A copy of the press release is furnished hereto as Exhibit 99.1. The information in this Current Report on Form 8-K, including Exhibit 99.1, is furnished pursuant to the rules and regulations of the Securities and Exchange Commission and shall not be deemed “filed” fo…
Why it matters: More Commercial IoT subscribers show strong demand. This means more chances to make money.
Supportive ifCommercial IoT subscriber activations grew over 20% from last year in Q3.
Worry ifSubscriber activations decline or grow less than 10% year over year in Q3.
Why it matters: Regulatory approvals are key for the merger with Amazon. Delays could impact the timeline.
Watch forMore regulatory approvals from the FCC or other groups may be announced.
Also watch forThere may be news of more delays or rejections about the merger.
Why it matters: The sector's revenue growth is a key indicator of overall health. Positive growth may signal a recovery.
Supportive ifSector revenue growth turns positive after being negative.
Worry ifSector revenue growth is still negative for another quarter.
Why it matters: Progress on the merger could enhance growth and market position.
Supportive ifA press release confirms the merger agreement with Amazon.
Worry ifNo updates or delays in the merger agreement.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$37 on $10,000 · ±0.4% | How much price usually moves either way. |
| Bad day | $641 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,653 loss on $10,000 · 26.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The earnings report will show if the company can improve its financial losses. Investors will focus on revenue and profit trends.
Watch forEarnings report shows revenue growth turning positive year over year.
Also watch forEarnings report shows continued revenue decline year over year.
Why it matters: Meeting or beating this revenue target shows strong demand and good operations. This supports full-year guidance.
Supportive ifQ2 revenue reported at or above $70 million.
Worry ifQ2 revenue reported below $70 million.
Why it matters: This margin shows better efficiency and makes more money.
Supportive ifAdjusted EBITDA margin reaches or exceeds 45% in Q3 2026.
Worry ifAdjusted EBITDA margin falls below 40% in Q3 2026.